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TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameTRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN
Plan identification number 001

TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

TRAVIS PAUL, MD, P.C. has sponsored the creation of one or more 401k plans.

Company Name:TRAVIS PAUL, MD, P.C.
Employer identification number (EIN):582619914
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01TRAVIS PAUL2015-07-24
0012013-01-01TRAVIS PAUL
0012012-01-01TRAVIS PAUL
0012011-01-01TRAVIS PAUL
0012009-01-01TRAVIS PAUL

Plan Statistics for TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2013: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
2009: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING 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
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2013 : TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$99,558
Expenses. Total of all expenses incurred2013-12-31$2,252
Total plan assets at end of year2013-12-31$289,378
Total plan assets at beginning of year2013-12-31$192,072
Value of fidelity bond covering the plan2013-12-31$35,000
Total contributions received or receivable from participants2013-12-31$20,017
Contributions received from other sources (not participants or employers)2013-12-31$42,138
Other income received2013-12-31$37,403
Net income (gross income less expenses)2013-12-31$97,306
Net plan assets at end of year (total assets less liabilities)2013-12-31$289,378
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$192,072
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$13,345
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,252
2012 : TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$48,249
Expenses. Total of all expenses incurred2012-12-31$42,138
Total plan assets at end of year2012-12-31$192,072
Total plan assets at beginning of year2012-12-31$185,961
Total contributions received or receivable from participants2012-12-31$9,309
Other income received2012-12-31$20,875
Net income (gross income less expenses)2012-12-31$6,111
Net plan assets at end of year (total assets less liabilities)2012-12-31$192,072
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$185,961
Assets. Value of participant loans2012-12-31$42,139
Total contributions received or receivable from employer(s)2012-12-31$18,065
Value of certain deemed distributions of participant loans2012-12-31$42,138
2011 : TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$5,638
Expenses. Total of all expenses incurred2011-12-31$3,513
Total plan assets at end of year2011-12-31$185,961
Total plan assets at beginning of year2011-12-31$183,836
Total contributions received or receivable from participants2011-12-31$11,322
Other income received2011-12-31$-5,684
Net income (gross income less expenses)2011-12-31$2,125
Net plan assets at end of year (total assets less liabilities)2011-12-31$185,961
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$183,836
Assets. Value of participant loans2011-12-31$42,139
Total contributions received or receivable from employer(s)2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,513
2010 : TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$25,699
Expenses. Total of all expenses incurred2010-12-31$3,080
Total plan assets at end of year2010-12-31$183,836
Total plan assets at beginning of year2010-12-31$161,217
Total contributions received or receivable from participants2010-12-31$1,044
Other income received2010-12-31$18,797
Net income (gross income less expenses)2010-12-31$22,619
Net plan assets at end of year (total assets less liabilities)2010-12-31$183,836
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$161,217
Assets. Value of participant loans2010-12-31$42,139
Total contributions received or receivable from employer(s)2010-12-31$5,858
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,080
2009 : TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN

2013: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING 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: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING 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
2009: TRAVIS PAUL, M.D., P.C. 401K PROFIT SHARING 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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