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DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 401k Plan overview

Plan NameDALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING
Plan identification number 001

DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

DALE H. AESCHLIMAN, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:DALE H. AESCHLIMAN, M.D., INC.
Employer identification number (EIN):351383155
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01DALE H. AESCHLIMAN
0012015-10-01DALE H. AESCHLIMAN
0012014-10-01DALE H. AESCHLIMAN
0012013-10-01DALE H. AESCHLIMAN
0012012-10-01DALE H. AESCHLIMAN
0012011-10-01DALE H. AESCHLIMAN
0012009-10-01DALE H. AESCHLIMAN

Plan Statistics for DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING

401k plan membership statisitcs for DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING

Measure Date Value
2019: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year2019-10-014
Total number of active participants reported on line 7a of the Form 55002019-10-010
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-010
Number of participants with account balances2019-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year2018-10-014
Total number of active participants reported on line 7a of the Form 55002018-10-014
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-014
Number of participants with account balances2018-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-10-014
Total number of active participants reported on line 7a of the Form 55002017-10-014
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-014
Number of participants with account balances2017-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year2016-10-014
Total number of active participants reported on line 7a of the Form 55002016-10-014
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-014
Number of participants with account balances2016-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year2015-10-014
Total number of active participants reported on line 7a of the Form 55002015-10-014
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-014
Number of participants with account balances2015-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year2014-10-014
Total number of active participants reported on line 7a of the Form 55002014-10-014
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-014
Number of participants with account balances2014-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-10-014
Total number of active participants reported on line 7a of the Form 55002013-10-014
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-014
Number of participants with account balances2013-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-10-014
Total number of active participants reported on line 7a of the Form 55002012-10-014
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-014
Number of participants with account balances2012-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-10-014
Total number of active participants reported on line 7a of the Form 55002011-10-014
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-014
Number of participants with account balances2011-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-10-014
Total number of active participants reported on line 7a of the Form 55002009-10-014
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-014
Number of participants with account balances2009-10-014

Financial Data on DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING

Measure Date Value
2020 : DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2020 401k financial data
Total income from all sources2020-09-30$25,163
Expenses. Total of all expenses incurred2020-09-30$1,688,054
Benefits paid (including direct rollovers)2020-09-30$1,669,308
Total plan assets at end of year2020-09-30$0
Total plan assets at beginning of year2020-09-30$1,662,891
Value of fidelity bond covering the plan2020-09-30$175,000
Expenses. Other expenses not covered elsewhere2020-09-30$18,746
Other income received2020-09-30$25,163
Net income (gross income less expenses)2020-09-30$-1,662,891
Net plan assets at end of year (total assets less liabilities)2020-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$1,662,891
2019 : DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2019 401k financial data
Total income from all sources2019-09-30$11,739
Expenses. Total of all expenses incurred2019-09-30$22,886
Total plan assets at end of year2019-09-30$1,662,891
Total plan assets at beginning of year2019-09-30$1,674,038
Value of fidelity bond covering the plan2019-09-30$175,000
Expenses. Other expenses not covered elsewhere2019-09-30$22,886
Other income received2019-09-30$11,739
Net income (gross income less expenses)2019-09-30$-11,147
Net plan assets at end of year (total assets less liabilities)2019-09-30$1,662,891
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$1,674,038
2017 : DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2017 401k financial data
Total income from all sources2017-09-30$220,922
Expenses. Total of all expenses incurred2017-09-30$20,076
Total plan assets at end of year2017-09-30$1,558,936
Total plan assets at beginning of year2017-09-30$1,358,090
Value of fidelity bond covering the plan2017-09-30$150,000
Expenses. Other expenses not covered elsewhere2017-09-30$20,076
Other income received2017-09-30$220,922
Net income (gross income less expenses)2017-09-30$200,846
Net plan assets at end of year (total assets less liabilities)2017-09-30$1,558,936
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$1,358,090
2016 : DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2016 401k financial data
Total income from all sources2016-09-30$112,117
Expenses. Total of all expenses incurred2016-09-30$18,354
Total plan assets at end of year2016-09-30$1,358,090
Total plan assets at beginning of year2016-09-30$1,264,327
Value of fidelity bond covering the plan2016-09-30$150,000
Expenses. Other expenses not covered elsewhere2016-09-30$18,354
Other income received2016-09-30$112,117
Net income (gross income less expenses)2016-09-30$93,763
Net plan assets at end of year (total assets less liabilities)2016-09-30$1,358,090
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$1,264,327
2015 : DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2015 401k financial data
Total income from all sources2015-09-30$-27,648
Expenses. Total of all expenses incurred2015-09-30$19,287
Total plan assets at end of year2015-09-30$1,264,327
Total plan assets at beginning of year2015-09-30$1,311,262
Value of fidelity bond covering the plan2015-09-30$150,000
Expenses. Other expenses not covered elsewhere2015-09-30$19,287
Other income received2015-09-30$-27,648
Net income (gross income less expenses)2015-09-30$-46,935
Net plan assets at end of year (total assets less liabilities)2015-09-30$1,264,327
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$1,311,262
2014 : DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2014 401k financial data
Total income from all sources2014-09-30$109,206
Expenses. Total of all expenses incurred2014-09-30$18,348
Total plan assets at end of year2014-09-30$1,311,262
Total plan assets at beginning of year2014-09-30$1,220,404
Value of fidelity bond covering the plan2014-09-30$150,000
Expenses. Other expenses not covered elsewhere2014-09-30$18,348
Other income received2014-09-30$109,206
Net income (gross income less expenses)2014-09-30$90,858
Net plan assets at end of year (total assets less liabilities)2014-09-30$1,311,262
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,220,404
2013 : DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2013 401k financial data
Total income from all sources2013-09-30$182,351
Expenses. Total of all expenses incurred2013-09-30$15,500
Total plan assets at end of year2013-09-30$1,220,404
Total plan assets at beginning of year2013-09-30$1,053,553
Value of fidelity bond covering the plan2013-09-30$125,000
Expenses. Other expenses not covered elsewhere2013-09-30$15,500
Other income received2013-09-30$182,351
Net income (gross income less expenses)2013-09-30$166,851
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,220,404
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,053,553
2012 : DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2012 401k financial data
Total income from all sources2012-09-30$175,506
Expenses. Total of all expenses incurred2012-09-30$13,576
Total plan assets at end of year2012-09-30$1,053,553
Total plan assets at beginning of year2012-09-30$891,623
Value of fidelity bond covering the plan2012-09-30$125,000
Expenses. Other expenses not covered elsewhere2012-09-30$13,576
Other income received2012-09-30$175,506
Net income (gross income less expenses)2012-09-30$161,930
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,053,553
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$891,623
2011 : DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2011 401k financial data
Total income from all sources2011-09-30$-7,120
Expenses. Total of all expenses incurred2011-09-30$13,941
Total plan assets at end of year2011-09-30$891,623
Total plan assets at beginning of year2011-09-30$912,684
Value of fidelity bond covering the plan2011-09-30$125,000
Expenses. Other expenses not covered elsewhere2011-09-30$13,941
Other income received2011-09-30$-7,120
Net income (gross income less expenses)2011-09-30$-21,061
Net plan assets at end of year (total assets less liabilities)2011-09-30$891,623
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$912,684

Form 5500 Responses for DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING

2019: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01This submission is the final filingYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: DALE H. AESCHLIMAN, M.D., INC. EMPLOYEES PROFIT SHARING 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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