Logo

ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN 401k Plan overview

Plan NameROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN
Plan identification number 002

ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT WOOD JOHNSON PHYSICIAN ENTER has sponsored the creation of one or more 401k plans.

Company Name:ROBERT WOOD JOHNSON PHYSICIAN ENTER
Employer identification number (EIN):453967414
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01MICHELLE HARVEY MICHELLE HARVEY2018-10-11
0022016-01-01MICHELLE HARVEY
0022015-01-01MARIE BARIE MARIE BARIE2016-10-14
0022014-01-01MARIE BARIE2015-10-13 MARIE BARIE2015-10-13
0022013-01-01MARIE BARIE2014-07-31 MARIE BARIE2014-07-31
0022012-03-01MARIE BARIE2013-09-19

Plan Statistics for ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN

401k plan membership statisitcs for ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN

Measure Date Value
2017: ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01298
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01254
Total number of active participants reported on line 7a of the Form 55002016-01-01275
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01298
Number of participants with account balances2016-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01180
Total number of active participants reported on line 7a of the Form 55002015-01-01244
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01254
Number of participants with account balances2015-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN

Measure Date Value
2017 : ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$13,284,541
Total income from all sources (including contributions)2017-12-31$4,970,872
Total of all expenses incurred2017-12-31$818,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$817,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,122,017
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$9,132,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,171
Total interest from all sources2017-12-31$29,298
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$97,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$97,313
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,812,376
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$26,280
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$40,767
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$209,693
Administrative expenses (other) incurred2017-12-31$1,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,152,539
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,132,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,564,636
Interest on participant loans2017-12-31$1,669
Interest earned on other investments2017-12-31$27,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,473,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,722,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,099,948
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$26,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$817,162
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2017-12-31222027092
2016 : ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,840,445
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$425,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$425,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,458,653
Value of total assets at end of year2016-12-31$9,132,002
Value of total assets at beginning of year2016-12-31$5,717,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$527
Total interest from all sources2016-12-31$20,968
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$73,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$73,041
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,962,006
Participant contributions at end of year2016-12-31$26,280
Participant contributions at beginning of year2016-12-31$2,559
Participant contributions at end of year2016-12-31$40,767
Participant contributions at beginning of year2016-12-31$58,942
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$379,720
Administrative expenses (other) incurred2016-12-31$527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,414,592
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,132,002
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,717,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,564,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,669,417
Interest on participant loans2016-12-31$332
Interest earned on other investments2016-12-31$20,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,473,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$966,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$287,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,116,927
Employer contributions (assets) at end of year2016-12-31$26,769
Employer contributions (assets) at beginning of year2016-12-31$20,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$425,326
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WITHUMSMITH AND BROWN, PC
Accountancy firm EIN2016-12-31222027092
2015 : ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,358,590
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$97,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$84,147
Value of total corrective distributions2015-12-31$13,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,391,692
Value of total assets at end of year2015-12-31$5,717,410
Value of total assets at beginning of year2015-12-31$2,456,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50
Total interest from all sources2015-12-31$13,293
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$45,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$45,369
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,689,086
Participant contributions at end of year2015-12-31$2,559
Participant contributions at beginning of year2015-12-31$3,793
Participant contributions at end of year2015-12-31$58,942
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$810,984
Other income not declared elsewhere2015-12-31$2,692
Administrative expenses (other) incurred2015-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,260,950
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,717,410
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,456,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,669,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,024,828
Interest on participant loans2015-12-31$137
Interest earned on other investments2015-12-31$13,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$966,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$427,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-94,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$891,622
Employer contributions (assets) at end of year2015-12-31$20,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$84,147
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910

Form 5500 Responses for ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN

2017: ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT WOOD JOHNSON PHYSICIAN ENTERPRISE RETIREMENT 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041837
Policy instance 1
Insurance contract or identification number041837
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $247
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees247
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041837
Policy instance 1
Insurance contract or identification number041837
Number of Individuals Covered254
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $215
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees169
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES

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