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JAMES D. WOODBURN, M.D., INC. PROFIT SHARING PLAN FORMERLY MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameJAMES D. WOODBURN, M.D., INC. PROFIT SHARING PLAN FORMERLY MONEY PURCHASE PENSION PLAN
Plan identification number 001

JAMES D. WOODBURN, M.D., INC. PROFIT SHARING PLAN FORMERLY MONEY PURCHASE PENSION 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 or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 D. WOODBURN, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES D. WOODBURN, M.D., INC.
Employer identification number (EIN):952792379
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 D. WOODBURN, M.D., INC. PROFIT SHARING PLAN FORMERLY MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01KATHRYN WOODBURN2021-07-12
0012019-01-01KATHRYN WOODBURN2020-09-15
0012018-01-01KATHRYN WOODBURN2019-10-03
0012017-01-01JAMES WOODBURN, M.D.2018-10-13
0012016-01-01JAMES WOODBURN, M.D.2017-09-24
0012015-01-01
0012014-01-01JAMES WOODBURN, M.D.2015-10-15
0012013-01-01JAMES WOODBURN, M.D.2014-10-15
0012012-01-01VALERIE MELLON2013-10-12
0012011-01-01JAMES D. WOODBURN, M.D.2012-10-15
0012010-01-01JAMES D. WOODBURN, M.D.2011-10-17
0012009-01-01VALERIE MELLON

Plan Statistics for JAMES D. WOODBURN, M.D., INC. PROFIT SHARING PLAN FORMERLY MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for JAMES D. WOODBURN, M.D., INC. PROFIT SHARING PLAN FORMERLY MONEY PURCHASE PENSION PLAN

Measure Date Value
2009: JAMES D. WOODBURN, M.D., INC. PROFIT SHARING PLAN FORMERLY MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on JAMES D. WOODBURN, M.D., INC. PROFIT SHARING PLAN FORMERLY MONEY PURCHASE PENSION PLAN

Measure Date Value
2009 : JAMES D. WOODBURN, M.D., INC. PROFIT SHARING PLAN FORMERLY MONEY PURCHASE PENSION PLAN 2009 401k financial data
Total plan liabilities at end of year2009-12-31$0
Total plan liabilities at beginning of year2009-12-31$0
Total income from all sources2009-12-31$-99,698
Expenses. Total of all expenses incurred2009-12-31$79,567
Benefits paid (including direct rollovers)2009-12-31$74,814
Total plan assets at end of year2009-12-31$1,545,454
Total plan assets at beginning of year2009-12-31$1,724,719
Value of fidelity bond covering the plan2009-12-31$100,000
Total contributions received or receivable from participants2009-12-31$0
Expenses. Other expenses not covered elsewhere2009-12-31$4,753
Contributions received from other sources (not participants or employers)2009-12-31$0
Other income received2009-12-31$-154,242
Net income (gross income less expenses)2009-12-31$-179,265
Net plan assets at end of year (total assets less liabilities)2009-12-31$1,545,454
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$1,724,719
Assets. Value of assets in partnership/joint-venture interests2009-12-31$2,218
Total contributions received or receivable from employer(s)2009-12-31$54,544

Form 5500 Responses for JAMES D. WOODBURN, M.D., INC. PROFIT SHARING PLAN FORMERLY MONEY PURCHASE PENSION PLAN

2009: JAMES D. WOODBURN, M.D., INC. PROFIT SHARING PLAN FORMERLY MONEY PURCHASE PENSION 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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