Logo

BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameBEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN
Plan identification number 003

BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

BEELER MANSKE CLINIC, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:BEELER MANSKE CLINIC, L.L.P.
Employer identification number (EIN):741197437
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01LEAH WEBSTER2021-10-01
0032019-01-01LEAH WEBSTER2020-10-06
0032018-01-01LEAH WEBSTER2019-10-03
0032018-01-01LEAH WEBSTER2020-09-21
0032017-01-01
0032017-01-01LEAH WEBSTER2020-09-21
0032017-01-01LEAH WEBSTER2019-09-30
0032016-01-01
0032015-01-01
0032014-01-01ALFREDO J. NODARSE, M. D.
0032013-01-01SWAYAM PRAKASH
0032012-01-01SWAYAM PRAKASH
0032012-01-01SWAYAM PRAKASH
0032011-01-01SWAYAM PRAKASH, M.D.
0032010-01-01SWAYAM PRAKASH2013-06-06

Plan Statistics for BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN

Measure Date Value
2020: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0152
Total number of active participants reported on line 7a of the Form 55002020-01-0137
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0158
Number of participants with account balances2020-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0149
Total number of active participants reported on line 7a of the Form 55002019-01-0140
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0153
Number of participants with account balances2019-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0145
Total number of active participants reported on line 7a of the Form 55002018-01-0139
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0151
Number of participants with account balances2018-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0142
Total number of active participants reported on line 7a of the Form 55002017-01-0132
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0144
Number of participants with account balances2017-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0133
Total number of active participants reported on line 7a of the Form 55002016-01-0131
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0142
Number of participants with account balances2016-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0130
Total number of active participants reported on line 7a of the Form 55002015-01-0121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0132
Number of participants with account balances2015-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0138
Total number of active participants reported on line 7a of the Form 55002014-01-0124
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0130
Number of participants with account balances2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0149
Total number of active participants reported on line 7a of the Form 55002013-01-0134
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0138
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0156
Total number of active participants reported on line 7a of the Form 55002012-01-0136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0149
Number of participants with account balances2012-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0161
Total number of active participants reported on line 7a of the Form 55002011-01-0138
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0158
Number of participants with account balances2011-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN

Measure Date Value
2020 : BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$665
Total plan liabilities at beginning of year2020-12-31$3,417
Total income from all sources2020-12-31$4,349,387
Expenses. Total of all expenses incurred2020-12-31$659,911
Benefits paid (including direct rollovers)2020-12-31$639,685
Total plan assets at end of year2020-12-31$16,103,187
Total plan assets at beginning of year2020-12-31$12,416,463
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$204,682
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$12,165
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$3,997,259
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$3,689,476
Net plan assets at end of year (total assets less liabilities)2020-12-31$16,102,522
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$12,413,046
Assets. Value of participant loans2020-12-31$77,364
Total contributions received or receivable from employer(s)2020-12-31$147,446
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$8,061
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$3,417
Total plan liabilities at beginning of year2019-12-31$3,417
Total income from all sources2019-12-31$3,171,583
Expenses. Total of all expenses incurred2019-12-31$495,901
Benefits paid (including direct rollovers)2019-12-31$481,792
Total plan assets at end of year2019-12-31$12,416,463
Total plan assets at beginning of year2019-12-31$9,740,781
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$181,260
Assets. Value of loans (other than to participants)2019-12-31$466,000
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$2,878,410
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,675,682
Net plan assets at end of year (total assets less liabilities)2019-12-31$12,413,046
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$9,737,364
Assets. Value of participant loans2019-12-31$49,918
Total contributions received or receivable from employer(s)2019-12-31$111,913
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$14,109
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$3,417
Total plan liabilities at beginning of year2018-12-31$2,752
Total income from all sources2018-12-31$-1,094,249
Expenses. Total of all expenses incurred2018-12-31$370,478
Benefits paid (including direct rollovers)2018-12-31$369,261
Total plan assets at end of year2018-12-31$9,703,285
Total plan assets at beginning of year2018-12-31$11,167,347
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$154,020
Assets. Value of loans (other than to participants)2018-12-31$427,700
Expenses. Other expenses not covered elsewhere2018-12-31$1,217
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-1,346,946
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,464,727
Net plan assets at end of year (total assets less liabilities)2018-12-31$9,699,868
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$11,164,595
Assets. Value of participant loans2018-12-31$21,881
Total contributions received or receivable from employer(s)2018-12-31$98,677
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,245,359
Expenses. Total of all expenses incurred2017-12-31$345,595
Benefits paid (including direct rollovers)2017-12-31$331,999
Total plan assets at end of year2017-12-31$11,164,595
Total plan assets at beginning of year2017-12-31$9,264,831
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$153,058
Assets. Value of loans (other than to participants)2017-12-31$360,000
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,972,008
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,899,764
Net plan assets at end of year (total assets less liabilities)2017-12-31$11,164,595
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$9,264,831
Assets. Value of participant loans2017-12-31$77,827
Total contributions received or receivable from employer(s)2017-12-31$120,293
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,596
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$1,392
Total income from all sources2016-12-31$503,186
Expenses. Total of all expenses incurred2016-12-31$704,355
Benefits paid (including direct rollovers)2016-12-31$687,912
Total plan assets at end of year2016-12-31$9,264,831
Total plan assets at beginning of year2016-12-31$9,467,392
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$138,826
Assets. Value of loans (other than to participants)2016-12-31$360,000
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$252,064
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-201,169
Net plan assets at end of year (total assets less liabilities)2016-12-31$9,264,831
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$9,466,000
Assets. Value of participant loans2016-12-31$37,457
Total contributions received or receivable from employer(s)2016-12-31$112,296
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$16,443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$1,392
Total plan liabilities at beginning of year2015-12-31$46,392
Total income from all sources2015-12-31$208,766
Expenses. Total of all expenses incurred2015-12-31$252,630
Benefits paid (including direct rollovers)2015-12-31$241,454
Total plan assets at end of year2015-12-31$9,467,392
Total plan assets at beginning of year2015-12-31$9,556,256
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$145,357
Assets. Value of loans (other than to participants)2015-12-31$360,000
Expenses. Other expenses not covered elsewhere2015-12-31$7,450
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-64,929
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-43,864
Net plan assets at end of year (total assets less liabilities)2015-12-31$9,466,000
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$9,509,864
Assets. Value of participant loans2015-12-31$66,725
Total contributions received or receivable from employer(s)2015-12-31$128,338
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,726
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$46,392
Total plan liabilities at beginning of year2014-12-31$854
Total income from all sources2014-12-31$912,880
Expenses. Total of all expenses incurred2014-12-31$303,555
Benefits paid (including direct rollovers)2014-12-31$289,594
Total plan assets at end of year2014-12-31$9,556,256
Total plan assets at beginning of year2014-12-31$8,901,393
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$190,838
Assets. Value of loans (other than to participants)2014-12-31$330,000
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$606,971
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$609,325
Net plan assets at end of year (total assets less liabilities)2014-12-31$9,509,864
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,900,539
Assets. Value of participant loans2014-12-31$65,831
Total contributions received or receivable from employer(s)2014-12-31$115,071
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$13,961
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$854
Total plan liabilities at beginning of year2013-12-31$15,087
Total income from all sources2013-12-31$1,843,217
Expenses. Total of all expenses incurred2013-12-31$119,906
Benefits paid (including direct rollovers)2013-12-31$113,839
Total plan assets at end of year2013-12-31$8,901,393
Total plan assets at beginning of year2013-12-31$7,192,315
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$157,723
Assets. Value of loans (other than to participants)2013-12-31$200,000
Expenses. Other expenses not covered elsewhere2013-12-31$2,530
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,557,449
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,723,311
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,900,539
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,177,228
Assets. Value of participant loans2013-12-31$62,745
Total contributions received or receivable from employer(s)2013-12-31$128,045
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$3,537
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$18,016
Total plan liabilities at beginning of year2012-12-31$11,000
Total income from all sources2012-12-31$1,183,689
Expenses. Total of all expenses incurred2012-12-31$184,170
Benefits paid (including direct rollovers)2012-12-31$176,200
Total plan assets at end of year2012-12-31$7,175,642
Total plan assets at beginning of year2012-12-31$6,169,107
Total contributions received or receivable from participants2012-12-31$157,665
Assets. Value of loans (other than to participants)2012-12-31$200,000
Expenses. Other expenses not covered elsewhere2012-12-31$7,970
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$0
Noncash contributions received2012-12-31$891,527
Net income (gross income less expenses)2012-12-31$999,519
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,157,626
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,158,107
Assets. Value of participant loans2012-12-31$80,121
Total contributions received or receivable from employer(s)2012-12-31$134,497
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$11,000
Total plan liabilities at beginning of year2011-12-31$11,000
Total income from all sources2011-12-31$-136,985
Expenses. Total of all expenses incurred2011-12-31$16,242
Benefits paid (including direct rollovers)2011-12-31$12,255
Total plan assets at end of year2011-12-31$6,169,107
Total plan assets at beginning of year2011-12-31$6,322,334
Total contributions received or receivable from participants2011-12-31$152,138
Assets. Value of loans (other than to participants)2011-12-31$200,000
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-435,788
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-153,227
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,158,107
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,311,334
Assets. Value of participant loans2011-12-31$73,859
Total contributions received or receivable from employer(s)2011-12-31$146,665
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,987
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN

2020: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) 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 filingNo
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BEELER MANSKE CLINIC, L.L.P. SAFE HARBOR 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number105882
Policy instance 1
Insurance contract or identification number105882
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-04-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $125
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees125
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number105882
Policy instance 1
Insurance contract or identification number105882
Number of Individuals Covered34
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $739
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees739
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number105882
Policy instance 1
Insurance contract or identification number105882
Number of Individuals Covered31
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $692
Total amount of fees paid to insurance companyUSD $986
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees986
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $692
Insurance broker nameEDWARD D. JON
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number105882
Policy instance 1
Insurance contract or identification number105882
Number of Individuals Covered21
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,938
Total amount of fees paid to insurance companyUSD $633
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,938
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS PAID
Insurance broker organization code?3
Insurance broker nameLOREN D. STARK COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number105882
Policy instance 1
Insurance contract or identification number105882
Number of Individuals Covered22
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,962
Total amount of fees paid to insurance companyUSD $855
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,962
Insurance broker organization code?5
Amount paid for insurance broker fees855
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameLOREN D. STARK COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number105882
Policy instance 1
Insurance contract or identification number105882
Number of Individuals Covered27
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,357
Total amount of fees paid to insurance companyUSD $1,551
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1551
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,357
Insurance broker nameEDWARD D. JONES & COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number105882
Policy instance 1
Insurance contract or identification number105882
Number of Individuals Covered41
Insurance policy start date2012-06-12
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,598
Total amount of fees paid to insurance companyUSD $1,490
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,598
Insurance broker organization code?4
Amount paid for insurance broker fees1490
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameLOREN D. STARK COMPANY

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1