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JAMES A. SARNELLE, M.D. PROFIT SHARING TRUST 401k Plan overview

Plan NameJAMES A. SARNELLE, M.D. PROFIT SHARING TRUST
Plan identification number 002

JAMES A. SARNELLE, M.D. PROFIT SHARING TRUST 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.
  • 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

JAMES A. SARNELLE, M.D. has sponsored the creation of one or more 401k plans.

Company Name:JAMES A. SARNELLE, M.D.
Employer identification number (EIN):061241073
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. SARNELLE, M.D. PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01
0022012-01-01JAMES A SARNELLE MD2013-10-10 JAMES A SARNELLE MD2013-10-10
0022011-01-01JAMES SARNELLE
0022009-01-01JAMES A. SARNELLE, M.D.
0022009-01-01JAMES SARNELLE
0022009-01-01JAMES SARNELLE

Plan Statistics for JAMES A. SARNELLE, M.D. PROFIT SHARING TRUST

401k plan membership statisitcs for JAMES A. SARNELLE, M.D. PROFIT SHARING TRUST

Measure Date Value
2011: JAMES A. SARNELLE, M.D. PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2009: JAMES A. SARNELLE, M.D. PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on JAMES A. SARNELLE, M.D. PROFIT SHARING TRUST

Measure Date Value
2011 : JAMES A. SARNELLE, M.D. PROFIT SHARING TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$390,729
Total income from all sources2011-12-31$101,876
Expenses. Total of all expenses incurred2011-12-31$1,077
Total plan assets at end of year2011-12-31$952,557
Total plan assets at beginning of year2011-12-31$461,029
Other income received2011-12-31$39,256
Net income (gross income less expenses)2011-12-31$100,799
Net plan assets at end of year (total assets less liabilities)2011-12-31$952,557
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$461,029
Total contributions received or receivable from employer(s)2011-12-31$62,620
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,077
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JAMES A. SARNELLE, M.D. PROFIT SHARING TRUST 2010 401k financial data
Total income from all sources2010-12-31$134,687
Expenses. Total of all expenses incurred2010-12-31$3,517
Total plan assets at end of year2010-12-31$461,029
Total plan assets at beginning of year2010-12-31$329,859
Other income received2010-12-31$71,536
Net income (gross income less expenses)2010-12-31$131,170
Net plan assets at end of year (total assets less liabilities)2010-12-31$461,029
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$329,859
Total contributions received or receivable from employer(s)2010-12-31$63,151
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,517
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JAMES A. SARNELLE, M.D. PROFIT SHARING 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 JAMES A. SARNELLE, M.D. PROFIT SHARING TRUST

2011: JAMES A. SARNELLE, M.D. PROFIT SHARING TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES A. SARNELLE, M.D. PROFIT SHARING TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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