401k Plan data: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST plan

DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 401k Plan overview

Plan Name	DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST
Plan identification number	001

DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined 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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DR. DONALD A. HOLLSTEN has sponsored the creation of one or more 401k plans.

Company Name: DR. DONALD A. HOLLSTEN

Employer identification number (EIN): 742702283

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DR. DONALD A. HOLLSTEN
001 2016-01-01 DR. DONALD A. HOLLSTEN
001 2015-01-01 DR. DONALD A. HOLLSTEN
001 2014-01-01 DR. DONALD A. HOLLSTEN
001 2013-01-01 DR. DONALD A. HOLLSTEN
001 2012-01-01 DR. DONALD A. HOLLSTEN

Plan Statistics for DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST

401k plan membership statisitcs for DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST

Measure Date Value
2021: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Total of all active and inactive participants 2021-01-01 1
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
2020: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
2019: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
2017: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Total of all active and inactive participants 2017-01-01 3
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
2016: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
2015: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
2014: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 5
2013: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 8
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8

Measure	Date	Value
2021: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Total of all active and inactive participants	2021-01-01	1
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
2020: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
2019: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
2017: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Total of all active and inactive participants	2017-01-01	3
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
2016: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
2015: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
2014: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	5
2013: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	8
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8

Financial Data on DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST

Measure	Date	Value
2021 : DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$196,703
Expenses. Total of all expenses incurred	2021-12-31	$165,221
Benefits paid (including direct rollovers)	2021-12-31	$141,198
Total plan assets at end of year	2021-12-31	$1,156,702
Total plan assets at beginning of year	2021-12-31	$1,125,220
Expenses. Other expenses not covered elsewhere	2021-12-31	$24,023
Other income received	2021-12-31	$196,703
Net income (gross income less expenses)	2021-12-31	$31,482
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,156,702
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,125,220
2020 : DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$80,095
Expenses. Total of all expenses incurred	2020-12-31	$21,266
Total plan assets at end of year	2020-12-31	$1,125,220
Total plan assets at beginning of year	2020-12-31	$1,066,391
Expenses. Other expenses not covered elsewhere	2020-12-31	$21,266
Other income received	2020-12-31	$80,095
Net income (gross income less expenses)	2020-12-31	$58,829
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,125,220
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,066,391
2019 : DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$185,764
Expenses. Total of all expenses incurred	2019-12-31	$161,994
Benefits paid (including direct rollovers)	2019-12-31	$140,000
Total plan assets at end of year	2019-12-31	$1,066,391
Total plan assets at beginning of year	2019-12-31	$1,042,621
Expenses. Other expenses not covered elsewhere	2019-12-31	$21,994
Other income received	2019-12-31	$185,764
Net income (gross income less expenses)	2019-12-31	$23,770
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,066,391
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,042,621
2018 : DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-69,600
Expenses. Total of all expenses incurred	2018-12-31	$154,219
Benefits paid (including direct rollovers)	2018-12-31	$128,414
Total plan assets at end of year	2018-12-31	$1,042,621
Total plan assets at beginning of year	2018-12-31	$1,266,440
Expenses. Other expenses not covered elsewhere	2018-12-31	$25,805
Other income received	2018-12-31	$-69,600
Net income (gross income less expenses)	2018-12-31	$-223,819
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,042,621
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,266,440
2017 : DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$219,820
Expenses. Total of all expenses incurred	2017-12-31	$51,193
Benefits paid (including direct rollovers)	2017-12-31	$27,588
Total plan assets at end of year	2017-12-31	$1,266,440
Total plan assets at beginning of year	2017-12-31	$1,097,813
Expenses. Other expenses not covered elsewhere	2017-12-31	$23,605
Other income received	2017-12-31	$219,820
Net income (gross income less expenses)	2017-12-31	$168,627
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,266,440
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,097,813
2016 : DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$94,946
Expenses. Total of all expenses incurred	2016-12-31	$22,147
Total plan assets at end of year	2016-12-31	$1,097,813
Total plan assets at beginning of year	2016-12-31	$1,025,014
Expenses. Other expenses not covered elsewhere	2016-12-31	$22,147
Other income received	2016-12-31	$94,946
Net income (gross income less expenses)	2016-12-31	$72,799
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,097,813
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,025,014
2015 : DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$6,654
Expenses. Total of all expenses incurred	2015-12-31	$44,171
Benefits paid (including direct rollovers)	2015-12-31	$20,810
Total plan assets at end of year	2015-12-31	$1,025,014
Total plan assets at beginning of year	2015-12-31	$1,062,531
Expenses. Other expenses not covered elsewhere	2015-12-31	$23,361
Other income received	2015-12-31	$6,654
Net income (gross income less expenses)	2015-12-31	$-37,517
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,025,014
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,062,531
2014 : DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$47,023
Expenses. Total of all expenses incurred	2014-12-31	$22,518
Total plan assets at end of year	2014-12-31	$1,062,531
Total plan assets at beginning of year	2014-12-31	$1,038,026
Expenses. Other expenses not covered elsewhere	2014-12-31	$22,518
Other income received	2014-12-31	$47,023
Net income (gross income less expenses)	2014-12-31	$24,505
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,062,531
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,038,026
2013 : DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$255,184
Expenses. Total of all expenses incurred	2013-12-31	$53,871
Benefits paid (including direct rollovers)	2013-12-31	$34,638
Total plan assets at end of year	2013-12-31	$1,038,026
Total plan assets at beginning of year	2013-12-31	$836,713
Expenses. Other expenses not covered elsewhere	2013-12-31	$19,233
Other income received	2013-12-31	$254,633
Net income (gross income less expenses)	2013-12-31	$201,313
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,038,026
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$836,713
Total contributions received or receivable from employer(s)	2013-12-31	$551
2012 : DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$119,328
Expenses. Total of all expenses incurred	2012-12-31	$25,523
Benefits paid (including direct rollovers)	2012-12-31	$8,062
Total plan assets at end of year	2012-12-31	$836,713
Total plan assets at beginning of year	2012-12-31	$742,908
Expenses. Other expenses not covered elsewhere	2012-12-31	$17,461
Other income received	2012-12-31	$100,623
Net income (gross income less expenses)	2012-12-31	$93,805
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$836,713
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$742,908
Total contributions received or receivable from employer(s)	2012-12-31	$18,705

Form 5500 Responses for DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST

2021: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DR. DONALD A. HOLLSTEN 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DR. DONALD A. HOLLSTEN
Employer identification number (EIN):	742702283
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)