BRUCE A. CHEATHAM, MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRUCE A. CHEATHAM, MD
401k plan membership statisitcs for BRUCE A. CHEATHAM, MD
| Measure | Date | Value |
|---|
| 2013: BRUCE A. CHEATHAM, MD 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BRUCE A. CHEATHAM, MD 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BRUCE A. CHEATHAM, MD 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: BRUCE A. CHEATHAM, MD 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : BRUCE A. CHEATHAM, MD 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $246,855 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,807,609 |
| Total plan assets at beginning of year | 2013-12-31 | $1,560,754 |
| Other income received | 2013-12-31 | $51,868 |
| Net income (gross income less expenses) | 2013-12-31 | $246,855 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,807,609 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,560,754 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $194,987 |
| 2012 : BRUCE A. CHEATHAM, MD 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $237,134 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $1,560,754 |
| Total plan assets at beginning of year | 2012-12-31 | $1,323,620 |
| Other income received | 2012-12-31 | $42,147 |
| Net income (gross income less expenses) | 2012-12-31 | $237,134 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,560,754 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,323,620 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $194,987 |
| 2011 : BRUCE A. CHEATHAM, MD 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $228,725 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $1,323,620 |
| Total plan assets at beginning of year | 2011-12-31 | $1,094,895 |
| Other income received | 2011-12-31 | $33,738 |
| Net income (gross income less expenses) | 2011-12-31 | $228,725 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,323,620 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,094,895 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $194,987 |
| 2010 : BRUCE A. CHEATHAM, MD 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $178,267 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,094,895 |
| Total plan assets at beginning of year | 2010-12-31 | $916,628 |
| Other income received | 2010-12-31 | $178,267 |
| Net income (gross income less expenses) | 2010-12-31 | $178,267 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,094,895 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $916,628 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| 2013: BRUCE A. CHEATHAM, MD 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012: BRUCE A. CHEATHAM, MD 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011: BRUCE A. CHEATHAM, MD 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2010: BRUCE A. CHEATHAM, MD 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 – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 60247 |
| Policy instance | 1 |
| Insurance contract or identification number | 60247 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $9,984 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Other information about contract | ANNUITY | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 8938 | | Additional information about fees paid to insurance broker | SERVICING FEES | | Insurance broker organization code? | 3 | | Insurance broker name | CRUSE FNCL GROUP INC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 60247 |
| Policy instance | 1 |
| Insurance contract or identification number | 60247 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $7,799 | | Total amount of fees paid to insurance company | USD $635 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Other information about contract | ANNUITY | | Commission paid to Insurance Broker | USD $7,799 | | Amount paid for insurance broker fees | 390 | | Additional information about fees paid to insurance broker | OTHER | | Insurance broker organization code? | 3 | | Insurance broker name | CRUSE FNCL GROUP INC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 60247 |
| Policy instance | 1 |
| Insurance contract or identification number | 60247 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $10,724 | | Total amount of fees paid to insurance company | USD $7,799 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Other information about contract | ANNUITY |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 60247 |
| Policy instance | 1 |
| Insurance contract or identification number | 60247 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Other information about contract | ANNUITY | | Insurance broker organization code? | 3 | | Insurance broker name | MARK D. VEHSLAGE |
|
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