| Plan Name | DANIEL R. WHIPPLE MD PC 401(K) PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | DANIEL R WHIPPLE MD PC |
| Employer identification number (EIN): | 351848530 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | SHELLY MCDERMOTT | 2024-05-06 | DANIEL WHIPPLE | 2024-05-06 |
| 002 | 2022-01-01 | MICHELLE MCDERMOTT | 2023-06-28 | DANIEL WHIPPLE | 2023-06-28 |
| 002 | 2021-01-01 | SHELLY MCDERMOTT | 2022-06-27 | ||
| 002 | 2020-01-01 | SHELLY MCDERMOTT | 2021-04-20 | DANIEL R WHIPPLE MD | 2021-04-20 |
| 002 | 2019-01-01 | SHELLY MCDERMOTT | 2020-07-06 | DANIEL R WHIPPLE MD | 2020-07-06 |
| 002 | 2018-01-01 | MICHELLE A MCDERMOTT | 2019-07-02 | DANIEL R WHIPPLE | 2019-07-02 |
| 002 | 2017-01-01 | MICHELLE A MCDERMOTT | 2018-07-02 | DANIEL R WHIPPLE | 2018-05-17 |
| 002 | 2016-01-01 | SHELLY MCDERMOTT | 2017-07-26 | DANIEL R WHIPPLE | 2017-07-26 |
| 002 | 2015-01-01 | MICHELLE MCDERMOTT | 2016-08-04 | DANIEL WHIPPLE | 2016-08-04 |
| 002 | 2014-10-01 | DANIEL R WHIPPLE | 2015-08-13 |
| Measure | Date | Value |
|---|---|---|
| 2024 : DANIEL R. WHIPPLE MD PC 401(K) PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-05-06 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-06 | 7 |
| Net assets as of the end of the plan year | 2024-05-06 | 1336978 |
| Total assets as of the beginning of the plan year | 2024-05-06 | 980023 |
| Value of plan covered by a fidelity bond | 2024-05-06 | 125000 |
| Participant contributions to plan in this plan year | 2024-05-06 | 121449 |
| Other income to plan in this plan year | 2024-05-06 | 186085 |
| Plan net income in this plan year | 2024-05-06 | 356955 |
| Net assets as of the end of the plan year | 2024-05-06 | 1336978 |
| Net assets as of the beginning of the plan year | 2024-05-06 | 980023 |
| Employer contributions to plan in this plan year | 2024-05-06 | 49428 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-06 | 7 |