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WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 401k Plan overview

Plan NameWALDMAN SCHANTZ, PSC PROFIT SHARING PLAN
Plan identification number 002

WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

WALDMAN SCHANTZ, PSC has sponsored the creation of one or more 401k plans.

Company Name:WALDMAN SCHANTZ, PSC
Employer identification number (EIN):611062280
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01S. RANDOLPH WALDMAN
0022013-01-01S. RANDOLPH WALDMAN
0022012-01-01S RANDOLPH WALDMAN
0022011-01-01S RANDOLPH WALDMAN
0022009-01-01S RANDOLPH WALDMAN

Plan Statistics for WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN

401k plan membership statisitcs for WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN

Measure Date Value
2014: WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-017
Total of all active and inactive participants2014-01-017
Total participants2014-01-017
Number of participants with account balances2014-01-016
2013: WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2009: WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN

Measure Date Value
2014 : WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$103,504
Expenses. Total of all expenses incurred2014-12-31$200
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$2,213,067
Total plan assets at beginning of year2014-12-31$2,109,763
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$28,504
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$103,304
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,213,067
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,109,763
Assets. Value of participant loans2014-12-31$22,925
Total contributions received or receivable from employer(s)2014-12-31$75,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$200
2013 : WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$6,868
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,109,763
Total plan assets at beginning of year2013-12-31$2,102,895
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$6,868
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$6,868
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,109,763
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,102,895
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$3,405
Total plan assets at end of year2012-12-31$2,102,895
Total plan assets at beginning of year2012-12-31$2,099,490
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$3,405
Net income (gross income less expenses)2012-12-31$3,405
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,102,895
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,099,490
2011 : WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-1,748
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,099,490
Total plan assets at beginning of year2011-12-31$2,101,237
Value of fidelity bond covering the plan2011-12-31$200,000
Other income received2011-12-31$-32,625
Net income (gross income less expenses)2011-12-31$-1,748
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,099,490
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,101,237
Total contributions received or receivable from employer(s)2011-12-31$30,877
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$135,799
Expenses. Total of all expenses incurred2010-12-31$12,680
Benefits paid (including direct rollovers)2010-12-31$12,630
Total plan assets at end of year2010-12-31$2,101,237
Total plan assets at beginning of year2010-12-31$1,978,118
Value of fidelity bond covering the plan2010-12-31$200,000
Other income received2010-12-31$14,139
Net income (gross income less expenses)2010-12-31$123,119
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,101,237
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,978,118
Total contributions received or receivable from employer(s)2010-12-31$121,660
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50

Form 5500 Responses for WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN

2014: WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 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: WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WALDMAN SCHANTZ, PSC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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