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STEPHEN R. ENLOE MD RETIREMENT PLAN 401k Plan overview

Plan NameSTEPHEN R. ENLOE MD RETIREMENT PLAN
Plan identification number 001

STEPHEN R. ENLOE MD RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

STEPHEN R ENLOE MD has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN R ENLOE MD
Employer identification number (EIN):942079196
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN R. ENLOE MD RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01STEPHEN R. ENLOE, MD
0012013-01-01STEPHEN R. ENLOE, MD
0012012-01-01STEPHEN R. ENLOE, MD
0012011-01-01STEPHEN R ENLOE MD
0012010-01-01STEPHEN R ENLOE MD
0012009-01-01STEPHEN R ENLOE MD

Plan Statistics for STEPHEN R. ENLOE MD RETIREMENT PLAN

401k plan membership statisitcs for STEPHEN R. ENLOE MD RETIREMENT PLAN

Measure Date Value
2014: STEPHEN R. ENLOE MD RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
2013: STEPHEN R. ENLOE MD RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: STEPHEN R. ENLOE MD RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: STEPHEN R. ENLOE MD RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2010: STEPHEN R. ENLOE MD RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
2009: STEPHEN R. ENLOE MD RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011

Financial Data on STEPHEN R. ENLOE MD RETIREMENT PLAN

Measure Date Value
2014 : STEPHEN R. ENLOE MD RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$18,610
Total plan assets at end of year2014-12-31$538,420
Total plan assets at beginning of year2014-12-31$519,810
Other income received2014-12-31$18,610
Net income (gross income less expenses)2014-12-31$18,610
Net plan assets at end of year (total assets less liabilities)2014-12-31$538,420
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$519,810
2013 : STEPHEN R. ENLOE MD RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$19,515
Total plan assets at end of year2013-12-31$519,810
Total plan assets at beginning of year2013-12-31$500,295
Other income received2013-12-31$19,515
Net income (gross income less expenses)2013-12-31$19,515
Net plan assets at end of year (total assets less liabilities)2013-12-31$519,810
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$500,295
2012 : STEPHEN R. ENLOE MD RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$21,340
Total plan assets at end of year2012-12-31$500,295
Total plan assets at beginning of year2012-12-31$478,955
Other income received2012-12-31$21,340
Net income (gross income less expenses)2012-12-31$21,340
Net plan assets at end of year (total assets less liabilities)2012-12-31$500,295
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$478,955
2011 : STEPHEN R. ENLOE MD RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-12,047
Total plan assets at end of year2011-12-31$478,955
Total plan assets at beginning of year2011-12-31$491,002
Other income received2011-12-31$-12,047
Net income (gross income less expenses)2011-12-31$-12,047
Net plan assets at end of year (total assets less liabilities)2011-12-31$478,955
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$491,002
2010 : STEPHEN R. ENLOE MD RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$55,377
Total plan assets at end of year2010-12-31$491,002
Total plan assets at beginning of year2010-12-31$435,625
Other income received2010-12-31$55,377
Net income (gross income less expenses)2010-12-31$55,377
Net plan assets at end of year (total assets less liabilities)2010-12-31$491,002
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$435,625

Form 5500 Responses for STEPHEN R. ENLOE MD RETIREMENT PLAN

2014: STEPHEN R. ENLOE MD RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: STEPHEN R. ENLOE MD RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: STEPHEN R. ENLOE MD RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: STEPHEN R. ENLOE MD RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: STEPHEN R. ENLOE MD RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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: STEPHEN R. ENLOE MD RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20127
Policy instance 1
Insurance contract or identification number20127
Number of Individuals Covered1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerAUTOMATIC PREMIUM LOAN
Insurance broker organization code?3
Insurance broker nameGAYLORD E. DAVIS
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20127
Policy instance 1
Insurance contract or identification number20127
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerAUTOMATIC PREMIUM LOAN
Insurance broker organization code?3
Insurance broker nameGAYLORD E. DAVIS
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20127
Policy instance 1
Insurance contract or identification number20127
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerAUTOMATIC PREMIUM LOAN
Insurance broker organization code?3
Insurance broker nameGAYLORD E. DAVIS
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20127
Policy instance 1
Insurance contract or identification number20127
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number20127
Policy instance 1
Insurance contract or identification number20127
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerAUTOMATIC PREMIUM LOAN
Insurance broker organization code?3
Insurance broker nameGAYLORD E. DAVIS

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