DANIEL L. WYAND, PT & ASSOICATES, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN
401k plan membership statisitcs for DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN
| Measure | Date | Value |
|---|
| 2013: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 26 |
| 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 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 26 |
| Number of participants with account balances | 2013-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 26 |
| 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 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 24 |
| 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 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 24 |
| Number of participants with account balances | 2011-01-01 | 24 |
| 2010: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 26 |
| Total of all active and inactive participants | 2010-01-01 | 26 |
| Total participants | 2010-01-01 | 26 |
| Number of participants with account balances | 2010-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 25 |
| Total of all active and inactive participants | 2009-01-01 | 25 |
| Total participants | 2009-01-01 | 25 |
| Number of participants with account balances | 2009-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $790,222 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $15,028 |
| Total plan assets at end of year | 2013-12-31 | $4,298,684 |
| Total plan assets at beginning of year | 2013-12-31 | $3,523,490 |
| Total contributions received or receivable from participants | 2013-12-31 | $107,769 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $13,655 |
| Other income received | 2013-12-31 | $548,645 |
| Net income (gross income less expenses) | 2013-12-31 | $775,194 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,298,684 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,523,490 |
| Assets. Value of participant loans | 2013-12-31 | $104,353 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $133,808 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,373 |
| 2012 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $609,052 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $875 |
| Total plan assets at end of year | 2012-12-31 | $3,523,490 |
| Total plan assets at beginning of year | 2012-12-31 | $2,915,313 |
| Total contributions received or receivable from participants | 2012-12-31 | $112,172 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $875 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $17,471 |
| Other income received | 2012-12-31 | $346,647 |
| Net income (gross income less expenses) | 2012-12-31 | $608,177 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,523,490 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,915,313 |
| Assets. Value of participant loans | 2012-12-31 | $95,190 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $132,762 |
| 2011 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $172,307 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $79,942 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $79,942 |
| Total plan assets at end of year | 2011-12-31 | $2,915,313 |
| Total plan assets at beginning of year | 2011-12-31 | $2,822,948 |
| Total contributions received or receivable from participants | 2011-12-31 | $109,016 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $2,648 |
| Other income received | 2011-12-31 | $-68,473 |
| Net income (gross income less expenses) | 2011-12-31 | $92,365 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,915,313 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,822,948 |
| Assets. Value of participant loans | 2011-12-31 | $74,405 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $129,116 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $79,942 |
| 2010 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $525,912 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $26,877 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $26,877 |
| Total plan assets at end of year | 2010-12-31 | $2,822,948 |
| Total plan assets at beginning of year | 2010-12-31 | $2,323,913 |
| Total contributions received or receivable from participants | 2010-12-31 | $102,426 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $4,957 |
| Other income received | 2010-12-31 | $295,744 |
| Net income (gross income less expenses) | 2010-12-31 | $499,035 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,822,948 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,323,913 |
| Assets. Value of participant loans | 2010-12-31 | $66,189 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $122,785 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $26,877 |
| 2009 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2013: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 83408 |
| Policy instance | 1 |
| Insurance contract or identification number | 83408 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $19,792 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | PH457 |
| Policy instance | 2 |
| Insurance contract or identification number | PH457 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 83408 |
| Policy instance | 1 |
| Insurance contract or identification number | 83408 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $19,756 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,756 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | SOLOMON SMITH BARNEY |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | PH457 |
| Policy instance | 2 |
| Insurance contract or identification number | PH457 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Are there contracts with allocated funds for individual policies? | Yes | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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