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JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN
Plan identification number 001

JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN Benefits

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

JAMES B WELSH, M.D. has sponsored the creation of one or more 401k plans.

Company Name:JAMES B WELSH, M.D.
Employer identification number (EIN):751830311
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01FELICIA PIERCE2017-04-04
0012015-01-01FELICIA PIERCE2016-03-18
0012014-01-01FELICIA PIERCE2015-03-27
0012013-01-01
0012012-01-01ELIZABETH POWELL
0012011-01-01ALEX ARELLANO
0012010-01-01ALEX ARELLANO
0012009-01-01ALEX ARELLANO

Plan Statistics for JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2013: JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
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 participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
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 participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
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 participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
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 participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2013 : JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$507,545
Expenses. Total of all expenses incurred2013-12-31$27,412
Total plan assets at end of year2013-12-31$2,532,364
Total plan assets at beginning of year2013-12-31$2,052,231
Value of fidelity bond covering the plan2013-12-31$200,000
Other income received2013-12-31$507,545
Net income (gross income less expenses)2013-12-31$480,133
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,532,364
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,052,231
Assets. Value of real-estate (other than employer real property)2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$27,412
2012 : JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$199,460
Expenses. Total of all expenses incurred2012-12-31$24,828
Total plan assets at end of year2012-12-31$2,052,231
Total plan assets at beginning of year2012-12-31$1,877,599
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$199,460
Net income (gross income less expenses)2012-12-31$174,632
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,052,231
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,877,599
Assets. Value of real-estate (other than employer real property)2012-12-31$17,500
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$24,828
2011 : JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-140,355
Expenses. Total of all expenses incurred2011-12-31$24,315
Total plan assets at end of year2011-12-31$1,877,599
Total plan assets at beginning of year2011-12-31$2,042,269
Value of fidelity bond covering the plan2011-12-31$200,000
Other income received2011-12-31$-150,355
Net income (gross income less expenses)2011-12-31$-164,670
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,877,599
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,042,269
Assets. Value of real-estate (other than employer real property)2011-12-31$17,500
Total contributions received or receivable from employer(s)2011-12-31$10,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$24,315
2010 : JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$234,361
Expenses. Total of all expenses incurred2010-12-31$22,609
Total plan assets at end of year2010-12-31$2,042,269
Total plan assets at beginning of year2010-12-31$1,830,517
Value of fidelity bond covering the plan2010-12-31$200,000
Other income received2010-12-31$234,361
Net income (gross income less expenses)2010-12-31$211,752
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,042,269
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,830,517
Assets. Value of real-estate (other than employer real property)2010-12-31$17,500
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$22,609

Form 5500 Responses for JAMES B WELSH, M.D. EMPLOYEE PROFIT SHARING PLAN

2013: JAMES B WELSH, M.D. EMPLOYEE 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: JAMES B WELSH, M.D. EMPLOYEE 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: JAMES B WELSH, M.D. EMPLOYEE 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: JAMES B WELSH, M.D. EMPLOYEE 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: JAMES B WELSH, M.D. EMPLOYEE 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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