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

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

MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN Benefits

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01JAMES TODD
0012022-01-01
0012022-01-01JAMES TODD
0012021-01-01
0012021-01-01JAMES TODD
0012020-01-01
0012019-01-01
0012016-01-01JAMES W. TODD, MD
0012015-01-01JAMES W. TODD, MD
0012014-01-01JAMES W. TODD, MD
0012013-01-01JAMES W. TODD, MD
0012012-01-01JAMES W. TODD, MD
0012011-01-01JAMES W. TODD, MD
0012009-01-01JAMES W. TODD, MD

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

Measure Date Value
2025 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1437416
Net assets as of the end of the plan year2025-10-142121678
Total assets as of the beginning of the plan year2025-10-141980948
Other income to plan in this plan year2025-10-14178146
Plan net income in this plan year2025-10-14140730
Net assets as of the end of the plan year2025-10-142121678
Net assets as of the beginning of the plan year2025-10-141980948
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1437416
2023 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$271,420
Expenses. Total of all expenses incurred2023-12-31$32,653
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$1,980,948
Total plan assets at beginning of year2023-12-31$1,742,181
Other income received2023-12-31$271,420
Net income (gross income less expenses)2023-12-31$238,767
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,980,948
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,742,181
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$32,653
2022 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-307,659
Expenses. Total of all expenses incurred2022-12-31$47,595
Benefits paid (including direct rollovers)2022-12-31$15,000
Total plan assets at end of year2022-12-31$1,742,181
Total plan assets at beginning of year2022-12-31$2,097,435
Other income received2022-12-31$-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 sources2021-12-31$338,221
Expenses. Total of all expenses incurred2021-12-31$93,248
Benefits paid (including direct rollovers)2021-12-31$58,505
Total plan assets at end of year2021-12-31$2,097,435
Total plan assets at beginning of year2021-12-31$1,852,462
Other income received2021-12-31$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 sources2020-12-31$367,187
Expenses. Total of all expenses incurred2020-12-31$33,960
Benefits paid (including direct rollovers)2020-12-31$7,253
Total plan assets at end of year2020-12-31$1,852,462
Total plan assets at beginning of year2020-12-31$1,519,235
Other income received2020-12-31$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 sources2019-12-31$193,257
Expenses. Total of all expenses incurred2019-12-31$186,078
Benefits paid (including direct rollovers)2019-12-31$157,741
Total plan assets at end of year2019-12-31$1,519,235
Total plan assets at beginning of year2019-12-31$1,512,056
Other income received2019-12-31$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 sources2016-12-31$135,201
Expenses. Total of all expenses incurred2016-12-31$97,559
Benefits paid (including direct rollovers)2016-12-31$68,900
Total plan assets at end of year2016-12-31$1,581,537
Total plan assets at beginning of year2016-12-31$1,543,895
Expenses. Other expenses not covered elsewhere2016-12-31$306
Other income received2016-12-31$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 sources2015-12-31$13,243
Expenses. Total of all expenses incurred2015-12-31$89,418
Benefits paid (including direct rollovers)2015-12-31$57,000
Total plan assets at end of year2015-12-31$1,543,895
Total plan assets at beginning of year2015-12-31$1,620,070
Expenses. Other expenses not covered elsewhere2015-12-31$257
Other income received2015-12-31$-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 sources2014-12-31$119,380
Expenses. Total of all expenses incurred2014-12-31$84,589
Benefits paid (including direct rollovers)2014-12-31$53,850
Total plan assets at end of year2014-12-31$1,620,070
Total plan assets at beginning of year2014-12-31$1,585,279
Expenses. Other expenses not covered elsewhere2014-12-31$277
Other income received2014-12-31$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 sources2013-12-31$292,346
Expenses. Total of all expenses incurred2013-12-31$108,773
Benefits paid (including direct rollovers)2013-12-31$82,400
Total plan assets at end of year2013-12-31$1,585,279
Total plan assets at beginning of year2013-12-31$1,401,706
Expenses. Other expenses not covered elsewhere2013-12-31$281
Other income received2013-12-31$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 sources2012-12-31$159,342
Total plan assets at end of year2012-12-31$1,401,706
Total plan assets at beginning of year2012-12-31$1,242,364
Other income received2012-12-31$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$38,581
2011 : MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-17,061
Total plan assets at end of year2011-12-31$1,242,364
Total plan assets at beginning of year2011-12-31$1,259,425
Other income received2011-12-31$-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 sources2010-12-31$147,597
Total plan assets at end of year2010-12-31$1,259,425
Total plan assets at beginning of year2010-12-31$1,111,828
Other income received2010-12-31$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

2023: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2016: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT 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
2009: MERRILL LYNCH CUSTODIAN FPO JAMES W. TODD RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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