MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN
401k plan membership statisitcs for MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-26 | 23 |
| Total number of particpants at end of year | 2025-06-26 | 23 |
| Number of Participants With Account Balances | 2025-06-26 | 22 |
| 2024: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-23 | 23 |
| Total number of particpants at end of year | 2024-09-23 | 21 |
| Number of Participants With Account Balances | 2024-09-23 | 21 |
| 2015: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 14 |
| Number of participants with account balances | 2015-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
| 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 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 16 |
| Number of participants with account balances | 2014-01-01 | 16 |
| 2013: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 17 |
| 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 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 18 |
| Number of participants with account balances | 2013-01-01 | 18 |
| 2012: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
| 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 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 15 |
| Number of participants with account balances | 2012-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 15 |
| Number of participants with account balances | 2011-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
| Total participants | 2010-01-01 | 14 |
| Number of participants with account balances | 2010-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 15 |
| Number of participants with account balances | 2009-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-26 | 23912 |
| Net assets as of the end of the plan year | 2025-06-26 | 2553732 |
| Total assets as of the beginning of the plan year | 2025-06-26 | 2135257 |
| Value of plan covered by a fidelity bond | 2025-06-26 | 450000 |
| Participant contributions to plan in this plan year | 2025-06-26 | 120442 |
| Other income to plan in this plan year | 2025-06-26 | 273492 |
| Plan net income in this plan year | 2025-06-26 | 418475 |
| Net assets as of the end of the plan year | 2025-06-26 | 2553732 |
| Net assets as of the beginning of the plan year | 2025-06-26 | 2135257 |
| Employer contributions to plan in this plan year | 2025-06-26 | 48453 |
| Fees paid to broker by Benefit Provider | 2025-06-26 | 12976 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-26 | 23912 |
| 2024 : MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-23 | 52633 |
| Net assets as of the end of the plan year | 2024-09-23 | 2135257 |
| Total assets as of the beginning of the plan year | 2024-09-23 | 1746910 |
| Value of plan covered by a fidelity bond | 2024-09-23 | 450000 |
| Participant contributions to plan in this plan year | 2024-09-23 | 108545 |
| Other income to plan in this plan year | 2024-09-23 | 287500 |
| Plan net income in this plan year | 2024-09-23 | 388347 |
| Net assets as of the end of the plan year | 2024-09-23 | 2135257 |
| Net assets as of the beginning of the plan year | 2024-09-23 | 1746910 |
| Employer contributions to plan in this plan year | 2024-09-23 | 44935 |
| Fees paid to broker by Benefit Provider | 2024-09-23 | 10466 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-23 | 19631 |
| 2015 : MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $65,737 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $448,461 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $447,451 |
| Total plan assets at end of year | 2015-12-31 | $782,688 |
| Total plan assets at beginning of year | 2015-12-31 | $1,165,412 |
| Value of fidelity bond covering the plan | 2015-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $49,631 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $4,585 |
| Other income received | 2015-12-31 | $-6,393 |
| Net income (gross income less expenses) | 2015-12-31 | $-382,724 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $782,688 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,165,412 |
| Assets. Value of participant loans | 2015-12-31 | $27,321 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $195,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $22,499 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,010 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $179,336 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,430,616 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,428,002 |
| Total plan assets at end of year | 2014-12-31 | $1,165,412 |
| Total plan assets at beginning of year | 2014-12-31 | $2,416,692 |
| Value of fidelity bond covering the plan | 2014-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $66,774 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $30,674 |
| Other income received | 2014-12-31 | $53,581 |
| Net income (gross income less expenses) | 2014-12-31 | $-1,251,280 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,165,412 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,416,692 |
| Assets. Value of participant loans | 2014-12-31 | $1,272 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $195,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $28,307 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,614 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $280,912 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,707 |
| Total plan assets at end of year | 2013-12-31 | $2,416,692 |
| Total plan assets at beginning of year | 2013-12-31 | $2,138,487 |
| Value of fidelity bond covering the plan | 2013-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $66,939 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $96,793 |
| Other income received | 2013-12-31 | $185,119 |
| Net income (gross income less expenses) | 2013-12-31 | $278,205 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,416,692 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,138,487 |
| Assets. Value of participant loans | 2013-12-31 | $2,598 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $195,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $28,854 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,707 |
| 2012 : MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $217,372 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $7,130 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $4,225 |
| Total plan assets at end of year | 2012-12-31 | $2,138,487 |
| Total plan assets at beginning of year | 2012-12-31 | $1,928,245 |
| Value of fidelity bond covering the plan | 2012-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $67,953 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $101,223 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $11,847 |
| Other income received | 2012-12-31 | $113,125 |
| Net income (gross income less expenses) | 2012-12-31 | $210,242 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,138,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,928,245 |
| Assets. Value of participant loans | 2012-12-31 | $6,444 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $195,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $24,447 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,905 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $54,033 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,249 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $4,249 |
| Total plan assets at end of year | 2011-12-31 | $1,928,245 |
| Total plan assets at beginning of year | 2011-12-31 | $1,878,461 |
| Value of fidelity bond covering the plan | 2011-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $63,582 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $108,118 |
| Other income received | 2011-12-31 | $-31,522 |
| Net income (gross income less expenses) | 2011-12-31 | $49,784 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,928,245 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,878,461 |
| Assets. Value of participant loans | 2011-12-31 | $995 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $190,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $21,973 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $243,183 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $23,112 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $23,112 |
| Total plan assets at end of year | 2010-12-31 | $1,878,461 |
| Total plan assets at beginning of year | 2010-12-31 | $1,658,390 |
| Value of fidelity bond covering the plan | 2010-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $52,756 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $109,789 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $167,960 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $220,071 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,878,461 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,658,390 |
| Assets. Value of participant loans | 2010-12-31 | $2,254 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $190,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $22,467 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2015: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | Yes |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MICHIGAN-WISCONSIN FAMILY PRACTICE ASSOCIATES, P.C. PROFIT SHARING 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |