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WILLIAM J. KLEINPETER, PHD. P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM J. KLEINPETER, PHD. P.C. PROFIT SHARING PLAN
Plan identification number 001

WILLIAM J. KLEINPETER, PHD. P.C. 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.
  • 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

WILLIAM J. KLEINPETER, PHD. P.C. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J. KLEINPETER, PHD. P.C.
Employer identification number (EIN):751551522
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. KLEINPETER, PHD. P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01PRISCILLA KLEINPETER2016-09-15 PRISCILLA KLEINPETER2016-09-15
0012015-01-01PRISCILLA KLEINPETER2016-11-08
0012015-01-01PRISCILLA KLEINPETER2016-10-27
0012014-01-01PRISCILLA KLEINPETER2015-08-18
0012013-01-01PRISCILLA KLEINPETER2014-06-25
0012012-01-01PRISCILLA KLEINPETER2014-03-11
0012011-01-01PRISCILLA KLEINPETER2014-03-11
0012010-01-01PRISCILLA KLEINPETER2014-04-23 PRISCILLA KLEINPETER2014-04-23
0012009-01-01PRISCILLA KLEINPETER PRISCILLA KLEINPETER2014-04-23
0012009-01-01 PRISCILLA KIEINPETER2010-10-13
0012008-01-01PRISCILLA KLEINPETER PRISCILLA KLEINPETER2014-04-23

Plan Statistics for WILLIAM J. KLEINPETER, PHD. P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM J. KLEINPETER, PHD. P.C. PROFIT SHARING PLAN

Measure Date Value
2009: WILLIAM J. KLEINPETER, PHD. P.C. PROFIT SHARING PLAN 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
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 participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: WILLIAM J. KLEINPETER, PHD. P.C. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-017
Total number of active participants reported on line 7a of the Form 55002008-01-017
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-017
Number of participants with account balances2008-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on WILLIAM J. KLEINPETER, PHD. P.C. PROFIT SHARING PLAN

Measure Date Value
2009 : WILLIAM J. KLEINPETER, PHD. P.C. PROFIT SHARING PLAN 2009 401k financial data
Total income from all sources2009-12-31$81,008
Expenses. Total of all expenses incurred2009-12-31$0
Total plan assets at end of year2009-12-31$485,259
Total plan assets at beginning of year2009-12-31$404,251
Value of fidelity bond covering the plan2009-12-31$41,000
Other income received2009-12-31$81,008
Net income (gross income less expenses)2009-12-31$81,008
Net plan assets at end of year (total assets less liabilities)2009-12-31$485,259
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$404,251
Assets. Value of participant loans2009-12-31$41,345
2008 : WILLIAM J. KLEINPETER, PHD. P.C. PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources2008-12-31$-199,029
Expenses. Total of all expenses incurred2008-12-31$0
Total plan assets at end of year2008-12-31$404,251
Total plan assets at beginning of year2008-12-31$603,280
Value of fidelity bond covering the plan2008-12-31$61,000
Other income received2008-12-31$-199,029
Net income (gross income less expenses)2008-12-31$-199,029
Net plan assets at end of year (total assets less liabilities)2008-12-31$404,251
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$603,280
Assets. Value of participant loans2008-12-31$49,302

Form 5500 Responses for WILLIAM J. KLEINPETER, PHD. P.C. PROFIT SHARING PLAN

2009: WILLIAM J. KLEINPETER, PHD. P.C. 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
2008: WILLIAM J. KLEINPETER, PHD. P.C. PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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