401k Plan data: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 plan

ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 401k Plan overview

Plan Name	ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001
Plan identification number	001

ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

JOHN A. ELSTROM, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JOHN A. ELSTROM, M.D., P.C.

Employer identification number (EIN): 362954907

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-03-01 JOHN A. ELSTROM
001 2015-03-01 JOHN A. ELSTROM
001 2014-03-01 JOHN A. ELSTROM
001 2013-03-01 JOHN A. ELSTROM
001 2012-03-01 JOHN A. ELSTROM
001 2011-03-01 JOHN A ELSTROM
001 2010-03-01 JOHN A ELSTROM
001 2009-03-01 JOHN A ELSTROM

Plan id#	Filing Submission Date	Name of Administrator
001	2016-03-01	JOHN A. ELSTROM
001	2015-03-01	JOHN A. ELSTROM
001	2014-03-01	JOHN A. ELSTROM
001	2013-03-01	JOHN A. ELSTROM
001	2012-03-01	JOHN A. ELSTROM
001	2011-03-01	JOHN A ELSTROM
001	2010-03-01	JOHN A ELSTROM
001	2009-03-01	JOHN A ELSTROM

Plan Statistics for ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001

401k plan membership statisitcs for ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001

Measure Date Value
2016: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2016 401k membership
Total participants, beginning-of-year 2016-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-03-01 1
Total of all active and inactive participants 2016-03-01 1
Total participants 2016-03-01 1
Number of participants with account balances 2016-03-01 1
2015: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2015 401k membership
Total participants, beginning-of-year 2015-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-03-01 3
Total of all active and inactive participants 2015-03-01 3
Total participants 2015-03-01 3
Number of participants with account balances 2015-03-01 3
2014: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2014 401k membership
Total participants, beginning-of-year 2014-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 3
Total of all active and inactive participants 2014-03-01 3
Total participants 2014-03-01 3
Number of participants with account balances 2014-03-01 3
2013: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2013 401k membership
Total participants, beginning-of-year 2013-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 3
Total of all active and inactive participants 2013-03-01 3
Total participants 2013-03-01 3
Number of participants with account balances 2013-03-01 3
2012: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2012 401k membership
Total participants, beginning-of-year 2012-03-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 3
Total of all active and inactive participants 2012-03-01 3
Total participants 2012-03-01 3
Number of participants with account balances 2012-03-01 3
2011: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2011 401k membership
Total participants, beginning-of-year 2011-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 4
Total of all active and inactive participants 2011-03-01 4
Total participants 2011-03-01 4
Number of participants with account balances 2011-03-01 4
2010: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2010 401k membership
Total participants, beginning-of-year 2010-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-03-01 6
Total of all active and inactive participants 2010-03-01 6
Total participants 2010-03-01 6
Number of participants with account balances 2010-03-01 6
2009: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2009 401k membership
Total participants, beginning-of-year 2009-03-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 6
Total of all active and inactive participants 2009-03-01 6
Total participants 2009-03-01 6
Number of participants with account balances 2009-03-01 6

Measure	Date	Value
2016: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2016 401k membership
Total participants, beginning-of-year	2016-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-03-01	1
Total of all active and inactive participants	2016-03-01	1
Total participants	2016-03-01	1
Number of participants with account balances	2016-03-01	1
2015: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2015 401k membership
Total participants, beginning-of-year	2015-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-03-01	3
Total of all active and inactive participants	2015-03-01	3
Total participants	2015-03-01	3
Number of participants with account balances	2015-03-01	3
2014: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2014 401k membership
Total participants, beginning-of-year	2014-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	3
Total of all active and inactive participants	2014-03-01	3
Total participants	2014-03-01	3
Number of participants with account balances	2014-03-01	3
2013: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2013 401k membership
Total participants, beginning-of-year	2013-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	3
Total of all active and inactive participants	2013-03-01	3
Total participants	2013-03-01	3
Number of participants with account balances	2013-03-01	3
2012: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2012 401k membership
Total participants, beginning-of-year	2012-03-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	3
Total of all active and inactive participants	2012-03-01	3
Total participants	2012-03-01	3
Number of participants with account balances	2012-03-01	3
2011: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2011 401k membership
Total participants, beginning-of-year	2011-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	4
Total of all active and inactive participants	2011-03-01	4
Total participants	2011-03-01	4
Number of participants with account balances	2011-03-01	4
2010: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2010 401k membership
Total participants, beginning-of-year	2010-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-03-01	6
Total of all active and inactive participants	2010-03-01	6
Total participants	2010-03-01	6
Number of participants with account balances	2010-03-01	6
2009: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2009 401k membership
Total participants, beginning-of-year	2009-03-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	6
Total of all active and inactive participants	2009-03-01	6
Total participants	2009-03-01	6
Number of participants with account balances	2009-03-01	6

Financial Data on ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001

Measure	Date	Value
2017 : ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2017 401k financial data
Total income from all sources	2017-02-28	$-118,033
Expenses. Total of all expenses incurred	2017-02-28	$209,924
Benefits paid (including direct rollovers)	2017-02-28	$197,684
Total plan assets at end of year	2017-02-28	$2,161,940
Total plan assets at beginning of year	2017-02-28	$2,489,897
Expenses. Other expenses not covered elsewhere	2017-02-28	$12,240
Other income received	2017-02-28	$-118,033
Net income (gross income less expenses)	2017-02-28	$-327,957
Net plan assets at end of year (total assets less liabilities)	2017-02-28	$2,161,940
Net plan assets at beginning of year (total assets less liabilities)	2017-02-28	$2,489,897
2016 : ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2016 401k financial data
Total income from all sources	2016-02-29	$-534,482
Expenses. Total of all expenses incurred	2016-02-29	$263,612
Benefits paid (including direct rollovers)	2016-02-29	$250,000
Total plan assets at end of year	2016-02-29	$2,489,897
Total plan assets at beginning of year	2016-02-29	$3,287,991
Value of fidelity bond covering the plan	2016-02-29	$375,000
Expenses. Other expenses not covered elsewhere	2016-02-29	$13,612
Other income received	2016-02-29	$-534,482
Net income (gross income less expenses)	2016-02-29	$-798,094
Net plan assets at end of year (total assets less liabilities)	2016-02-29	$2,489,897
Net plan assets at beginning of year (total assets less liabilities)	2016-02-29	$3,287,991
2015 : ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2015 401k financial data
Total income from all sources	2015-02-28	$286,933
Expenses. Total of all expenses incurred	2015-02-28	$160,314
Benefits paid (including direct rollovers)	2015-02-28	$146,000
Total plan assets at end of year	2015-02-28	$3,287,991
Total plan assets at beginning of year	2015-02-28	$3,161,372
Value of fidelity bond covering the plan	2015-02-28	$375,000
Expenses. Other expenses not covered elsewhere	2015-02-28	$14,314
Other income received	2015-02-28	$286,933
Net income (gross income less expenses)	2015-02-28	$126,619
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$3,287,991
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$3,161,372
2014 : ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2014 401k financial data
Total income from all sources	2014-02-28	$323,488
Expenses. Total of all expenses incurred	2014-02-28	$157,276
Benefits paid (including direct rollovers)	2014-02-28	$145,000
Total plan assets at end of year	2014-02-28	$3,161,372
Total plan assets at beginning of year	2014-02-28	$2,995,160
Value of fidelity bond covering the plan	2014-02-28	$375,000
Total contributions received or receivable from participants	2014-02-28	$3,250
Expenses. Other expenses not covered elsewhere	2014-02-28	$12,276
Other income received	2014-02-28	$320,238
Net income (gross income less expenses)	2014-02-28	$166,212
Net plan assets at end of year (total assets less liabilities)	2014-02-28	$3,161,372
Net plan assets at beginning of year (total assets less liabilities)	2014-02-28	$2,995,160
2013 : ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2013 401k financial data
Transfers to/from the plan	2013-02-28	$-29,396
Total income from all sources	2013-02-28	$186,244
Expenses. Total of all expenses incurred	2013-02-28	$149,991
Benefits paid (including direct rollovers)	2013-02-28	$134,200
Total plan assets at end of year	2013-02-28	$2,995,160
Total plan assets at beginning of year	2013-02-28	$2,988,303
Value of fidelity bond covering the plan	2013-02-28	$375,000
Total contributions received or receivable from participants	2013-02-28	$6,500
Expenses. Other expenses not covered elsewhere	2013-02-28	$15,791
Other income received	2013-02-28	$179,744
Net income (gross income less expenses)	2013-02-28	$36,253
Net plan assets at end of year (total assets less liabilities)	2013-02-28	$2,995,160
Net plan assets at beginning of year (total assets less liabilities)	2013-02-28	$2,988,303
2012 : ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2012 401k financial data
Total income from all sources	2012-02-29	$106,066
Expenses. Total of all expenses incurred	2012-02-29	$220,502
Benefits paid (including direct rollovers)	2012-02-29	$206,398
Total plan assets at end of year	2012-02-29	$2,988,303
Total plan assets at beginning of year	2012-02-29	$3,102,739
Value of fidelity bond covering the plan	2012-02-29	$375,000
Total contributions received or receivable from participants	2012-02-29	$6,750
Expenses. Other expenses not covered elsewhere	2012-02-29	$14,104
Other income received	2012-02-29	$99,316
Net income (gross income less expenses)	2012-02-29	$-114,436
Net plan assets at end of year (total assets less liabilities)	2012-02-29	$2,988,303
Net plan assets at beginning of year (total assets less liabilities)	2012-02-29	$3,102,739
2011 : ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2011 401k financial data
Total income from all sources	2011-02-28	$230,562
Expenses. Total of all expenses incurred	2011-02-28	$120,094
Benefits paid (including direct rollovers)	2011-02-28	$106,000
Total plan assets at end of year	2011-02-28	$3,102,739
Total plan assets at beginning of year	2011-02-28	$2,992,271
Value of fidelity bond covering the plan	2011-02-28	$375,000
Total contributions received or receivable from participants	2011-02-28	$6,500
Expenses. Other expenses not covered elsewhere	2011-02-28	$14,094
Other income received	2011-02-28	$224,062
Net income (gross income less expenses)	2011-02-28	$110,468
Net plan assets at end of year (total assets less liabilities)	2011-02-28	$3,102,739
Net plan assets at beginning of year (total assets less liabilities)	2011-02-28	$2,992,271

Form 5500 Responses for ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001

2016: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2016 form 5500 responses
2016-03-01	Type of plan entity	Single employer plan
2016-03-01	Plan funding arrangement – Trust	Yes
2016-03-01	Plan benefit arrangement - Trust	Yes
2015: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2015 form 5500 responses
2015-03-01	Type of plan entity	Single employer plan
2015-03-01	Plan funding arrangement – Trust	Yes
2015-03-01	Plan benefit arrangement - Trust	Yes
2014: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Plan funding arrangement – Trust	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2010: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2010 form 5500 responses
2010-03-01	Type of plan entity	Single employer plan
2010-03-01	Plan funding arrangement – Trust	Yes
2010-03-01	Plan benefit arrangement - Trust	Yes
2009: ELSTROM AND HALL, S.C. 401(K) PROFIT SHARING PLAN AND TRUST 001 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN A. ELSTROM, M.D., P.C.
Employer identification number (EIN):	362954907
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)