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DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameDANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN
Plan identification number 001

DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

DANIEL L. WYAND, PT & ASSOICATES, PLLC has sponsored the creation of one or more 401k plans.

Company Name:DANIEL L. WYAND, PT & ASSOICATES, PLLC
Employer identification number (EIN):753049924
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) 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
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SCOTT EMERING2015-10-14
0012013-01-01DANIEL L. WYAND
0012012-01-01DANIEL L. WYAND
0012011-01-01DANIEL L. WYAND
0012010-01-01DANIEL L. WYAND
0012009-01-01DANIEL L. WYAND

Plan Statistics for DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN

Measure Date Value
2013: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0126
Total number of active participants reported on line 7a of the Form 55002013-01-0126
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0126
Number of participants with account balances2013-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0126
Total number of active participants reported on line 7a of the Form 55002011-01-0124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0124
Number of participants with account balances2011-01-0124
2010: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0125
Total number of active participants reported on line 7a of the Form 55002010-01-0126
Total of all active and inactive participants2010-01-0126
Total participants2010-01-0126
Number of participants with account balances2010-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0125
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Total of all active and inactive participants2009-01-0125
Total participants2009-01-0125
Number of participants with account balances2009-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN

Measure Date Value
2013 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$790,222
Expenses. Total of all expenses incurred2013-12-31$15,028
Total plan assets at end of year2013-12-31$4,298,684
Total plan assets at beginning of year2013-12-31$3,523,490
Total contributions received or receivable from participants2013-12-31$107,769
Expenses. Other expenses not covered elsewhere2013-12-31$13,655
Other income received2013-12-31$548,645
Net income (gross income less expenses)2013-12-31$775,194
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,298,684
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,523,490
Assets. Value of participant loans2013-12-31$104,353
Total contributions received or receivable from employer(s)2013-12-31$133,808
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,373
2012 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$609,052
Expenses. Total of all expenses incurred2012-12-31$875
Total plan assets at end of year2012-12-31$3,523,490
Total plan assets at beginning of year2012-12-31$2,915,313
Total contributions received or receivable from participants2012-12-31$112,172
Expenses. Other expenses not covered elsewhere2012-12-31$875
Contributions received from other sources (not participants or employers)2012-12-31$17,471
Other income received2012-12-31$346,647
Net income (gross income less expenses)2012-12-31$608,177
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,523,490
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,915,313
Assets. Value of participant loans2012-12-31$95,190
Total contributions received or receivable from employer(s)2012-12-31$132,762
2011 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$172,307
Expenses. Total of all expenses incurred2011-12-31$79,942
Benefits paid (including direct rollovers)2011-12-31$79,942
Total plan assets at end of year2011-12-31$2,915,313
Total plan assets at beginning of year2011-12-31$2,822,948
Total contributions received or receivable from participants2011-12-31$109,016
Contributions received from other sources (not participants or employers)2011-12-31$2,648
Other income received2011-12-31$-68,473
Net income (gross income less expenses)2011-12-31$92,365
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,915,313
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,822,948
Assets. Value of participant loans2011-12-31$74,405
Total contributions received or receivable from employer(s)2011-12-31$129,116
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$79,942
2010 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$525,912
Expenses. Total of all expenses incurred2010-12-31$26,877
Benefits paid (including direct rollovers)2010-12-31$26,877
Total plan assets at end of year2010-12-31$2,822,948
Total plan assets at beginning of year2010-12-31$2,323,913
Total contributions received or receivable from participants2010-12-31$102,426
Contributions received from other sources (not participants or employers)2010-12-31$4,957
Other income received2010-12-31$295,744
Net income (gross income less expenses)2010-12-31$499,035
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,822,948
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,323,913
Assets. Value of participant loans2010-12-31$66,189
Total contributions received or receivable from employer(s)2010-12-31$122,785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$26,877
2009 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 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 DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN

2013: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 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: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 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
2010: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83408
Policy instance 1
Insurance contract or identification number83408
Number of Individuals Covered24
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $19,792
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract numberPH457
Policy instance 2
Insurance contract or identification numberPH457
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83408
Policy instance 1
Insurance contract or identification number83408
Number of Individuals Covered27
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $19,756
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,756
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameSOLOMON SMITH BARNEY
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract numberPH457
Policy instance 2
Insurance contract or identification numberPH457
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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