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BLAKE D. ALEXANDER M.D. P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBLAKE D. ALEXANDER M.D. P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

BLAKE D. ALEXANDER M.D. P.C. 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

BLAKE D. ALEXANDER M.D. P.C. has sponsored the creation of one or more 401k plans.

Company Name:BLAKE D. ALEXANDER M.D. P.C.
Employer identification number (EIN):271262410
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLAKE D. ALEXANDER M.D. P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01BLAKE D. ALEXANDER, M.D. BLAKE D. ALEXANDER, M.D.2017-07-05
0012015-01-01BLAKE D. ALEXANDER, M.D. BLAKE D. ALEXANDER, M.D.2016-06-26
0012014-01-01BLAKE D. ALEXANDER, M.D. BLAKE D. ALEXANDER, M.D.2015-07-03
0012013-01-01BLAKE D. ALEXANDER, M.D. BLAKE D. ALEXANDER, M.D.2014-08-22
0012012-01-01BLAKE D. ALEXANDER, M.D.2013-07-08 BLAKE D. ALEXANDER, M.D.2013-07-08
0012011-01-01BLAKE D. ALEXANDER, M.D.2012-06-27 BLAKE D. ALEXANDER, M.D.2012-06-27

Financial Data on BLAKE D. ALEXANDER M.D. P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : BLAKE D. ALEXANDER M.D. P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$25,630
Expenses. Total of all expenses incurred2016-12-31$927,848
Benefits paid (including direct rollovers)2016-12-31$924,234
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$902,218
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$3,614
Other income received2016-12-31$25,630
Net income (gross income less expenses)2016-12-31$-902,218
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$902,218
Assets. Value of real-estate (other than employer real property)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 : BLAKE D. ALEXANDER M.D. P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$83,275
Expenses. Total of all expenses incurred2015-12-31$57,763
Benefits paid (including direct rollovers)2015-12-31$54,137
Total plan assets at end of year2015-12-31$902,218
Total plan assets at beginning of year2015-12-31$876,706
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$18,000
Contributions received from other sources (not participants or employers)2015-12-31$4,610
Other income received2015-12-31$58,665
Net income (gross income less expenses)2015-12-31$25,512
Net plan assets at end of year (total assets less liabilities)2015-12-31$902,218
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$876,706
Assets. Value of real-estate (other than employer real property)2015-12-31$220,000
Total contributions received or receivable from employer(s)2015-12-31$2,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,626
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BLAKE D. ALEXANDER M.D. P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$116,157
Expenses. Total of all expenses incurred2014-12-31$2,596
Benefits paid (including direct rollovers)2014-12-31$202
Total plan assets at end of year2014-12-31$876,706
Total plan assets at beginning of year2014-12-31$763,145
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$3,649
Other income received2014-12-31$50,580
Net income (gross income less expenses)2014-12-31$113,561
Net plan assets at end of year (total assets less liabilities)2014-12-31$876,706
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$763,145
Assets. Value of real-estate (other than employer real property)2014-12-31$193,000
Total contributions received or receivable from employer(s)2014-12-31$61,928
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,394
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BLAKE D. ALEXANDER M.D. P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$202,394
Expenses. Total of all expenses incurred2013-12-31$1,935
Total plan assets at end of year2013-12-31$763,145
Total plan assets at beginning of year2013-12-31$562,686
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$4,008
Other income received2013-12-31$137,030
Net income (gross income less expenses)2013-12-31$200,459
Net plan assets at end of year (total assets less liabilities)2013-12-31$763,145
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$562,686
Assets. Value of real-estate (other than employer real property)2013-12-31$400,000
Total contributions received or receivable from employer(s)2013-12-31$61,356
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,935

Form 5500 Responses for BLAKE D. ALEXANDER M.D. P.C. 401(K) PROFIT SHARING PLAN

2016: BLAKE D. ALEXANDER M.D. P.C. 401(K) PROFIT SHARING 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 filingYes
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BLAKE D. ALEXANDER M.D. P.C. 401(K) PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BLAKE D. ALEXANDER M.D. P.C. 401(K) PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BLAKE D. ALEXANDER M.D. P.C. 401(K) PROFIT SHARING 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1

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