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JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameJACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

JACK E. METCALF, M.D., INC. 401(K) AND 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.
  • 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.
  • 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

JACK E. METCALF, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:JACK E. METCALF, M.D., INC.
Employer identification number (EIN):731025803
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01JACK E. METCALF
0012014-01-01JACK E. METCALF
0012013-01-01
0012012-01-01JACK E. METCALF
0012011-01-01JACK E. METCALF
0012010-01-01JACK E. METCALF
0012009-01-01MARIA ROBLES MEYERS

Plan Statistics for JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2016: JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
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 participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
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: JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JACK E. METCALF, M.D., INC. 401(K) AND 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 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Number of participants with account balances2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-015
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 participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2016 : JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-10,082
Expenses. Total of all expenses incurred2016-12-31$115,482
Benefits paid (including direct rollovers)2016-12-31$115,482
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$125,564
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$0
Other income received2016-12-31$-10,082
Net income (gross income less expenses)2016-12-31$-125,564
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$125,564
Total contributions received or receivable from employer(s)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-30,112
Expenses. Total of all expenses incurred2015-12-31$4,192,226
Benefits paid (including direct rollovers)2015-12-31$4,192,226
Total plan assets at end of year2015-12-31$125,564
Total plan assets at beginning of year2015-12-31$4,347,902
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$35,438
Other income received2015-12-31$-74,089
Net income (gross income less expenses)2015-12-31$-4,222,338
Net plan assets at end of year (total assets less liabilities)2015-12-31$125,564
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,347,902
Total contributions received or receivable from employer(s)2015-12-31$8,539
2014 : JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$683,960
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$4,347,902
Total plan assets at beginning of year2014-12-31$3,663,942
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$50,030
Other income received2014-12-31$621,807
Net income (gross income less expenses)2014-12-31$683,960
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,347,902
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,663,942
Total contributions received or receivable from employer(s)2014-12-31$12,123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$214,012
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$3,663,942
Total plan assets at beginning of year2013-12-31$3,449,930
Total contributions received or receivable from participants2013-12-31$49,797
Other income received2013-12-31$116,172
Net income (gross income less expenses)2013-12-31$214,012
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,663,942
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,449,930
Total contributions received or receivable from employer(s)2013-12-31$48,043
2012 : JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$257,564
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$3,449,930
Total plan assets at beginning of year2012-12-31$3,192,366
Total contributions received or receivable from participants2012-12-31$49,854
Other income received2012-12-31$155,878
Net income (gross income less expenses)2012-12-31$257,564
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,449,930
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,192,366
Total contributions received or receivable from employer(s)2012-12-31$51,832
2011 : JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$235,626
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$3,192,366
Total plan assets at beginning of year2011-12-31$2,956,740
Total contributions received or receivable from participants2011-12-31$48,435
Other income received2011-12-31$140,158
Net income (gross income less expenses)2011-12-31$235,626
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,192,366
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,956,740
Total contributions received or receivable from employer(s)2011-12-31$47,033
2010 : JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$348,189
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$2,956,740
Total plan assets at beginning of year2010-12-31$2,608,551
Total contributions received or receivable from participants2010-12-31$48,474
Other income received2010-12-31$254,260
Net income (gross income less expenses)2010-12-31$348,189
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,956,740
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,608,551
Total contributions received or receivable from employer(s)2010-12-31$45,455
2009 : JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN

2016: JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JACK E. METCALF, M.D., INC. 401(K) AND 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: JACK E. METCALF, M.D., INC. 401(K) AND 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: JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JACK E. METCALF, M.D., INC. 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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