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DAVID L. WOLF, M.D., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID L. WOLF, M.D., INC. 401(K) PROFIT SHARING PLAN
Plan identification number 003

DAVID L. WOLF, M.D., INC. 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

DAVID L. WOLF, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVID L. WOLF, M.D., INC.
Employer identification number (EIN):953733908
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID L. WOLF, M.D., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01DAVID WOLF2016-11-15 DAVID WOLF2016-11-15
0032014-01-01DAVID WOLF2015-04-30 DAVID WOLF2015-04-30
0032013-01-01DAVID WOLF2014-09-11 DAVID WOLF2014-09-11
0032012-01-01DAVID WOLF2013-05-31 DAVID WOLF2013-05-31
0032011-01-01DAVID WOLF
0032010-01-01DAVID WOLF

Plan Statistics for DAVID L. WOLF, M.D., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID L. WOLF, M.D., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: DAVID L. WOLF, M.D., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DAVID L. WOLF, M.D., INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on DAVID L. WOLF, M.D., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2011 : DAVID L. WOLF, M.D., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$79,151
Expenses. Total of all expenses incurred2011-12-31$271,442
Benefits paid (including direct rollovers)2011-12-31$232,000
Total plan assets at end of year2011-12-31$2,561,057
Total plan assets at beginning of year2011-12-31$2,753,348
Value of fidelity bond covering the plan2011-12-31$300,000
Expenses. Other expenses not covered elsewhere2011-12-31$39,442
Other income received2011-12-31$76,991
Net income (gross income less expenses)2011-12-31$-192,291
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,561,057
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,753,348
Assets. Value of assets in partnership/joint-venture interests2011-12-31$676,347
Total contributions received or receivable from employer(s)2011-12-31$2,160
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DAVID L. WOLF, M.D., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$794,822
Expenses. Total of all expenses incurred2010-12-31$16,766
Total plan assets at end of year2010-12-31$2,753,348
Total plan assets at beginning of year2010-12-31$1,975,292
Value of fidelity bond covering the plan2010-12-31$300,000
Expenses. Other expenses not covered elsewhere2010-12-31$16,766
Other income received2010-12-31$791,486
Net income (gross income less expenses)2010-12-31$778,056
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,753,348
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,975,292
Assets. Value of assets in partnership/joint-venture interests2010-12-31$700,262
Total contributions received or receivable from employer(s)2010-12-31$3,336

Form 5500 Responses for DAVID L. WOLF, M.D., INC. 401(K) PROFIT SHARING PLAN

2011: DAVID L. WOLF, M.D., INC. 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
2010: DAVID L. WOLF, M.D., INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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