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DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN
Plan identification number 002

DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

DAVID M CHARLES MD PC has sponsored the creation of one or more 401k plans.

Company Name:DAVID M CHARLES MD PC
Employer identification number (EIN):840759461
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-02-01DON IMUS
0022014-02-01DON IMUS
0022013-02-01DON IMUS
0022012-02-01DON IMUS
0022011-02-01DON IMUS
0022010-02-01DON IMUS
0022009-02-01KEITH BUHRDORF

Plan Statistics for DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2015: DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-011
Total number of active participants reported on line 7a of the Form 55002015-02-010
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-010
Total of all active and inactive participants2015-02-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-010
Total participants2015-02-010
Number of participants with account balances2015-02-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
2014: DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-013
Total number of active participants reported on line 7a of the Form 55002014-02-011
Number of retired or separated participants receiving benefits2014-02-010
Number of other retired or separated participants entitled to future benefits2014-02-010
Total of all active and inactive participants2014-02-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-011
Number of participants with account balances2014-02-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-010
2013: DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-013
Total number of active participants reported on line 7a of the Form 55002013-02-013
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-010
Total of all active and inactive participants2013-02-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-013
Number of participants with account balances2013-02-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-010
2012: DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-013
Total number of active participants reported on line 7a of the Form 55002012-02-013
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-010
Total of all active and inactive participants2012-02-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-013
Number of participants with account balances2012-02-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-010
2011: DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-013
Total number of active participants reported on line 7a of the Form 55002011-02-013
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-013
Number of participants with account balances2011-02-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
2010: DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-013
Total number of active participants reported on line 7a of the Form 55002010-02-013
Number of retired or separated participants receiving benefits2010-02-010
Number of other retired or separated participants entitled to future benefits2010-02-010
Total of all active and inactive participants2010-02-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-010
Total participants2010-02-013
Number of participants with account balances2010-02-013
2009: DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-013
Total number of active participants reported on line 7a of the Form 55002009-02-013
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-010
Total of all active and inactive participants2009-02-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-013
Number of participants with account balances2009-02-013

Financial Data on DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2016 : DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-01-31$2,044
Expenses. Total of all expenses incurred2016-01-31$1,599,348
Benefits paid (including direct rollovers)2016-01-31$1,589,649
Total plan assets at end of year2016-01-31$0
Total plan assets at beginning of year2016-01-31$1,597,304
Other income received2016-01-31$2,044
Net income (gross income less expenses)2016-01-31$-1,597,304
Net plan assets at end of year (total assets less liabilities)2016-01-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$1,597,304
Expenses. Administrative service providers (salaries,fees and commissions)2016-01-31$9,699
2015 : DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-01-31$123,659
Expenses. Total of all expenses incurred2015-01-31$1,009,412
Benefits paid (including direct rollovers)2015-01-31$993,560
Total plan assets at end of year2015-01-31$1,597,304
Total plan assets at beginning of year2015-01-31$2,483,057
Other income received2015-01-31$123,659
Net income (gross income less expenses)2015-01-31$-885,753
Net plan assets at end of year (total assets less liabilities)2015-01-31$1,597,304
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$2,483,057
Expenses. Administrative service providers (salaries,fees and commissions)2015-01-31$15,852
2014 : DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-01-31$254,545
Expenses. Total of all expenses incurred2014-01-31$77,358
Benefits paid (including direct rollovers)2014-01-31$55,524
Total plan assets at end of year2014-01-31$2,483,057
Total plan assets at beginning of year2014-01-31$2,305,870
Other income received2014-01-31$244,321
Net income (gross income less expenses)2014-01-31$177,187
Net plan assets at end of year (total assets less liabilities)2014-01-31$2,483,057
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$2,305,870
Total contributions received or receivable from employer(s)2014-01-31$10,224
Expenses. Administrative service providers (salaries,fees and commissions)2014-01-31$21,834
2013 : DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-01-31$735,661
Expenses. Total of all expenses incurred2013-01-31$60,643
Benefits paid (including direct rollovers)2013-01-31$39,000
Total plan assets at end of year2013-01-31$2,305,870
Total plan assets at beginning of year2013-01-31$1,630,852
Other income received2013-01-31$723,773
Net income (gross income less expenses)2013-01-31$675,018
Net plan assets at end of year (total assets less liabilities)2013-01-31$2,305,870
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$1,630,852
Total contributions received or receivable from employer(s)2013-01-31$11,888
Expenses. Administrative service providers (salaries,fees and commissions)2013-01-31$21,643
2012 : DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-01-31$-196,519
Expenses. Total of all expenses incurred2012-01-31$14,436
Total plan assets at end of year2012-01-31$1,630,852
Total plan assets at beginning of year2012-01-31$1,841,807
Other income received2012-01-31$-210,516
Net income (gross income less expenses)2012-01-31$-210,955
Net plan assets at end of year (total assets less liabilities)2012-01-31$1,630,852
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$1,841,807
Total contributions received or receivable from employer(s)2012-01-31$13,997
Expenses. Administrative service providers (salaries,fees and commissions)2012-01-31$14,436
2011 : DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-01-31$325,771
Expenses. Total of all expenses incurred2011-01-31$14,435
Total plan assets at end of year2011-01-31$1,841,807
Total plan assets at beginning of year2011-01-31$1,530,471
Other income received2011-01-31$310,287
Net income (gross income less expenses)2011-01-31$311,336
Net plan assets at end of year (total assets less liabilities)2011-01-31$1,841,807
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$1,530,471
Total contributions received or receivable from employer(s)2011-01-31$15,484
Expenses. Administrative service providers (salaries,fees and commissions)2011-01-31$14,435

Form 5500 Responses for DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN

2015: DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01This submission is the final filingYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2010: DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Submission has been amendedYes
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement - TrustYes
2009: DAVID M CHARLES MD PC EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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