401k Plan data: DAVID SPECK MD PENSION PLAN plan

DAVID SPECK MD PENSION PLAN 401k Plan overview

Plan Name	DAVID SPECK MD PENSION PLAN
Plan identification number	001

DAVID SPECK MD PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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

DAVID D. SPECK MD has sponsored the creation of one or more 401k plans.

Company Name: DAVID D. SPECK MD

Employer identification number (EIN): 222684711

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID SPECK MD PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DAVID SPECK 2024-07-07 DAVID SPECK 2024-07-07
001 2022-01-01 DAVID SPECK 2023-05-29 DAVID SPECK 2023-05-29
001 2021-01-01 DAVID SPECK 2022-07-04 DAVID SPECK 2022-07-04
001 2020-01-01 DAVID SPECK 2021-07-10 DAVID SPECK 2021-07-10
001 2020-01-01 DAVID SPECK 2021-07-10 DAVID SPECK 2021-07-10
001 2019-01-01 DAVID SPECK 2020-06-20 DAVID SPECK 2020-06-20
001 2018-01-01 DAVID SPECK 2019-07-24 DAVID SPECK 2019-07-24
001 2017-01-01 DAVID SPECK 2018-07-22 DAVID SPECK 2018-07-22
001 2016-01-01 DAVID SPECK 2017-07-23 DAVID SPECK 2017-07-23
001 2015-01-01 DAVID SPECK 2016-07-30 DAVID SPECK 2016-07-30
001 2014-01-01 DAVID SPECK 2015-10-04 DAVID SPECK 2015-10-04
001 2013-01-01 DAVID SPECK 2014-07-13 DAVID SPECK 2014-07-13
001 2012-01-01 DAVID SPECK 2013-03-29 DAVID SPECK 2013-03-29
001 2011-01-01 DAVID SPECK
001 2010-01-01 DAVID SPECK
001 2009-01-01 DAVID SPECK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DAVID SPECK	2024-07-07	DAVID SPECK	2024-07-07
001	2022-01-01	DAVID SPECK	2023-05-29	DAVID SPECK	2023-05-29
001	2021-01-01	DAVID SPECK	2022-07-04	DAVID SPECK	2022-07-04
001	2020-01-01	DAVID SPECK	2021-07-10	DAVID SPECK	2021-07-10
001	2020-01-01	DAVID SPECK	2021-07-10	DAVID SPECK	2021-07-10
001	2019-01-01	DAVID SPECK	2020-06-20	DAVID SPECK	2020-06-20
001	2018-01-01	DAVID SPECK	2019-07-24	DAVID SPECK	2019-07-24
001	2017-01-01	DAVID SPECK	2018-07-22	DAVID SPECK	2018-07-22
001	2016-01-01	DAVID SPECK	2017-07-23	DAVID SPECK	2017-07-23
001	2015-01-01	DAVID SPECK	2016-07-30	DAVID SPECK	2016-07-30
001	2014-01-01	DAVID SPECK	2015-10-04	DAVID SPECK	2015-10-04
001	2013-01-01	DAVID SPECK	2014-07-13	DAVID SPECK	2014-07-13
001	2012-01-01	DAVID SPECK	2013-03-29	DAVID SPECK	2013-03-29
001	2011-01-01	DAVID SPECK
001	2010-01-01	DAVID SPECK
001	2009-01-01	DAVID SPECK

Plan Statistics for DAVID SPECK MD PENSION PLAN

401k plan membership statisitcs for DAVID SPECK MD PENSION PLAN

Measure Date Value
2011: DAVID SPECK MD PENSION 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 4
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 1
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: DAVID SPECK MD PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
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 1
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: DAVID SPECK MD PENSION 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 4
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 3
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: DAVID SPECK MD PENSION 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	4
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	1
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: DAVID SPECK MD PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
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	1
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: DAVID SPECK MD PENSION 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	4
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	3
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAVID SPECK MD PENSION PLAN

Measure	Date	Value
2011 : DAVID SPECK MD PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$61,477
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,122,016
Total plan assets at beginning of year	2011-12-31	$1,060,539
Value of fidelity bond covering the plan	2011-12-31	$145,000
Total contributions received or receivable from participants	2011-12-31	$5,640
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$26,171
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$61,477
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,122,016
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,060,539
Total contributions received or receivable from employer(s)	2011-12-31	$29,666
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$29,666
Amount contributed by the employer to the plan for this plan year	2011-12-31	$29,666
2010 : DAVID SPECK MD PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$91,345
Expenses. Total of all expenses incurred	2010-12-31	$30,796
Benefits paid (including direct rollovers)	2010-12-31	$30,796
Total plan assets at end of year	2010-12-31	$1,060,539
Total plan assets at beginning of year	2010-12-31	$999,990
Value of fidelity bond covering the plan	2010-12-31	$147,000
Total contributions received or receivable from participants	2010-12-31	$5,569
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$56,290
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$60,549
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,060,539
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$999,990
Total contributions received or receivable from employer(s)	2010-12-31	$29,486
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$29,486
Amount contributed by the employer to the plan for this plan year	2010-12-31	$29,486
2009 : DAVID SPECK MD PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$29,759
Amount contributed by the employer to the plan for this plan year	2009-12-31	$29,759

Form 5500 Responses for DAVID SPECK MD PENSION PLAN

2011: DAVID SPECK MD PENSION 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: DAVID SPECK MD PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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: DAVID SPECK MD PENSION 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

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Company Name:	DAVID D. SPECK MD
Employer identification number (EIN):	222684711
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)