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RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameRETIREMENT SAVINGS PLAN
Plan identification number 001

RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

SHEILA C. RAO, D.O. has sponsored the creation of one or more 401k plans.

Company Name:SHEILA C. RAO, D.O.
Employer identification number (EIN):204346957
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01SHEILA C. RAO, D.O.2012-06-24
0012009-01-01SHEILA C. RAO, D.O.

Plan Statistics for RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for RETIREMENT SAVINGS PLAN

Measure Date Value
2009: RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT SAVINGS PLAN

Measure Date Value
2010 : RETIREMENT SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$16,534
Expenses. Total of all expenses incurred2010-12-31$40
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$72,947
Total plan assets at beginning of year2010-12-31$56,453
Value of fidelity bond covering the plan2010-12-31$15,000
Total contributions received or receivable from participants2010-12-31$8,410
Expenses. Other expenses not covered elsewhere2010-12-31$39
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$5,517
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$16,494
Net plan assets at end of year (total assets less liabilities)2010-12-31$72,947
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$56,453
Assets. Value of participant loans2010-12-31$18,480
Assets. Value of assets in partnership/joint-venture interests2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$150
Total contributions received or receivable from employer(s)2010-12-31$2,607
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1

Form 5500 Responses for RETIREMENT SAVINGS PLAN

2009: RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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