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DONG WAN PAE MD PROFIT SHARING 401k Plan overview

Plan NameDONG WAN PAE MD PROFIT SHARING
Plan identification number 003

DONG WAN PAE MD PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DONG WAN PAE MD has sponsored the creation of one or more 401k plans.

Company Name:DONG WAN PAE MD
Employer identification number (EIN):251263873
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONG WAN PAE MD PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01DALE WALKER
0032014-01-01DALE WALKER
0032013-01-01DALE WALKER
0032012-01-01DALE WALKER
0032011-01-01DALE WALKER
0032010-01-01DALE WALKER
0032009-01-01DALE WALKER

Plan Statistics for DONG WAN PAE MD PROFIT SHARING

401k plan membership statisitcs for DONG WAN PAE MD PROFIT SHARING

Measure Date Value
2015: DONG WAN PAE MD PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
2014: DONG WAN PAE MD PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
2013: DONG WAN PAE MD PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: DONG WAN PAE MD PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: DONG WAN PAE MD PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-011
2010: DONG WAN PAE MD PROFIT SHARING 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
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 participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DONG WAN PAE MD PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on DONG WAN PAE MD PROFIT SHARING

Measure Date Value
2015 : DONG WAN PAE MD PROFIT SHARING 2015 401k financial data
Total income from all sources2015-12-31$245,705
Expenses. Total of all expenses incurred2015-12-31$549,616
Benefits paid (including direct rollovers)2015-12-31$549,253
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$303,911
Expenses. Other expenses not covered elsewhere2015-12-31$363
Other income received2015-12-31$245,705
Net income (gross income less expenses)2015-12-31$-303,911
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$303,911
2014 : DONG WAN PAE MD PROFIT SHARING 2014 401k financial data
Total income from all sources2014-12-31$13,656
Expenses. Total of all expenses incurred2014-12-31$363
Total plan assets at end of year2014-12-31$303,911
Total plan assets at beginning of year2014-12-31$290,618
Expenses. Other expenses not covered elsewhere2014-12-31$363
Other income received2014-12-31$13,656
Net income (gross income less expenses)2014-12-31$13,293
Net plan assets at end of year (total assets less liabilities)2014-12-31$303,911
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$290,618
2013 : DONG WAN PAE MD PROFIT SHARING 2013 401k financial data
Total income from all sources2013-12-31$13,472
Expenses. Total of all expenses incurred2013-12-31$363
Total plan assets at end of year2013-12-31$290,618
Total plan assets at beginning of year2013-12-31$277,509
Expenses. Other expenses not covered elsewhere2013-12-31$363
Other income received2013-12-31$13,472
Net income (gross income less expenses)2013-12-31$13,109
Net plan assets at end of year (total assets less liabilities)2013-12-31$290,618
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$277,509
2012 : DONG WAN PAE MD PROFIT SHARING 2012 401k financial data
Total income from all sources2012-12-31$12,761
Expenses. Total of all expenses incurred2012-12-31$363
Total plan assets at end of year2012-12-31$277,509
Total plan assets at beginning of year2012-12-31$265,111
Expenses. Other expenses not covered elsewhere2012-12-31$363
Other income received2012-12-31$12,761
Net income (gross income less expenses)2012-12-31$12,398
Net plan assets at end of year (total assets less liabilities)2012-12-31$277,509
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$265,111
2011 : DONG WAN PAE MD PROFIT SHARING 2011 401k financial data
Total income from all sources2011-12-31$-2,595
Expenses. Total of all expenses incurred2011-12-31$1,614,676
Benefits paid (including direct rollovers)2011-12-31$1,614,143
Total plan assets at end of year2011-12-31$265,111
Total plan assets at beginning of year2011-12-31$1,882,382
Value of fidelity bond covering the plan2011-12-31$130,000
Expenses. Other expenses not covered elsewhere2011-12-31$533
Other income received2011-12-31$-2,595
Net income (gross income less expenses)2011-12-31$-1,617,271
Net plan assets at end of year (total assets less liabilities)2011-12-31$265,111
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,882,382
2010 : DONG WAN PAE MD PROFIT SHARING 2010 401k financial data
Total income from all sources2010-12-31$138,999
Expenses. Total of all expenses incurred2010-12-31$63,353
Benefits paid (including direct rollovers)2010-12-31$62,755
Total plan assets at end of year2010-12-31$1,882,382
Total plan assets at beginning of year2010-12-31$1,806,736
Value of fidelity bond covering the plan2010-12-31$130,000
Expenses. Other expenses not covered elsewhere2010-12-31$598
Other income received2010-12-31$134,724
Net income (gross income less expenses)2010-12-31$75,646
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,882,382
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,806,736
Total contributions received or receivable from employer(s)2010-12-31$4,275

Form 5500 Responses for DONG WAN PAE MD PROFIT SHARING

2015: DONG WAN PAE MD PROFIT SHARING 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 filingYes
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DONG WAN PAE MD PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DONG WAN PAE MD PROFIT SHARING 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DONG WAN PAE MD PROFIT SHARING 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DONG WAN PAE MD PROFIT SHARING 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
2010: DONG WAN PAE MD PROFIT SHARING 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DONG WAN PAE MD PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074625070
Policy instance 1
Insurance contract or identification number074625070
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $363
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074625070
Policy instance 1
Insurance contract or identification number074625070
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $363
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074625070
Policy instance 1
Insurance contract or identification number074625070
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $363
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074625070
Policy instance 1
Insurance contract or identification number074625070
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $363
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074625070
Policy instance 1
Insurance contract or identification number074625070
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $363
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number074625070
Policy instance 1
Insurance contract or identification number074625070
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $363
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $363
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameROBERT KING

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