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| Plan Name | ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | ANTHONY D. CARTER, D.O., P.C. |
| Employer identification number (EIN): | 710871658 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about ANTHONY D. CARTER, D.O., P.C.
| Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
| Incorporation Date: | 2002-03-14 |
| Company Identification Number: | 266536 |
| Legal Registered Office Address: |
1635 BLAIN CEMETERY RD. NW SWISHER United States of America (USA) 52338 |
More information about ANTHONY D. CARTER, D.O., P.C.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2012-12-27 | ANTHONY CARTER | 2014-10-15 | ANTHONY CARTER | 2014-10-15 |
| 501 | 2011-12-27 | ANTHONY CARTER | |||
| 501 | 2009-12-27 | ANTHONY CARTER | |||
| 501 | 2008-12-27 |
| Measure | Date | Value |
|---|---|---|
| 2011: ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-12-27 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-27 | 1 |
| Number of retired or separated participants receiving benefits | 2011-12-27 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-12-27 | 0 |
| Total of all active and inactive participants | 2011-12-27 | 1 |
| 2009: ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-12-27 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-27 | 1 |
| Number of retired or separated participants receiving benefits | 2009-12-27 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-12-27 | 0 |
| Total of all active and inactive participants | 2009-12-27 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2012 : ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 2012 401k financial data | ||
| Total plan liabilities at end of year | 2012-12-26 | $175,439 |
| Total plan liabilities at beginning of year | 2012-12-26 | $172,606 |
| Total income from all sources | 2012-12-26 | $7,692 |
| Expenses. Total of all expenses incurred | 2012-12-26 | $7,692 |
| Total plan assets at end of year | 2012-12-26 | $175,439 |
| Total plan assets at beginning of year | 2012-12-26 | $172,606 |
| Expenses. Other expenses not covered elsewhere | 2012-12-26 | $6,362 |
| Other income received | 2012-12-26 | $2 |
| Net income (gross income less expenses) | 2012-12-26 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-26 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-26 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-26 | $7,690 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-26 | $1,330 |
| 2011 : ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 2011 401k financial data | ||
| Total plan liabilities at end of year | 2011-12-26 | $172,606 |
| Total plan liabilities at beginning of year | 2011-12-26 | $158,487 |
| Total income from all sources | 2011-12-26 | $33,009 |
| Expenses. Total of all expenses incurred | 2011-12-26 | $33,009 |
| Total plan assets at end of year | 2011-12-26 | $172,606 |
| Total plan assets at beginning of year | 2011-12-26 | $158,487 |
| Expenses. Other expenses not covered elsewhere | 2011-12-26 | $31,679 |
| Other income received | 2011-12-26 | $2 |
| Net income (gross income less expenses) | 2011-12-26 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-26 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-26 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-26 | $33,007 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-26 | $1,330 |
| 2011: ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 2011 form 5500 responses | ||
|---|---|---|
| 2011-12-27 | Type of plan entity | Single employer plan |
| 2011-12-27 | Submission has been amended | No |
| 2011-12-27 | This submission is the final filing | No |
| 2011-12-27 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-12-27 | Plan is a collectively bargained plan | No |
| 2011-12-27 | Plan funding arrangement – Insurance | Yes |
| 2011-12-27 | Plan funding arrangement – Trust | Yes |
| 2011-12-27 | Plan benefit arrangement – Insurance | Yes |
| 2011-12-27 | Plan benefit arrangement - Trust | Yes |
| 2009: ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 2009 form 5500 responses | ||
| 2009-12-27 | Type of plan entity | Single employer plan |
| 2009-12-27 | Submission has been amended | No |
| 2009-12-27 | This submission is the final filing | No |
| 2009-12-27 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-12-27 | Plan is a collectively bargained plan | No |
| 2009-12-27 | Plan funding arrangement – Insurance | Yes |
| 2009-12-27 | Plan funding arrangement – Trust | Yes |
| 2009-12-27 | Plan benefit arrangement – Insurance | Yes |
| 2009-12-27 | Plan benefit arrangement - Trust | Yes |
| 2008: ANTHONY D. CARTER, D.O., P.C. WELFARE BENEFIT PLAN 2008 form 5500 responses | ||
| 2008-12-27 | Type of plan entity | Single employer plan |
| 2008-12-27 | Submission has been amended | No |
| 2008-12-27 | This submission is the final filing | No |
| 2008-12-27 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-12-27 | Plan is a collectively bargained plan | No |
| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | BT00305A00 | ||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 70410417 | ||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||
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| MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | BT00305A00 | ||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 70780129 | ||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||
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