ROBERT A. WELIK, M.D., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN
401k plan membership statisitcs for ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2014: ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 4 |
| Number of participants with account balances | 2013-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 5 |
| Number of participants with account balances | 2010-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2014 : ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $49,243 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $341,760 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $341,760 |
| Total plan assets at end of year | 2014-12-31 | $444,671 |
| Total plan assets at beginning of year | 2014-12-31 | $737,188 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Other income received | 2014-12-31 | $49,243 |
| Net income (gross income less expenses) | 2014-12-31 | $-292,517 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $444,671 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $737,188 |
| 2013 : ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $237,806 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $680,000 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $680,000 |
| Total plan assets at end of year | 2013-12-31 | $737,188 |
| Total plan assets at beginning of year | 2013-12-31 | $1,179,382 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Other income received | 2013-12-31 | $237,806 |
| Net income (gross income less expenses) | 2013-12-31 | $-442,194 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $737,188 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,179,382 |
| Assets. Value of participant loans | 2013-12-31 | $33,097 |
| 2012 : ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $101,360 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $472,246 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $472,246 |
| Total plan assets at end of year | 2012-12-31 | $1,179,382 |
| Total plan assets at beginning of year | 2012-12-31 | $1,550,268 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Other income received | 2012-12-31 | $101,360 |
| Net income (gross income less expenses) | 2012-12-31 | $-370,886 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,179,382 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,550,268 |
| 2011 : ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $27,208 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $1,550,268 |
| Total plan assets at beginning of year | 2011-12-31 | $1,523,060 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Other income received | 2011-12-31 | $27,208 |
| Net income (gross income less expenses) | 2011-12-31 | $27,208 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,550,268 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,523,060 |
| 2010 : ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $212,101 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,523,060 |
| Total plan assets at beginning of year | 2010-12-31 | $1,310,959 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Other income received | 2010-12-31 | $212,101 |
| Net income (gross income less expenses) | 2010-12-31 | $212,101 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,523,060 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,310,959 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| 2014: ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT A. WELIK , M.D., P.A. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
