401k Plan data: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST plan

W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 401k Plan overview

Plan Name	W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST
Plan identification number	001

W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

W. THOMAS OAKES, JR., MD, PC has sponsored the creation of one or more 401k plans.

Company Name: W. THOMAS OAKES, JR., MD, PC

Employer identification number (EIN): 461080828

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 W. THOMAS OAKES, JR. W THOMAS OAKES JR 2019-06-05
001 2017-01-01 W. THOMAS OAKES, JR. W THOMAS OAKES JR
001 2017-01-01 W. THOMAS OAKES, JR. W THOMAS OAKES JR 2018-07-06
001 2016-01-01 W. THOMAS OAKES, JR. W THOMAS OAKES JR 2017-06-22
001 2015-01-01 W. THOMAS OAKES, JR. W THOMAS OAKES JR 2016-05-05
001 2014-01-01 W. THOMAS OAKES, JR. W THOMAS OAKES JR 2015-05-29
001 2013-01-01 W. THOMAS OAKES, JR. W THOMAS OAKES JR 2014-06-26
001 2012-10-01 W. THOMAS OAKES, JR.

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	W. THOMAS OAKES, JR.	W THOMAS OAKES JR	2019-06-05
001	2017-01-01	W. THOMAS OAKES, JR.	W THOMAS OAKES JR
001	2017-01-01	W. THOMAS OAKES, JR.	W THOMAS OAKES JR	2018-07-06
001	2016-01-01	W. THOMAS OAKES, JR.	W THOMAS OAKES JR	2017-06-22
001	2015-01-01	W. THOMAS OAKES, JR.	W THOMAS OAKES JR	2016-05-05
001	2014-01-01	W. THOMAS OAKES, JR.	W THOMAS OAKES JR	2015-05-29
001	2013-01-01	W. THOMAS OAKES, JR.	W THOMAS OAKES JR	2014-06-26
001	2012-10-01	W. THOMAS OAKES, JR.

Plan Statistics for W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST

401k plan membership statisitcs for W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST

Measure Date Value
2021: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 9
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-10-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 10
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 10
Number of participants with account balances 2012-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0

Measure	Date	Value
2021: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	9
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-10-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	10
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	10
Number of participants with account balances	2012-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0

Financial Data on W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST

Measure	Date	Value
2021 : W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$67,581
Expenses. Total of all expenses incurred	2021-12-31	$1,691,215
Benefits paid (including direct rollovers)	2021-12-31	$1,690,675
Total plan assets at end of year	2021-12-31	$0
Total plan assets at beginning of year	2021-12-31	$1,623,634
Other income received	2021-12-31	$67,581
Net income (gross income less expenses)	2021-12-31	$-1,623,634
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,623,634
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$540
2020 : W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$301,343
Expenses. Total of all expenses incurred	2020-12-31	$180,300
Benefits paid (including direct rollovers)	2020-12-31	$164,103
Total plan assets at end of year	2020-12-31	$1,623,634
Total plan assets at beginning of year	2020-12-31	$1,502,591
Total contributions received or receivable from participants	2020-12-31	$32,360
Other income received	2020-12-31	$251,924
Net income (gross income less expenses)	2020-12-31	$121,043
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,623,634
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,502,591
Total contributions received or receivable from employer(s)	2020-12-31	$17,059
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$16,197
2019 : W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$318,061
Expenses. Total of all expenses incurred	2019-12-31	$23,720
Benefits paid (including direct rollovers)	2019-12-31	$15,376
Total plan assets at end of year	2019-12-31	$1,502,591
Total plan assets at beginning of year	2019-12-31	$1,208,250
Total contributions received or receivable from participants	2019-12-31	$32,699
Other income received	2019-12-31	$267,244
Net income (gross income less expenses)	2019-12-31	$294,341
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,502,591
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,208,250
Total contributions received or receivable from employer(s)	2019-12-31	$18,118
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$8,344
2018 : W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-12,293
Expenses. Total of all expenses incurred	2018-12-31	$7,636
Total plan assets at end of year	2018-12-31	$1,208,250
Total plan assets at beginning of year	2018-12-31	$1,228,179
Total contributions received or receivable from participants	2018-12-31	$34,183
Other income received	2018-12-31	$-65,914
Net income (gross income less expenses)	2018-12-31	$-19,929
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,208,250
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,228,179
Total contributions received or receivable from employer(s)	2018-12-31	$19,438
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$7,636
2017 : W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$243,718
Expenses. Total of all expenses incurred	2017-12-31	$2,807
Total plan assets at end of year	2017-12-31	$1,228,179
Total plan assets at beginning of year	2017-12-31	$987,268
Total contributions received or receivable from participants	2017-12-31	$37,817
Other income received	2017-12-31	$184,912
Net income (gross income less expenses)	2017-12-31	$240,911
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,228,179
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$987,268
Total contributions received or receivable from employer(s)	2017-12-31	$20,989
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,807
2016 : W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$121,381
Total plan assets at end of year	2016-12-31	$987,268
Total plan assets at beginning of year	2016-12-31	$865,887
Total contributions received or receivable from participants	2016-12-31	$39,492
Other income received	2016-12-31	$58,634
Net income (gross income less expenses)	2016-12-31	$121,381
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$987,268
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$865,887
Total contributions received or receivable from employer(s)	2016-12-31	$23,255
2015 : W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$45,414
Expenses. Total of all expenses incurred	2015-12-31	$382,360
Benefits paid (including direct rollovers)	2015-12-31	$382,360
Total plan assets at end of year	2015-12-31	$865,887
Total plan assets at beginning of year	2015-12-31	$1,202,833
Total contributions received or receivable from participants	2015-12-31	$39,467
Other income received	2015-12-31	$-15,366
Net income (gross income less expenses)	2015-12-31	$-336,946
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$865,887
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,202,833
Total contributions received or receivable from employer(s)	2015-12-31	$21,313
2014 : W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$123,297
Total plan assets at end of year	2014-12-31	$1,202,833
Total plan assets at beginning of year	2014-12-31	$1,079,536
Total contributions received or receivable from participants	2014-12-31	$42,223
Other income received	2014-12-31	$59,058
Net income (gross income less expenses)	2014-12-31	$123,297
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,202,833
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,079,536
Total contributions received or receivable from employer(s)	2014-12-31	$22,016
2013 : W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$228,858
Expenses. Total of all expenses incurred	2013-12-31	$36,267
Benefits paid (including direct rollovers)	2013-12-31	$36,267
Total plan assets at end of year	2013-12-31	$1,079,536
Total plan assets at beginning of year	2013-12-31	$886,945
Total contributions received or receivable from participants	2013-12-31	$35,436
Other income received	2013-12-31	$174,427
Net income (gross income less expenses)	2013-12-31	$192,591
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,079,536
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$886,945
Total contributions received or receivable from employer(s)	2013-12-31	$18,995
2012 : W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$886,945
Total plan assets at end of year	2012-12-31	$886,945
Total plan assets at beginning of year	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$861,588
Other income received	2012-12-31	$20,933
Net income (gross income less expenses)	2012-12-31	$886,945
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$886,945
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$4,424

Form 5500 Responses for W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST

2021: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: W. THOMAS OAKES JR., MD PC P/S PLAN & TRUST 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	First time form 5500 has been submitted	Yes
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	W. THOMAS OAKES, JR., MD, PC
Employer identification number (EIN):	461080828
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)