401k Plan data: WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR plan

WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR 401k Plan overview

Plan Name	WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR
Plan identification number	002

WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

WILLIAM PRESTON, MD, INC. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM PRESTON, MD, INC.

Employer identification number (EIN): 870414075

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 WILLIAM PRESTON 2018-02-16
002 2016-01-01 WILLIAM PRESTON 2017-08-24
002 2015-01-01 WILLIAM PRESTON 2016-07-22
002 2014-01-01 WILLIAM PRESTON 2015-10-15
002 2013-01-01 WILLIAM PRESTON 2014-07-21
002 2012-01-01 WILLIAM PRESTON 2013-07-09
002 2011-01-01 WILLIAM PRESTON 2012-07-25
002 2010-01-01 WILLIAM PRESTON
002 2009-01-01 WILLIAM PRESTON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01	WILLIAM PRESTON	2018-02-16
002	2016-01-01	WILLIAM PRESTON	2017-08-24
002	2015-01-01	WILLIAM PRESTON	2016-07-22
002	2014-01-01	WILLIAM PRESTON	2015-10-15
002	2013-01-01	WILLIAM PRESTON	2014-07-21
002	2012-01-01	WILLIAM PRESTON	2013-07-09
002	2011-01-01	WILLIAM PRESTON	2012-07-25
002	2010-01-01	WILLIAM PRESTON
002	2009-01-01	WILLIAM PRESTON

Plan Statistics for WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR

401k plan membership statisitcs for WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR

Measure Date Value
2010: WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR 2010 401k membership
Total participants, beginning-of-year 2010-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 17
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 17
Number of participants with account balances 2010-01-01 11
2009: WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2010: WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR 2010 401k membership
Total participants, beginning-of-year	2010-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	17
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	17
Number of participants with account balances	2010-01-01	11
2009: WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	9

Financial Data on WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR

Measure	Date	Value
2010 : WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR 2010 401k financial data
Total income from all sources	2010-12-31	$159,643
Total plan assets at end of year	2010-12-31	$893,097
Total plan assets at beginning of year	2010-12-31	$733,454
Total contributions received or receivable from participants	2010-12-31	$35,313
Other income received	2010-12-31	$105,806
Net income (gross income less expenses)	2010-12-31	$159,643
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$893,097
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$733,454
Total contributions received or receivable from employer(s)	2010-12-31	$18,524

Form 5500 Responses for WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR

2010: WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM D. PRESTON, M.D., 401(K) SAFE HARBOR 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

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Company Name:	WILLIAM PRESTON, MD, INC.
Employer identification number (EIN):	870414075
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)