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ROBERT R. TORREY, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameROBERT R. TORREY, M.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

ROBERT R. TORREY, M.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

ROBERT R. TORREY, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT R. TORREY, M.D., INC.
Employer identification number (EIN):330372545
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT R. TORREY, M.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01DR. ROBERT TORREY2021-07-23
0012019-01-01DR. ROBERT TORREY2020-10-12
0012018-01-01DR. ROBERT TORREY2019-10-10
0012017-01-01DR. ROBERT TORREY2018-10-09
0012016-01-01DR. ROBERT TORREY2017-07-25
0012015-01-01DR. ROBERT TORREY2016-10-17
0012014-01-01DR. ROBERT TORREY2015-10-13
0012013-01-01DR. ROBERT TORREY2014-10-08
0012012-01-01DR. ROBERT TORREY2013-09-16
0012011-01-01DR. ROBERT TORREY2012-10-15
0012009-01-01DR. ROBERT TORREY

Financial Data on ROBERT R. TORREY, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025 : ROBERT R. TORREY, M.D., INC. DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-1522550
Net assets as of the end of the plan year2025-10-15442542
Total assets as of the beginning of the plan year2025-10-15413427
Participant contributions to plan in this plan year2025-10-150
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-1551665
Plan net income in this plan year2025-10-1529115
Net assets as of the end of the plan year2025-10-15442542
Net assets as of the beginning of the plan year2025-10-15413427
Employer contributions to plan in this plan year2025-10-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-150
2024 : ROBERT R. TORREY, M.D., INC. DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-1514928
Net assets as of the end of the plan year2024-10-15413427
Total assets as of the beginning of the plan year2024-10-15370943
Participant contributions to plan in this plan year2024-10-150
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-1557412
Plan net income in this plan year2024-10-1542484
Net assets as of the end of the plan year2024-10-15413427
Net assets as of the beginning of the plan year2024-10-15370943
Employer contributions to plan in this plan year2024-10-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1511055
2010 : ROBERT R. TORREY, M.D., INC. DEFINED BENEFIT PENSION 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$0
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$444,065
Total plan assets at beginning of year2010-12-31$444,065
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$0
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$0
Net plan assets at end of year (total assets less liabilities)2010-12-31$444,065
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$444,065
Assets. Value of assets in partnership/joint-venture interests2010-12-31$13,892
Total contributions received or receivable from employer(s)2010-12-31$0
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ROBERT R. TORREY, M.D., INC. DEFINED BENEFIT PENSION 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

Form 5500 Responses for ROBERT R. TORREY, M.D., INC. DEFINED BENEFIT PENSION PLAN

2009: ROBERT R. TORREY, M.D., INC. DEFINED BENEFIT PENSION 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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