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JAMES W. FORSYTHE, MD 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES W. FORSYTHE, MD 401K PROFIT SHARING PLAN
Plan identification number 001

JAMES W. FORSYTHE, MD 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

JAMES W. FORSYTHE, MD has sponsored the creation of one or more 401k plans.

Company Name:JAMES W. FORSYTHE, MD
Employer identification number (EIN):880198969
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES W. FORSYTHE, MD 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JAYME E LEALTAD2015-09-02
0012013-01-01JAMES W. FORSYTHE, MD2014-06-30 JAMES W. FORSYTHE, MD2014-06-30
0012012-01-01JAMES W. FORSYTHE, MD2013-09-30 JAMES W. FORSYTHE, MD2013-09-30
0012011-01-01JAMES FORSYTHE, MD JAMES FORSYTHE, MD2012-09-18
0012009-01-01JAMES FORSYTHE, MD JAMES FORSYTHE, MD2010-10-04

Plan Statistics for JAMES W. FORSYTHE, MD 401K PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES W. FORSYTHE, MD 401K PROFIT SHARING PLAN

Measure Date Value
2011: JAMES W. FORSYTHE, MD 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: JAMES W. FORSYTHE, MD 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on JAMES W. FORSYTHE, MD 401K PROFIT SHARING PLAN

Measure Date Value
2011 : JAMES W. FORSYTHE, MD 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$97,312
Expenses. Total of all expenses incurred2011-12-31$52,008
Benefits paid (including direct rollovers)2011-12-31$38,411
Total plan assets at end of year2011-12-31$1,186,954
Total plan assets at beginning of year2011-12-31$1,141,650
Value of fidelity bond covering the plan2011-12-31$119,000
Total contributions received or receivable from participants2011-12-31$47,620
Expenses. Other expenses not covered elsewhere2011-12-31$13,597
Other income received2011-12-31$-10,285
Net income (gross income less expenses)2011-12-31$45,304
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,186,954
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,141,650
Total contributions received or receivable from employer(s)2011-12-31$59,977
2010 : JAMES W. FORSYTHE, MD 401K PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$1,655
Total income from all sources2010-12-31$212,506
Expenses. Total of all expenses incurred2010-12-31$54,278
Benefits paid (including direct rollovers)2010-12-31$40,781
Total plan assets at end of year2010-12-31$1,141,650
Total plan assets at beginning of year2010-12-31$985,077
Value of fidelity bond covering the plan2010-12-31$115,000
Total contributions received or receivable from participants2010-12-31$46,370
Expenses. Other expenses not covered elsewhere2010-12-31$13,497
Other income received2010-12-31$110,857
Net income (gross income less expenses)2010-12-31$158,228
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,141,650
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$983,422
Total contributions received or receivable from employer(s)2010-12-31$55,279

Form 5500 Responses for JAMES W. FORSYTHE, MD 401K PROFIT SHARING PLAN

2011: JAMES W. FORSYTHE, MD 401K PROFIT SHARING PLAN 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: JAMES W. FORSYTHE, MD 401K PROFIT SHARING PLAN 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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