401k Plan data: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN plan

MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 401k Plan overview

Plan Name	MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN
Plan identification number	001

MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.
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

JAMES W. TODD, MD has sponsored the creation of one or more 401k plans.

Company Name: JAMES W. TODD, MD

Employer identification number (EIN): 042600864

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2016-01-01 JAMES W. TODD, MD
001 2015-01-01 JAMES W. TODD, MD
001 2014-01-01 JAMES W. TODD, MD
001 2013-01-01 JAMES W. TODD, MD
001 2012-01-01 JAMES W. TODD, MD
001 2011-01-01 JAMES W. TODD, MD
001 2009-01-01 JAMES W. TODD, MD

Plan Statistics for MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN

401k plan membership statisitcs for MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN

Measure Date Value
2022: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Total of all active and inactive participants 2022-01-01 1
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
2021: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Total of all active and inactive participants 2021-01-01 1
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
2020: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
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 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
2019: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2016: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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 1
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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
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 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2022: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Total of all active and inactive participants	2022-01-01	1
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
2021: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Total of all active and inactive participants	2021-01-01	1
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
2020: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
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	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
2019: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2016: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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	1
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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
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	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN

Measure	Date	Value
2022 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-307,659
Expenses. Total of all expenses incurred	2022-12-31	$47,595
Benefits paid (including direct rollovers)	2022-12-31	$15,000
Total plan assets at end of year	2022-12-31	$1,742,181
Total plan assets at beginning of year	2022-12-31	$2,097,435
Other income received	2022-12-31	$-307,659
Net income (gross income less expenses)	2022-12-31	$-355,254
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,742,181
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,097,435
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$32,595
2021 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$338,221
Expenses. Total of all expenses incurred	2021-12-31	$93,248
Benefits paid (including direct rollovers)	2021-12-31	$58,505
Total plan assets at end of year	2021-12-31	$2,097,435
Total plan assets at beginning of year	2021-12-31	$1,852,462
Other income received	2021-12-31	$338,221
Net income (gross income less expenses)	2021-12-31	$244,973
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,097,435
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,852,462
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$34,743
2020 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$367,187
Expenses. Total of all expenses incurred	2020-12-31	$33,960
Benefits paid (including direct rollovers)	2020-12-31	$7,253
Total plan assets at end of year	2020-12-31	$1,852,462
Total plan assets at beginning of year	2020-12-31	$1,519,235
Other income received	2020-12-31	$367,187
Net income (gross income less expenses)	2020-12-31	$333,227
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,852,462
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,519,235
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$26,707
2019 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$193,257
Expenses. Total of all expenses incurred	2019-12-31	$186,078
Benefits paid (including direct rollovers)	2019-12-31	$157,741
Total plan assets at end of year	2019-12-31	$1,519,235
Total plan assets at beginning of year	2019-12-31	$1,512,056
Other income received	2019-12-31	$193,257
Net income (gross income less expenses)	2019-12-31	$7,179
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,519,235
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,512,056
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$28,337
2016 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$135,201
Expenses. Total of all expenses incurred	2016-12-31	$97,559
Benefits paid (including direct rollovers)	2016-12-31	$68,900
Total plan assets at end of year	2016-12-31	$1,581,537
Total plan assets at beginning of year	2016-12-31	$1,543,895
Expenses. Other expenses not covered elsewhere	2016-12-31	$306
Other income received	2016-12-31	$135,201
Net income (gross income less expenses)	2016-12-31	$37,642
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,581,537
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,543,895
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$28,353
2015 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$13,243
Expenses. Total of all expenses incurred	2015-12-31	$89,418
Benefits paid (including direct rollovers)	2015-12-31	$57,000
Total plan assets at end of year	2015-12-31	$1,543,895
Total plan assets at beginning of year	2015-12-31	$1,620,070
Expenses. Other expenses not covered elsewhere	2015-12-31	$257
Other income received	2015-12-31	$-30,086
Net income (gross income less expenses)	2015-12-31	$-76,175
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,543,895
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,620,070
Total contributions received or receivable from employer(s)	2015-12-31	$43,329
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$32,161
2014 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$119,380
Expenses. Total of all expenses incurred	2014-12-31	$84,589
Benefits paid (including direct rollovers)	2014-12-31	$53,850
Total plan assets at end of year	2014-12-31	$1,620,070
Total plan assets at beginning of year	2014-12-31	$1,585,279
Expenses. Other expenses not covered elsewhere	2014-12-31	$277
Other income received	2014-12-31	$78,821
Net income (gross income less expenses)	2014-12-31	$34,791
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,620,070
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,585,279
Total contributions received or receivable from employer(s)	2014-12-31	$40,559
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$30,462
2013 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$292,346
Expenses. Total of all expenses incurred	2013-12-31	$108,773
Benefits paid (including direct rollovers)	2013-12-31	$82,400
Total plan assets at end of year	2013-12-31	$1,585,279
Total plan assets at beginning of year	2013-12-31	$1,401,706
Expenses. Other expenses not covered elsewhere	2013-12-31	$281
Other income received	2013-12-31	$263,745
Net income (gross income less expenses)	2013-12-31	$183,573
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,585,279
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,401,706
Total contributions received or receivable from employer(s)	2013-12-31	$28,601
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$26,092
2012 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$159,342
Total plan assets at end of year	2012-12-31	$1,401,706
Total plan assets at beginning of year	2012-12-31	$1,242,364
Other income received	2012-12-31	$120,761
Net income (gross income less expenses)	2012-12-31	$159,342
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,401,706
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,242,364
Total contributions received or receivable from employer(s)	2012-12-31	$38,581
2011 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-17,061
Total plan assets at end of year	2011-12-31	$1,242,364
Total plan assets at beginning of year	2011-12-31	$1,259,425
Other income received	2011-12-31	$-49,901
Net income (gross income less expenses)	2011-12-31	$-17,061
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,242,364
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,259,425
Total contributions received or receivable from employer(s)	2011-12-31	$32,840
2010 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$147,597
Total plan assets at end of year	2010-12-31	$1,259,425
Total plan assets at beginning of year	2010-12-31	$1,111,828
Other income received	2010-12-31	$112,195
Net income (gross income less expenses)	2010-12-31	$147,597
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,259,425
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,111,828
Total contributions received or receivable from employer(s)	2010-12-31	$35,402

Form 5500 Responses for MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN

2022: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2016: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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

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Company Name:	JAMES W. TODD, MD
Employer identification number (EIN):	042600864
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)