GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2012-01-01 | R. DALE DAVIS, M.D., FCCP | | R. DALE DAVIS, M.D., FCCP | 2013-02-26 |
| 001 | 2011-01-01 | R. DALE DAVIS, M.D., FCCP | | R. DALE DAVIS, M.D., FCCP | 2012-04-12 |
| 001 | 2010-01-01 | R. DALE DAVIS, M.D., FCCP | | R. DALE DAVIS, M.D., FCCP | 2011-04-12 |
| 001 | 2009-01-01 | R. DALE DAVIS, M.D., FCCP | | R. DALE DAVIS, M.D., FCCP | 2010-07-12 |
| 001 | 2007-01-01 | R. DALE DAVIS, M.D., FCCP | | R. DALE DAVIS, M.D., FCCP | 2010-08-11 |
401k plan membership statisitcs for GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2012: GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 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 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 0 |
| Number of participants with account balances | 2012-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| 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 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| 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 | 4 |
| Total participants | 2010-01-01 | 4 |
| Number of participants with account balances | 2010-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| 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 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| 2007: GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
| Total of all active and inactive participants | 2007-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 1 |
| Number of participants with account balances | 2007-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-10-31 | $0 |
| Total plan liabilities at beginning of year | 2012-10-31 | $0 |
| Total income from all sources | 2012-10-31 | $61,543 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $640,083 |
| Benefits paid (including direct rollovers) | 2012-10-31 | $639,983 |
| Total plan assets at end of year | 2012-10-31 | $0 |
| Total plan assets at beginning of year | 2012-10-31 | $578,540 |
| Value of fidelity bond covering the plan | 2012-10-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-10-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-10-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-10-31 | $0 |
| Other income received | 2012-10-31 | $61,543 |
| Noncash contributions received | 2012-10-31 | $0 |
| Net income (gross income less expenses) | 2012-10-31 | $-578,540 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $578,540 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-10-31 | $0 |
| Value of corrective distributions | 2012-10-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-10-31 | $100 |
| 2011 : GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-17,495 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $578,540 |
| Total plan assets at beginning of year | 2011-12-31 | $596,035 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $154 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-26,712 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-17,495 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $578,540 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $596,035 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $9,063 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 2010 401k financial data |
|---|
| 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 | $79,604 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $41 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $596,035 |
| Total plan assets at beginning of year | 2010-12-31 | $516,472 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $24,757 |
| 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 | $20,321 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $79,563 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $596,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $516,472 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $34,526 |
| 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 | $41 |
| 2009 : GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2007 : GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 2007 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2007-12-31 | $0 |
| 2012: GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 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 | Yes |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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 |
| 2011: GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 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 – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: GREEN BAY CHEST & INFECTIOUS DISEASES, S.C. RETIREMENT PLAN AND TRUST 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
