401k Plan data: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN plan

WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 401k Plan overview

Plan Name	WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN
Plan identification number	501

WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

WATAUGA MEDICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name: WATAUGA MEDICAL SOCIETY

Employer identification number (EIN): 561454875

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2016-12-01
501 2015-12-01
501 2014-12-01
501 2013-12-01
501 2012-12-01 DR. MARC KADYK
501 2011-12-01 LINDA MILLER
501 2010-12-01 LINDA MILLER
501 2009-12-01 LINDA MILLER

Plan Statistics for WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

401k plan membership statisitcs for WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Measure Date Value
2016: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-12-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 0
Total of all active and inactive participants 2016-12-01 0
2015: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 0
Total of all active and inactive participants 2015-12-01 0
2014: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 0
Total of all active and inactive participants 2014-12-01 0
2013: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-12-01 0
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 0
Number of retired or separated participants receiving benefits 2013-12-01 0
Total of all active and inactive participants 2013-12-01 0
2012: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-12-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 0
Number of retired or separated participants receiving benefits 2012-12-01 0
Total of all active and inactive participants 2012-12-01 0
2011: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 0
Number of retired or separated participants receiving benefits 2011-12-01 0
Total of all active and inactive participants 2011-12-01 0
2010: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-12-01 51
Total number of active participants reported on line 7a of the Form 5500 2010-12-01 29
Number of retired or separated participants receiving benefits 2010-12-01 2
Total of all active and inactive participants 2010-12-01 31
2009: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 63
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 49
Number of retired or separated participants receiving benefits 2009-12-01 2
Total of all active and inactive participants 2009-12-01 51

Measure	Date	Value
2016: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-12-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	0
Total of all active and inactive participants	2016-12-01	0
2015: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	0
Total of all active and inactive participants	2015-12-01	0
2014: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	0
Total of all active and inactive participants	2014-12-01	0
2013: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-12-01	0
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	0
Number of retired or separated participants receiving benefits	2013-12-01	0
Total of all active and inactive participants	2013-12-01	0
2012: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-12-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	0
Number of retired or separated participants receiving benefits	2012-12-01	0
Total of all active and inactive participants	2012-12-01	0
2011: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	0
Number of retired or separated participants receiving benefits	2011-12-01	0
Total of all active and inactive participants	2011-12-01	0
2010: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-12-01	51
Total number of active participants reported on line 7a of the Form 5500	2010-12-01	29
Number of retired or separated participants receiving benefits	2010-12-01	2
Total of all active and inactive participants	2010-12-01	31
2009: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	63
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	49
Number of retired or separated participants receiving benefits	2009-12-01	2
Total of all active and inactive participants	2009-12-01	51

Financial Data on WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Measure	Date	Value
2017 : WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2017 401k financial data
Total income from all sources	2017-03-10	$2
Expenses. Total of all expenses incurred	2017-03-10	$43,125
Total plan assets at end of year	2017-03-10	$0
Total plan assets at beginning of year	2017-03-10	$43,123
Value of fidelity bond covering the plan	2017-03-10	$50,000
Expenses. Other expenses not covered elsewhere	2017-03-10	$20,564
Other income received	2017-03-10	$2
Net income (gross income less expenses)	2017-03-10	$-43,123
Net plan assets at end of year (total assets less liabilities)	2017-03-10	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-03-10	$43,123
Expenses. Administrative service providers (salaries,fees and commissions)	2017-03-10	$22,561
2016 : WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2016 401k financial data
Total income from all sources	2016-11-30	$33
Expenses. Total of all expenses incurred	2016-11-30	$39,049
Total plan assets at end of year	2016-11-30	$43,123
Total plan assets at beginning of year	2016-11-30	$82,139
Value of fidelity bond covering the plan	2016-11-30	$50,000
Expenses. Other expenses not covered elsewhere	2016-11-30	$2,120
Other income received	2016-11-30	$33
Net income (gross income less expenses)	2016-11-30	$-39,016
Net plan assets at end of year (total assets less liabilities)	2016-11-30	$43,123
Net plan assets at beginning of year (total assets less liabilities)	2016-11-30	$82,139
Expenses. Administrative service providers (salaries,fees and commissions)	2016-11-30	$36,929
2015 : WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2015 401k financial data
Total income from all sources	2015-11-30	$156
Expenses. Total of all expenses incurred	2015-11-30	$415,623
Total plan assets at end of year	2015-11-30	$82,139
Total plan assets at beginning of year	2015-11-30	$497,606
Value of fidelity bond covering the plan	2015-11-30	$50,000
Expenses. Other expenses not covered elsewhere	2015-11-30	$297,553
Other income received	2015-11-30	$156
Net income (gross income less expenses)	2015-11-30	$-415,467
Net plan assets at end of year (total assets less liabilities)	2015-11-30	$82,139
Net plan assets at beginning of year (total assets less liabilities)	2015-11-30	$497,606
Expenses. Administrative service providers (salaries,fees and commissions)	2015-11-30	$118,070
2014 : WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2014 401k financial data
Total income from all sources	2014-11-30	$281
Expenses. Total of all expenses incurred	2014-11-30	$73,328
Total plan assets at end of year	2014-11-30	$497,606
Total plan assets at beginning of year	2014-11-30	$570,653
Value of fidelity bond covering the plan	2014-11-30	$50,000
Expenses. Other expenses not covered elsewhere	2014-11-30	$18,438
Other income received	2014-11-30	$281
Net income (gross income less expenses)	2014-11-30	$-73,047
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$497,606
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$570,653
Expenses. Administrative service providers (salaries,fees and commissions)	2014-11-30	$54,890
2013 : WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2013 401k financial data
Total income from all sources	2013-11-30	$826
Expenses. Total of all expenses incurred	2013-11-30	$56,230
Total plan assets at end of year	2013-11-30	$570,653
Total plan assets at beginning of year	2013-11-30	$626,057
Value of fidelity bond covering the plan	2013-11-30	$50,000
Expenses. Other expenses not covered elsewhere	2013-11-30	$13,972
Other income received	2013-11-30	$826
Net income (gross income less expenses)	2013-11-30	$-55,404
Net plan assets at end of year (total assets less liabilities)	2013-11-30	$570,653
Net plan assets at beginning of year (total assets less liabilities)	2013-11-30	$626,057
Expenses. Administrative service providers (salaries,fees and commissions)	2013-11-30	$42,258
2012 : WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-11-30	$0
Total plan liabilities at beginning of year	2012-11-30	$63,390
Total income from all sources	2012-11-30	$3,645
Expenses. Total of all expenses incurred	2012-11-30	$55,268
Benefits paid (including direct rollovers)	2012-11-30	$-36,328
Total plan assets at end of year	2012-11-30	$626,057
Total plan assets at beginning of year	2012-11-30	$741,070
Value of fidelity bond covering the plan	2012-11-30	$50,000
Total contributions received or receivable from participants	2012-11-30	$1,252
Expenses. Other expenses not covered elsewhere	2012-11-30	$1,160
Other income received	2012-11-30	$2,393
Net income (gross income less expenses)	2012-11-30	$-51,623
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$626,057
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$677,680
Expenses. Administrative service providers (salaries,fees and commissions)	2012-11-30	$90,436
2011 : WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-11-30	$63,390
Total plan liabilities at beginning of year	2011-11-30	$75,597
Total income from all sources	2011-11-30	$436,769
Expenses. Total of all expenses incurred	2011-11-30	$639,316
Benefits paid (including direct rollovers)	2011-11-30	$584,469
Total plan assets at end of year	2011-11-30	$741,070
Total plan assets at beginning of year	2011-11-30	$955,824
Value of fidelity bond covering the plan	2011-11-30	$50,000
Total contributions received or receivable from participants	2011-11-30	$35,993
Other income received	2011-11-30	$4,556
Net income (gross income less expenses)	2011-11-30	$-202,547
Net plan assets at end of year (total assets less liabilities)	2011-11-30	$677,680
Net plan assets at beginning of year (total assets less liabilities)	2011-11-30	$880,227
Total contributions received or receivable from employer(s)	2011-11-30	$396,220
Expenses. Administrative service providers (salaries,fees and commissions)	2011-11-30	$54,847

Form 5500 Responses for WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

2016: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-12-01	Type of plan entity	Mulitple employer plan
2016-12-01	This submission is the final filing	Yes
2016-12-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-12-01	Plan funding arrangement – Trust	Yes
2016-12-01	Plan benefit arrangement - Trust	Yes
2015: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-12-01	Type of plan entity	Mulitple employer plan
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-12-01	Type of plan entity	Mulitple employer plan
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-12-01	Type of plan entity	Mulitple employer plan
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-12-01	Type of plan entity	Mulitple employer plan
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Mulitple employer plan
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2010: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-12-01	Type of plan entity	Mulitple employer plan
2010-12-01	Plan funding arrangement – Trust	Yes
2010-12-01	Plan benefit arrangement - Trust	Yes
2009: WATAUGA MEDICAL SOCIETY MULTIPLE EMPLOYER WELFARE ARRANGEMENT EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-12-01	Type of plan entity	Mulitple employer plan
2009-12-01	This submission is the final filing	No
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WATAUGA MEDICAL SOCIETY
Employer identification number (EIN):	561454875
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners