401k Plan data: JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN plan

JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN
Plan identification number	001

JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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.

401k Sponsoring company profile

JAMES MCDONALD DVM P.C. has sponsored the creation of one or more 401k plans.

Company Name: JAMES MCDONALD DVM P.C.

Employer identification number (EIN): 541491996

NAIC Classification: 541940
NAIC Description: Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JAMES MCDONALD 2017-07-06
001 2016-01-01 JAMES MCDONALD 2017-07-06
001 2015-01-01 JAMES MCDONALD 2016-07-21 JAMES MCDONALD 2016-07-21
001 2014-01-01 JAMES MCDONALD 2015-06-08
001 2013-01-01 JAMES MCDONALD 2014-07-03
001 2012-01-01 JAMES MCDONALD
001 2011-01-01 BELANGER AND CO., INC. JAMES MCDONALD, DVM 2012-10-15
001 2009-01-01 JAMES MCDONALD, DVM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	JAMES MCDONALD	2017-07-06
001	2016-01-01	JAMES MCDONALD	2017-07-06
001	2015-01-01	JAMES MCDONALD	2016-07-21	JAMES MCDONALD	2016-07-21
001	2014-01-01	JAMES MCDONALD	2015-06-08
001	2013-01-01	JAMES MCDONALD	2014-07-03
001	2012-01-01	JAMES MCDONALD
001	2011-01-01	BELANGER AND CO., INC.		JAMES MCDONALD, DVM	2012-10-15
001	2009-01-01	JAMES MCDONALD, DVM

Plan Statistics for JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 68
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 21
Total of all active and inactive participants 2012-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 89
Number of participants with account balances 2012-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 61
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 13
Total of all active and inactive participants 2011-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 74
Number of participants with account balances 2011-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 42
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 39
Total of all active and inactive participants 2009-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 81
Number of participants with account balances 2009-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 12

Measure	Date	Value
2012: JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	68
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	21
Total of all active and inactive participants	2012-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	89
Number of participants with account balances	2012-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	61
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	13
Total of all active and inactive participants	2011-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	74
Number of participants with account balances	2011-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	42
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	39
Total of all active and inactive participants	2009-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	81
Number of participants with account balances	2009-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	12

Financial Data on JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$411,848
Expenses. Total of all expenses incurred	2012-12-31	$3,165
Total plan assets at end of year	2012-12-31	$1,463,940
Total plan assets at beginning of year	2012-12-31	$1,055,257
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$172,272
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$169,132
Net income (gross income less expenses)	2012-12-31	$408,683
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,463,940
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,055,257
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$70,444
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,165
2011 : JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$45,080
Expenses. Total of all expenses incurred	2011-12-31	$9,682
Benefits paid (including direct rollovers)	2011-12-31	$9,682
Total plan assets at end of year	2011-12-31	$1,055,257
Total plan assets at beginning of year	2011-12-31	$1,019,859
Total contributions received or receivable from participants	2011-12-31	$157,559
Other income received	2011-12-31	$-171,914
Net income (gross income less expenses)	2011-12-31	$35,398
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,055,257
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,019,859
Assets. Value of participant loans	2011-12-31	$390
Total contributions received or receivable from employer(s)	2011-12-31	$59,435
2010 : JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$358,595
Expenses. Total of all expenses incurred	2010-12-31	$68,275
Benefits paid (including direct rollovers)	2010-12-31	$68,275
Total plan assets at end of year	2010-12-31	$1,019,859
Total plan assets at beginning of year	2010-12-31	$729,539
Total contributions received or receivable from participants	2010-12-31	$122,465
Other income received	2010-12-31	$153,132
Net income (gross income less expenses)	2010-12-31	$290,320
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,019,859
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$729,539
Assets. Value of participant loans	2010-12-31	$1,311
Total contributions received or receivable from employer(s)	2010-12-31	$82,998

Form 5500 Responses for JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN

2012: JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JAMES MCDONALD DVM, P.C. T/A WOODBRIDGE ANIMAL HOSPITAL 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

JAMES MCDONALD ASSOCIATE 401K PROFIT SHARING PLAN AND TRUST [EIN = 270851707]

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Company Name:	JAMES MCDONALD DVM P.C.
Employer identification number (EIN):	541491996
NAIC Classification:	541940
NAIC Description:	Veterinary Services