401k Plan data: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN plan

JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 401k Plan overview

Plan Name	JAMES A. YECKLEY, M.D., P.C. PENSION PLAN
Plan identification number	001

JAMES A. YECKLEY, M.D., P.C. PENSION 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
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

JAMES A. YECKLEY, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JAMES A. YECKLEY, M.D., P.C.

Employer identification number (EIN): 581319638

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. YECKLEY, M.D., P.C. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 CATHERINE REA CATHERINE REA 2013-05-28
001 2011-01-01 CATHERINE REA CATHERINE REA 2012-05-24
001 2009-01-01 CATHERINE REA CATHERINE REA 2010-08-31

Plan Statistics for JAMES A. YECKLEY, M.D., P.C. PENSION PLAN

401k plan membership statisitcs for JAMES A. YECKLEY, M.D., P.C. PENSION PLAN

Measure Date Value
2016: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
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 2
Total of all active and inactive participants 2016-01-01 7
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 7
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 7
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
2012: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
2011: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2009: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 8
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
2016: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
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	2
Total of all active and inactive participants	2016-01-01	7
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	7
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	7
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
2012: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
2011: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2009: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	8
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 JAMES A. YECKLEY, M.D., P.C. PENSION PLAN

Measure	Date	Value
2016 : JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$1,457
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$886,837
Expenses. Total of all expenses incurred	2016-12-31	$107,944
Benefits paid (including direct rollovers)	2016-12-31	$88,792
Total plan assets at end of year	2016-12-31	$5,057,259
Total plan assets at beginning of year	2016-12-31	$4,276,909
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,652
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$831,019
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$778,893
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,055,802
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,276,909
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$1
Total contributions received or receivable from employer(s)	2016-12-31	$55,818
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-548,148
Expenses. Total of all expenses incurred	2015-12-31	$20,502
Benefits paid (including direct rollovers)	2015-12-31	$1,247
Total plan assets at end of year	2015-12-31	$4,276,909
Total plan assets at beginning of year	2015-12-31	$4,845,559
Value of fidelity bond covering the plan	2015-12-31	$500,000
Assets. Value of tangible personal property	2015-12-31	$34,558
Expenses. Other expenses not covered elsewhere	2015-12-31	$3,689
Other income received	2015-12-31	$-608,148
Net income (gross income less expenses)	2015-12-31	$-568,650
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,276,909
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,845,559
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$1
Total contributions received or receivable from employer(s)	2015-12-31	$60,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$15,566
2014 : JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$16,502
Expenses. Total of all expenses incurred	2014-12-31	$20,039
Benefits paid (including direct rollovers)	2014-12-31	$971
Total plan assets at end of year	2014-12-31	$4,845,559
Total plan assets at beginning of year	2014-12-31	$4,849,096
Value of fidelity bond covering the plan	2014-12-31	$500,000
Assets. Value of tangible personal property	2014-12-31	$38,912
Expenses. Other expenses not covered elsewhere	2014-12-31	$3,883
Other income received	2014-12-31	$-51,016
Net income (gross income less expenses)	2014-12-31	$-3,537
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,845,559
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,849,096
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$65,819
Total contributions received or receivable from employer(s)	2014-12-31	$67,518
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$15,185
2013 : JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$638,186
Expenses. Total of all expenses incurred	2013-12-31	$18,107
Benefits paid (including direct rollovers)	2013-12-31	$270
Total plan assets at end of year	2013-12-31	$4,849,096
Total plan assets at beginning of year	2013-12-31	$4,229,017
Value of fidelity bond covering the plan	2013-12-31	$500,000
Assets. Value of tangible personal property	2013-12-31	$46,775
Expenses. Other expenses not covered elsewhere	2013-12-31	$3,942
Other income received	2013-12-31	$578,998
Net income (gross income less expenses)	2013-12-31	$620,079
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,849,096
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,229,017
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$68,502
Total contributions received or receivable from employer(s)	2013-12-31	$59,188
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$13,895
2012 : JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$407,658
Expenses. Total of all expenses incurred	2012-12-31	$83,418
Benefits paid (including direct rollovers)	2012-12-31	$67,459
Total plan assets at end of year	2012-12-31	$4,229,017
Total plan assets at beginning of year	2012-12-31	$3,904,777
Value of fidelity bond covering the plan	2012-12-31	$500,000
Assets. Value of tangible personal property	2012-12-31	$74,875
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,005
Other income received	2012-12-31	$350,364
Net income (gross income less expenses)	2012-12-31	$324,240
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,229,017
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,904,777
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$73,726
Total contributions received or receivable from employer(s)	2012-12-31	$57,294
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$12,954
2011 : JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-340,428
Expenses. Total of all expenses incurred	2011-12-31	$14,819
Total plan assets at end of year	2011-12-31	$3,904,777
Total plan assets at beginning of year	2011-12-31	$4,260,024
Value of fidelity bond covering the plan	2011-12-31	$500,000
Assets. Value of tangible personal property	2011-12-31	$76,029
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,392
Other income received	2011-12-31	$-404,735
Net income (gross income less expenses)	2011-12-31	$-355,247
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,904,777
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,260,024
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$82,067
Total contributions received or receivable from employer(s)	2011-12-31	$64,307
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$12,427
2010 : JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$747,950
Expenses. Total of all expenses incurred	2010-12-31	$38,530
Benefits paid (including direct rollovers)	2010-12-31	$24,866
Total plan assets at end of year	2010-12-31	$4,260,024
Total plan assets at beginning of year	2010-12-31	$3,550,604
Value of fidelity bond covering the plan	2010-12-31	$500,000
Assets. Value of tangible personal property	2010-12-31	$77,342
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,335
Other income received	2010-12-31	$691,002
Net income (gross income less expenses)	2010-12-31	$709,420
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,260,024
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,550,604
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$85,132
Total contributions received or receivable from employer(s)	2010-12-31	$56,948
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$11,329

Form 5500 Responses for JAMES A. YECKLEY, M.D., P.C. PENSION PLAN

2016: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES A. YECKLEY, M.D., P.C. PENSION PLAN 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JAMES A. YECKLEY, M.D., P.C. PENSION 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 A. YECKLEY, M.D., P.C. PENSION 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: JAMES A. YECKLEY, M.D., P.C. PENSION 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

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Company Name:	JAMES A. YECKLEY, M.D., P.C.
Employer identification number (EIN):	581319638
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	CATHERINE REA	CATHERINE REA	2013-05-28
001	2011-01-01	CATHERINE REA	CATHERINE REA	2012-05-24
001	2009-01-01	CATHERINE REA	CATHERINE REA	2010-08-31