JAMES APESOS, M.D., INC. PROFIT SHARING PLAN 401k Plan overview
| Plan Name | JAMES APESOS, M.D., INC. PROFIT SHARING PLAN |
| Plan identification number | 001 |
JAMES APESOS, M.D., INC. PROFIT SHARING PLAN 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.
- 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
JAMES APESOS, M.D., INC. has sponsored the creation of one or more 401k plans.
| Company Name: | JAMES APESOS, M.D., INC. |
| Employer identification number (EIN): | 341853081 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about JAMES APESOS, M.D., INC.
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1997-12-22 |
| Company Identification Number: | PR722 |
| Legal Registered Office Address: |
5441 FAR HILLS AVE
-
DAYTON
United States of America (USA)
45429
|
More information about JAMES APESOS, M.D., INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan JAMES APESOS, M.D., INC. PROFIT SHARING PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2023-01-01 | | | | |
| 001 | 2022-01-01 | | | | |
| 001 | 2021-01-01 | | | | |
| 001 | 2020-01-01 | | | | |
| 001 | 2019-01-01 | | | | |
| 001 | 2018-01-01 | | | | |
| 001 | 2017-01-01 | | | | |
| 001 | 2016-01-01 | JAMES APESOS | 2017-07-06 | | |
| 001 | 2015-01-01 | JAMES APESOS | 2016-09-01 | | |
| 001 | 2014-01-01 | WENDY POLLEY | 2015-09-28 | | |
| 001 | 2013-01-01 | WENDY POLLEY | 2014-10-14 | | |
| 001 | 2012-01-01 | JAMES APESOS | 2013-10-08 | | |
| 001 | 2011-01-01 | JAMES APESOS | 2012-10-09 | | |
| 001 | 2010-01-01 | JAMES APESOS | | | |
| 001 | 2009-01-01 | JAMES APESOS | | | |
Plan Statistics for JAMES APESOS, M.D., INC. PROFIT SHARING PLAN
401k plan membership statisitcs for JAMES APESOS, M.D., INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2010: JAMES APESOS, M.D., INC. PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 7 |
| Total of all active and inactive participants | 2010-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 15 |
| Number of participants with account balances | 2010-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: JAMES APESOS, M.D., INC. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 18 |
| Number of participants with account balances | 2009-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Financial Data on JAMES APESOS, M.D., INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2010 : JAMES APESOS, M.D., INC. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $-15,000 |
| Total income from all sources | 2010-12-31 | $213,729 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $18,818 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $6,090 |
| Total plan assets at end of year | 2010-12-31 | $713,896 |
| Total plan assets at beginning of year | 2010-12-31 | $503,985 |
| Value of fidelity bond covering the plan | 2010-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $921 |
| Other income received | 2010-12-31 | $212,808 |
| Net income (gross income less expenses) | 2010-12-31 | $194,911 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $713,896 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $518,985 |
| Assets. Value of participant loans | 2010-12-31 | $40,737 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $12,728 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : JAMES APESOS, M.D., INC. PROFIT SHARING 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 |
Form 5500 Responses for JAMES APESOS, M.D., INC. PROFIT SHARING PLAN
| 2010: JAMES APESOS, M.D., INC. 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: JAMES APESOS, M.D., INC. 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 |
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