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RICHARD F. WALKER, JR., M.D., NEPHROLOGY ASSOCIATES, P.A. 401K PROFIT SHARING TRUST 401k Plan overview

Plan NameRICHARD F. WALKER, JR., M.D., NEPHROLOGY ASSOCIATES, P.A. 401K PROFIT SHARING TRUST
Plan identification number 001

RICHARD F. WALKER, JR., M.D., NEPHROLOGY ASSOCIATES, P.A. 401K PROFIT SHARING TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

RICHARD F. WALKER, JR., M.D. NEPHROLOGY ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD F. WALKER, JR., M.D. NEPHROLOGY ASSOCIATES, P.A.
Employer identification number (EIN):591917658
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD F. WALKER, JR., M.D., NEPHROLOGY ASSOCIATES, P.A. 401K PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01RICHARD F. WALKER, MD2013-12-03 RICHARD F. WALKER, MD2013-12-03
0012011-07-01RICHARD F. WALKER, MD2013-03-08 RICHARD F. WALKER, MD2013-03-08
0012009-07-01RICHARD F. WALKER, MD RICHARD F. WALKER, MD2011-02-24

Financial Data on RICHARD F. WALKER, JR., M.D., NEPHROLOGY ASSOCIATES, P.A. 401K PROFIT SHARING TRUST

Measure Date Value
2023 : RICHARD F. WALKER, JR., M.D., NEPHROLOGY ASSOCIATES, P.A. 401K PROFIT SHARING TRUST 2023 401k financial data
Total expenses incurred by plan in this plan year2023-04-1729542
Net assets as of the end of the plan year2023-04-173596298
Total assets as of the beginning of the plan year2023-04-174182338
Value of plan covered by a fidelity bond2023-04-17500000
Participant contributions to plan in this plan year2023-04-1767057
Other expenses paid from plan in this plan year2023-04-170
Other income to plan in this plan year2023-04-17-662250
Plan net income in this plan year2023-04-17-586040
Net assets as of the end of the plan year2023-04-173596298
Net assets as of the beginning of the plan year2023-04-174182338
Employer contributions to plan in this plan year2023-04-1738695
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-170
2011 : RICHARD F. WALKER, JR., M.D., NEPHROLOGY ASSOCIATES, P.A. 401K PROFIT SHARING TRUST 2011 401k financial data
Total income from all sources2011-06-30$1,591,480
Expenses. Total of all expenses incurred2011-06-30$142,985
Benefits paid (including direct rollovers)2011-06-30$135,883
Total plan assets at end of year2011-06-30$6,806,438
Total plan assets at beginning of year2011-06-30$5,357,943
Value of fidelity bond covering the plan2011-06-30$500,000
Total contributions received or receivable from participants2011-06-30$0
Expenses. Other expenses not covered elsewhere2011-06-30$7,102
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$1,285,294
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$1,448,495
Net plan assets at end of year (total assets less liabilities)2011-06-30$6,806,438
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$5,357,943
Assets. Value of participant loans2011-06-30$93,902
Total contributions received or receivable from employer(s)2011-06-30$306,186
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$0

Form 5500 Responses for RICHARD F. WALKER, JR., M.D., NEPHROLOGY ASSOCIATES, P.A. 401K PROFIT SHARING TRUST

2009: RICHARD F. WALKER, JR., M.D., NEPHROLOGY ASSOCIATES, P.A. 401K PROFIT SHARING TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL POL
Policy instance 1

Potentially related plans

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