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ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST
Plan identification number 002

ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST Benefits

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

ROBERT J CARPENTER JR MD PA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J CARPENTER JR MD PA
Employer identification number (EIN):742192512
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01ROBERT JAMES CARPENTER JR MD ROBERT JAMES CARPENTER JR MD2019-06-26
0022017-01-01ROBERT JAMES CARPENTER JR MD ROBERT JAMES CARPENTER JR MD2018-07-01
0022016-01-01ROBERT JAMES CARPENTER JR MD ROBERT JAMES CARPENTER JR MD2017-06-18
0022015-01-01ROBERT JAMES CARPENTER JR MD ROBERT JAMES CARPENTER JR MD2016-07-16
0022014-01-01ROBERT JAMES CARPENTER JR MD ROBERT JAMES CARPENTER JR MD2015-07-19
0022013-01-01ROBERT JAMES CARPENTER JR MD ROBERT JAMES CARPENTER JR MD2014-07-30
0022012-01-01ROBERT JAMES CARPENTER JR MD ROBERT JAMES CARPENTER JR MD2014-07-30
0022011-01-01ROBERT JAMES CARPENTER JR MD
0022009-01-01ROBERT JAMES CARPENTER JR MD ROBERT JAMES CARPENTER JR MD2010-09-09

Plan Statistics for ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021 : ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year2021-06-30$0
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$2,445
Expenses. Total of all expenses incurred2021-06-30$504,372
Benefits paid (including direct rollovers)2021-06-30$502,497
Total plan assets at end of year2021-06-30$0
Total plan assets at beginning of year2021-06-30$501,927
Value of fidelity bond covering the plan2021-06-30$100,000
Total contributions received or receivable from participants2021-06-30$0
Contributions received from other sources (not participants or employers)2021-06-30$0
Other income received2021-06-30$2,445
Noncash contributions received2021-06-30$0
Net income (gross income less expenses)2021-06-30$-501,927
Net plan assets at end of year (total assets less liabilities)2021-06-30$0
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$501,927
Total contributions received or receivable from employer(s)2021-06-30$0
Value of certain deemed distributions of participant loans2021-06-30$0
Value of corrective distributions2021-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$1,875
2020 : ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$65,310
Expenses. Total of all expenses incurred2020-12-31$26,224
Benefits paid (including direct rollovers)2020-12-31$21,000
Total plan assets at end of year2020-12-31$501,927
Total plan assets at beginning of year2020-12-31$462,841
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$2,223
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$43,683
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$39,086
Net plan assets at end of year (total assets less liabilities)2020-12-31$501,927
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$462,841
Total contributions received or receivable from employer(s)2020-12-31$21,627
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,001
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$124,315
Expenses. Total of all expenses incurred2019-12-31$83,955
Benefits paid (including direct rollovers)2019-12-31$82,100
Total plan assets at end of year2019-12-31$462,841
Total plan assets at beginning of year2019-12-31$422,481
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$180
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$103,310
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$40,360
Net plan assets at end of year (total assets less liabilities)2019-12-31$462,841
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$422,481
Assets. Value of participant loans2019-12-31$9,928
Total contributions received or receivable from employer(s)2019-12-31$21,005
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-6,603
Expenses. Total of all expenses incurred2018-12-31$9,063
Benefits paid (including direct rollovers)2018-12-31$7,400
Total plan assets at end of year2018-12-31$422,481
Total plan assets at beginning of year2018-12-31$438,147
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$500
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-32,857
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-15,666
Net plan assets at end of year (total assets less liabilities)2018-12-31$422,481
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$438,147
Assets. Value of participant loans2018-12-31$9,928
Total contributions received or receivable from employer(s)2018-12-31$26,254
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,163
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$70,423
Expenses. Total of all expenses incurred2017-12-31$40,434
Benefits paid (including direct rollovers)2017-12-31$39,000
Total plan assets at end of year2017-12-31$438,147
Total plan assets at beginning of year2017-12-31$408,158
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$31,356
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$29,989
Net plan assets at end of year (total assets less liabilities)2017-12-31$438,147
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$408,158
Assets. Value of participant loans2017-12-31$9,928
Total contributions received or receivable from employer(s)2017-12-31$39,067
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,434
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$101,381
Expenses. Total of all expenses incurred2016-12-31$46,903
Benefits paid (including direct rollovers)2016-12-31$45,253
Total plan assets at end of year2016-12-31$408,158
Total plan assets at beginning of year2016-12-31$353,680
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$450
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$50,921
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$54,478
Net plan assets at end of year (total assets less liabilities)2016-12-31$408,158
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$353,680
Assets. Value of participant loans2016-12-31$12,396
Total contributions received or receivable from employer(s)2016-12-31$50,460
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$50,117
Expenses. Total of all expenses incurred2015-12-31$3,377
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$353,680
Total plan assets at beginning of year2015-12-31$306,940
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$428
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-2,812
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$46,740
Net plan assets at end of year (total assets less liabilities)2015-12-31$353,680
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$306,940
Assets. Value of participant loans2015-12-31$15,011
Total contributions received or receivable from employer(s)2015-12-31$52,929
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,949
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total income from all sources2014-12-31$131,662
Expenses. Total of all expenses incurred2014-12-31$1,388,825
Benefits paid (including direct rollovers)2014-12-31$1,385,396
Total plan assets at end of year2014-12-31$306,940
Total plan assets at beginning of year2014-12-31$1,564,103
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$1,098
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$72,709
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-1,257,163
Net plan assets at end of year (total assets less liabilities)2014-12-31$306,940
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,564,103
Total contributions received or receivable from employer(s)2014-12-31$58,953
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,331
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$97,243
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$255,333
Expenses. Total of all expenses incurred2013-12-31$50,704
Benefits paid (including direct rollovers)2013-12-31$47,793
Total plan assets at end of year2013-12-31$1,564,103
Total plan assets at beginning of year2013-12-31$1,262,231
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$777
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$200,522
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$204,629
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,564,103
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,262,231
Total contributions received or receivable from employer(s)2013-12-31$54,811
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,134
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$69,826
Expenses. Total of all expenses incurred2012-12-31$3,953
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,262,231
Total plan assets at beginning of year2012-12-31$1,196,358
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$1,809
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$15,826
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$65,873
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,262,231
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,196,358
Total contributions received or receivable from employer(s)2012-12-31$54,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-9,110
Expenses. Total of all expenses incurred2011-12-31$77,410
Benefits paid (including direct rollovers)2011-12-31$75,676
Total plan assets at end of year2011-12-31$1,196,358
Total plan assets at beginning of year2011-12-31$1,282,878
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-62,438
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-86,520
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,196,358
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,282,878
Total contributions received or receivable from employer(s)2011-12-31$53,328
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,734
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$75,676
2010 : ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$226,402
Expenses. Total of all expenses incurred2010-12-31$13,762
Benefits paid (including direct rollovers)2010-12-31$12,307
Total plan assets at end of year2010-12-31$1,282,878
Total plan assets at beginning of year2010-12-31$1,070,238
Value of fidelity bond covering the plan2010-12-31$1,500,000
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$173,247
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$212,640
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,282,878
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,070,238
Assets. Value of assets in partnership/joint-venture interests2010-12-31$75,676
Total contributions received or receivable from employer(s)2010-12-31$53,155
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,455
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST

2021: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT J. CARPENTER JR, MD PA PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-6095921
Policy instance 1
Insurance contract or identification number01-6095921
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $180
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-6095921
Policy instance 1
Insurance contract or identification number01-6095921
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $594
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $594
Amount paid for insurance broker fees72
Additional information about fees paid to insurance brokerPARTICIPANT ACCOUNT FEE
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-6095921
Policy instance 1
Insurance contract or identification number01-6095921
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $662
Total amount of fees paid to insurance companyUSD $30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $675
Amount paid for insurance broker fees1772
Additional information about fees paid to insurance brokerTRUST
Insurance broker organization code?3
Insurance broker nameSAGEPOINT FINANCIAL, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-6095921
Policy instance 1
Insurance contract or identification number01-6095921
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $428
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $776
Amount paid for insurance broker fees3725
Additional information about fees paid to insurance brokerTRUST
Insurance broker organization code?3
Insurance broker nameSAGEPOINT FINANCIAL, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-6095921
Policy instance 1
Insurance contract or identification number01-6095921
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,014
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $1,014
Amount paid for insurance broker fees3448
Insurance broker organization code?3
Insurance broker nameSAGEPOINT FINANCIAL, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-6095921
Policy instance 1
Insurance contract or identification number01-6095921
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $481
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $481
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSAGEPOINT FINANCIAL INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-6095921
Policy instance 1
Insurance contract or identification number01-6095921
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,144
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,144
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSAGEPOINT FINANCIAL INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-6095921
Policy instance 1
Insurance contract or identification number01-6095921
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $689
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY CONTRACT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number01-6095921
Policy instance 1
Insurance contract or identification number01-6095921
Number of Individuals Covered6
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1455
Additional information about fees paid to insurance brokerCONTRACT CHARGE
Insurance broker organization code?3
Insurance broker nameNATIONWIDE LIFE INSURANCE COMPANY

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