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DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN 401k Plan overview

Plan NameDONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN
Plan identification number 001

DONALD R PEVNEY MD DP FAAP 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.
  • 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

DONALD R PEVNEY, MD has sponsored the creation of one or more 401k plans.

Company Name:DONALD R PEVNEY, MD
Employer identification number (EIN):113064474
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01DONALD R PEVNEY DONALD R PEVNEY2013-03-02
0012011-01-01DONALD R PEVNEY DONALD R PEVNEY2012-07-23
0012010-01-01DONALD R PEVNEY DONALD R PEVNEY2011-07-26
0012009-01-01DONALD R PEVNEY DONALD R PEVNEY2010-07-20

Plan Statistics for DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN

401k plan membership statisitcs for DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN

Measure Date Value
2012: DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN 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
2010: DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN 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 DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN

Measure Date Value
2012 : DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-11-30$0
Total income from all sources2012-11-30$35,019
Expenses. Total of all expenses incurred2012-11-30$438,092
Benefits paid (including direct rollovers)2012-11-30$438,092
Total plan assets at end of year2012-11-30$0
Total plan assets at beginning of year2012-11-30$403,073
Other income received2012-11-30$35,019
Net income (gross income less expenses)2012-11-30$-403,073
Net plan assets at end of year (total assets less liabilities)2012-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$403,073
2011 : DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-13,808
Expenses. Total of all expenses incurred2011-12-31$39,088
Benefits paid (including direct rollovers)2011-12-31$39,088
Total plan assets at end of year2011-12-31$403,073
Total plan assets at beginning of year2011-12-31$455,969
Other income received2011-12-31$-19,859
Net income (gross income less expenses)2011-12-31$-52,896
Net plan assets at end of year (total assets less liabilities)2011-12-31$403,073
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$455,969
Total contributions received or receivable from employer(s)2011-12-31$6,051
2010 : DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$74,216
Expenses. Total of all expenses incurred2010-12-31$57,884
Benefits paid (including direct rollovers)2010-12-31$57,884
Total plan assets at end of year2010-12-31$455,969
Total plan assets at beginning of year2010-12-31$439,637
Other income received2010-12-31$66,946
Net income (gross income less expenses)2010-12-31$16,332
Net plan assets at end of year (total assets less liabilities)2010-12-31$455,969
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$439,637
Total contributions received or receivable from employer(s)2010-12-31$7,270

Form 5500 Responses for DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN

2012: DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DONALD R PEVNEY MD DP FAAP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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