401k Plan data: JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN plan

JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN
Plan identification number	002

JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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(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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

JOHN BECKERT, D.O. has sponsored the creation of one or more 401k plans.

Company Name: JOHN BECKERT, D.O.

Employer identification number (EIN): 430954421

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 BECKERT, D.O. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 DR. JOHN BECKERT 2015-10-10
002 2013-01-01 DR. JOHN BECKERT 2014-06-25
002 2012-01-01 DR. JOHN BECKERT 2013-07-17
002 2011-01-01 DR. JOHN BECKERT
002 2009-01-01 DR. JOHN BECKERT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	DR. JOHN BECKERT	2015-10-10
002	2013-01-01	DR. JOHN BECKERT	2014-06-25
002	2012-01-01	DR. JOHN BECKERT	2013-07-17
002	2011-01-01	DR. JOHN BECKERT
002	2009-01-01	DR. JOHN BECKERT

Plan Statistics for JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN

Measure Date Value
2011: JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 3
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 2
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	3
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	2
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN

Measure	Date	Value
2011 : JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$27,394
Expenses. Total of all expenses incurred	2011-12-31	$19,030
Benefits paid (including direct rollovers)	2011-12-31	$19,030
Total plan assets at end of year	2011-12-31	$622,755
Total plan assets at beginning of year	2011-12-31	$614,391
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$22,000
Other income received	2011-12-31	$-31,383
Net income (gross income less expenses)	2011-12-31	$8,364
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$622,755
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$614,391
Total contributions received or receivable from employer(s)	2011-12-31	$36,777
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$125,301
Expenses. Total of all expenses incurred	2010-12-31	$23,814
Benefits paid (including direct rollovers)	2010-12-31	$23,814
Total plan assets at end of year	2010-12-31	$614,391
Total plan assets at beginning of year	2010-12-31	$512,904
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$22,000
Other income received	2010-12-31	$67,695
Net income (gross income less expenses)	2010-12-31	$101,487
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$614,391
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$512,904
Total contributions received or receivable from employer(s)	2010-12-31	$35,606
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN

2011: JOHN BECKERT, D.O. 401K PROFIT SHARING PLAN 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 - Trust	Yes
2009: JOHN BECKERT, D.O. 401K 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96192

Policy instance

Insurance contract or identification number	96192
Number of Individuals Covered	9
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,828
Total amount of fees paid to insurance company	USD $396
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	JOHN BECKERT, D.O.
Employer identification number (EIN):	430954421
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)