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WILLIAM R. WELBORN, M.D. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameWILLIAM R. WELBORN, M.D. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

WILLIAM R. WELBORN, M.D. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

WILLIAM R. WELBORN, M.D. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM R. WELBORN, M.D.
Employer identification number (EIN):630654038
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM R. WELBORN, M.D. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01PATRICIA K. COSGROVE
0012009-01-01PATRICIA K. COSGROVE

Plan Statistics for WILLIAM R. WELBORN, M.D. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for WILLIAM R. WELBORN, M.D. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011: WILLIAM R. WELBORN, M.D. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-010
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
2009: WILLIAM R. WELBORN, M.D. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Total of all active and inactive participants2009-01-017
Total participants2009-01-017

Financial Data on WILLIAM R. WELBORN, M.D. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011 : WILLIAM R. WELBORN, M.D. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$-103,202
Expenses. Total of all expenses incurred2011-12-31$2,333,470
Benefits paid (including direct rollovers)2011-12-31$2,333,470
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$2,436,672
Other income received2011-12-31$-103,202
Net income (gross income less expenses)2011-12-31$-2,436,672
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,436,672
2010 : WILLIAM R. WELBORN, M.D. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$274,008
Expenses. Total of all expenses incurred2010-12-31$6,871
Benefits paid (including direct rollovers)2010-12-31$6,871
Total plan assets at end of year2010-12-31$2,436,672
Total plan assets at beginning of year2010-12-31$2,169,535
Value of fidelity bond covering the plan2010-12-31$200,000
Other income received2010-12-31$274,008
Net income (gross income less expenses)2010-12-31$267,137
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,436,672
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,169,535

Form 5500 Responses for WILLIAM R. WELBORN, M.D. PROFIT SHARING PLAN AND TRUST

2011: WILLIAM R. WELBORN, M.D. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM R. WELBORN, M.D. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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