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DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameDANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN
Plan identification number 001

DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) 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.
  • 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

DANIEL L. WYAND, PT & ASSOICATES, PLLC has sponsored the creation of one or more 401k plans.

Company Name:DANIEL L. WYAND, PT & ASSOICATES, PLLC
Employer identification number (EIN):753049924
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SCOTT EMERING2015-10-14
0012013-01-01DANIEL L. WYAND
0012012-01-01DANIEL L. WYAND
0012011-01-01DANIEL L. WYAND
0012010-01-01DANIEL L. WYAND
0012009-01-01DANIEL L. WYAND

Financial Data on DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN

Measure Date Value
2022 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-280
Total liabilities as of the end of the plan year2022-09-280
Total liabilities as of the beginning of the plan year2022-09-280
Total expenses incurred by plan in this plan year2022-09-28672334
Net assets as of the end of the plan year2022-09-288986766
Total assets as of the beginning of the plan year2022-09-288417055
Value of plan covered by a fidelity bond2022-09-28500000
Participant contributions to plan in this plan year2022-09-28171901
Other expenses paid from plan in this plan year2022-09-280
Other contributions to plan in this plan year2022-09-280
Other income to plan in this plan year2022-09-28880523
Plan net income in this plan year2022-09-28569711
Net assets as of the end of the plan year2022-09-288986766
Net assets as of the beginning of the plan year2022-09-288417055
Employer contributions to plan in this plan year2022-09-28189621
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2839625
2013 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$790,222
Expenses. Total of all expenses incurred2013-12-31$15,028
Total plan assets at end of year2013-12-31$4,298,684
Total plan assets at beginning of year2013-12-31$3,523,490
Total contributions received or receivable from participants2013-12-31$107,769
Expenses. Other expenses not covered elsewhere2013-12-31$13,655
Other income received2013-12-31$548,645
Net income (gross income less expenses)2013-12-31$775,194
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,298,684
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,523,490
Assets. Value of participant loans2013-12-31$104,353
Total contributions received or receivable from employer(s)2013-12-31$133,808
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,373
2012 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$609,052
Expenses. Total of all expenses incurred2012-12-31$875
Total plan assets at end of year2012-12-31$3,523,490
Total plan assets at beginning of year2012-12-31$2,915,313
Total contributions received or receivable from participants2012-12-31$112,172
Expenses. Other expenses not covered elsewhere2012-12-31$875
Contributions received from other sources (not participants or employers)2012-12-31$17,471
Other income received2012-12-31$346,647
Net income (gross income less expenses)2012-12-31$608,177
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,523,490
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,915,313
Assets. Value of participant loans2012-12-31$95,190
Total contributions received or receivable from employer(s)2012-12-31$132,762
2011 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$172,307
Expenses. Total of all expenses incurred2011-12-31$79,942
Benefits paid (including direct rollovers)2011-12-31$79,942
Total plan assets at end of year2011-12-31$2,915,313
Total plan assets at beginning of year2011-12-31$2,822,948
Total contributions received or receivable from participants2011-12-31$109,016
Contributions received from other sources (not participants or employers)2011-12-31$2,648
Other income received2011-12-31$-68,473
Net income (gross income less expenses)2011-12-31$92,365
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,915,313
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,822,948
Assets. Value of participant loans2011-12-31$74,405
Total contributions received or receivable from employer(s)2011-12-31$129,116
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$79,942
2010 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$525,912
Expenses. Total of all expenses incurred2010-12-31$26,877
Benefits paid (including direct rollovers)2010-12-31$26,877
Total plan assets at end of year2010-12-31$2,822,948
Total plan assets at beginning of year2010-12-31$2,323,913
Total contributions received or receivable from participants2010-12-31$102,426
Contributions received from other sources (not participants or employers)2010-12-31$4,957
Other income received2010-12-31$295,744
Net income (gross income less expenses)2010-12-31$499,035
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,822,948
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,323,913
Assets. Value of participant loans2010-12-31$66,189
Total contributions received or receivable from employer(s)2010-12-31$122,785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$26,877
2009 : DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) 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 DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) PLAN

2013: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 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: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DANIEL L. WYAND, PT & ASSOICATES, PLLC PROFIT SHARING 401(K) 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83408
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract numberPH457
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83408
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract numberPH457
Policy instance 2

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