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MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 401k Plan overview

Plan NameMARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN
Plan identification number 001

MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 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.
  • 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

MARC BOSTICK, MD, CHARTERED has sponsored the creation of one or more 401k plans.

Company Name:MARC BOSTICK, MD, CHARTERED
Employer identification number (EIN):820513177
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01MARC W BOSTICK, MD
0012016-10-01MARC W BOSTICK, MD
0012015-10-01MARC W BOSTICK, MD
0012014-10-01MARC W BOSTICK, MD
0012013-10-01
0012012-10-01MARC BOSTICK
0012011-10-01MARC BOSTICK
0012009-10-01MARC BOSTICK

Plan Statistics for MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN

401k plan membership statisitcs for MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN

Measure Date Value
2020: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-011
Total number of active participants reported on line 7a of the Form 55002020-10-011
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-011
Number of participants with account balances2020-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-011
Total number of active participants reported on line 7a of the Form 55002019-10-011
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-011
Number of participants with account balances2019-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-011
Total number of active participants reported on line 7a of the Form 55002018-10-011
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-011
Number of participants with account balances2018-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-011
Total number of active participants reported on line 7a of the Form 55002017-10-011
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-011
Number of participants with account balances2017-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-011
Total number of active participants reported on line 7a of the Form 55002016-10-011
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-011
Total number of active participants reported on line 7a of the Form 55002015-10-011
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-011
Total number of active participants reported on line 7a of the Form 55002014-10-011
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-011
Total number of active participants reported on line 7a of the Form 55002013-10-011
Total of all active and inactive participants2013-10-011
Total participants2013-10-011
Number of participants with account balances2013-10-011
2012: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-011
Total number of active participants reported on line 7a of the Form 55002012-10-011
Total of all active and inactive participants2012-10-011
Total participants2012-10-011
Number of participants with account balances2012-10-011
2011: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-011
Total number of active participants reported on line 7a of the Form 55002011-10-011
Total of all active and inactive participants2011-10-011
Total participants2011-10-011
Number of participants with account balances2011-10-011
2009: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-011
Total number of active participants reported on line 7a of the Form 55002009-10-011
Total of all active and inactive participants2009-10-011
Total participants2009-10-011
Number of participants with account balances2009-10-011

Financial Data on MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN

Measure Date Value
2021 : MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-09-30$305,281
Expenses. Total of all expenses incurred2021-09-30$13,636
Total plan assets at end of year2021-09-30$1,201,807
Total plan assets at beginning of year2021-09-30$910,162
Value of fidelity bond covering the plan2021-09-30$121,000
Other income received2021-09-30$247,281
Net income (gross income less expenses)2021-09-30$291,645
Net plan assets at end of year (total assets less liabilities)2021-09-30$1,201,807
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$910,162
Total contributions received or receivable from employer(s)2021-09-30$58,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$13,636
2020 : MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-09-30$69,298
Expenses. Total of all expenses incurred2020-09-30$11,105
Total plan assets at end of year2020-09-30$910,162
Total plan assets at beginning of year2020-09-30$851,969
Value of fidelity bond covering the plan2020-09-30$92,000
Other income received2020-09-30$12,298
Net income (gross income less expenses)2020-09-30$58,193
Net plan assets at end of year (total assets less liabilities)2020-09-30$910,162
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$851,969
Total contributions received or receivable from employer(s)2020-09-30$57,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$11,105
2019 : MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-09-30$56,440
Expenses. Total of all expenses incurred2019-09-30$10,450
Total plan assets at end of year2019-09-30$851,969
Total plan assets at beginning of year2019-09-30$805,979
Value of fidelity bond covering the plan2019-09-30$86,000
Other income received2019-09-30$9,140
Net income (gross income less expenses)2019-09-30$45,990
Net plan assets at end of year (total assets less liabilities)2019-09-30$851,969
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$805,979
Total contributions received or receivable from employer(s)2019-09-30$47,300
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$10,450
2018 : MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-09-30$91,223
Expenses. Total of all expenses incurred2018-09-30$10,045
Total plan assets at end of year2018-09-30$805,979
Total plan assets at beginning of year2018-09-30$724,801
Value of fidelity bond covering the plan2018-09-30$81,000
Other income received2018-09-30$44,223
Net income (gross income less expenses)2018-09-30$81,178
Net plan assets at end of year (total assets less liabilities)2018-09-30$805,979
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$724,801
Total contributions received or receivable from employer(s)2018-09-30$47,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-09-30$10,045
2017 : MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$103,687
Expenses. Total of all expenses incurred2017-09-30$8,602
Total plan assets at end of year2017-09-30$724,801
Total plan assets at beginning of year2017-09-30$629,716
Value of fidelity bond covering the plan2017-09-30$73,000
Other income received2017-09-30$87,687
Net income (gross income less expenses)2017-09-30$95,085
Net plan assets at end of year (total assets less liabilities)2017-09-30$724,801
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$629,716
Total contributions received or receivable from employer(s)2017-09-30$16,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$8,602
2016 : MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$121,543
Expenses. Total of all expenses incurred2016-09-30$242,946
Benefits paid (including direct rollovers)2016-09-30$235,000
Total plan assets at end of year2016-09-30$629,716
Total plan assets at beginning of year2016-09-30$751,119
Value of fidelity bond covering the plan2016-09-30$63,000
Other income received2016-09-30$68,543
Net income (gross income less expenses)2016-09-30$-121,403
Net plan assets at end of year (total assets less liabilities)2016-09-30$629,716
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$751,119
Total contributions received or receivable from employer(s)2016-09-30$53,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$7,946
2015 : MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$17,501
Expenses. Total of all expenses incurred2015-09-30$9,992
Total plan assets at end of year2015-09-30$751,119
Total plan assets at beginning of year2015-09-30$743,610
Value of fidelity bond covering the plan2015-09-30$76,000
Other income received2015-09-30$-35,499
Net income (gross income less expenses)2015-09-30$7,509
Net plan assets at end of year (total assets less liabilities)2015-09-30$751,119
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$743,610
Total contributions received or receivable from employer(s)2015-09-30$53,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$9,992
2014 : MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$69,607
Expenses. Total of all expenses incurred2014-09-30$9,653
Total plan assets at end of year2014-09-30$743,610
Total plan assets at beginning of year2014-09-30$683,656
Value of fidelity bond covering the plan2014-09-30$75,000
Other income received2014-09-30$58,607
Net income (gross income less expenses)2014-09-30$59,954
Net plan assets at end of year (total assets less liabilities)2014-09-30$743,610
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$683,656
Total contributions received or receivable from employer(s)2014-09-30$11,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$9,653
2013 : MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$108,627
Expenses. Total of all expenses incurred2013-09-30$8,251
Total plan assets at end of year2013-09-30$683,656
Total plan assets at beginning of year2013-09-30$583,280
Value of fidelity bond covering the plan2013-09-30$70,000
Other income received2013-09-30$80,957
Net income (gross income less expenses)2013-09-30$100,376
Net plan assets at end of year (total assets less liabilities)2013-09-30$683,656
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$583,280
Total contributions received or receivable from employer(s)2013-09-30$27,670
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$8,251
2012 : MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$103,246
Expenses. Total of all expenses incurred2012-09-30$7,007
Total plan assets at end of year2012-09-30$583,280
Total plan assets at beginning of year2012-09-30$487,041
Value of fidelity bond covering the plan2012-09-30$60,000
Other income received2012-09-30$88,246
Net income (gross income less expenses)2012-09-30$96,239
Net plan assets at end of year (total assets less liabilities)2012-09-30$583,280
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$487,041
Total contributions received or receivable from employer(s)2012-09-30$15,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$7,007
2011 : MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$26,549
Expenses. Total of all expenses incurred2011-09-30$6,745
Total plan assets at end of year2011-09-30$487,041
Total plan assets at beginning of year2011-09-30$467,237
Value of fidelity bond covering the plan2011-09-30$75,000
Other income received2011-09-30$-22,451
Net income (gross income less expenses)2011-09-30$19,804
Net plan assets at end of year (total assets less liabilities)2011-09-30$487,041
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$467,237
Total contributions received or receivable from employer(s)2011-09-30$49,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$6,745

Form 5500 Responses for MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN

2020: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: MARC BOSTICK, MD, CHARTERED PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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