Logo

CHARLES J. WAISBREN PENSION PLAN 401k Plan overview

Plan NameCHARLES J. WAISBREN PENSION PLAN
Plan identification number 002

CHARLES J. WAISBREN PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
  • 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

CHARLES J. WAISBREN, M.D., S.C. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES J. WAISBREN, M.D., S.C.
Employer identification number (EIN):391483447
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES J. WAISBREN PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-06-01
0022014-06-01
0022013-06-01
0022012-06-01CHARLES WAISBREN
0022011-06-01CHARLES WAISBREN
0022010-06-01CHARLES WAISBREN

Plan Statistics for CHARLES J. WAISBREN PENSION PLAN

401k plan membership statisitcs for CHARLES J. WAISBREN PENSION PLAN

Measure Date Value
2014: CHARLES J. WAISBREN PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-0115
Total number of active participants reported on line 7a of the Form 55002014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-010
Total participants2014-06-010
Number of participants with account balances2014-06-010
2013: CHARLES J. WAISBREN PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-0114
Total number of active participants reported on line 7a of the Form 55002013-06-0115
Total of all active and inactive participants2013-06-0115
Total participants2013-06-0115
Number of participants with account balances2013-06-0115
2012: CHARLES J. WAISBREN PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-0114
Total number of active participants reported on line 7a of the Form 55002012-06-0114
Total of all active and inactive participants2012-06-0114
Total participants2012-06-0114
Number of participants with account balances2012-06-0114
2011: CHARLES J. WAISBREN PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-0115
Total number of active participants reported on line 7a of the Form 55002011-06-0114
Total of all active and inactive participants2011-06-0114
Total participants2011-06-0114
Number of participants with account balances2011-06-0114
2010: CHARLES J. WAISBREN PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-0115
Total number of active participants reported on line 7a of the Form 55002010-06-0115
Total of all active and inactive participants2010-06-0115
Total participants2010-06-0115
Number of participants with account balances2010-06-0115

Financial Data on CHARLES J. WAISBREN PENSION PLAN

Measure Date Value
2015 : CHARLES J. WAISBREN PENSION PLAN 2015 401k financial data
Expenses. Total of all expenses incurred2015-05-31$2,201,696
Benefits paid (including direct rollovers)2015-05-31$2,201,696
Total plan assets at end of year2015-05-31$0
Total plan assets at beginning of year2015-05-31$2,201,696
Net income (gross income less expenses)2015-05-31$-2,201,696
Net plan assets at end of year (total assets less liabilities)2015-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$2,201,696
2014 : CHARLES J. WAISBREN PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$45,850
Expenses. Total of all expenses incurred2014-12-31$2,247,546
Benefits paid (including direct rollovers)2014-12-31$2,247,546
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$2,201,696
Other income received2014-12-31$45,850
Net income (gross income less expenses)2014-12-31$-2,201,696
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,201,696
Total income from all sources2014-05-31$310,466
Total plan assets at end of year2014-05-31$2,201,696
Total plan assets at beginning of year2014-05-31$1,891,230
Value of fidelity bond covering the plan2014-05-31$97,500
Contributions received from other sources (not participants or employers)2014-05-31$71,717
Other income received2014-05-31$163,615
Net income (gross income less expenses)2014-05-31$310,466
Net plan assets at end of year (total assets less liabilities)2014-05-31$2,201,696
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$1,891,230
Total contributions received or receivable from employer(s)2014-05-31$75,134
2013 : CHARLES J. WAISBREN PENSION PLAN 2013 401k financial data
Total income from all sources2013-05-31$283,936
Total plan assets at end of year2013-05-31$1,891,230
Total plan assets at beginning of year2013-05-31$1,607,294
Value of fidelity bond covering the plan2013-05-31$97,500
Other income received2013-05-31$212,430
Net income (gross income less expenses)2013-05-31$283,936
Net plan assets at end of year (total assets less liabilities)2013-05-31$1,891,230
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$1,607,294
Total contributions received or receivable from employer(s)2013-05-31$71,506
2012 : CHARLES J. WAISBREN PENSION PLAN 2012 401k financial data
Total income from all sources2012-05-31$21,305
Expenses. Total of all expenses incurred2012-05-31$6,836
Benefits paid (including direct rollovers)2012-05-31$6,836
Total plan assets at end of year2012-05-31$1,607,294
Total plan assets at beginning of year2012-05-31$1,592,824
Value of fidelity bond covering the plan2012-05-31$97,500
Other income received2012-05-31$-51,243
Net income (gross income less expenses)2012-05-31$14,469
Net plan assets at end of year (total assets less liabilities)2012-05-31$1,607,294
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$1,592,824
Total contributions received or receivable from employer(s)2012-05-31$72,548
2011 : CHARLES J. WAISBREN PENSION PLAN 2011 401k financial data
Total income from all sources2011-05-31$276,656
Expenses. Total of all expenses incurred2011-05-31$5,380
Total plan assets at end of year2011-05-31$1,592,824
Total plan assets at beginning of year2011-05-31$1,321,548
Value of fidelity bond covering the plan2011-05-31$97,500
Other income received2011-05-31$205,577
Net income (gross income less expenses)2011-05-31$271,276
Net plan assets at end of year (total assets less liabilities)2011-05-31$1,592,824
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$1,321,548
Total contributions received or receivable from employer(s)2011-05-31$71,079
Value of certain deemed distributions of participant loans2011-05-31$5,380

Form 5500 Responses for CHARLES J. WAISBREN PENSION PLAN

2014: CHARLES J. WAISBREN PENSION PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01This submission is the final filingYes
2014-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: CHARLES J. WAISBREN PENSION PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: CHARLES J. WAISBREN PENSION PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: CHARLES J. WAISBREN PENSION PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: CHARLES J. WAISBREN PENSION PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1