401k Plan data: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST plan

JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST
Plan identification number	001

JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined 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.

401k Sponsoring company profile

JOHN J. CASSEL, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JOHN J. CASSEL, M.D., P.C.

Employer identification number (EIN): 232571721

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DAVID A. EISENBERG, CH 7 TRUSTEE
001 2013-01-01 DAVID A. EISENBERG, CH 7 TRUSTEE
001 2012-01-01 DAVID A. EISENBERG, CH 7 TRUSTEE
001 2011-01-01 JOHN CASSEL
001 2009-01-01 JOHN J. CASSEL, M.D. JOHN J. CASSEL, M.D. 2010-07-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	DAVID A. EISENBERG, CH 7 TRUSTEE
001	2013-01-01	DAVID A. EISENBERG, CH 7 TRUSTEE
001	2012-01-01	DAVID A. EISENBERG, CH 7 TRUSTEE
001	2011-01-01	JOHN CASSEL
001	2009-01-01	JOHN J. CASSEL, M.D.	JOHN J. CASSEL, M.D.	2010-07-06

Plan Statistics for JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
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 3
Total of all active and inactive participants 2013-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 18
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
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 4
Total of all active and inactive participants 2012-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
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 2
Total of all active and inactive participants 2011-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 21
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
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 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17

Measure	Date	Value
2014: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
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	3
Total of all active and inactive participants	2013-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	18
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
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	4
Total of all active and inactive participants	2012-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
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	2
Total of all active and inactive participants	2011-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	21
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
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	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17

Financial Data on JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2014 : JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total plan liabilities at beginning of year	2014-11-30	$0
Total income from all sources	2014-11-30	$164,595
Expenses. Total of all expenses incurred	2014-11-30	$3,873,384
Benefits paid (including direct rollovers)	2014-11-30	$3,836,525
Total plan assets at end of year	2014-11-30	$0
Total plan assets at beginning of year	2014-11-30	$3,708,789
Value of fidelity bond covering the plan	2014-11-30	$350,000
Other income received	2014-11-30	$164,595
Net income (gross income less expenses)	2014-11-30	$-3,708,789
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$3,708,789
Expenses. Administrative service providers (salaries,fees and commissions)	2014-11-30	$36,859
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-11-30	$0
2013 : JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$157,762
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$618,127
Expenses. Total of all expenses incurred	2013-12-31	$179,002
Benefits paid (including direct rollovers)	2013-12-31	$157,762
Total plan assets at end of year	2013-12-31	$3,708,789
Total plan assets at beginning of year	2013-12-31	$3,111,902
Value of fidelity bond covering the plan	2013-12-31	$350,000
Other income received	2013-12-31	$618,127
Net income (gross income less expenses)	2013-12-31	$439,125
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,708,789
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,111,902
Assets. Value of participant loans	2013-12-31	$46,925
Total contributions received or receivable from employer(s)	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$21,240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$226,490
Expenses. Total of all expenses incurred	2012-12-31	$18,496
Benefits paid (including direct rollovers)	2012-12-31	$17,379
Total plan assets at end of year	2012-12-31	$3,111,902
Total plan assets at beginning of year	2012-12-31	$2,903,908
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$13,267
Expenses. Other expenses not covered elsewhere	2012-12-31	$598
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$213,223
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$207,994
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,111,902
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,903,908
Assets. Value of participant loans	2012-12-31	$46,673
Total contributions received or receivable from employer(s)	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$519
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$28,936
Expenses. Total of all expenses incurred	2011-12-31	$8,999
Benefits paid (including direct rollovers)	2011-12-31	$7,030
Total plan assets at end of year	2011-12-31	$2,903,908
Total plan assets at beginning of year	2011-12-31	$2,883,971
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$73,386
Other income received	2011-12-31	$-140,450
Net income (gross income less expenses)	2011-12-31	$19,937
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,903,908
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,883,971
Assets. Value of participant loans	2011-12-31	$48,714
Total contributions received or receivable from employer(s)	2011-12-31	$96,000
Value of certain deemed distributions of participant loans	2011-12-31	$1,969
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$424,543
Expenses. Total of all expenses incurred	2010-12-31	$1,006
Total plan assets at end of year	2010-12-31	$2,883,971
Total plan assets at beginning of year	2010-12-31	$2,460,434
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$77,534
Expenses. Other expenses not covered elsewhere	2010-12-31	$875
Other income received	2010-12-31	$239,828
Net income (gross income less expenses)	2010-12-31	$423,537
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,883,971
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,460,434
Assets. Value of participant loans	2010-12-31	$50,843
Total contributions received or receivable from employer(s)	2010-12-31	$107,181
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$131

Form 5500 Responses for JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST

2014: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 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	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 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 – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 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 – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN J. CASSEL M.D., P.C. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JOHN J. CASSEL, M.D., P.C.
Employer identification number (EIN):	232571721
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)