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ROBERT J. HAAKE, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT J. HAAKE, M.D. PROFIT SHARING PLAN
Plan identification number 002

ROBERT J. HAAKE, M.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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

ROBERT J. HAAKE, M.D. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. HAAKE, M.D.
Employer identification number (EIN):371200446
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. HAAKE, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01ROBERT J. HAAKE, M.D.2013-05-30
0022011-01-01ROBERT J HAAKE MD2012-06-12
0022010-01-01ROBERT J. HAAKE, M.D.2011-06-21 ROBERT J. HAAKE, M.D.2011-06-22
0022009-01-01ROBERT J. HAAKE, M.D. ROBERT J. HAAKE, M.D.2010-06-28

Plan Statistics for ROBERT J. HAAKE, M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT J. HAAKE, M.D. PROFIT SHARING PLAN

Measure Date Value
2009: ROBERT J. HAAKE, M.D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Form 5500 Responses for ROBERT J. HAAKE, M.D. PROFIT SHARING PLAN

2009: ROBERT J. HAAKE, M.D. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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