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JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN
Plan identification number 001

JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

JOSEPH T. BACKE, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH T. BACKE, M.D., P.A.
Employer identification number (EIN):630779232
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CATHY J BACKE
0012016-01-01CATHY J BACKE
0012015-01-01CATHY J BACKE
0012014-01-01CATHY J BACKE
0012013-01-01CATHY J BACKE
0012012-01-01CATHY J. BACKE
0012011-01-01CATHY J. BACKE
0012009-01-01CATHY J. BACKE

Plan Statistics for JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2022: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0116
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0115
Number of participants with account balances2022-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0116
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0116
Number of participants with account balances2021-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0116
Number of participants with account balances2020-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0116
Number of participants with account balances2019-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0116
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0116
Number of participants with account balances2018-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0115
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0115
Number of participants with account balances2017-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0115
Number of participants with account balances2016-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115
Number of participants with account balances2015-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0115
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0115
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113
Number of participants with account balances2009-01-0113

Financial Data on JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2022 : JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-501,653
Expenses. Total of all expenses incurred2022-12-31$279,102
Benefits paid (including direct rollovers)2022-12-31$267,030
Total plan assets at end of year2022-12-31$3,710,631
Total plan assets at beginning of year2022-12-31$4,491,386
Value of fidelity bond covering the plan2022-12-31$450,000
Other income received2022-12-31$-501,653
Net income (gross income less expenses)2022-12-31$-780,755
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,710,631
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,491,386
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$12,072
2021 : JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$548,049
Expenses. Total of all expenses incurred2021-12-31$167,328
Benefits paid (including direct rollovers)2021-12-31$157,000
Total plan assets at end of year2021-12-31$4,491,386
Total plan assets at beginning of year2021-12-31$4,110,665
Value of fidelity bond covering the plan2021-12-31$450,000
Other income received2021-12-31$548,049
Net income (gross income less expenses)2021-12-31$380,721
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,491,386
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,110,665
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$10,328
2020 : JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$380,107
Expenses. Total of all expenses incurred2020-12-31$151,122
Benefits paid (including direct rollovers)2020-12-31$143,000
Total plan assets at end of year2020-12-31$4,110,665
Total plan assets at beginning of year2020-12-31$3,881,680
Value of fidelity bond covering the plan2020-12-31$450,000
Other income received2020-12-31$380,107
Net income (gross income less expenses)2020-12-31$228,985
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,110,665
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,881,680
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$8,122
2019 : JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$749,387
Expenses. Total of all expenses incurred2019-12-31$122,829
Benefits paid (including direct rollovers)2019-12-31$117,000
Total plan assets at end of year2019-12-31$3,881,680
Total plan assets at beginning of year2019-12-31$3,255,122
Value of fidelity bond covering the plan2019-12-31$400,000
Expenses. Other expenses not covered elsewhere2019-12-31$139
Other income received2019-12-31$737,528
Net income (gross income less expenses)2019-12-31$626,558
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,881,680
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,255,122
Assets. Value of assets in partnership/joint-venture interests2019-12-31$28,185
Total contributions received or receivable from employer(s)2019-12-31$11,859
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5,690
2018 : JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-87,758
Expenses. Total of all expenses incurred2018-12-31$259,113
Benefits paid (including direct rollovers)2018-12-31$255,200
Total plan assets at end of year2018-12-31$3,255,122
Total plan assets at beginning of year2018-12-31$3,601,993
Value of fidelity bond covering the plan2018-12-31$400,000
Expenses. Other expenses not covered elsewhere2018-12-31$177
Other income received2018-12-31$-104,673
Net income (gross income less expenses)2018-12-31$-346,871
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,255,122
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,601,993
Assets. Value of assets in partnership/joint-venture interests2018-12-31$51,870
Total contributions received or receivable from employer(s)2018-12-31$16,915
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,736
2017 : JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$329,634
Expenses. Total of all expenses incurred2017-12-31$1,877
Total plan assets at end of year2017-12-31$3,601,993
Total plan assets at beginning of year2017-12-31$3,274,236
Value of fidelity bond covering the plan2017-12-31$400,000
Expenses. Other expenses not covered elsewhere2017-12-31$84
Other income received2017-12-31$303,945
Net income (gross income less expenses)2017-12-31$327,757
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,601,993
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,274,236
Assets. Value of assets in partnership/joint-venture interests2017-12-31$116,966
Total contributions received or receivable from employer(s)2017-12-31$25,689
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,793
2016 : JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$200,691
Expenses. Total of all expenses incurred2016-12-31$127
Total plan assets at end of year2016-12-31$3,274,236
Total plan assets at beginning of year2016-12-31$3,073,672
Value of fidelity bond covering the plan2016-12-31$400,000
Expenses. Other expenses not covered elsewhere2016-12-31$127
Other income received2016-12-31$171,549
Net income (gross income less expenses)2016-12-31$200,564
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,274,236
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,073,672
Assets. Value of assets in partnership/joint-venture interests2016-12-31$108,195
Total contributions received or receivable from employer(s)2016-12-31$29,142
2015 : JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-40,448
Expenses. Total of all expenses incurred2015-12-31$252
Total plan assets at end of year2015-12-31$3,073,672
Total plan assets at beginning of year2015-12-31$3,114,372
Value of fidelity bond covering the plan2015-12-31$400,000
Expenses. Other expenses not covered elsewhere2015-12-31$157
Other income received2015-12-31$-73,566
Net income (gross income less expenses)2015-12-31$-40,700
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,073,672
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,114,372
Assets. Value of assets in partnership/joint-venture interests2015-12-31$127,760
Total contributions received or receivable from employer(s)2015-12-31$33,118
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$95
2014 : JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$283,142
Expenses. Total of all expenses incurred2014-12-31$321
Total plan assets at end of year2014-12-31$3,114,372
Total plan assets at beginning of year2014-12-31$2,831,551
Value of fidelity bond covering the plan2014-12-31$400,000
Expenses. Other expenses not covered elsewhere2014-12-31$199
Other income received2014-12-31$250,445
Net income (gross income less expenses)2014-12-31$282,821
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,114,372
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,831,551
Assets. Value of assets in partnership/joint-venture interests2014-12-31$190,960
Total contributions received or receivable from employer(s)2014-12-31$32,697
Value of certain deemed distributions of participant loans2014-12-31$122
2013 : JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$345,207
Expenses. Total of all expenses incurred2013-12-31$853
Total plan assets at end of year2013-12-31$2,831,551
Total plan assets at beginning of year2013-12-31$2,487,197
Value of fidelity bond covering the plan2013-12-31$300,000
Expenses. Other expenses not covered elsewhere2013-12-31$128
Other income received2013-12-31$313,867
Net income (gross income less expenses)2013-12-31$344,354
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,831,551
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,487,197
Assets. Value of assets in partnership/joint-venture interests2013-12-31$139,628
Total contributions received or receivable from employer(s)2013-12-31$31,340
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$725
2012 : JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$230,578
Expenses. Total of all expenses incurred2012-12-31$123,603
Benefits paid (including direct rollovers)2012-12-31$122,813
Total plan assets at end of year2012-12-31$2,487,197
Total plan assets at beginning of year2012-12-31$2,380,222
Expenses. Other expenses not covered elsewhere2012-12-31$79
Other income received2012-12-31$201,641
Net income (gross income less expenses)2012-12-31$106,975
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,487,197
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,380,222
Assets. Value of assets in partnership/joint-venture interests2012-12-31$97,819
Total contributions received or receivable from employer(s)2012-12-31$28,937
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$711
2011 : JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$132,715
Expenses. Total of all expenses incurred2011-12-31$29,171
Benefits paid (including direct rollovers)2011-12-31$29,171
Total plan assets at end of year2011-12-31$2,380,222
Total plan assets at beginning of year2011-12-31$2,276,678
Other income received2011-12-31$100,035
Net income (gross income less expenses)2011-12-31$103,544
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,380,222
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,276,678
Assets. Value of assets in partnership/joint-venture interests2011-12-31$56,769
Total contributions received or receivable from employer(s)2011-12-31$32,680
2010 : JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$174,656
Expenses. Total of all expenses incurred2010-12-31$1,387
Benefits paid (including direct rollovers)2010-12-31$1,387
Total plan assets at end of year2010-12-31$2,276,678
Total plan assets at beginning of year2010-12-31$2,103,409
Other income received2010-12-31$143,815
Net income (gross income less expenses)2010-12-31$173,269
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,276,678
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,103,409
Assets. Value of assets in partnership/joint-venture interests2010-12-31$45,365
Total contributions received or receivable from employer(s)2010-12-31$30,841

Form 5500 Responses for JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN

2022: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOSEPH T. BACKE, M.D., P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36057
Policy instance 1
Insurance contract or identification number36057
Number of Individuals Covered15
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICING FEES 3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36057
Policy instance 1
Insurance contract or identification number36057
Number of Individuals Covered16
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICING FEES 3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36057
Policy instance 1
Insurance contract or identification number36057
Number of Individuals Covered16
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICING FEES 3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36057
Policy instance 1
Insurance contract or identification number36057
Number of Individuals Covered16
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICING FEES 3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36057
Policy instance 1
Insurance contract or identification number36057
Number of Individuals Covered16
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICING FEES 3
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36057
Policy instance 1
Insurance contract or identification number36057
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICING FEES 3
Insurance broker nameBILL RAYBURN
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36057
Policy instance 1
Insurance contract or identification number36057
Number of Individuals Covered14
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICING FEES 3
Insurance broker nameBILL RAYBURN
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36057
Policy instance 1
Insurance contract or identification number36057
Number of Individuals Covered14
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerSERVICING FEES 3
Insurance broker nameBILL RAYBURN
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36057
Policy instance 1
Insurance contract or identification number36057
Number of Individuals Covered15
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $560
Total amount of fees paid to insurance companyUSD $166
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $560
Amount paid for insurance broker fees166
Additional information about fees paid to insurance brokerSERVICING FEES 3
Insurance broker nameBILL RAYBURN
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36057
Policy instance 1
Insurance contract or identification number36057
Number of Individuals Covered13
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $558
Total amount of fees paid to insurance companyUSD $153
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $558
Amount paid for insurance broker fees153
Additional information about fees paid to insurance brokerSERVICING FEES 3
Insurance broker nameBILL RAYBURN
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36057
Policy instance 1
Insurance contract or identification number36057
Number of Individuals Covered13
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number36057
Policy instance 1
Insurance contract or identification number36057
Number of Individuals Covered13
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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