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RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameRONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN
Plan identification number 001

RONALD E. REECE, M.D. 401(K) 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
  • 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.
  • 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

RONALD E. REECE, M.D. has sponsored the creation of one or more 401k plans.

Company Name:RONALD E. REECE, M.D.
Employer identification number (EIN):930919260
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RONALD E. REECE RONALD E. REECE2013-10-15
0012011-01-01RONALD E. REECE RONALD E. REECE2012-10-12
0012010-01-01RONALD E. REECE2011-10-17 RONALD E. REECE2011-10-17

Plan Statistics for RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$78,533
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$677,321
Total plan assets at beginning of year2017-12-31$598,788
Value of fidelity bond covering the plan2017-12-31$75,000
Total contributions received or receivable from participants2017-12-31$28,940
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,882
Net income (gross income less expenses)2017-12-31$78,533
Net plan assets at end of year (total assets less liabilities)2017-12-31$677,321
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$598,788
Total contributions received or receivable from employer(s)2017-12-31$47,711
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$54,124
Expenses. Total of all expenses incurred2016-12-31$37,516
Benefits paid (including direct rollovers)2016-12-31$37,391
Total plan assets at end of year2016-12-31$598,788
Total plan assets at beginning of year2016-12-31$582,180
Value of fidelity bond covering the plan2016-12-31$75,000
Total contributions received or receivable from participants2016-12-31$34,530
Assets. Value of loans (other than to participants)2016-12-31$26,754
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$11,197
Other income received2016-12-31$-40,416
Net income (gross income less expenses)2016-12-31$16,608
Net plan assets at end of year (total assets less liabilities)2016-12-31$598,788
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$582,180
Total contributions received or receivable from employer(s)2016-12-31$48,813
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-147,957
Expenses. Total of all expenses incurred2015-12-31$24
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$582,180
Total plan assets at beginning of year2015-12-31$730,161
Value of fidelity bond covering the plan2015-12-31$75,000
Total contributions received or receivable from participants2015-12-31$34,140
Assets. Value of loans (other than to participants)2015-12-31$27,484
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-229,868
Net income (gross income less expenses)2015-12-31$-147,981
Net plan assets at end of year (total assets less liabilities)2015-12-31$582,180
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$730,161
Total contributions received or receivable from employer(s)2015-12-31$47,771
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$24
2014 : RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$-24,114
Expenses. Total of all expenses incurred2014-12-31$5,504
Benefits paid (including direct rollovers)2014-12-31$3,400
Total plan assets at end of year2014-12-31$730,161
Total plan assets at beginning of year2014-12-31$759,779
Value of fidelity bond covering the plan2014-12-31$75,000
Total contributions received or receivable from participants2014-12-31$32,555
Assets. Value of loans (other than to participants)2014-12-31$37,510
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-101,242
Net income (gross income less expenses)2014-12-31$-29,618
Net plan assets at end of year (total assets less liabilities)2014-12-31$730,161
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$759,779
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$44,573
Value of certain deemed distributions of participant loans2014-12-31$2,104
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$80,069
Expenses. Total of all expenses incurred2013-12-31$480
Benefits paid (including direct rollovers)2013-12-31$480
Total plan assets at end of year2013-12-31$759,779
Total plan assets at beginning of year2013-12-31$680,190
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$32,080
Assets. Value of loans (other than to participants)2013-12-31$2,104
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,695
Net income (gross income less expenses)2013-12-31$79,589
Net plan assets at end of year (total assets less liabilities)2013-12-31$759,779
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$680,190
Assets. Value of participant loans2013-12-31$14,602
Total contributions received or receivable from employer(s)2013-12-31$46,294
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$314,051
Expenses. Total of all expenses incurred2012-12-31$325
Benefits paid (including direct rollovers)2012-12-31$290
Total plan assets at end of year2012-12-31$680,190
Total plan assets at beginning of year2012-12-31$366,464
Value of fidelity bond covering the plan2012-12-31$40,000
Total contributions received or receivable from participants2012-12-31$28,190
Assets. Value of loans (other than to participants)2012-12-31$18,789
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$239,235
Net income (gross income less expenses)2012-12-31$313,726
Net plan assets at end of year (total assets less liabilities)2012-12-31$680,190
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$366,464
Assets. Value of participant loans2012-12-31$2,104
Total contributions received or receivable from employer(s)2012-12-31$46,626
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$35
2011 : RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-50,581
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$366,464
Total plan assets at beginning of year2011-12-31$417,045
Value of fidelity bond covering the plan2011-12-31$40,000
Total contributions received or receivable from participants2011-12-31$26,030
Assets. Value of loans (other than to participants)2011-12-31$22,710
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-118,698
Net income (gross income less expenses)2011-12-31$-50,581
Net plan assets at end of year (total assets less liabilities)2011-12-31$366,464
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$417,045
Assets. Value of participant loans2011-12-31$2,104
Total contributions received or receivable from employer(s)2011-12-31$42,087
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0

Form 5500 Responses for RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN

2017: RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RONALD E. REECE, M.D. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RONALD E. REECE, M.D. 401(K) 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

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