401k Plan data: CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN plan

CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan Name	CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN
Plan identification number	001

CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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

CLAUDE W. BETTY, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: CLAUDE W. BETTY, M.D., P.A.

Employer identification number (EIN): 751671349

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about CLAUDE W. BETTY, M.D., P.A.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1970-07-10

Company Identification Number: 0080037303

Legal Registered Office Address: 1206 S FORDHAM ST

PERRYTON
United States of America (USA)
79070

More information about CLAUDE W. BETTY, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 CLAUDE W. BETTY, M.D. 2015-10-13
001 2013-01-01
001 2012-01-01 CINDY L YARBROUGH CINDY L YARBROUGH 2013-06-29
001 2011-01-01 CINDY L YARBROUGH CINDY L YARBROUGH 2012-09-07
001 2010-01-01 CINDY L YARBROUGH 2011-07-30 CINDY L YARBROUGH 2011-07-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	CLAUDE W. BETTY, M.D.	2015-10-13
001	2013-01-01
001	2012-01-01	CINDY L YARBROUGH		CINDY L YARBROUGH	2013-06-29
001	2011-01-01	CINDY L YARBROUGH		CINDY L YARBROUGH	2012-09-07
001	2010-01-01	CINDY L YARBROUGH	2011-07-30	CINDY L YARBROUGH	2011-07-30

Plan Statistics for CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2013: CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN

Measure	Date	Value
2013 : CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$43,241
Expenses. Total of all expenses incurred	2013-12-31	$15,655
Benefits paid (including direct rollovers)	2013-12-31	$14,490
Total plan assets at end of year	2013-12-31	$422,525
Total plan assets at beginning of year	2013-12-31	$394,939
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$803
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$3,241
Net income (gross income less expenses)	2013-12-31	$27,586
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$422,525
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$394,939
Total contributions received or receivable from employer(s)	2013-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$362
2012 : CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$47,011
Expenses. Total of all expenses incurred	2012-12-31	$13,939
Benefits paid (including direct rollovers)	2012-12-31	$12,775
Total plan assets at end of year	2012-12-31	$394,939
Total plan assets at beginning of year	2012-12-31	$361,867
Value of fidelity bond covering the plan	2012-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$803
Other income received	2012-12-31	$7,011
Net income (gross income less expenses)	2012-12-31	$33,072
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$394,939
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$361,867
Total contributions received or receivable from employer(s)	2012-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$361
2011 : CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$32,213
Expenses. Total of all expenses incurred	2011-12-31	$35,742
Benefits paid (including direct rollovers)	2011-12-31	$34,625
Total plan assets at end of year	2011-12-31	$361,867
Total plan assets at beginning of year	2011-12-31	$365,396
Value of fidelity bond covering the plan	2011-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$803
Other income received	2011-12-31	$2,213
Net income (gross income less expenses)	2011-12-31	$-3,529
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$361,867
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$365,396
Total contributions received or receivable from employer(s)	2011-12-31	$30,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$314

Form 5500 Responses for CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN

2013: CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN 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	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CLAUDE W. BETTY, M.D., P.A. PROFIT SHARING PLAN 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 – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	81810
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	81810
Policy instance	1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	81810
Policy instance	1

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Company Name:	CLAUDE W. BETTY, M.D., P.A.
Employer identification number (EIN):	751671349
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1970-07-10
Company Identification Number:	0080037303
Legal Registered Office Address:	1206 S FORDHAM ST PERRYTON United States of America (USA) 79070