401k Plan data: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN plan

IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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. Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

IMMUNE RECOVERY & WELLNESS PC has sponsored the creation of one or more 401k plans.

Company Name: IMMUNE RECOVERY & WELLNESS PC

Employer identification number (EIN): 870698874

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 ROBERTA LEE SHEPARD-MARDOCCO 2019-09-16 ROBERTA LEE SHEPARD-MARDOCCO 2019-09-16
001 2017-01-01 ROBERTA LEE SHEPARD-MARDOCCO 2018-10-14 ROBERTA LEE SHEPARD-MARDOCCO 2018-10-14
001 2016-01-01 ROBERTA LEE SHEPARD-MARDOCCO ROBERTA SHEPARD 2017-10-26
001 2015-01-01 ROBERTA LEE SHEPARD-MARDOCCO ROBERTA SHEPARD 2016-09-15
001 2014-01-01 ROBERTA LEE SHEPARD-MARDOCCO ROBERTA SHEPARD 2015-09-18
001 2013-01-01 ROBERTA LEE SHEPARD-MARDOCCO ROBERTA SHEPARD 2014-10-06
001 2012-01-01 ROBERTA LEE SHEPARD-MARDOCCO
001 2011-01-01 ROBERTA LEE SHEPARD-MARDOCCO
001 2009-01-01 ROBERTA LEE SHEPARD-MARDOCCO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	ROBERTA LEE SHEPARD-MARDOCCO	2019-09-16	ROBERTA LEE SHEPARD-MARDOCCO	2019-09-16
001	2017-01-01	ROBERTA LEE SHEPARD-MARDOCCO	2018-10-14	ROBERTA LEE SHEPARD-MARDOCCO	2018-10-14
001	2016-01-01	ROBERTA LEE SHEPARD-MARDOCCO		ROBERTA SHEPARD	2017-10-26
001	2015-01-01	ROBERTA LEE SHEPARD-MARDOCCO		ROBERTA SHEPARD	2016-09-15
001	2014-01-01	ROBERTA LEE SHEPARD-MARDOCCO		ROBERTA SHEPARD	2015-09-18
001	2013-01-01	ROBERTA LEE SHEPARD-MARDOCCO		ROBERTA SHEPARD	2014-10-06
001	2012-01-01	ROBERTA LEE SHEPARD-MARDOCCO
001	2011-01-01	ROBERTA LEE SHEPARD-MARDOCCO
001	2009-01-01	ROBERTA LEE SHEPARD-MARDOCCO

Plan Statistics for IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2009: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2016: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2009: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$20,453
Total plan assets at end of year	2016-12-31	$295,885
Total plan assets at beginning of year	2016-12-31	$275,432
Other income received	2016-12-31	$20,453
Net income (gross income less expenses)	2016-12-31	$20,453
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$295,885
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$275,432
2015 : IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,345
Total plan assets at end of year	2015-12-31	$275,432
Total plan assets at beginning of year	2015-12-31	$274,087
Total contributions received or receivable from participants	2015-12-31	$2,600
Other income received	2015-12-31	$-1,255
Net income (gross income less expenses)	2015-12-31	$1,345
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$275,432
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$274,087
2014 : IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$68,823
Total plan assets at end of year	2014-12-31	$274,087
Total plan assets at beginning of year	2014-12-31	$205,264
Total contributions received or receivable from participants	2014-12-31	$46,000
Other income received	2014-12-31	$18,649
Net income (gross income less expenses)	2014-12-31	$68,823
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$274,087
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$205,264
Total contributions received or receivable from employer(s)	2014-12-31	$4,174
2013 : IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$70,598
Expenses. Total of all expenses incurred	2013-12-31	$5,940
Benefits paid (including direct rollovers)	2013-12-31	$5,940
Total plan assets at end of year	2013-12-31	$205,264
Total plan assets at beginning of year	2013-12-31	$140,606
Total contributions received or receivable from participants	2013-12-31	$52,000
Other income received	2013-12-31	$14,563
Net income (gross income less expenses)	2013-12-31	$64,658
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$205,264
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$140,606
Total contributions received or receivable from employer(s)	2013-12-31	$4,035
2012 : IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$26,683
Total plan assets at end of year	2012-12-31	$140,606
Total plan assets at beginning of year	2012-12-31	$113,923
Total contributions received or receivable from participants	2012-12-31	$17,908
Other income received	2012-12-31	$4,671
Net income (gross income less expenses)	2012-12-31	$26,683
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$140,606
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$113,923
Total contributions received or receivable from employer(s)	2012-12-31	$4,104
2011 : IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$9,026
Total plan assets at end of year	2011-12-31	$113,923
Total plan assets at beginning of year	2011-12-31	$104,897
Total contributions received or receivable from participants	2011-12-31	$5,208
Other income received	2011-12-31	$644
Net income (gross income less expenses)	2011-12-31	$9,026
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$113,923
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$104,897
Total contributions received or receivable from employer(s)	2011-12-31	$3,174
2010 : IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$8,197
Total plan assets at end of year	2010-12-31	$104,897
Total plan assets at beginning of year	2010-12-31	$96,700
Total contributions received or receivable from participants	2010-12-31	$208
Other income received	2010-12-31	$4,980
Net income (gross income less expenses)	2010-12-31	$8,197
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$104,897
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$96,700
Total contributions received or receivable from employer(s)	2010-12-31	$3,009

Form 5500 Responses for IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN

2016: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: IMMUNE RECOVERY & WELLNESS, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

IMMUNE RECOVERY INSTITUTE LLC 401K & PROFIT SHARING PLAN [EIN = 460511594]

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Company Name:	IMMUNE RECOVERY & WELLNESS PC
Employer identification number (EIN):	870698874
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners