401k Plan data: LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN plan

LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN 401k Plan overview

Plan Name	LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN
Plan identification number	001

LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

FIDUCIARY WISE, LLC FBO LAURA E. LOYA-FRANK has sponsored the creation of one or more 401k plans.

Company Name: FIDUCIARY WISE, LLC FBO LAURA E. LOYA-FRANK

Employer identification number (EIN): 364410036

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 LYNNE MCAULEY
001 2014-01-01 T R BICK
001 2013-01-01 T R BICK
001 2012-01-01 LYNNE MCAULEY
001 2011-01-01 LAURA E. LOYA-FRANK 2012-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2014-01-01	LYNNE MCAULEY
001	2014-01-01	T R BICK
001	2013-01-01	T R BICK
001	2012-01-01	LYNNE MCAULEY
001	2011-01-01	LAURA E. LOYA-FRANK	2012-10-12

Plan Statistics for LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN

401k plan membership statisitcs for LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN

Measure Date Value
2014: LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2014: LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN

Measure	Date	Value
2014 : LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$43,432
Expenses. Total of all expenses incurred	2014-12-31	$1,916
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$163,325
Total plan assets at beginning of year	2014-12-31	$121,809
Value of fidelity bond covering the plan	2014-12-31	$12,181
Total contributions received or receivable from participants	2014-12-31	$23,210
Other income received	2014-12-31	$9,332
Net income (gross income less expenses)	2014-12-31	$41,516
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$163,325
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$121,809
Total contributions received or receivable from employer(s)	2014-12-31	$10,890
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,916
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$32,710
Expenses. Total of all expenses incurred	2013-12-31	$3,227
Benefits paid (including direct rollovers)	2013-12-31	$1,874
Total plan assets at end of year	2013-12-31	$121,809
Total plan assets at beginning of year	2013-12-31	$92,326
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$23,000
Other income received	2013-12-31	$9,710
Net income (gross income less expenses)	2013-12-31	$29,483
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$121,809
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$92,326
Total contributions received or receivable from employer(s)	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,353
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$34,013
Expenses. Total of all expenses incurred	2012-12-31	$112
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$92,326
Total plan assets at beginning of year	2012-12-31	$58,425
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$533
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$33,901
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$92,326
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$58,425
Total contributions received or receivable from employer(s)	2012-12-31	$10,480
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN

2014: LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	Yes
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: LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	Yes
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: LAURA E. LOYA-FRANK, M.D., S.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FIDUCIARY WISE, LLC FBO LAURA E. LOYA-FRANK
Employer identification number (EIN):	364410036
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)