JOHN A.D. WARD, M.D., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST
401k plan membership statisitcs for JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST
Measure | Date | Value |
---|
2018: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 5 |
Number of participants with account balances | 2015-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
2012: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
2009: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 5 |
Measure | Date | Value |
---|
2018 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2018 401k financial data |
---|
Total plan liabilities at end of year | 2018-12-31 | $631 |
Total plan liabilities at beginning of year | 2018-12-31 | $631 |
Total income from all sources | 2018-12-31 | $131,537 |
Expenses. Total of all expenses incurred | 2018-12-31 | $3,380 |
Total plan assets at end of year | 2018-12-31 | $823,507 |
Total plan assets at beginning of year | 2018-12-31 | $695,350 |
Value of fidelity bond covering the plan | 2018-12-31 | $65,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $40 |
Other income received | 2018-12-31 | $131,537 |
Net income (gross income less expenses) | 2018-12-31 | $128,157 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $822,876 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $694,719 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $490,291 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,340 |
2017 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2017 401k financial data |
---|
Total plan liabilities at end of year | 2017-12-31 | $631 |
Total plan liabilities at beginning of year | 2017-12-31 | $83 |
Total income from all sources | 2017-12-31 | $17,394 |
Expenses. Total of all expenses incurred | 2017-12-31 | $43,901 |
Benefits paid (including direct rollovers) | 2017-12-31 | $40,500 |
Total plan assets at end of year | 2017-12-31 | $695,350 |
Total plan assets at beginning of year | 2017-12-31 | $721,309 |
Value of fidelity bond covering the plan | 2017-12-31 | $65,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $261 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $17,394 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $-26,507 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $694,719 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $721,226 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $472,813 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,140 |
2016 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2016 401k financial data |
---|
Total plan liabilities at end of year | 2016-12-31 | $83 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $-11,307 |
Expenses. Total of all expenses incurred | 2016-12-31 | $36,059 |
Benefits paid (including direct rollovers) | 2016-12-31 | $36,039 |
Total plan assets at end of year | 2016-12-31 | $721,309 |
Total plan assets at beginning of year | 2016-12-31 | $768,592 |
Value of fidelity bond covering the plan | 2016-12-31 | $65,000 |
Total contributions received or receivable from participants | 2016-12-31 | $2,644 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $-32,212 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-47,366 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $721,226 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $768,592 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $466,468 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $18,261 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $20 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $59,995 |
Expenses. Total of all expenses incurred | 2015-12-31 | $80 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $768,592 |
Total plan assets at beginning of year | 2015-12-31 | $708,677 |
Value of fidelity bond covering the plan | 2015-12-31 | $65,000 |
Total contributions received or receivable from participants | 2015-12-31 | $50,450 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-44,513 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $59,915 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $768,592 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $708,677 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $452,321 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $54,058 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $80 |
2014 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2014 401k financial data |
---|
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $65,073 |
Expenses. Total of all expenses incurred | 2014-12-31 | $20 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $708,677 |
Total plan assets at beginning of year | 2014-12-31 | $643,624 |
Value of fidelity bond covering the plan | 2014-12-31 | $65,000 |
Total contributions received or receivable from participants | 2014-12-31 | $48,550 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $-38,553 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $65,053 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $708,677 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $643,624 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $425,176 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $55,076 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $20 |
2013 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2013 401k financial data |
---|
Total plan liabilities at beginning of year | 2013-12-31 | $27,177 |
Total income from all sources | 2013-12-31 | $176,194 |
Total plan assets at end of year | 2013-12-31 | $643,624 |
Total plan assets at beginning of year | 2013-12-31 | $494,607 |
Value of fidelity bond covering the plan | 2013-12-31 | $65,000 |
Total contributions received or receivable from participants | 2013-12-31 | $48,650 |
Other income received | 2013-12-31 | $74,565 |
Net income (gross income less expenses) | 2013-12-31 | $176,194 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $643,624 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $467,430 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $283,222 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $52,979 |
2012 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2012 401k financial data |
---|
Total plan liabilities at end of year | 2012-12-31 | $27,177 |
Total income from all sources | 2012-12-31 | $112,782 |
Expenses. Total of all expenses incurred | 2012-12-31 | $261 |
Benefits paid (including direct rollovers) | 2012-12-31 | $261 |
Total plan assets at end of year | 2012-12-31 | $494,606 |
Total plan assets at beginning of year | 2012-12-31 | $354,908 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Total contributions received or receivable from participants | 2012-12-31 | $47,250 |
Other income received | 2012-12-31 | $15,010 |
Net income (gross income less expenses) | 2012-12-31 | $112,521 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $467,429 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $354,908 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $204,704 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $50,522 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $104,418 |
Total plan assets at end of year | 2011-12-31 | $354,908 |
Total plan assets at beginning of year | 2011-12-31 | $250,490 |
Value of fidelity bond covering the plan | 2011-12-31 | $36,000 |
Total contributions received or receivable from participants | 2011-12-31 | $44,400 |
Other income received | 2011-12-31 | $13,988 |
Net income (gross income less expenses) | 2011-12-31 | $104,418 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $354,908 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $250,490 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $46,030 |
2010 : JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $87,767 |
Expenses. Total of all expenses incurred | 2010-12-31 | $8,644 |
Benefits paid (including direct rollovers) | 2010-12-31 | $8,644 |
Total plan assets at end of year | 2010-12-31 | $250,490 |
Total plan assets at beginning of year | 2010-12-31 | $171,367 |
Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
Total contributions received or receivable from participants | 2010-12-31 | $44,325 |
Other income received | 2010-12-31 | $2,937 |
Net income (gross income less expenses) | 2010-12-31 | $79,123 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $250,490 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $171,367 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $40,505 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2018: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JOHN A. D. WARD, M. D. , P. C. 401(K) PLAN AND TRUST 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |