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DONALD R WIRTANEN DO PROFIT SHARING 401k Plan overview

Plan NameDONALD R WIRTANEN DO PROFIT SHARING
Plan identification number 001

DONALD R WIRTANEN DO PROFIT SHARING 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

DONALD R WIRTANEN DO has sponsored the creation of one or more 401k plans.

Company Name:DONALD R WIRTANEN DO
Employer identification number (EIN):421266475
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD R WIRTANEN DO PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01DONALD R WIRTANEN DONALD R WIRTANEN2018-06-19
0012016-01-01DONALD R WIRTANEN DONALD R WIRTANEN2017-05-31
0012015-01-01DONALD R WIRTANEN DONALD R WIRTANEN2016-07-06
0012014-01-01DONALD R WIRTANEN DONALD R WIRTANEN2015-07-21
0012013-01-01DONALD R WIRTANEN DONALD R WIRTANEN2014-06-19
0012012-01-01DONALD R WIRTANEN DONALD R WIRTANEN2013-07-02
0012011-01-01DONALD R WIRTANEN DONALD R WIRTANEN2012-07-05
0012009-01-01DONALD R WIRTANEN DONALD R WIRTANEN2010-07-19

Plan Statistics for DONALD R WIRTANEN DO PROFIT SHARING

401k plan membership statisitcs for DONALD R WIRTANEN DO PROFIT SHARING

Measure Date Value
2018: DONALD R WIRTANEN DO PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DONALD R WIRTANEN DO PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DONALD R WIRTANEN DO PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DONALD R WIRTANEN DO PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DONALD R WIRTANEN DO PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DONALD R WIRTANEN DO PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DONALD R WIRTANEN DO PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DONALD R WIRTANEN DO PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DONALD R WIRTANEN DO PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on DONALD R WIRTANEN DO PROFIT SHARING

Measure Date Value
2018 : DONALD R WIRTANEN DO PROFIT SHARING 2018 401k financial data
Total income from all sources2018-12-31$-10,520
Expenses. Total of all expenses incurred2018-12-31$100,779
Benefits paid (including direct rollovers)2018-12-31$100,779
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$111,299
Other income received2018-12-31$-10,520
Net income (gross income less expenses)2018-12-31$-111,299
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$111,299
2017 : DONALD R WIRTANEN DO PROFIT SHARING 2017 401k financial data
Total income from all sources2017-12-31$3,766
Expenses. Total of all expenses incurred2017-12-31$12,928
Benefits paid (including direct rollovers)2017-12-31$12,039
Total plan assets at end of year2017-12-31$111,299
Total plan assets at beginning of year2017-12-31$120,461
Expenses. Other expenses not covered elsewhere2017-12-31$889
Other income received2017-12-31$3,766
Net income (gross income less expenses)2017-12-31$-9,162
Net plan assets at end of year (total assets less liabilities)2017-12-31$111,299
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$120,461
2016 : DONALD R WIRTANEN DO PROFIT SHARING 2016 401k financial data
Total income from all sources2016-12-31$1,910
Expenses. Total of all expenses incurred2016-12-31$14,189
Benefits paid (including direct rollovers)2016-12-31$13,266
Total plan assets at end of year2016-12-31$120,461
Total plan assets at beginning of year2016-12-31$132,740
Expenses. Other expenses not covered elsewhere2016-12-31$923
Other income received2016-12-31$1,910
Net income (gross income less expenses)2016-12-31$-12,279
Net plan assets at end of year (total assets less liabilities)2016-12-31$120,461
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$132,740
2015 : DONALD R WIRTANEN DO PROFIT SHARING 2015 401k financial data
Total income from all sources2015-12-31$683
Expenses. Total of all expenses incurred2015-12-31$15,726
Benefits paid (including direct rollovers)2015-12-31$14,770
Total plan assets at end of year2015-12-31$132,740
Total plan assets at beginning of year2015-12-31$147,783
Expenses. Other expenses not covered elsewhere2015-12-31$956
Other income received2015-12-31$683
Net income (gross income less expenses)2015-12-31$-15,043
Net plan assets at end of year (total assets less liabilities)2015-12-31$132,740
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$147,783
2014 : DONALD R WIRTANEN DO PROFIT SHARING 2014 401k financial data
Total income from all sources2014-12-31$4,304
Expenses. Total of all expenses incurred2014-12-31$37,240
Benefits paid (including direct rollovers)2014-12-31$36,125
Total plan assets at end of year2014-12-31$147,783
Total plan assets at beginning of year2014-12-31$180,719
Expenses. Other expenses not covered elsewhere2014-12-31$1,115
Other income received2014-12-31$4,304
Net income (gross income less expenses)2014-12-31$-32,936
Net plan assets at end of year (total assets less liabilities)2014-12-31$147,783
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$180,719
2013 : DONALD R WIRTANEN DO PROFIT SHARING 2013 401k financial data
Total income from all sources2013-12-31$5,910
Total plan assets at end of year2013-12-31$180,719
Total plan assets at beginning of year2013-12-31$174,809
Other income received2013-12-31$5,910
Net income (gross income less expenses)2013-12-31$5,910
Net plan assets at end of year (total assets less liabilities)2013-12-31$180,719
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$174,809
2012 : DONALD R WIRTANEN DO PROFIT SHARING 2012 401k financial data
Total income from all sources2012-12-31$7,434
Total plan assets at end of year2012-12-31$174,809
Total plan assets at beginning of year2012-12-31$167,375
Other income received2012-12-31$7,434
Net income (gross income less expenses)2012-12-31$7,434
Net plan assets at end of year (total assets less liabilities)2012-12-31$174,809
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$167,375
2011 : DONALD R WIRTANEN DO PROFIT SHARING 2011 401k financial data
Transfers to/from the plan2011-12-31$-66,754
Total income from all sources2011-12-31$3,142
Total plan assets at end of year2011-12-31$167,375
Total plan assets at beginning of year2011-12-31$230,987
Other income received2011-12-31$3,142
Net income (gross income less expenses)2011-12-31$3,142
Net plan assets at end of year (total assets less liabilities)2011-12-31$167,375
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$230,987
2010 : DONALD R WIRTANEN DO PROFIT SHARING 2010 401k financial data
Total income from all sources2010-12-31$12,180
Total plan assets at end of year2010-12-31$230,987
Total plan assets at beginning of year2010-12-31$218,807
Other income received2010-12-31$7,418
Net income (gross income less expenses)2010-12-31$12,180
Net plan assets at end of year (total assets less liabilities)2010-12-31$230,987
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$218,807
Total contributions received or receivable from employer(s)2010-12-31$4,762

Form 5500 Responses for DONALD R WIRTANEN DO PROFIT SHARING

2018: DONALD R WIRTANEN DO PROFIT SHARING 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DONALD R WIRTANEN DO PROFIT SHARING 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DONALD R WIRTANEN DO PROFIT SHARING 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DONALD R WIRTANEN DO PROFIT SHARING 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DONALD R WIRTANEN DO PROFIT SHARING 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DONALD R WIRTANEN DO PROFIT SHARING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DONALD R WIRTANEN DO PROFIT SHARING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DONALD R WIRTANEN DO PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DONALD R WIRTANEN DO PROFIT SHARING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number158051
Policy instance 1
Insurance contract or identification number158051
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number158051
Policy instance 1
Insurance contract or identification number158051
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameMICHAEL G GRIMES
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number158051
Policy instance 1
Insurance contract or identification number158051
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameMICHAEL G GRIMES
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number158051
Policy instance 1
Insurance contract or identification number158051
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameMICHAEL G GRIMES
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number158051
Policy instance 1
Insurance contract or identification number158051
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameMICHAEL G GRIMES
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number158051
Policy instance 1
Insurance contract or identification number158051
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17
Insurance broker nameMICHAEL G GRIMES
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number158051
Policy instance 1
Insurance contract or identification number158051
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number158051
Policy instance 1
Insurance contract or identification number158051
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameMICHAEL G GRIMES

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