401k Plan data: WILLIAM SHAVER MD PA PENSION PLAN plan

WILLIAM SHAVER MD PA PENSION PLAN 401k Plan overview

Plan Name	WILLIAM SHAVER MD PA PENSION PLAN
Plan identification number	001

WILLIAM SHAVER MD PA PENSION PLAN 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.
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 SHAVER, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM SHAVER, M.D., P.A.

Employer identification number (EIN): 752436863

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

Additional information about WILLIAM SHAVER, M.D., P.A.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1992-06-08

Company Identification Number: 0081378703

Legal Registered Office Address: 2405 BROADWAY

LUBBOCK
United States of America (USA)
79401

More information about WILLIAM SHAVER, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM SHAVER MD PA PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 WILLIAM SHAVER 2024-06-28 WILLIAM SHAVER 2024-06-28
001 2022-01-01 WILLIAM SHAVER 2023-10-10 WILLIAM SHAVER 2023-10-10
001 2021-01-01 WILLIAM SHAVER 2022-08-15 WILLIAM SHAVER 2022-08-15
001 2020-01-01 WILLIAM SHAVER 2021-07-30 WILLIAM SHAVER 2021-07-30
001 2019-01-01 WILLIAM SHAVER 2020-09-04 WILLIAM SHAVER 2020-09-04
001 2018-01-01 WILLIAM SHAVER 2019-08-12 WILLIAM SHAVER 2019-08-12
001 2017-01-01 WILLIAM A SHAVER MD
001 2016-01-01 WILLIAM A SHAVER MD
001 2015-01-01 WILLIAM A SHAVER MD
001 2014-01-01 WILLIAM A SHAVER MD
001 2013-01-01 WILLIAM A SHAVER MD
001 2012-01-01 WILLIAM A SHAVER MD
001 2011-01-01 WILLIAM A SHAVER MD
001 2009-01-01 WILLIAM A SHAVER MD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	WILLIAM SHAVER	2024-06-28	WILLIAM SHAVER	2024-06-28
001	2022-01-01	WILLIAM SHAVER	2023-10-10	WILLIAM SHAVER	2023-10-10
001	2021-01-01	WILLIAM SHAVER	2022-08-15	WILLIAM SHAVER	2022-08-15
001	2020-01-01	WILLIAM SHAVER	2021-07-30	WILLIAM SHAVER	2021-07-30
001	2019-01-01	WILLIAM SHAVER	2020-09-04	WILLIAM SHAVER	2020-09-04
001	2018-01-01	WILLIAM SHAVER	2019-08-12	WILLIAM SHAVER	2019-08-12
001	2017-01-01	WILLIAM A SHAVER MD
001	2016-01-01	WILLIAM A SHAVER MD
001	2015-01-01	WILLIAM A SHAVER MD
001	2014-01-01	WILLIAM A SHAVER MD
001	2013-01-01	WILLIAM A SHAVER MD
001	2012-01-01	WILLIAM A SHAVER MD
001	2011-01-01	WILLIAM A SHAVER MD
001	2009-01-01	WILLIAM A SHAVER MD

Plan Statistics for WILLIAM SHAVER MD PA PENSION PLAN

401k plan membership statisitcs for WILLIAM SHAVER MD PA PENSION PLAN

Measure Date Value
2017: WILLIAM SHAVER MD PA PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WILLIAM SHAVER MD PA PENSION PLAN 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 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WILLIAM SHAVER MD PA PENSION PLAN 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 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WILLIAM SHAVER MD PA PENSION PLAN 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
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WILLIAM SHAVER MD PA PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLIAM SHAVER MD PA PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLIAM SHAVER MD PA PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WILLIAM SHAVER MD PA PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2017: WILLIAM SHAVER MD PA PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WILLIAM SHAVER MD PA PENSION PLAN 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	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WILLIAM SHAVER MD PA PENSION PLAN 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	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WILLIAM SHAVER MD PA PENSION PLAN 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
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WILLIAM SHAVER MD PA PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLIAM SHAVER MD PA PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLIAM SHAVER MD PA PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WILLIAM SHAVER MD PA PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on WILLIAM SHAVER MD PA PENSION PLAN

Measure	Date	Value
2017 : WILLIAM SHAVER MD PA PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$43,300
Total plan liabilities at beginning of year	2017-12-31	$100
Total income from all sources	2017-12-31	$242,433
Expenses. Total of all expenses incurred	2017-12-31	$156,019
Benefits paid (including direct rollovers)	2017-12-31	$156,000
Total plan assets at end of year	2017-12-31	$2,158,482
Total plan assets at beginning of year	2017-12-31	$2,028,868
Value of fidelity bond covering the plan	2017-12-31	$300,000
Other income received	2017-12-31	$232,433
Net income (gross income less expenses)	2017-12-31	$86,414
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,115,182
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,028,768
Total contributions received or receivable from employer(s)	2017-12-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$19
2016 : WILLIAM SHAVER MD PA PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$100
Total plan liabilities at beginning of year	2016-12-31	$100
Total income from all sources	2016-12-31	$277,043
Total plan assets at end of year	2016-12-31	$2,028,868
Total plan assets at beginning of year	2016-12-31	$1,751,825
Value of fidelity bond covering the plan	2016-12-31	$200,000
Other income received	2016-12-31	$244,043
Net income (gross income less expenses)	2016-12-31	$277,043
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,028,768
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,751,725
Total contributions received or receivable from employer(s)	2016-12-31	$33,000
2015 : WILLIAM SHAVER MD PA PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$100
Total plan liabilities at beginning of year	2015-12-31	$100
Total income from all sources	2015-12-31	$-55,897
Expenses. Total of all expenses incurred	2015-12-31	$31,669
Benefits paid (including direct rollovers)	2015-12-31	$33,021
Total plan assets at end of year	2015-12-31	$1,751,825
Total plan assets at beginning of year	2015-12-31	$1,839,391
Value of fidelity bond covering the plan	2015-12-31	$200,000
Other income received	2015-12-31	$-125,043
Net income (gross income less expenses)	2015-12-31	$-87,566
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,751,725
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,839,291
Total contributions received or receivable from employer(s)	2015-12-31	$69,146
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$-1,352
2014 : WILLIAM SHAVER MD PA PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$100
Total plan liabilities at beginning of year	2014-12-31	$100
Total income from all sources	2014-12-31	$116,552
Total plan assets at end of year	2014-12-31	$1,839,391
Total plan assets at beginning of year	2014-12-31	$1,722,839
Value of fidelity bond covering the plan	2014-12-31	$200,000
Other income received	2014-12-31	$89,001
Net income (gross income less expenses)	2014-12-31	$116,552
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,839,291
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,722,739
Total contributions received or receivable from employer(s)	2014-12-31	$27,551
2013 : WILLIAM SHAVER MD PA PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$100
Total plan liabilities at beginning of year	2013-12-31	$100
Total income from all sources	2013-12-31	$223,883
Expenses. Total of all expenses incurred	2013-12-31	$424,339
Benefits paid (including direct rollovers)	2013-12-31	$424,339
Total plan assets at end of year	2013-12-31	$1,722,839
Total plan assets at beginning of year	2013-12-31	$1,923,295
Value of fidelity bond covering the plan	2013-12-31	$200,000
Other income received	2013-12-31	$193,421
Net income (gross income less expenses)	2013-12-31	$-200,456
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,722,739
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,923,195
Total contributions received or receivable from employer(s)	2013-12-31	$30,462
2012 : WILLIAM SHAVER MD PA PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$100
Total plan liabilities at beginning of year	2012-12-31	$100
Total income from all sources	2012-12-31	$304,986
Total plan assets at end of year	2012-12-31	$1,923,295
Total plan assets at beginning of year	2012-12-31	$1,618,309
Value of fidelity bond covering the plan	2012-12-31	$200,000
Other income received	2012-12-31	$233,235
Net income (gross income less expenses)	2012-12-31	$304,986
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,923,195
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,618,209
Total contributions received or receivable from employer(s)	2012-12-31	$71,751
2010 : WILLIAM SHAVER MD PA PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$100
Total plan liabilities at beginning of year	2010-12-31	$100
Total income from all sources	2010-12-31	$269,075
Total plan assets at end of year	2010-12-31	$1,605,619
Total plan assets at beginning of year	2010-12-31	$1,336,544
Value of fidelity bond covering the plan	2010-12-31	$200,000
Other income received	2010-12-31	$204,367
Net income (gross income less expenses)	2010-12-31	$269,075
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,605,519
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,336,444
Total contributions received or receivable from employer(s)	2010-12-31	$64,708

Form 5500 Responses for WILLIAM SHAVER MD PA PENSION PLAN

2017: WILLIAM SHAVER MD PA PENSION PLAN 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: WILLIAM SHAVER MD PA PENSION PLAN 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: WILLIAM SHAVER MD PA PENSION PLAN 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: WILLIAM SHAVER MD PA PENSION PLAN 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: WILLIAM SHAVER MD PA PENSION PLAN 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: WILLIAM SHAVER MD PA PENSION PLAN 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
2011: WILLIAM SHAVER MD PA PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM SHAVER MD PA PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM SHAVER, M.D., P.A.
Employer identification number (EIN):	752436863
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1992-06-08
Company Identification Number:	0081378703
Legal Registered Office Address:	2405 BROADWAY LUBBOCK United States of America (USA) 79401