?>
Logo

NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameNORTHOAKS OBGYN RETIREMENT PLAN AND TRUST
Plan identification number 001

NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

NORTHOAKS OBGYN has sponsored the creation of one or more 401k plans.

Company Name:NORTHOAKS OBGYN
Employer identification number (EIN):720865042
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST

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
0012017-01-01DWAN S MABRY DWAN S MABRY2018-07-24
0012016-01-01DWAN S. MABRY DWAN S. MABRY2017-07-28
0012015-01-01DWAN S. MABRY DWAN S. MABRY2016-07-07
0012014-01-01WILLIAM F. BEACHAM WILLIAM F. BEACHAM2015-07-08
0012013-01-01WILLIAM F. BEACHAM WILLIAM F. BEACHAM2014-07-17
0012012-01-01WILLIAM BEACHAM MD. WILLIAM BEACHAM MD.2013-06-04
0012011-01-01WILLIAM F. BEACHAM WILLIAM F. BEACHAM2012-09-17
0012009-01-01WILLIAM F BEACHAM WILLIAM F BEACHAM2010-08-18

Plan Statistics for NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST

Measure Date Value
2017: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0169
Total number of active participants reported on line 7a of the Form 55002017-01-0131
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0164
Number of participants with account balances2017-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0163
Total number of active participants reported on line 7a of the Form 55002016-01-0133
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0164
Number of participants with account balances2016-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0165
Total number of active participants reported on line 7a of the Form 55002015-01-0140
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0166
Number of participants with account balances2015-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0164
Total number of active participants reported on line 7a of the Form 55002014-01-0137
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0165
Number of participants with account balances2014-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0163
Total number of active participants reported on line 7a of the Form 55002013-01-0134
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0159
Number of participants with account balances2013-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0161
Total number of active participants reported on line 7a of the Form 55002012-01-0135
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0160
Number of participants with account balances2012-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0164
Total number of active participants reported on line 7a of the Form 55002011-01-0143
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0165
Number of participants with account balances2011-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0156
Total number of active participants reported on line 7a of the Form 55002009-01-0148
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0170
Number of participants with account balances2009-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST

Measure Date Value
2017 : NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$193,714
Expenses. Total of all expenses incurred2017-12-31$146,679
Benefits paid (including direct rollovers)2017-12-31$141,463
Total plan assets at end of year2017-12-31$1,284,469
Total plan assets at beginning of year2017-12-31$1,237,434
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$56,424
Other income received2017-12-31$101,990
Net income (gross income less expenses)2017-12-31$47,035
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,284,469
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,237,434
Assets. Value of participant loans2017-12-31$52,808
Total contributions received or receivable from employer(s)2017-12-31$35,300
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,216
2016 : NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$170,332
Expenses. Total of all expenses incurred2016-12-31$47,831
Benefits paid (including direct rollovers)2016-12-31$43,682
Total plan assets at end of year2016-12-31$1,237,434
Total plan assets at beginning of year2016-12-31$1,114,933
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$66,111
Other income received2016-12-31$61,589
Net income (gross income less expenses)2016-12-31$122,501
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,237,434
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,114,933
Assets. Value of participant loans2016-12-31$53,250
Total contributions received or receivable from employer(s)2016-12-31$42,632
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,149
2015 : NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$111,711
Expenses. Total of all expenses incurred2015-12-31$32,279
Benefits paid (including direct rollovers)2015-12-31$28,274
Total plan assets at end of year2015-12-31$1,114,933
Total plan assets at beginning of year2015-12-31$1,035,501
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$67,616
Other income received2015-12-31$-7,399
Net income (gross income less expenses)2015-12-31$79,432
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,114,933
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,035,501
Assets. Value of participant loans2015-12-31$55,970
Total contributions received or receivable from employer(s)2015-12-31$51,494
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,005
2014 : NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$181,621
Expenses. Total of all expenses incurred2014-12-31$66,906
Benefits paid (including direct rollovers)2014-12-31$61,001
Total plan assets at end of year2014-12-31$1,035,501
Total plan assets at beginning of year2014-12-31$920,786
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$85,635
Contributions received from other sources (not participants or employers)2014-12-31$18,217
Other income received2014-12-31$35,695
Net income (gross income less expenses)2014-12-31$114,715
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,035,501
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$920,786
Assets. Value of participant loans2014-12-31$59,591
Total contributions received or receivable from employer(s)2014-12-31$42,074
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,905
2013 : NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$-359,331
Expenses. Total of all expenses incurred2013-12-31$557,243
Benefits paid (including direct rollovers)2013-12-31$547,188
Total plan assets at end of year2013-12-31$920,786
Total plan assets at beginning of year2013-12-31$1,837,360
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$74,767
Contributions received from other sources (not participants or employers)2013-12-31$-566,331
Other income received2013-12-31$93,571
Net income (gross income less expenses)2013-12-31$-916,574
Net plan assets at end of year (total assets less liabilities)2013-12-31$920,786
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,837,360
Assets. Value of participant loans2013-12-31$17,919
Total contributions received or receivable from employer(s)2013-12-31$38,662
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$10,055
2012 : NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$228,064
Expenses. Total of all expenses incurred2012-12-31$56,538
Benefits paid (including direct rollovers)2012-12-31$46,039
Total plan assets at end of year2012-12-31$1,837,360
Total plan assets at beginning of year2012-12-31$1,665,834
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$91,888
Other income received2012-12-31$75,580
Net income (gross income less expenses)2012-12-31$171,526
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,837,360
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,665,834
Assets. Value of participant loans2012-12-31$12,847
Total contributions received or receivable from employer(s)2012-12-31$60,596
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$10,499
2011 : NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$-758,024
Expenses. Total of all expenses incurred2011-12-31$797,741
Benefits paid (including direct rollovers)2011-12-31$782,624
Total plan assets at end of year2011-12-31$1,665,834
Total plan assets at beginning of year2011-12-31$3,221,599
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$74,331
Contributions received from other sources (not participants or employers)2011-12-31$-924,972
Other income received2011-12-31$28,074
Net income (gross income less expenses)2011-12-31$-1,555,765
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,665,834
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,221,599
Assets. Value of participant loans2011-12-31$16,359
Total contributions received or receivable from employer(s)2011-12-31$64,543
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$15,117
2010 : NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$-28,619
Expenses. Total of all expenses incurred2010-12-31$108,613
Benefits paid (including direct rollovers)2010-12-31$93,849
Total plan assets at end of year2010-12-31$3,221,599
Total plan assets at beginning of year2010-12-31$3,358,831
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$95,991
Contributions received from other sources (not participants or employers)2010-12-31$-358,943
Other income received2010-12-31$140,065
Net income (gross income less expenses)2010-12-31$-137,232
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,221,599
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,358,831
Assets. Value of participant loans2010-12-31$28,738
Total contributions received or receivable from employer(s)2010-12-31$94,268
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$14,764

Form 5500 Responses for NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST

2017: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NORTHOAKS OBGYN RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3