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ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN
Plan identification number 001

ERIC DAITER, M.D. EMPLOYEE BENEFIT 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

ERIC DAITER, M.D. has sponsored the creation of one or more 401k plans.

Company Name:ERIC DAITER, M.D.
Employer identification number (EIN):223514500
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ERIC DAITER ERIC DAITER2013-05-06
0012011-01-01ERIC DAITER ERIC DAITER2012-05-08
0012009-01-01ERIC DAITER ERIC DAITER2010-10-05

Plan Statistics for ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN

Measure Date Value
2018: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
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
2009: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN

Measure Date Value
2018 : ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2018 401k financial data
Total income from all sources2018-12-31$63,951
Expenses. Total of all expenses incurred2018-12-31$1,151,663
Benefits paid (including direct rollovers)2018-12-31$1,151,663
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$1,087,712
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$63,951
Net income (gross income less expenses)2018-12-31$-1,087,712
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,087,712
Total contributions received or receivable from employer(s)2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2017 401k financial data
Total income from all sources2017-12-31$169,756
Expenses. Total of all expenses incurred2017-12-31$15,218
Benefits paid (including direct rollovers)2017-12-31$15,218
Total plan assets at end of year2017-12-31$1,087,712
Total plan assets at beginning of year2017-12-31$933,174
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$169,756
Net income (gross income less expenses)2017-12-31$154,538
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,087,712
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$933,174
Total contributions received or receivable from employer(s)2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-12-31$31,879
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$933,174
Total plan assets at beginning of year2016-12-31$901,295
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$25,287
Net income (gross income less expenses)2016-12-31$31,879
Net plan assets at end of year (total assets less liabilities)2016-12-31$933,174
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$901,295
Total contributions received or receivable from employer(s)2016-12-31$6,592
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-12-31$-33,815
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$901,295
Total plan assets at beginning of year2015-12-31$935,110
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-33,815
Net income (gross income less expenses)2015-12-31$-33,815
Net plan assets at end of year (total assets less liabilities)2015-12-31$901,295
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$935,110
Total contributions received or receivable from employer(s)2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-12-31$53,491
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$935,110
Total plan assets at beginning of year2014-12-31$881,619
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$37,856
Net income (gross income less expenses)2014-12-31$53,491
Net plan assets at end of year (total assets less liabilities)2014-12-31$935,110
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$881,619
Total contributions received or receivable from employer(s)2014-12-31$15,635
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2013 401k financial data
Total income from all sources2013-12-31$141,808
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$881,619
Total plan assets at beginning of year2013-12-31$739,811
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$124,207
Net income (gross income less expenses)2013-12-31$141,808
Net plan assets at end of year (total assets less liabilities)2013-12-31$881,619
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$739,811
Total contributions received or receivable from employer(s)2013-12-31$17,601
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$67,960
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$739,811
Total plan assets at beginning of year2012-12-31$671,851
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$5,500
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$11,715
Net income (gross income less expenses)2012-12-31$67,960
Net plan assets at end of year (total assets less liabilities)2012-12-31$739,811
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$671,851
Total contributions received or receivable from employer(s)2012-12-31$50,745
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2011 401k financial data
Total income from all sources2011-12-31$93,110
Expenses. Total of all expenses incurred2011-12-31$11,212
Benefits paid (including direct rollovers)2011-12-31$11,212
Total plan assets at end of year2011-12-31$671,851
Total plan assets at beginning of year2011-12-31$589,953
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$5,500
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$40,360
Net income (gross income less expenses)2011-12-31$81,898
Net plan assets at end of year (total assets less liabilities)2011-12-31$671,851
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$589,953
Total contributions received or receivable from employer(s)2011-12-31$47,250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2010 401k financial data
Total income from all sources2010-12-31$118,959
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$589,953
Total plan assets at beginning of year2010-12-31$470,994
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$5,500
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$63,259
Net income (gross income less expenses)2010-12-31$118,959
Net plan assets at end of year (total assets less liabilities)2010-12-31$589,953
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$470,994
Total contributions received or receivable from employer(s)2010-12-31$50,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN

2018: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ERIC DAITER, M.D. EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ERIC DAITER, M.D. EMPLOYEE BENEFIT 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
2009: ERIC DAITER, M.D. EMPLOYEE BENEFIT 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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