401k Plan data: CHRISTINE CASE MD PROFIT SHARING PLAN plan

CHRISTINE CASE MD PROFIT SHARING PLAN 401k Plan overview

Plan Name	CHRISTINE CASE MD PROFIT SHARING PLAN
Plan identification number	001

CHRISTINE CASE MD PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHRISTINE CASE, MD has sponsored the creation of one or more 401k plans.

Company Name: CHRISTINE CASE, MD

Employer identification number (EIN): 570826654

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRISTINE CASE MD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 CHRISTINE CASE 2015-02-10
001 2013-01-01 CHRISTINE CASE 2014-04-03
001 2012-01-01 CHRISTINE CASE 2013-08-16
001 2011-01-01 CHRISTINE CASE 2012-05-14
001 2010-01-01 CHRISTINE CASE 2011-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	CHRISTINE CASE	2015-02-10
001	2013-01-01	CHRISTINE CASE	2014-04-03
001	2012-01-01	CHRISTINE CASE	2013-08-16
001	2011-01-01	CHRISTINE CASE	2012-05-14
001	2010-01-01	CHRISTINE CASE	2011-09-29

Plan Statistics for CHRISTINE CASE MD PROFIT SHARING PLAN

401k plan membership statisitcs for CHRISTINE CASE MD PROFIT SHARING PLAN

Measure Date Value
2018: CHRISTINE CASE MD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2018: CHRISTINE CASE MD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on CHRISTINE CASE MD PROFIT SHARING PLAN

Measure	Date	Value
2018 : CHRISTINE CASE MD PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-61,247
Expenses. Total of all expenses incurred	2018-12-31	$125,735
Benefits paid (including direct rollovers)	2018-12-31	$92,413
Total plan assets at end of year	2018-12-31	$1,087,502
Total plan assets at beginning of year	2018-12-31	$1,274,484
Value of fidelity bond covering the plan	2018-12-31	$270,000
Total contributions received or receivable from participants	2018-12-31	$7,500
Expenses. Other expenses not covered elsewhere	2018-12-31	$33,202
Contributions received from other sources (not participants or employers)	2018-12-31	$4,750
Other income received	2018-12-31	$-73,925
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-186,982
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,087,502
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,274,484
Assets. Value of real-estate (other than employer real property)	2018-12-31	$159,400
Total contributions received or receivable from employer(s)	2018-12-31	$428
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0

Form 5500 Responses for CHRISTINE CASE MD PROFIT SHARING PLAN

2018: CHRISTINE CASE MD PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHRISTINE CASE, MD
Employer identification number (EIN):	570826654
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)