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JAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST 401k Plan overview

Plan NameJAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST
Plan identification number 003

JAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

JAMES D. SCHLENKER has sponsored the creation of one or more 401k plans.

Company Name:JAMES D. SCHLENKER
Employer identification number (EIN):363100387
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01JAMES SCHLENKER
0032012-01-01JAMES SCHLENKER
0032011-01-01JAMES SCHLENKER
0032010-01-01JAMES SCHLENKER
0032009-01-01JAMES SCHLENKER
0032009-01-01 JAMES SCHLENKER2010-05-28

Financial Data on JAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST

Measure Date Value
2013 : JAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST 2013 401k financial data
Total income from all sources2013-12-31$289,445
Expenses. Total of all expenses incurred2013-12-31$49,398
Benefits paid (including direct rollovers)2013-12-31$17,228
Total plan assets at end of year2013-12-31$3,002,684
Total plan assets at beginning of year2013-12-31$2,762,637
Total contributions received or receivable from participants2013-12-31$42,220
Expenses. Other expenses not covered elsewhere2013-12-31$20,173
Other income received2013-12-31$227,807
Net income (gross income less expenses)2013-12-31$240,047
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,002,684
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,762,637
Assets. Value of participant loans2013-12-31$10,255
Total contributions received or receivable from employer(s)2013-12-31$19,418
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$11,997
2012 : JAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST 2012 401k financial data
Total income from all sources2012-12-31$336,812
Expenses. Total of all expenses incurred2012-12-31$61,583
Benefits paid (including direct rollovers)2012-12-31$33,022
Total plan assets at end of year2012-12-31$2,762,637
Total plan assets at beginning of year2012-12-31$2,487,408
Total contributions received or receivable from participants2012-12-31$27,651
Expenses. Other expenses not covered elsewhere2012-12-31$20,173
Other income received2012-12-31$293,209
Net income (gross income less expenses)2012-12-31$275,229
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,762,637
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,487,408
Assets. Value of participant loans2012-12-31$8,915
Total contributions received or receivable from employer(s)2012-12-31$15,952
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,388
2011 : JAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST 2011 401k financial data
Total income from all sources2011-12-31$53,004
Expenses. Total of all expenses incurred2011-12-31$25,287
Total plan assets at end of year2011-12-31$2,487,408
Total plan assets at beginning of year2011-12-31$2,459,691
Total contributions received or receivable from participants2011-12-31$21,441
Expenses. Other expenses not covered elsewhere2011-12-31$20,173
Other income received2011-12-31$18,741
Net income (gross income less expenses)2011-12-31$27,717
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,487,408
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,459,691
Assets. Value of participant loans2011-12-31$8,493
Total contributions received or receivable from employer(s)2011-12-31$12,822
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,114
2010 : JAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST 2010 401k financial data
Total income from all sources2010-12-31$245,338
Expenses. Total of all expenses incurred2010-12-31$55,590
Benefits paid (including direct rollovers)2010-12-31$29,676
Total plan assets at end of year2010-12-31$2,459,691
Total plan assets at beginning of year2010-12-31$2,269,943
Total contributions received or receivable from participants2010-12-31$11,614
Expenses. Other expenses not covered elsewhere2010-12-31$20,173
Other income received2010-12-31$216,515
Net income (gross income less expenses)2010-12-31$189,748
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,459,691
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,269,943
Assets. Value of participant loans2010-12-31$8,935
Total contributions received or receivable from employer(s)2010-12-31$17,209
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,741

Form 5500 Responses for JAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST

2013: JAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST 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
2012: JAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JAMES D. SCHLENKER M.D., S.C. PROFIT SHARING TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39845
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39845
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39845
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number39845
Policy instance 1

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