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CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 401k Plan overview

Plan NameCHARLES W. PAGE, M.D., P.A. 401(K) PLAN
Plan identification number 002

CHARLES W. PAGE, M.D., P.A. 401(K) 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.
  • 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

CHARLES W. PAGE, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES W. PAGE, M.D., P.A.
Employer identification number (EIN):752893551
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CHARLES W. PAGE, M.D., P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2000-08-24
Company Identification Number: 0082172703
Legal Registered Office Address: 1320 N UNIVERSITY DR STE A

NACOGDOCHES
United States of America (USA)
75961

More information about CHARLES W. PAGE, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES W. PAGE, M.D., P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KYLE GRIMMER2024-09-25
0022022-01-01KYLE GRIMMER2023-09-19
0022021-01-01KYLE GRIMMER2022-09-28
0022021-01-01KYLE GRIMMER2023-09-07
0022020-01-01KYLE GRIMMER2021-08-16
0022019-01-01KYLE GRIMMER2020-09-21
0022018-01-01KYLE GRIMMER2019-09-04
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01KRISTY SIMMONS
0022013-01-01KRISTY SIMMONS
0022012-01-01CHARLES W. PAGE, M.D.
0022011-01-01CHARLES W. PAGE
0022009-01-01CHARLES W. PAGE, M.D.

Plan Statistics for CHARLES W. PAGE, M.D., P.A. 401(K) PLAN

401k plan membership statisitcs for CHARLES W. PAGE, M.D., P.A. 401(K) PLAN

Measure Date Value
2023: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-019
Total number of active participants reported on line 7a of the Form 55002023-01-017
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-019
Number of participants with account balances2023-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-019
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110
Total number of active participants reported on line 7a of the Form 55002021-01-0110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0110
Number of participants with account balances2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110
Total number of active participants reported on line 7a of the Form 55002020-01-018
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0110
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-018
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0110
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
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 participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHARLES W. PAGE, M.D., P.A. 401(K) PLAN

Measure Date Value
2023 : CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$27,923
Expenses. Total of all expenses incurred2023-12-31$18,636
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$843,640
Total plan assets at beginning of year2023-12-31$834,353
Value of fidelity bond covering the plan2023-12-31$83,435
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$27,923
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$9,287
Net plan assets at end of year (total assets less liabilities)2023-12-31$843,640
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$834,353
Assets. Value of assets in partnership/joint-venture interests2023-12-31$17,786
Assets. Value of real-estate (other than employer real property)2023-12-31$654,282
Assets. Value of employer securities2023-12-31$50,000
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$18,636
2022 : CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$200,279
Expenses. Total of all expenses incurred2022-12-31$14,738
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$834,353
Total plan assets at beginning of year2022-12-31$648,812
Value of fidelity bond covering the plan2022-12-31$50,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$14,738
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$200,279
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$185,541
Net plan assets at end of year (total assets less liabilities)2022-12-31$834,353
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$648,812
Assets. Value of assets in partnership/joint-venture interests2022-12-31$17,786
Assets. Value of real-estate (other than employer real property)2022-12-31$653,134
Assets. Value of employer securities2022-12-31$50,000
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$9,215
Expenses. Total of all expenses incurred2021-12-31$12
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$515,741
Total plan assets at beginning of year2021-12-31$506,538
Value of fidelity bond covering the plan2021-12-31$50,636
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$12
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$9,215
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$9,203
Net plan assets at end of year (total assets less liabilities)2021-12-31$515,741
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$506,538
Assets. Value of assets in partnership/joint-venture interests2021-12-31$17,786
Assets. Value of real-estate (other than employer real property)2021-12-31$331,458
Assets. Value of employer securities2021-12-31$50,000
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$56,461
Expenses. Total of all expenses incurred2020-12-31$18,917
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$506,538
Total plan assets at beginning of year2020-12-31$468,994
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$18,917
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$56,461
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$37,544
Net plan assets at end of year (total assets less liabilities)2020-12-31$506,538
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$468,994
Assets. Value of assets in partnership/joint-venture interests2020-12-31$17,786
Assets. Value of real-estate (other than employer real property)2020-12-31$331,458
Assets. Value of employer securities2020-12-31$50,000
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$27,109
Expenses. Total of all expenses incurred2019-12-31$14,060
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$468,994
Total plan assets at beginning of year2019-12-31$455,945
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$14,060
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$27,109
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$13,049
Net plan assets at end of year (total assets less liabilities)2019-12-31$468,994
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$455,945
Assets. Value of assets in partnership/joint-venture interests2019-12-31$11,318
Assets. Value of real-estate (other than employer real property)2019-12-31$305,836
Assets. Value of employer securities2019-12-31$50,000
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$21,006
Expenses. Total of all expenses incurred2018-12-31$8,676
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$455,945
Total plan assets at beginning of year2018-12-31$443,615
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$8,676
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$21,006
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$12,330
Net plan assets at end of year (total assets less liabilities)2018-12-31$455,945
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$443,615
Assets. Value of assets in partnership/joint-venture interests2018-12-31$32,237
Assets. Value of real-estate (other than employer real property)2018-12-31$287,530
Assets. Value of employer securities2018-12-31$50,000
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$37,151
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$443,615
Total plan assets at beginning of year2017-12-31$406,464
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$37,151
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$37,151
Net plan assets at end of year (total assets less liabilities)2017-12-31$443,615
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$406,464
Assets. Value of real-estate (other than employer real property)2017-12-31$286,470
Assets. Value of employer securities2017-12-31$34,918
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$7,755
Expenses. Total of all expenses incurred2016-12-31$13,488
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$406,464
Total plan assets at beginning of year2016-12-31$412,197
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$13,488
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$7,755
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-5,733
Net plan assets at end of year (total assets less liabilities)2016-12-31$406,464
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$412,197
Assets. Value of real-estate (other than employer real property)2016-12-31$266,385
Assets. Value of employer securities2016-12-31$36,649
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-34,220
Expenses. Total of all expenses incurred2015-12-31$11,619
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$412,197
Total plan assets at beginning of year2015-12-31$458,036
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$11,619
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-34,220
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-45,839
Net plan assets at end of year (total assets less liabilities)2015-12-31$412,197
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$458,036
Assets. Value of real-estate (other than employer real property)2015-12-31$274,100
Assets. Value of employer securities2015-12-31$36,948
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$59,879
Expenses. Total of all expenses incurred2014-12-31$9,953
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$458,036
Total plan assets at beginning of year2014-12-31$408,110
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$9,953
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$59,879
Net income (gross income less expenses)2014-12-31$49,926
Net plan assets at end of year (total assets less liabilities)2014-12-31$458,036
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$408,110
Assets. Value of real-estate (other than employer real property)2014-12-31$241,756
Assets. Value of employer securities2014-12-31$100,000
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$87,154
Expenses. Total of all expenses incurred2013-12-31$13,788
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$408,110
Total plan assets at beginning of year2013-12-31$334,744
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$13,788
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$87,154
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$73,366
Net plan assets at end of year (total assets less liabilities)2013-12-31$408,110
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$334,744
Assets. Value of real-estate (other than employer real property)2013-12-31$239,074
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$3,850
Expenses. Total of all expenses incurred2012-12-31$1,001
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$334,744
Total plan assets at beginning of year2012-12-31$331,895
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$1,001
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$3,850
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$2,849
Net plan assets at end of year (total assets less liabilities)2012-12-31$334,744
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$331,895
Assets. Value of real-estate (other than employer real property)2012-12-31$234,730
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-3,554
Expenses. Total of all expenses incurred2011-12-31$1,115
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$331,895
Total plan assets at beginning of year2011-12-31$336,564
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$1,115
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-3,554
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-4,669
Net plan assets at end of year (total assets less liabilities)2011-12-31$331,895
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$336,564
Assets. Value of real-estate (other than employer real property)2011-12-31$243,500
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$26,357
Expenses. Total of all expenses incurred2010-12-31$1,407
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$336,564
Total plan assets at beginning of year2010-12-31$311,614
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$1,407
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$16,527
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$24,950
Net plan assets at end of year (total assets less liabilities)2010-12-31$336,564
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$311,614
Assets. Value of real-estate (other than employer real property)2010-12-31$162,500
Total contributions received or receivable from employer(s)2010-12-31$9,830
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for CHARLES W. PAGE, M.D., P.A. 401(K) PLAN

2023: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLES W. PAGE, M.D., P.A. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: CHARLES W. PAGE, M.D., P.A. 401(K) 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: CHARLES W. PAGE, M.D., P.A. 401(K) 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: CHARLES W. PAGE, M.D., P.A. 401(K) 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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