401k Plan data: ZT BECHTOL MD PLLC 401K PLAN AND TRUST plan

ZT BECHTOL MD PLLC 401K PLAN AND TRUST 401k Plan overview

Plan Name	ZT BECHTOL MD PLLC 401K PLAN AND TRUST
Plan identification number	001

ZT BECHTOL MD PLLC 401K PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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

ZT BECHTOL MD PLLC has sponsored the creation of one or more 401k plans.

Company Name: ZT BECHTOL MD PLLC

Employer identification number (EIN): 814163488

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZT BECHTOL MD PLLC 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ZACHARY BECHTOL 2023-10-10 ZACHARY BECHTOL 2023-10-10
001 2021-01-01 ZACHARY BECHTOL 2022-06-02 ZACHARY BECHTOL 2022-06-02
001 2020-01-01 ZACHARY BECHTOL 2021-10-13 ZACHARY BECHTOL 2021-10-13
001 2019-01-01 ZACHARY BECHTOL 2020-10-05 ZACHARY BECHTOL 2020-10-05
001 2018-01-01 ZACHARY BECHTOL 2019-10-15 ZACHARY BECHTOL 2019-10-15
001 2017-01-01
001 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ZACHARY BECHTOL	2023-10-10	ZACHARY BECHTOL	2023-10-10
001	2021-01-01	ZACHARY BECHTOL	2022-06-02	ZACHARY BECHTOL	2022-06-02
001	2020-01-01	ZACHARY BECHTOL	2021-10-13	ZACHARY BECHTOL	2021-10-13
001	2019-01-01	ZACHARY BECHTOL	2020-10-05	ZACHARY BECHTOL	2020-10-05
001	2018-01-01	ZACHARY BECHTOL	2019-10-15	ZACHARY BECHTOL	2019-10-15
001	2017-01-01
001	2017-01-01

Plan Statistics for ZT BECHTOL MD PLLC 401K PLAN AND TRUST

401k plan membership statisitcs for ZT BECHTOL MD PLLC 401K PLAN AND TRUST

Measure Date Value
2022: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on ZT BECHTOL MD PLLC 401K PLAN AND TRUST

Measure	Date	Value
2022 : ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-135,230
Expenses. Total of all expenses incurred	2022-12-31	$24,682
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$1,272,866
Total plan assets at beginning of year	2022-12-31	$1,432,778
Value of fidelity bond covering the plan	2022-12-31	$60,000
Total contributions received or receivable from participants	2022-12-31	$32,998
Expenses. Other expenses not covered elsewhere	2022-12-31	$16,030
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-178,375
Net income (gross income less expenses)	2022-12-31	$-159,912
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,272,866
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,432,778
Assets. Value of participant loans	2022-12-31	$2,829
Assets. Value of real-estate (other than employer real property)	2022-12-31	$449,333
Total contributions received or receivable from employer(s)	2022-12-31	$10,147
Value of certain deemed distributions of participant loans	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$8,652
2021 : ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$476,319
Expenses. Total of all expenses incurred	2021-12-31	$17,606
Benefits paid (including direct rollovers)	2021-12-31	$65
Total plan assets at end of year	2021-12-31	$1,432,778
Total plan assets at beginning of year	2021-12-31	$974,065
Value of fidelity bond covering the plan	2021-12-31	$60,000
Total contributions received or receivable from participants	2021-12-31	$39,029
Expenses. Other expenses not covered elsewhere	2021-12-31	$8,876
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$427,347
Net income (gross income less expenses)	2021-12-31	$458,713
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,432,778
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$974,065
Assets. Value of participant loans	2021-12-31	$11,225
Assets. Value of real-estate (other than employer real property)	2021-12-31	$510,462
Total contributions received or receivable from employer(s)	2021-12-31	$9,943
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$8,665
2020 : ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$75,969
Expenses. Total of all expenses incurred	2020-12-31	$10,250
Total plan assets at end of year	2020-12-31	$974,065
Total plan assets at beginning of year	2020-12-31	$908,346
Value of fidelity bond covering the plan	2020-12-31	$60,000
Total contributions received or receivable from participants	2020-12-31	$30,855
Expenses. Other expenses not covered elsewhere	2020-12-31	$4,193
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$36,424
Net income (gross income less expenses)	2020-12-31	$65,719
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$974,065
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$908,346
Assets. Value of participant loans	2020-12-31	$19,094
Assets. Value of real-estate (other than employer real property)	2020-12-31	$170,000
Total contributions received or receivable from employer(s)	2020-12-31	$8,690
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$6,057
2019 : ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$176,617
Expenses. Total of all expenses incurred	2019-12-31	$7,127
Benefits paid (including direct rollovers)	2019-12-31	$4,562
Total plan assets at end of year	2019-12-31	$908,346
Total plan assets at beginning of year	2019-12-31	$738,856
Value of fidelity bond covering the plan	2019-12-31	$60,000
Total contributions received or receivable from participants	2019-12-31	$41,621
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$124,743
Net income (gross income less expenses)	2019-12-31	$169,490
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$908,346
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$738,856
Assets. Value of participant loans	2019-12-31	$25,747
Assets. Value of real-estate (other than employer real property)	2019-12-31	$330,000
Total contributions received or receivable from employer(s)	2019-12-31	$10,253
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,565
2018 : ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-1,301
Expenses. Total of all expenses incurred	2018-12-31	$4,074
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$738,856
Total plan assets at beginning of year	2018-12-31	$744,231
Value of fidelity bond covering the plan	2018-12-31	$60,000
Total contributions received or receivable from participants	2018-12-31	$30,998
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-43,290
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-5,375
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$738,856
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$744,231
Assets. Value of real-estate (other than employer real property)	2018-12-31	$330,000
Total contributions received or receivable from employer(s)	2018-12-31	$10,991
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$4,074
2017 : ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$206,656
Expenses. Total of all expenses incurred	2017-12-31	$2,090
Total plan assets at end of year	2017-12-31	$744,231
Total plan assets at beginning of year	2017-12-31	$539,665
Value of fidelity bond covering the plan	2017-12-31	$60,000
Contributions received from other sources (not participants or employers)	2017-12-31	$143,141
Other income received	2017-12-31	$63,515
Net income (gross income less expenses)	2017-12-31	$204,566
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$744,231
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$539,665
Assets. Value of real-estate (other than employer real property)	2017-12-31	$330,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,090

Form 5500 Responses for ZT BECHTOL MD PLLC 401K PLAN AND TRUST

2022: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ZT BECHTOL MD PLLC 401K PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ZT BECHTOL MD PLLC
Employer identification number (EIN):	814163488
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)