PHILIP C. HAINES, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHILIP C. HAINES, M.D. RETIREMENT PLAN & TRUST
401k plan membership statisitcs for PHILIP C. HAINES, M.D. RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: PHILIP C. HAINES, M.D. RETIREMENT PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-04-30 | 2 |
| Total number of particpants at end of year | 2025-04-30 | 1 |
| Number of Participants With Account Balances | 2025-04-30 | 1 |
| 2024: PHILIP C. HAINES, M.D. RETIREMENT PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-09 | 2 |
| Total number of particpants at end of year | 2024-07-09 | 2 |
| Number of Participants With Account Balances | 2024-07-09 | 1 |
| 2022: PHILIP C. HAINES, M.D. RETIREMENT PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-04-28 | 2 |
| Total number of particpants at end of year | 2022-04-28 | 2 |
| Number of Participants With Account Balances | 2022-04-28 | 1 |
| Measure | Date | Value |
|---|
| 2025 : PHILIP C. HAINES, M.D. RETIREMENT PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-30 | 37591 |
| Net assets as of the end of the plan year | 2025-04-30 | 1216611 |
| Total assets as of the beginning of the plan year | 2025-04-30 | 1165974 |
| Value of plan covered by a fidelity bond | 2025-04-30 | 116600 |
| Participant contributions to plan in this plan year | 2025-04-30 | 0 |
| Other expenses paid from plan in this plan year | 2025-04-30 | 0 |
| Other contributions to plan in this plan year | 2025-04-30 | 0 |
| Other income to plan in this plan year | 2025-04-30 | 88228 |
| Plan net income in this plan year | 2025-04-30 | 50637 |
| Net assets as of the end of the plan year | 2025-04-30 | 1216611 |
| Net assets as of the beginning of the plan year | 2025-04-30 | 1165974 |
| Employer contributions to plan in this plan year | 2025-04-30 | 0 |
| Fees paid to broker by Benefit Provider | 2025-04-30 | 376 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-30 | 8534 |
| 2024 : PHILIP C. HAINES, M.D. RETIREMENT PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-09 | 34904 |
| Net assets as of the end of the plan year | 2024-07-09 | 1165974 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 1101999 |
| Value of plan covered by a fidelity bond | 2024-07-09 | 110200 |
| Participant contributions to plan in this plan year | 2024-07-09 | 0 |
| Other contributions to plan in this plan year | 2024-07-09 | 0 |
| Other income to plan in this plan year | 2024-07-09 | 98879 |
| Plan net income in this plan year | 2024-07-09 | 63975 |
| Net assets as of the end of the plan year | 2024-07-09 | 1165974 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 1101999 |
| Employer contributions to plan in this plan year | 2024-07-09 | 0 |
| Fees paid to broker by Benefit Provider | 2024-07-09 | 362 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-09 | 8281 |
| 2022 : PHILIP C. HAINES, M.D. RETIREMENT PLAN & TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-04-28 | 35248 |
| Net assets as of the end of the plan year | 2022-04-28 | 1206196 |
| Total assets as of the beginning of the plan year | 2022-04-28 | 1124250 |
| Value of plan covered by a fidelity bond | 2022-04-28 | 112500 |
| Other income to plan in this plan year | 2022-04-28 | 117194 |
| Plan net income in this plan year | 2022-04-28 | 81946 |
| Net assets as of the end of the plan year | 2022-04-28 | 1206196 |
| Net assets as of the beginning of the plan year | 2022-04-28 | 1124250 |
| Fees paid to broker by Benefit Provider | 2022-04-28 | 450 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-28 | 2219 |
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