401k Plan data: JCWHITPA 401(K) PLAN plan

JCWHITPA 401(K) PLAN 401k Plan overview

Plan Name	JCWHITPA 401(K) PLAN
Plan identification number	001

JCWHITPA 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JCWHITPA has sponsored the creation of one or more 401k plans.

Company Name: JCWHITPA

Employer identification number (EIN): 204848169

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JCWHITPA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN WHITAKER 2024-10-01
001 2022-01-01 JOHN WHITAKER 2023-06-22
001 2021-01-01 JOHN WHITAKER 2022-08-11
001 2020-01-01 JOHN WHITAKER 2021-06-15
001 2019-01-01 JOHN WHITAKER 2020-06-01
001 2018-01-01 JOHN WHITAKER 2019-06-10
001 2017-01-01 JOHN WHITAKER 2018-05-30
001 2016-01-01 JOHN WHITAKER 2017-05-23
001 2015-01-01 JOHN WHITAKER 2016-08-15
001 2014-01-01 JOHN WHITAKER 2015-08-10
001 2014-01-01 JOHN WHITAKER 2015-08-10
001 2013-01-01 JOHN WHITAKER 2014-02-24
001 2012-01-01 JOHN WHITAKER 2013-06-06
001 2011-01-01 JOHN WHITAKER
001 2010-01-01 JOHN WHITAKER
001 2009-01-01 JOHN WHITAKER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JOHN WHITAKER	2024-10-01
001	2022-01-01	JOHN WHITAKER	2023-06-22
001	2021-01-01	JOHN WHITAKER	2022-08-11
001	2020-01-01	JOHN WHITAKER	2021-06-15
001	2019-01-01	JOHN WHITAKER	2020-06-01
001	2018-01-01	JOHN WHITAKER	2019-06-10
001	2017-01-01	JOHN WHITAKER	2018-05-30
001	2016-01-01	JOHN WHITAKER	2017-05-23
001	2015-01-01	JOHN WHITAKER	2016-08-15
001	2014-01-01	JOHN WHITAKER	2015-08-10
001	2014-01-01	JOHN WHITAKER	2015-08-10
001	2013-01-01	JOHN WHITAKER	2014-02-24
001	2012-01-01	JOHN WHITAKER	2013-06-06
001	2011-01-01	JOHN WHITAKER
001	2010-01-01	JOHN WHITAKER
001	2009-01-01	JOHN WHITAKER

Plan Statistics for JCWHITPA 401(K) PLAN

401k plan membership statisitcs for JCWHITPA 401(K) PLAN

Measure Date Value
2011: JCWHITPA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JCWHITPA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
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 2
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JCWHITPA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: JCWHITPA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JCWHITPA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
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	2
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JCWHITPA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JCWHITPA 401(K) PLAN

Measure	Date	Value
2011 : JCWHITPA 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$28,984
Expenses. Total of all expenses incurred	2011-12-31	$20,129
Benefits paid (including direct rollovers)	2011-12-31	$19,579
Total plan assets at end of year	2011-12-31	$158,292
Total plan assets at beginning of year	2011-12-31	$149,437
Total contributions received or receivable from participants	2011-12-31	$5,925
Expenses. Other expenses not covered elsewhere	2011-12-31	$550
Contributions received from other sources (not participants or employers)	2011-12-31	$12,397
Other income received	2011-12-31	$5,922
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$8,855
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$158,292
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$149,437
Assets. Value of participant loans	2011-12-31	$29,628
Total contributions received or receivable from employer(s)	2011-12-31	$4,740
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JCWHITPA 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$18,554
Expenses. Total of all expenses incurred	2010-12-31	$2,590
Benefits paid (including direct rollovers)	2010-12-31	$2,338
Total plan assets at end of year	2010-12-31	$149,437
Total plan assets at beginning of year	2010-12-31	$133,473
Total contributions received or receivable from participants	2010-12-31	$6,245
Expenses. Other expenses not covered elsewhere	2010-12-31	$252
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$7,792
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$15,964
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$149,437
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$133,473
Assets. Value of participant loans	2010-12-31	$38,476
Total contributions received or receivable from employer(s)	2010-12-31	$4,517
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JCWHITPA 401(K) 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

Form 5500 Responses for JCWHITPA 401(K) PLAN

2011: JCWHITPA 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JCWHITPA 401(K) PLAN 2010 form 5500 responses
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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JCWHITPA 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JCWHITPA
Employer identification number (EIN):	204848169
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)