401k Plan data: JEROME A PETERS MD PROFIT SHARING plan

JEROME A PETERS MD PROFIT SHARING 401k Plan overview

Plan Name	JEROME A PETERS MD PROFIT SHARING
Plan identification number	001

JEROME A PETERS MD PROFIT SHARING Benefits

401k Plan Type	Defined 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

JEROME PETERS MD MONEY PURCHASE PLAN has sponsored the creation of one or more 401k plans.

Company Name: JEROME PETERS MD MONEY PURCHASE PLAN

Employer identification number (EIN): 251652265

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEROME A PETERS MD PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 DALE WALKER
001 2014-01-01 DALE WALKER
001 2013-01-01 DALE WALKER DALE WALKER 2014-06-18
001 2012-01-01 DALE WALKER
001 2011-01-01 DALE WALKER
001 2009-01-01 DALE WALKER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	DALE WALKER
001	2014-01-01	DALE WALKER
001	2013-01-01	DALE WALKER	DALE WALKER	2014-06-18
001	2012-01-01	DALE WALKER
001	2011-01-01	DALE WALKER
001	2009-01-01	DALE WALKER

Plan Statistics for JEROME A PETERS MD PROFIT SHARING

401k plan membership statisitcs for JEROME A PETERS MD PROFIT SHARING

Measure Date Value
2015: JEROME A PETERS MD PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
2014: JEROME A PETERS MD PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
2013: JEROME A PETERS MD PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
2012: JEROME A PETERS MD PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
2011: JEROME A PETERS MD PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
2009: JEROME A PETERS MD PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2015: JEROME A PETERS MD PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
2014: JEROME A PETERS MD PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
2013: JEROME A PETERS MD PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
2012: JEROME A PETERS MD PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
2011: JEROME A PETERS MD PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
2009: JEROME A PETERS MD PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	3

Financial Data on JEROME A PETERS MD PROFIT SHARING

Measure	Date	Value
2015 : JEROME A PETERS MD PROFIT SHARING 2015 401k financial data
Total income from all sources	2015-12-31	$251
Expenses. Total of all expenses incurred	2015-12-31	$37,651
Benefits paid (including direct rollovers)	2015-12-31	$37,651
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$37,400
Other income received	2015-12-31	$251
Net income (gross income less expenses)	2015-12-31	$-37,400
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	$37,400
2014 : JEROME A PETERS MD PROFIT SHARING 2014 401k financial data
Total income from all sources	2014-12-31	$392
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$37,400
Total plan assets at beginning of year	2014-12-31	$37,008
Value of fidelity bond covering the plan	2014-12-31	$50,000
Other income received	2014-12-31	$392
Net income (gross income less expenses)	2014-12-31	$392
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$37,400
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$37,008
2013 : JEROME A PETERS MD PROFIT SHARING 2013 401k financial data
Total income from all sources	2013-12-31	$1,236
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$37,008
Total plan assets at beginning of year	2013-12-31	$35,772
Value of fidelity bond covering the plan	2013-12-31	$50,000
Other income received	2013-12-31	$1,236
Net income (gross income less expenses)	2013-12-31	$1,236
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$37,008
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$35,772
2012 : JEROME A PETERS MD PROFIT SHARING 2012 401k financial data
Total income from all sources	2012-12-31	$455
Total plan assets at end of year	2012-12-31	$35,772
Total plan assets at beginning of year	2012-12-31	$35,317
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$455
Net income (gross income less expenses)	2012-12-31	$455
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$35,772
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$35,317
2011 : JEROME A PETERS MD PROFIT SHARING 2011 401k financial data
Total income from all sources	2011-12-31	$-407
Total plan assets at end of year	2011-12-31	$35,317
Total plan assets at beginning of year	2011-12-31	$35,724
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$-407
Net income (gross income less expenses)	2011-12-31	$-407
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$35,317
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$35,724
2010 : JEROME A PETERS MD PROFIT SHARING 2010 401k financial data
Total income from all sources	2010-12-31	$31,952
Expenses. Total of all expenses incurred	2010-12-31	$410,526
Benefits paid (including direct rollovers)	2010-12-31	$410,526
Total plan assets at end of year	2010-12-31	$35,724
Total plan assets at beginning of year	2010-12-31	$414,298
Value of fidelity bond covering the plan	2010-12-31	$50,000
Other income received	2010-12-31	$31,952
Net income (gross income less expenses)	2010-12-31	$-378,574
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$35,724
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$414,298

Form 5500 Responses for JEROME A PETERS MD PROFIT SHARING

2015: JEROME A PETERS MD PROFIT SHARING 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JEROME A PETERS MD PROFIT SHARING 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JEROME A PETERS MD PROFIT SHARING 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JEROME A PETERS MD PROFIT SHARING 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JEROME A PETERS MD PROFIT SHARING 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
2009: JEROME A PETERS MD PROFIT SHARING 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JEROME PETERS MD MONEY PURCHASE PLAN
Employer identification number (EIN):	251652265
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)