Plan Name | B. DALE WILSON, MD 401K PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BRUMMITTE DALE WILSON, MD & ASSOCIATES |
Employer identification number (EIN): | 161169118 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2022-01-01 | NANETTE MORGANTI | 2023-10-16 | ||
004 | 2021-01-01 | BRUMMITTE D WILSON | 2022-07-27 | ||
004 | 2020-01-01 | BRUMMITTE D WILSON | 2021-02-22 | ||
004 | 2019-01-01 | BRUMMITTE D WILSON | 2020-06-24 | ||
004 | 2018-01-01 | BRUMMITTE D WILSON | 2019-10-01 | ||
004 | 2017-01-01 | BRUMMITTE D WILSON | 2018-04-17 | ||
004 | 2016-01-01 | MICHAEL SANTALUCIA | 2017-10-17 | ||
004 | 2015-01-01 | MICHAEL SANTALUCIA | 2016-10-17 | ||
004 | 2014-01-01 | MICHAEL SANTALUCIA | 2015-10-12 | ||
004 | 2013-01-01 | MICHAEL SANTALUCIA | 2014-10-07 | ||
004 | 2012-01-01 | MICHAEL SANTALUCIA | 2013-10-15 | ||
004 | 2011-01-01 | MICHAEL SANTALUCIA | 2012-10-10 | ||
004 | 2010-01-01 | MICHAEL SANTALUCIA | |||
004 | 2009-01-01 | MICHAEL SANTALUCIA | |||
004 | 2009-01-01 | MICHAEL SANTALUCIA |
Measure | Date | Value |
---|---|---|
2010: B. DALE WILSON, MD 401K PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 28 |
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 | 4 |
Total of all active and inactive participants | 2010-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 32 |
Number of participants with account balances | 2010-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: B. DALE WILSON, MD 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 25 |
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 | 2 |
Total of all active and inactive participants | 2009-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 27 |
Number of participants with account balances | 2009-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : B. DALE WILSON, MD 401K PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $336,888 |
Expenses. Total of all expenses incurred | 2010-12-31 | $2,233 |
Benefits paid (including direct rollovers) | 2010-12-31 | $2,233 |
Total plan assets at end of year | 2010-12-31 | $2,257,918 |
Total plan assets at beginning of year | 2010-12-31 | $1,923,263 |
Value of fidelity bond covering the plan | 2010-12-31 | $265,000 |
Total contributions received or receivable from participants | 2010-12-31 | $72,151 |
Other income received | 2010-12-31 | $188,821 |
Net income (gross income less expenses) | 2010-12-31 | $334,655 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,257,918 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,923,263 |
Assets. Value of participant loans | 2010-12-31 | $34,727 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $75,916 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : B. DALE WILSON, MD 401K PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2010: B. DALE WILSON, MD 401K PLAN 2010 form 5500 responses | ||
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: B. DALE WILSON, MD 401K PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 0184950 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 80889 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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