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JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 401k Plan overview

Plan NameJOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN
Plan identification number 001

JOSEPH W. DEHAVEN, M.D., P.C. PENSION 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JOSEPH W. DEHAVEN, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH W. DEHAVEN, M.D., P.C.
Employer identification number (EIN):581436604
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CATHERINE REA CATHERINE REA2013-05-29
0012011-01-01CATHERINE REA CATHERINE REA2012-04-16
0012010-01-01CATHERINE REA CATHERINE REA2011-04-13
0012009-01-01CATHERINE REA CATHERINE REA2010-09-22

Plan Statistics for JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN

401k plan membership statisitcs for JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN

Measure Date Value
2015: JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-017
Total of all active and inactive participants2015-01-017
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-018
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-018
2013: JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Total of all active and inactive participants2013-01-017
Total participants2013-01-017
Number of participants with account balances2013-01-017
2012: JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-017
Total of all active and inactive participants2012-01-017
Total participants2012-01-017
Number of participants with account balances2012-01-017
2011: JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
Total of all active and inactive participants2011-01-017
Total participants2011-01-017
Number of participants with account balances2011-01-017
2010: JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-017
Total participants2010-01-017
Number of participants with account balances2010-01-017
2009: JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN

Measure Date Value
2015 : JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$121,949
Expenses. Total of all expenses incurred2015-12-31$1,162
Benefits paid (including direct rollovers)2015-12-31$226
Total plan assets at end of year2015-12-31$4,540,969
Total plan assets at beginning of year2015-12-31$4,420,182
Value of fidelity bond covering the plan2015-12-31$1,250,000
Total contributions received or receivable from participants2015-12-31$48,000
Expenses. Other expenses not covered elsewhere2015-12-31$841
Other income received2015-12-31$-1,568
Net income (gross income less expenses)2015-12-31$120,787
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,540,969
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,420,182
Total contributions received or receivable from employer(s)2015-12-31$75,517
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$95
2014 : JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$503,677
Expenses. Total of all expenses incurred2014-12-31$150
Total plan assets at end of year2014-12-31$4,420,182
Total plan assets at beginning of year2014-12-31$3,916,655
Value of fidelity bond covering the plan2014-12-31$1,250,000
Total contributions received or receivable from participants2014-12-31$46,000
Other income received2014-12-31$382,107
Net income (gross income less expenses)2014-12-31$503,527
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,420,182
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,916,655
Total contributions received or receivable from employer(s)2014-12-31$75,570
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$150
2013 : JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$443,102
Expenses. Total of all expenses incurred2013-12-31$150
Total plan assets at end of year2013-12-31$3,916,655
Total plan assets at beginning of year2013-12-31$3,473,703
Value of fidelity bond covering the plan2013-12-31$1,250,000
Total contributions received or receivable from participants2013-12-31$46,000
Other income received2013-12-31$324,380
Net income (gross income less expenses)2013-12-31$442,952
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,916,655
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,473,703
Total contributions received or receivable from employer(s)2013-12-31$72,722
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$150
2012 : JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$395,658
Expenses. Total of all expenses incurred2012-12-31$215
Total plan assets at end of year2012-12-31$3,473,703
Total plan assets at beginning of year2012-12-31$3,078,260
Value of fidelity bond covering the plan2012-12-31$1,250,000
Total contributions received or receivable from participants2012-12-31$45,000
Other income received2012-12-31$279,140
Net income (gross income less expenses)2012-12-31$395,443
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,473,703
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,078,260
Total contributions received or receivable from employer(s)2012-12-31$71,518
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$215
2011 : JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$219,230
Expenses. Total of all expenses incurred2011-12-31$65
Total plan assets at end of year2011-12-31$3,078,260
Total plan assets at beginning of year2011-12-31$2,859,095
Value of fidelity bond covering the plan2011-12-31$1,250,000
Total contributions received or receivable from participants2011-12-31$44,000
Other income received2011-12-31$104,646
Net income (gross income less expenses)2011-12-31$219,165
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,078,260
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,859,095
Total contributions received or receivable from employer(s)2011-12-31$70,584
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$65
2010 : JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$304,436
Expenses. Total of all expenses incurred2010-12-31$65
Total plan assets at end of year2010-12-31$2,859,095
Total plan assets at beginning of year2010-12-31$2,554,724
Value of fidelity bond covering the plan2010-12-31$1,250,000
Total contributions received or receivable from participants2010-12-31$44,000
Other income received2010-12-31$189,964
Net income (gross income less expenses)2010-12-31$304,371
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,859,095
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,554,724
Total contributions received or receivable from employer(s)2010-12-31$70,472
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$65

Form 5500 Responses for JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN

2015: JOSEPH W. DEHAVEN, M.D., P.C. PENSION 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOSEPH W. DEHAVEN, M.D., P.C. PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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