Logo

WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN
Plan identification number 003

WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

WORLDSTER LEE, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:WORLDSTER LEE, M.D., INC.
Employer identification number (EIN):990189761
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01
0032017-01-01WORLDSTER LEE
0032016-01-01WORLDSTER LEE
0032015-01-01WORLDSTER LEE
0032014-01-01WORLDSTER LEE
0032013-01-01WORLDSTER LEE
0032012-01-01WORLDSTER LEE
0032011-01-01WORLDSTER LEE
0032010-01-01WORLDSTER LEE
0032009-01-01WORLDSTER LEE
0032008-01-01WORLDSTER LEE
0032007-01-01WORLDSTER LEE

Plan Statistics for WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0131
Total number of active participants reported on line 7a of the Form 55002018-01-0123
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0128
Number of participants with account balances2018-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0130
Total number of active participants reported on line 7a of the Form 55002017-01-0124
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0131
Number of participants with account balances2017-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0135
Total number of active participants reported on line 7a of the Form 55002016-01-0124
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0130
Number of participants with account balances2016-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0135
Total number of active participants reported on line 7a of the Form 55002015-01-0126
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0134
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0137
Total number of active participants reported on line 7a of the Form 55002014-01-0127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0134
Number of participants with account balances2014-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0140
Total number of active participants reported on line 7a of the Form 55002013-01-0128
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0138
Number of participants with account balances2013-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0143
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0140
Number of participants with account balances2012-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0142
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0143
Number of participants with account balances2011-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0142
Total number of active participants reported on line 7a of the Form 55002010-01-0126
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0142
Number of participants with account balances2010-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0148
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0140
Number of participants with account balances2009-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0151
Total number of active participants reported on line 7a of the Form 55002008-01-0124
Number of retired or separated participants receiving benefits2008-01-017
Number of other retired or separated participants entitled to future benefits2008-01-0117
Total of all active and inactive participants2008-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0148
Number of participants with account balances2008-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-011
2007: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0147
Total number of active participants reported on line 7a of the Form 55002007-01-0128
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0121
Total of all active and inactive participants2007-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0149
Number of participants with account balances2007-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$15
Total income from all sources2018-12-31$19,633
Expenses. Total of all expenses incurred2018-12-31$558,585
Benefits paid (including direct rollovers)2018-12-31$515,079
Total plan assets at end of year2018-12-31$8,112,186
Total plan assets at beginning of year2018-12-31$8,651,153
Value of fidelity bond covering the plan2018-12-31$750,000
Total contributions received or receivable from participants2018-12-31$145,937
Expenses. Other expenses not covered elsewhere2018-12-31$7,532
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-184,624
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-538,952
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,112,186
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,651,138
Assets. Value of participant loans2018-12-31$37,513
Assets. Value of real-estate (other than employer real property)2018-12-31$1,454,400
Total contributions received or receivable from employer(s)2018-12-31$58,320
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$35,974
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$15
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,250,983
Expenses. Total of all expenses incurred2017-12-31$400,406
Benefits paid (including direct rollovers)2017-12-31$357,911
Total plan assets at end of year2017-12-31$8,651,153
Total plan assets at beginning of year2017-12-31$7,800,561
Value of fidelity bond covering the plan2017-12-31$750,000
Total contributions received or receivable from participants2017-12-31$147,083
Expenses. Other expenses not covered elsewhere2017-12-31$7,255
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,045,589
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$850,577
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,651,138
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,800,561
Assets. Value of participant loans2017-12-31$54,872
Assets. Value of real-estate (other than employer real property)2017-12-31$1,343,600
Total contributions received or receivable from employer(s)2017-12-31$58,311
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$35,240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$450,061
Expenses. Total of all expenses incurred2016-12-31$295,707
Benefits paid (including direct rollovers)2016-12-31$251,192
Total plan assets at end of year2016-12-31$7,800,561
Total plan assets at beginning of year2016-12-31$7,646,207
Value of fidelity bond covering the plan2016-12-31$750,000
Total contributions received or receivable from participants2016-12-31$144,968
Expenses. Other expenses not covered elsewhere2016-12-31$9,961
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$245,103
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$154,354
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,800,561
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,646,207
Assets. Value of participant loans2016-12-31$69,058
Assets. Value of real-estate (other than employer real property)2016-12-31$1,220,800
Total contributions received or receivable from employer(s)2016-12-31$59,990
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$34,554
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$581,548
Expenses. Total of all expenses incurred2015-12-31$464,175
Benefits paid (including direct rollovers)2015-12-31$394,181
Total plan assets at end of year2015-12-31$7,646,207
Total plan assets at beginning of year2015-12-31$7,528,834
Value of fidelity bond covering the plan2015-12-31$750,000
Total contributions received or receivable from participants2015-12-31$143,974
Expenses. Other expenses not covered elsewhere2015-12-31$6,282
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$377,372
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$117,373
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,646,207
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,528,834
Assets. Value of participant loans2015-12-31$84,513
Assets. Value of real-estate (other than employer real property)2015-12-31$1,468,700
Total contributions received or receivable from employer(s)2015-12-31$60,202
Value of certain deemed distributions of participant loans2015-12-31$24,861
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$38,851
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$554,708
Expenses. Total of all expenses incurred2014-12-31$475,213
Benefits paid (including direct rollovers)2014-12-31$427,547
Total plan assets at end of year2014-12-31$7,528,834
Total plan assets at beginning of year2014-12-31$7,449,339
Value of fidelity bond covering the plan2014-12-31$750,000
Total contributions received or receivable from participants2014-12-31$139,816
Expenses. Other expenses not covered elsewhere2014-12-31$4,618
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$353,597
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$79,495
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,528,834
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,449,339
Assets. Value of participant loans2014-12-31$85,959
Assets. Value of real-estate (other than employer real property)2014-12-31$1,129,600
Total contributions received or receivable from employer(s)2014-12-31$61,295
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$43,048
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,150,465
Expenses. Total of all expenses incurred2013-12-31$87,968
Benefits paid (including direct rollovers)2013-12-31$49,941
Total plan assets at end of year2013-12-31$7,449,339
Total plan assets at beginning of year2013-12-31$6,386,842
Value of fidelity bond covering the plan2013-12-31$750,000
Total contributions received or receivable from participants2013-12-31$123,028
Expenses. Other expenses not covered elsewhere2013-12-31$372
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$976,503
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,062,497
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,449,339
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,386,842
Assets. Value of participant loans2013-12-31$91,384
Assets. Value of real-estate (other than employer real property)2013-12-31$1,129,600
Total contributions received or receivable from employer(s)2013-12-31$50,934
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$37,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$836,695
Expenses. Total of all expenses incurred2012-12-31$59,574
Benefits paid (including direct rollovers)2012-12-31$23,913
Total plan assets at end of year2012-12-31$6,386,842
Total plan assets at beginning of year2012-12-31$5,609,721
Value of fidelity bond covering the plan2012-12-31$750,000
Total contributions received or receivable from participants2012-12-31$113,880
Expenses. Other expenses not covered elsewhere2012-12-31$1,860
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$674,755
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$777,121
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,386,842
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,609,721
Assets. Value of participant loans2012-12-31$88,562
Assets. Value of real-estate (other than employer real property)2012-12-31$1,071,500
Total contributions received or receivable from employer(s)2012-12-31$48,060
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$33,801
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$67,297
Expenses. Total of all expenses incurred2011-12-31$31,903
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$5,609,721
Total plan assets at beginning of year2011-12-31$5,574,327
Value of fidelity bond covering the plan2011-12-31$750,000
Total contributions received or receivable from participants2011-12-31$113,007
Expenses. Other expenses not covered elsewhere2011-12-31$104
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-90,502
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$35,394
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,609,721
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,574,327
Assets. Value of participant loans2011-12-31$101,659
Assets. Value of real-estate (other than employer real property)2011-12-31$1,009,000
Total contributions received or receivable from employer(s)2011-12-31$44,792
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$31,799
2010 : WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$702,763
Expenses. Total of all expenses incurred2010-12-31$28,902
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$5,574,327
Total plan assets at beginning of year2010-12-31$4,900,466
Value of fidelity bond covering the plan2010-12-31$750,000
Total contributions received or receivable from participants2010-12-31$111,520
Expenses. Other expenses not covered elsewhere2010-12-31$4,028
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$548,469
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$673,861
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,574,327
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,900,466
Assets. Value of participant loans2010-12-31$95,997
Assets. Value of real-estate (other than employer real property)2010-12-31$1,009,000
Total contributions received or receivable from employer(s)2010-12-31$42,774
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$24,874
2009 : WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING 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
2008 : WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$4,632
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-428,669
Expenses. Total of all expenses incurred2008-12-31$147,914
Benefits paid (including direct rollovers)2008-12-31$122,720
Total plan assets at end of year2008-12-31$3,982,256
Total plan assets at beginning of year2008-12-31$4,554,207
Value of fidelity bond covering the plan2008-12-31$750,000
Total contributions received or receivable from participants2008-12-31$133,181
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-611,156
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-576,583
Net plan assets at end of year (total assets less liabilities)2008-12-31$3,977,624
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$4,554,207
Assets. Value of participant loans2008-12-31$10,166
Assets. Value of real-estate (other than employer real property)2008-12-31$1,061,000
Total contributions received or receivable from employer(s)2008-12-31$49,306
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$25,194
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
2007 : WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$502,360
Expenses. Total of all expenses incurred2007-12-31$33,355
Benefits paid (including direct rollovers)2007-12-31$6,964
Total plan assets at end of year2007-12-31$4,554,207
Total plan assets at beginning of year2007-12-31$4,085,202
Value of fidelity bond covering the plan2007-12-31$750,000
Total contributions received or receivable from participants2007-12-31$135,734
Expenses. Other expenses not covered elsewhere2007-12-31$0
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$319,065
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$469,005
Net plan assets at end of year (total assets less liabilities)2007-12-31$4,554,207
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$4,085,202
Assets. Value of participant loans2007-12-31$10,166
Assets. Value of real-estate (other than employer real property)2007-12-31$703,900
Total contributions received or receivable from employer(s)2007-12-31$47,561
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$26,391

Form 5500 Responses for WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN

2018: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WORLDSTER LEE, M.D., INC. 401(K) 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WORLDSTER LEE, M.D., INC. 401(K) 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WORLDSTER LEE, M.D., INC. 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WORLDSTER LEE, M.D., INC. 401(K) 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WORLDSTER LEE, M.D., INC. 401(K) 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
2008: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: WORLDSTER LEE, M.D., INC. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE63 6761
Policy instance 1
Insurance contract or identification numberE63 6761
Number of Individuals Covered27
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,201
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,201
Amount paid for insurance broker fees0
Insurance broker organization code?4
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300590
Policy instance 1
Insurance contract or identification number300590
Number of Individuals Covered28
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,904
Total amount of fees paid to insurance companyUSD $1,576
Commission paid to Insurance BrokerUSD $9,904
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE/SERVICE FEES
Insurance broker nameSWBC INVESTMENT ADVISORY SERVICES
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300590
Policy instance 1
Insurance contract or identification number300590
Number of Individuals Covered30
Insurance policy start date2015-06-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $32,280
Total amount of fees paid to insurance companyUSD $5,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,280
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE/SERVICE FEE
Insurance broker nameSWBC INVESTMENT ADVISORY SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68221
Policy instance 2
Insurance contract or identification number68221
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-06-01
Total amount of commissions paid to insurance brokerUSD $3,068
Total amount of fees paid to insurance companyUSD $827
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,068
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION
Insurance broker nameHICKS PENSION GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68221
Policy instance 1
Insurance contract or identification number68221
Number of Individuals Covered34
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,219
Total amount of fees paid to insurance companyUSD $2,129
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,219
Amount paid for insurance broker fees0
Insurance broker organization code?7
Additional information about fees paid to insurance brokerTPA FEE/COMPENSATION
Insurance broker nameHICKS PENSION GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68221
Policy instance 1
Insurance contract or identification number68221
Number of Individuals Covered35
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,278
Total amount of fees paid to insurance companyUSD $1,668
Commission paid to Insurance BrokerUSD $6,278
Insurance broker organization code?7
Amount paid for insurance broker fees1668
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION
Insurance broker nameHICKS PENSION GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68221
Policy instance 1
Insurance contract or identification number68221
Number of Individuals Covered37
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,372
Total amount of fees paid to insurance companyUSD $2,969
Commission paid to Insurance BrokerUSD $5,372
Amount paid for insurance broker fees0
Insurance broker organization code?7
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION
Insurance broker nameHICKS PENSION GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68221
Policy instance 1
Insurance contract or identification number68221
Number of Individuals Covered41
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,938
Total amount of fees paid to insurance companyUSD $1,099
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68221
Policy instance 1
Insurance contract or identification number68221
Number of Individuals Covered41
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,065
Total amount of fees paid to insurance companyUSD $5,448
Commission paid to Insurance BrokerUSD $4,065
Amount paid for insurance broker fees0
Insurance broker organization code?7
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION
Insurance broker nameHICKS PENSION GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number68221
Policy instance 1
Insurance contract or identification number68221
Number of Individuals Covered42
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $2,656
Total amount of fees paid to insurance companyUSD $2,658
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1