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DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 401k Plan overview

Plan NameDEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA
Plan identification number 001

DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

WALTER D GRACIA MD PA has sponsored the creation of one or more 401k plans.

Company Name:WALTER D GRACIA MD PA
Employer identification number (EIN):752929909
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WALTER GRACIA2023-09-19 WALTER GRACIA2023-09-19
0012021-01-01WALTER GRACIA2022-08-05 WALTER GRACIA2022-08-05
0012019-01-01WALTER GRACIA2020-07-23 WALTER GRACIA2020-07-23
0012018-01-01WALTER GRACIA2019-07-16 WALTER GRACIA2019-07-16
0012017-01-01WALTER GRACIA WALTER GRACIA2018-07-09
0012016-01-01WALTER GRACIA WALTER GRACIA2017-07-14
0012015-01-01WALTER GRACIA WALTER GRACIA2016-09-15
0012014-01-01WALTER GRACIA WALTER GRACIA2015-09-10
0012013-01-01WALTER GRACIA WALTER GRACIA2014-07-09
0012012-01-01WALTER GRACIA WALTER GRACIA2013-07-23
0012011-01-01WALTER GRACIA
0012009-01-01WALTER GRACIA
0012009-01-01WALTER GRACIA

Plan Statistics for DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA

401k plan membership statisitcs for DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA

Measure Date Value
2017: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
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 participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
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 participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA

Measure Date Value
2017 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 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$87,198
Expenses. Total of all expenses incurred2017-12-31$21
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$425,010
Total plan assets at beginning of year2017-12-31$337,833
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$87,198
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$87,177
Net plan assets at end of year (total assets less liabilities)2017-12-31$425,010
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$337,833
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$21
2016 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 2016 401k financial data
Transfers to/from the plan2016-12-31$0
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$34,213
Expenses. Total of all expenses incurred2016-12-31$13
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$337,833
Total plan assets at beginning of year2016-12-31$303,633
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$15,937
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$34,200
Net plan assets at end of year (total assets less liabilities)2016-12-31$337,833
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$303,633
Total contributions received or receivable from employer(s)2016-12-31$18,276
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$13
2015 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-14,975
Expenses. Total of all expenses incurred2015-12-31$13
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$303,633
Total plan assets at beginning of year2015-12-31$318,621
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$13
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-14,975
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-14,988
Net plan assets at end of year (total assets less liabilities)2015-12-31$303,633
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$318,621
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 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 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$12,160
Expenses. Total of all expenses incurred2014-12-31$22
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$318,621
Total plan assets at beginning of year2014-12-31$306,483
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$22
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$12,160
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$12,138
Net plan assets at end of year (total assets less liabilities)2014-12-31$318,621
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$306,483
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 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 2013 401k financial data
Total income from all sources2013-12-31$62,004
Expenses. Total of all expenses incurred2013-12-31$16
Total plan assets at end of year2013-12-31$306,482
Total plan assets at beginning of year2013-12-31$244,494
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$16
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$62,004
Net income (gross income less expenses)2013-12-31$61,988
Net plan assets at end of year (total assets less liabilities)2013-12-31$306,482
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$244,494
Total contributions received or receivable from employer(s)2013-12-31$0
2012 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 2012 401k financial data
Total income from all sources2012-12-31$6,365
Expenses. Total of all expenses incurred2012-12-31$9
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$244,494
Total plan assets at beginning of year2012-12-31$215,440
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$9
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$6,365
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$6,356
Net plan assets at end of year (total assets less liabilities)2012-12-31$244,494
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$215,440
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 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 2011 401k financial data
Transfers to/from the plan2011-12-31$0
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$4,954
Expenses. Total of all expenses incurred2011-12-31$9
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$215,440
Total plan assets at beginning of year2011-12-31$191,968
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$9
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$4,954
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$4,945
Net plan assets at end of year (total assets less liabilities)2011-12-31$215,440
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$191,968
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 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 2010 401k financial data
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$5,437
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$191,968
Total plan assets at beginning of year2010-12-31$167,732
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$5,437
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$5,437
Net plan assets at end of year (total assets less liabilities)2010-12-31$191,968
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$167,732
Total contributions received or receivable from employer(s)2010-12-31$0
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 DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA

2017: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR WALTER D GRACIA, MD, PA 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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