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CHARLES C NOVAK MD CHARTERED RET PLAN 401k Plan overview

Plan NameCHARLES C NOVAK MD CHARTERED RET PLAN
Plan identification number 001

CHARLES C NOVAK MD CHARTERED RET 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CHARLES C NOVAK MD CHARTERED has sponsored the creation of one or more 401k plans.

Company Name:CHARLES C NOVAK MD CHARTERED
Employer identification number (EIN):943022654
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES C NOVAK MD CHARTERED RET PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01CHARLES C NOVAK
0012017-01-01CHARLES C NOVAK
0012016-01-01CHARLES C NOVAK
0012015-01-01CHARLES C NOVAK
0012014-01-01
0012013-01-01
0012012-01-01CHARLES C. NOVAK
0012011-01-01CHARLES C. NOVAK
0012010-01-01CHARLES C. NOVAK
0012009-01-01CHARLES C. NOVAK

Financial Data on CHARLES C NOVAK MD CHARTERED RET PLAN

Measure Date Value
2020 : CHARLES C NOVAK MD CHARTERED RET PLAN 2020 401k financial data
Total income from all sources2020-12-31$205,269
Expenses. Total of all expenses incurred2020-12-31$12,962
Total plan assets at end of year2020-12-31$1,603,503
Total plan assets at beginning of year2020-12-31$1,411,196
Value of fidelity bond covering the plan2020-12-31$161,000
Total contributions received or receivable from participants2020-12-31$26,000
Other income received2020-12-31$141,769
Net income (gross income less expenses)2020-12-31$192,307
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,603,503
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,411,196
Total contributions received or receivable from employer(s)2020-12-31$37,500
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$12,962
2019 : CHARLES C NOVAK MD CHARTERED RET PLAN 2019 401k financial data
Total income from all sources2019-12-31$92,305
Expenses. Total of all expenses incurred2019-12-31$75
Total plan assets at end of year2019-12-31$1,411,196
Total plan assets at beginning of year2019-12-31$1,318,966
Value of fidelity bond covering the plan2019-12-31$142,000
Total contributions received or receivable from participants2019-12-31$25,000
Other income received2019-12-31$30,305
Net income (gross income less expenses)2019-12-31$92,230
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,411,196
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,318,966
Total contributions received or receivable from employer(s)2019-12-31$37,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$75
2018 : CHARLES C NOVAK MD CHARTERED RET PLAN 2018 401k financial data
Total income from all sources2018-12-31$83,085
Total plan assets at end of year2018-12-31$1,318,966
Total plan assets at beginning of year2018-12-31$1,235,881
Value of fidelity bond covering the plan2018-12-31$132,000
Total contributions received or receivable from participants2018-12-31$24,500
Other income received2018-12-31$23,085
Net income (gross income less expenses)2018-12-31$83,085
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,318,966
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,235,881
Total contributions received or receivable from employer(s)2018-12-31$35,500
2017 : CHARLES C NOVAK MD CHARTERED RET PLAN 2017 401k financial data
Total income from all sources2017-12-31$80,830
Total plan assets at end of year2017-12-31$1,235,881
Total plan assets at beginning of year2017-12-31$1,155,051
Value of fidelity bond covering the plan2017-12-31$124,000
Total contributions received or receivable from participants2017-12-31$24,000
Other income received2017-12-31$20,830
Net income (gross income less expenses)2017-12-31$80,830
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,235,881
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,155,051
Total contributions received or receivable from employer(s)2017-12-31$36,000
2016 : CHARLES C NOVAK MD CHARTERED RET PLAN 2016 401k financial data
Total income from all sources2016-12-31$70,993
Total plan assets at end of year2016-12-31$1,155,051
Total plan assets at beginning of year2016-12-31$1,084,058
Value of fidelity bond covering the plan2016-12-31$116,000
Total contributions received or receivable from participants2016-12-31$24,000
Other income received2016-12-31$11,993
Net income (gross income less expenses)2016-12-31$70,993
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,155,051
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,084,058
Total contributions received or receivable from employer(s)2016-12-31$35,000
2015 : CHARLES C NOVAK MD CHARTERED RET PLAN 2015 401k financial data
Total income from all sources2015-12-31$81,337
Expenses. Total of all expenses incurred2015-12-31$10,410
Total plan assets at end of year2015-12-31$1,084,058
Total plan assets at beginning of year2015-12-31$1,013,131
Value of fidelity bond covering the plan2015-12-31$109,000
Total contributions received or receivable from participants2015-12-31$24,000
Other income received2015-12-31$22,337
Net income (gross income less expenses)2015-12-31$70,927
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,084,058
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,013,131
Total contributions received or receivable from employer(s)2015-12-31$35,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,410
2014 : CHARLES C NOVAK MD CHARTERED RET PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$1,386
Total income from all sources2014-12-31$68,721
Total plan assets at end of year2014-12-31$1,013,131
Total plan assets at beginning of year2014-12-31$945,796
Value of fidelity bond covering the plan2014-12-31$105,000
Total contributions received or receivable from participants2014-12-31$23,000
Other income received2014-12-31$11,221
Net income (gross income less expenses)2014-12-31$68,721
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,013,131
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$944,410
Total contributions received or receivable from employer(s)2014-12-31$34,500
2013 : CHARLES C NOVAK MD CHARTERED RET PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,386
Total income from all sources2013-12-31$68,186
Total plan assets at end of year2013-12-31$945,796
Total plan assets at beginning of year2013-12-31$876,224
Value of fidelity bond covering the plan2013-12-31$95,000
Total contributions received or receivable from participants2013-12-31$23,000
Other income received2013-12-31$11,686
Net income (gross income less expenses)2013-12-31$68,186
Net plan assets at end of year (total assets less liabilities)2013-12-31$944,410
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$876,224
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$33,500
2012 : CHARLES C NOVAK MD CHARTERED RET PLAN 2012 401k financial data
Total income from all sources2012-12-31$70,162
Total plan assets at end of year2012-12-31$876,224
Total plan assets at beginning of year2012-12-31$806,062
Value of fidelity bond covering the plan2012-12-31$88,000
Total contributions received or receivable from participants2012-12-31$22,500
Other income received2012-12-31$14,662
Net income (gross income less expenses)2012-12-31$70,162
Net plan assets at end of year (total assets less liabilities)2012-12-31$876,224
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$806,062
Assets. Value of participant loans2012-12-31$6,713
Total contributions received or receivable from employer(s)2012-12-31$33,000
2011 : CHARLES C NOVAK MD CHARTERED RET PLAN 2011 401k financial data
Total income from all sources2011-12-31$72,975
Total plan assets at end of year2011-12-31$806,062
Total plan assets at beginning of year2011-12-31$733,087
Value of fidelity bond covering the plan2011-12-31$85,000
Total contributions received or receivable from participants2011-12-31$22,000
Other income received2011-12-31$18,475
Net income (gross income less expenses)2011-12-31$72,975
Net plan assets at end of year (total assets less liabilities)2011-12-31$806,062
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$733,087
Assets. Value of participant loans2011-12-31$14,270
Total contributions received or receivable from employer(s)2011-12-31$32,500
2010 : CHARLES C NOVAK MD CHARTERED RET PLAN 2010 401k financial data
Total income from all sources2010-12-31$66,476
Total plan assets at end of year2010-12-31$733,087
Total plan assets at beginning of year2010-12-31$666,611
Value of fidelity bond covering the plan2010-12-31$85,000
Total contributions received or receivable from participants2010-12-31$22,000
Other income received2010-12-31$11,976
Net income (gross income less expenses)2010-12-31$66,476
Net plan assets at end of year (total assets less liabilities)2010-12-31$733,087
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$666,611
Assets. Value of participant loans2010-12-31$23,004
Total contributions received or receivable from employer(s)2010-12-31$32,500

Form 5500 Responses for CHARLES C NOVAK MD CHARTERED RET PLAN

2020: CHARLES C NOVAK MD CHARTERED RET PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHARLES C NOVAK MD CHARTERED RET PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHARLES C NOVAK MD CHARTERED RET PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHARLES C NOVAK MD CHARTERED RET PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHARLES C NOVAK MD CHARTERED RET PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHARLES C NOVAK MD CHARTERED RET PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHARLES C NOVAK MD CHARTERED RET PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLES C NOVAK MD CHARTERED RET PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHARLES C NOVAK MD CHARTERED RET PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHARLES C NOVAK MD CHARTERED RET PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHARLES C NOVAK MD CHARTERED RET PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHARLES C NOVAK MD CHARTERED RET PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number2650024210
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number2650024210
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number2052396450
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number2650024210
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number2052396450
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number2650024210
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number2052396450
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number2650024210
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number2052396450
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number2052396450
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number2052396450
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number2052396450
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number2052396450
Policy instance 1

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