DAVID E BILSTROM MD PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID E BILSTROM MD PC PROFIT SHARING PLAN
Measure | Date | Value |
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2023: DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
Total of all active and inactive participants | 2023-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 3 |
Number of participants with account balances | 2023-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
Total of all active and inactive participants | 2022-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 9 |
Number of participants with account balances | 2022-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 11 |
Number of participants with account balances | 2021-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 11 |
Number of participants with account balances | 2020-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 11 |
Number of participants with account balances | 2019-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 11 |
Number of participants with account balances | 2018-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 10 |
Number of participants with account balances | 2017-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
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 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 8 |
Number of participants with account balances | 2016-01-01 | 8 |
2015: DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 8 |
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: DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 8 |
Total participants | 2012-01-01 | 8 |
Number of participants with account balances | 2012-01-01 | 8 |
2009: DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 8 |
Number of participants with account balances | 2009-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $490,932 |
Expenses. Total of all expenses incurred | 2023-12-31 | $968,710 |
Benefits paid (including direct rollovers) | 2023-12-31 | $968,710 |
Total plan assets at end of year | 2023-12-31 | $6,012,038 |
Total plan assets at beginning of year | 2023-12-31 | $6,489,816 |
Value of fidelity bond covering the plan | 2023-12-31 | $100,000 |
Total contributions received or receivable from participants | 2023-12-31 | $5,511 |
Other income received | 2023-12-31 | $485,421 |
Net income (gross income less expenses) | 2023-12-31 | $-477,778 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,012,038 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,489,816 |
Assets. Value of participant loans | 2023-12-31 | $0 |
2022 : DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $34,677 |
Expenses. Total of all expenses incurred | 2022-12-31 | $670,405 |
Benefits paid (including direct rollovers) | 2022-12-31 | $345,627 |
Total plan assets at end of year | 2022-12-31 | $6,489,816 |
Total plan assets at beginning of year | 2022-12-31 | $7,125,544 |
Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
Total contributions received or receivable from participants | 2022-12-31 | $22,896 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $324,778 |
Net income (gross income less expenses) | 2022-12-31 | $-635,728 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,489,816 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,125,544 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $11,781 |
2021 : DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $753,395 |
Expenses. Total of all expenses incurred | 2021-12-31 | $636,447 |
Benefits paid (including direct rollovers) | 2021-12-31 | $636,447 |
Total plan assets at end of year | 2021-12-31 | $7,125,544 |
Total plan assets at beginning of year | 2021-12-31 | $7,008,596 |
Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
Total contributions received or receivable from participants | 2021-12-31 | $24,077 |
Other income received | 2021-12-31 | $706,799 |
Net income (gross income less expenses) | 2021-12-31 | $116,948 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,125,544 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,008,596 |
Assets. Value of participant loans | 2021-12-31 | $50,000 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $22,519 |
2020 : DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2020 401k financial data |
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Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $111,668 |
Expenses. Total of all expenses incurred | 2020-12-31 | $195,940 |
Benefits paid (including direct rollovers) | 2020-12-31 | $195,940 |
Total plan assets at end of year | 2020-12-31 | $7,008,596 |
Total plan assets at beginning of year | 2020-12-31 | $7,092,868 |
Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
Total contributions received or receivable from participants | 2020-12-31 | $32,100 |
Other income received | 2020-12-31 | $63,300 |
Net income (gross income less expenses) | 2020-12-31 | $-84,272 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,008,596 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,092,868 |
Assets. Value of participant loans | 2020-12-31 | $50,000 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $16,268 |
2019 : DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2019 401k financial data |
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Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $775,006 |
Expenses. Total of all expenses incurred | 2019-12-31 | $411,314 |
Benefits paid (including direct rollovers) | 2019-12-31 | $411,314 |
Total plan assets at end of year | 2019-12-31 | $7,092,868 |
Total plan assets at beginning of year | 2019-12-31 | $6,729,176 |
Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
Total contributions received or receivable from participants | 2019-12-31 | $79,233 |
Other income received | 2019-12-31 | $634,254 |
Net income (gross income less expenses) | 2019-12-31 | $363,692 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,092,868 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,729,176 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $61,519 |
2018 : DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2018 401k financial data |
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Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $149,639 |
Expenses. Total of all expenses incurred | 2018-12-31 | $255,030 |
Benefits paid (including direct rollovers) | 2018-12-31 | $253,972 |
Total plan assets at end of year | 2018-12-31 | $6,729,176 |
Total plan assets at beginning of year | 2018-12-31 | $6,834,567 |
Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
Total contributions received or receivable from participants | 2018-12-31 | $88,217 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,058 |
Net income (gross income less expenses) | 2018-12-31 | $-105,391 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,729,176 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,834,567 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $61,422 |
2017 : DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2017 401k financial data |
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Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $444,972 |
Expenses. Total of all expenses incurred | 2017-12-31 | $487,845 |
Benefits paid (including direct rollovers) | 2017-12-31 | $487,845 |
Total plan assets at end of year | 2017-12-31 | $6,834,567 |
Total plan assets at beginning of year | 2017-12-31 | $6,877,440 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Total contributions received or receivable from participants | 2017-12-31 | $86,527 |
Other income received | 2017-12-31 | $260,847 |
Net income (gross income less expenses) | 2017-12-31 | $-42,873 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,834,567 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,877,440 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $97,598 |
2016 : DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $226,587 |
Expenses. Total of all expenses incurred | 2016-12-31 | $229,480 |
Benefits paid (including direct rollovers) | 2016-12-31 | $229,480 |
Total plan assets at end of year | 2016-12-31 | $6,877,440 |
Total plan assets at beginning of year | 2016-12-31 | $6,880,333 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $15,987 |
Other income received | 2016-12-31 | $152,832 |
Net income (gross income less expenses) | 2016-12-31 | $-2,893 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,877,440 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,880,333 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $57,768 |
2015 : DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $72,318 |
Expenses. Total of all expenses incurred | 2015-12-31 | $229,937 |
Benefits paid (including direct rollovers) | 2015-12-31 | $229,937 |
Total plan assets at end of year | 2015-12-31 | $6,907,000 |
Total plan assets at beginning of year | 2015-12-31 | $7,064,619 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $35,441 |
Other income received | 2015-12-31 | $-15,187 |
Net income (gross income less expenses) | 2015-12-31 | $-157,619 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,907,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,064,619 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $52,064 |
2014 : DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2014 401k financial data |
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Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $127,043 |
Total plan assets at end of year | 2014-12-31 | $7,064,619 |
Total plan assets at beginning of year | 2014-12-31 | $6,937,576 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $55,850 |
Other income received | 2014-12-31 | $11,491 |
Net income (gross income less expenses) | 2014-12-31 | $127,043 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,064,619 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,937,576 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $335,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $59,702 |
2013 : DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,391,022 |
Expenses. Total of all expenses incurred | 2013-12-31 | $23,702 |
Benefits paid (including direct rollovers) | 2013-12-31 | $23,702 |
Total plan assets at end of year | 2013-12-31 | $6,937,576 |
Total plan assets at beginning of year | 2013-12-31 | $5,570,256 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $55,414 |
Other income received | 2013-12-31 | $1,278,973 |
Net income (gross income less expenses) | 2013-12-31 | $1,367,320 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $6,937,576 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,570,256 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $324,850 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $56,635 |
2012 : DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2012 401k financial data |
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Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $643,440 |
Total plan assets at end of year | 2012-12-31 | $5,570,256 |
Total plan assets at beginning of year | 2012-12-31 | $4,926,816 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $53,355 |
Other income received | 2012-12-31 | $534,085 |
Net income (gross income less expenses) | 2012-12-31 | $643,440 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,570,256 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,926,816 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $327,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $56,000 |
2010 : DAVID E BILSTROM MD PC PROFIT SHARING PLAN 2010 401k financial data |
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Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $595,401 |
Total plan assets at end of year | 2010-12-31 | $4,717,840 |
Total plan assets at beginning of year | 2010-12-31 | $4,122,439 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $51,892 |
Other income received | 2010-12-31 | $493,963 |
Net income (gross income less expenses) | 2010-12-31 | $595,401 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,717,840 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,122,439 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $49,546 |