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WILLIAM J. BELLES, M.D., P.C. 401 (K) PLAN 401k Plan overview

Plan NameWILLIAM J. BELLES, M.D., P.C. 401 (K) PLAN
Plan identification number 001

WILLIAM J. BELLES, M.D., P.C. 401 (K) 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLIAM J. BELLES, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J. BELLES, M.D., P.C.
Employer identification number (EIN):161579538
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about WILLIAM J. BELLES, M.D., P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1999-01-20
Company Identification Number: 2336350
Legal Registered Office Address: 128 LINCOLN PKWY
Erie
BUFFALO
United States of America (USA)
14222

More information about WILLIAM J. BELLES, M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. BELLES, M.D., P.C. 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WILLIAM BELLES2023-04-18 WILLIAM BELLES2023-04-18
0012021-01-01WILLIAM BELLES2022-06-06 WILLIAM BELLES2022-06-06
0012020-01-01WILLIAM BELLES2021-06-28 WILLIAM BELLES2021-06-28
0012019-01-01WILLIAM BELLES2020-06-14 WILLIAM BELLES2020-06-14
0012018-01-01WILLIAM J. BELLES2019-06-23 WILLIAM J. BELLES2019-06-23
0012017-01-01WILLIAM BELLES2018-05-19 WILLIAM BELLES2018-05-19
0012016-01-01WILLIAM BELLES2017-07-23 WILLIAM BELLES2017-07-23
0012015-01-01WILLIAM BELLES2016-05-02 WILLIAM BELLES2016-05-02
0012014-01-01WILLIAM BELLES2015-05-02 WILLIAM BELLES2015-05-02
0012013-01-01WILLIAM J. BELLES2014-06-09 WILLIAM J. BELLES2014-06-09
0012012-01-01WILLIAM BELLES2013-07-08 WILLIAM BELLES2013-07-08
0012011-01-01WILLIAM J. BELLES MD,PC WILLIAM J. BELLES MD,PC2012-10-01
0012010-01-01WILLIAM J. BELLES, MD2011-05-24

Plan Statistics for WILLIAM J. BELLES, M.D., P.C. 401 (K) PLAN

401k plan membership statisitcs for WILLIAM J. BELLES, M.D., P.C. 401 (K) PLAN

Measure Date Value
2011: WILLIAM J. BELLES, M.D., P.C. 401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-017
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 participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on WILLIAM J. BELLES, M.D., P.C. 401 (K) PLAN

Measure Date Value
2011 : WILLIAM J. BELLES, M.D., P.C. 401 (K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
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$121,346
Expenses. Total of all expenses incurred2011-12-31$17,452
Benefits paid (including direct rollovers)2011-12-31$8,309
Total plan assets at end of year2011-12-31$1,311,177
Total plan assets at beginning of year2011-12-31$1,207,283
Value of fidelity bond covering the plan2011-12-31$265,000
Total contributions received or receivable from participants2011-12-31$27,332
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$48,397
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$103,894
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,311,177
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,207,283
Total contributions received or receivable from employer(s)2011-12-31$45,617
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,143
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for WILLIAM J. BELLES, M.D., P.C. 401 (K) PLAN

2011: WILLIAM J. BELLES, M.D., P.C. 401 (K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract numberGP69947
Policy instance 1
Insurance contract or identification numberGP69947
Number of Individuals Covered9
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,941
Total amount of fees paid to insurance companyUSD $677
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VAR ANNUITY W/GUAR FUND

Potentially related plans

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