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CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

CHARLES G. FELIX, LLC has sponsored the creation of one or more 401k plans.

Company Name:CHARLES G. FELIX, LLC
Employer identification number (EIN):203640171
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CHARLES G. FELIX, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2005-10-17
Company Identification Number: 1575499
Legal Registered Office Address: 5470 S. MAIN STREET
SUITE 300
SYLVANIA
United States of America (USA)
43560

More information about CHARLES G. FELIX, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CHARLES G. FELIX
0012011-01-01CHARLES G. FELIX
0012009-01-01CHARLES G. FELIX

Plan Statistics for CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-011
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-012
2012: CHARLES G. FELIX, LLC 401(K) 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 55002012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: CHARLES G. FELIX, LLC 401(K) 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
2009: CHARLES G. FELIX, LLC 401(K) 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 CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$102,089
Expenses. Total of all expenses incurred2014-12-31$4,236
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$784,953
Total plan assets at beginning of year2014-12-31$687,100
Value of fidelity bond covering the plan2014-12-31$80,000
Total contributions received or receivable from participants2014-12-31$18,025
Other income received2014-12-31$47,849
Net income (gross income less expenses)2014-12-31$97,853
Net plan assets at end of year (total assets less liabilities)2014-12-31$784,953
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$687,100
Total contributions received or receivable from employer(s)2014-12-31$36,215
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,236
2013 : CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$161,840
Expenses. Total of all expenses incurred2013-12-31$16,702
Benefits paid (including direct rollovers)2013-12-31$13,262
Total plan assets at end of year2013-12-31$687,100
Total plan assets at beginning of year2013-12-31$541,962
Value of fidelity bond covering the plan2013-12-31$70,000
Total contributions received or receivable from participants2013-12-31$31,400
Other income received2013-12-31$97,780
Net income (gross income less expenses)2013-12-31$145,138
Net plan assets at end of year (total assets less liabilities)2013-12-31$687,100
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$541,962
Total contributions received or receivable from employer(s)2013-12-31$32,660
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,440
2012 : CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$114,259
Expenses. Total of all expenses incurred2012-12-31$2,751
Total plan assets at end of year2012-12-31$541,962
Total plan assets at beginning of year2012-12-31$430,454
Value of fidelity bond covering the plan2012-12-31$70,000
Total contributions received or receivable from participants2012-12-31$30,900
Other income received2012-12-31$48,015
Net income (gross income less expenses)2012-12-31$111,508
Net plan assets at end of year (total assets less liabilities)2012-12-31$541,962
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$430,454
Total contributions received or receivable from employer(s)2012-12-31$35,344
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,751
2011 : CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$54,274
Expenses. Total of all expenses incurred2011-12-31$2,264
Total plan assets at end of year2011-12-31$430,454
Total plan assets at beginning of year2011-12-31$378,444
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$30,400
Other income received2011-12-31$-10,980
Net income (gross income less expenses)2011-12-31$52,010
Net plan assets at end of year (total assets less liabilities)2011-12-31$430,454
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$378,444
Total contributions received or receivable from employer(s)2011-12-31$34,854
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,264
2010 : CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$99,521
Expenses. Total of all expenses incurred2010-12-31$1,728
Total plan assets at end of year2010-12-31$378,444
Total plan assets at beginning of year2010-12-31$280,651
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$30,300
Other income received2010-12-31$34,570
Net income (gross income less expenses)2010-12-31$97,793
Net plan assets at end of year (total assets less liabilities)2010-12-31$378,444
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$280,651
Total contributions received or receivable from employer(s)2010-12-31$34,651
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,728

Form 5500 Responses for CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN

2014: CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHARLES G. FELIX, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHARLES G. FELIX, LLC 401(K) 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
2009: CHARLES G. FELIX, LLC 401(K) 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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