401k Plan data: MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN plan

MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN
Plan identification number	333

MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

MEDICAL SOCIETY OF DELAWARE has sponsored the creation of one or more 401k plans.

Company Name: MEDICAL SOCIETY OF DELAWARE

Employer identification number (EIN): 510061011

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2022-01-01
333 2021-01-01
333 2020-01-01
333 2019-01-01
333 2018-01-01 DONAL K FORD 2019-10-02
333 2017-01-01 DONAL K FORD 2018-08-03
333 2016-10-01 DONAL K FORD 2017-08-21

Plan Statistics for MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 184
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 73
Total of all active and inactive participants 2022-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 257
Number of participants with account balances 2022-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 170
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 61
Total of all active and inactive participants 2021-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 231
Number of participants with account balances 2021-01-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 182
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 44
Total of all active and inactive participants 2020-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 228
Number of participants with account balances 2020-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 156
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 37
Total of all active and inactive participants 2019-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 194
Number of participants with account balances 2019-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6

Measure	Date	Value
2022: MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	184
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	73
Total of all active and inactive participants	2022-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	257
Number of participants with account balances	2022-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	170
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	61
Total of all active and inactive participants	2021-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	231
Number of participants with account balances	2021-01-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	182
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	44
Total of all active and inactive participants	2020-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	228
Number of participants with account balances	2020-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	156
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	37
Total of all active and inactive participants	2019-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	194
Number of participants with account balances	2019-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6

Financial Data on MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,796
Total income from all sources (including contributions)	2022-12-31	$-1,847,496
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,524,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,214,159
Expenses. Certain deemed distributions of participant loans	2022-12-31	$59,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,290,800
Value of total assets at end of year	2022-12-31	$17,845,144
Value of total assets at beginning of year	2022-12-31	$22,219,091
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$250,563
Total interest from all sources	2022-12-31	$4,475
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$200,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$794,604
Participant contributions at end of year	2022-12-31	$112,797
Participant contributions at beginning of year	2022-12-31	$120,981
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$54,542
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$223,413
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$4,728
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$4,544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$1,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,372,151
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,845,144
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,217,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,236,266
Income. Interest from loans (other than to participants)	2022-12-31	$4,475
Value of interest in common/collective trusts at end of year	2022-12-31	$17,732,347
Value of interest in common/collective trusts at beginning of year	2022-12-31	$12,834,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$499,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,142,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$272,783
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$468,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,209,431
Contract administrator fees	2022-12-31	$250,563
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2022-12-31	141918990
2021 : MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$921,239
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$22,039
Total income from all sources (including contributions)	2021-12-31	$4,582,033
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,086,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$924,385
Value of total corrective distributions	2021-12-31	$1,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,798,965
Value of total assets at end of year	2021-12-31	$22,219,091
Value of total assets at beginning of year	2021-12-31	$19,664,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$160,064
Total interest from all sources	2021-12-31	$4,065
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$200,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$884,075
Participant contributions at end of year	2021-12-31	$120,981
Participant contributions at beginning of year	2021-12-31	$85,338
Participant contributions at end of year	2021-12-31	$54,542
Participant contributions at beginning of year	2021-12-31	$39,204
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$148,561
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$2,414
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$4,544
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$3,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$22,039
Other income not declared elsewhere	2021-12-31	$7,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,495,788
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,217,295
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,642,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,236,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,456,290
Interest on participant loans	2021-12-31	$4,065
Value of interest in common/collective trusts at end of year	2021-12-31	$12,834,972
Value of interest in common/collective trusts at beginning of year	2021-12-31	$11,088,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$499,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$565,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,771,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$766,329
Employer contributions (assets) at end of year	2021-12-31	$468,446
Employer contributions (assets) at beginning of year	2021-12-31	$426,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$921,971
Contract administrator fees	2021-12-31	$160,064
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2021-12-31	141918990
2020 : MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$181,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$22,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,997,460
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$699,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$546,332
Value of total corrective distributions	2020-12-31	$20,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,915,748
Value of total assets at end of year	2020-12-31	$19,664,785
Value of total assets at beginning of year	2020-12-31	$16,526,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$132,680
Total interest from all sources	2020-12-31	$1,911
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$200,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$886,722
Participant contributions at end of year	2020-12-31	$85,338
Participant contributions at beginning of year	2020-12-31	$15,810
Participant contributions at end of year	2020-12-31	$39,204
Participant contributions at beginning of year	2020-12-31	$70,755
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$325,252
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$4,287
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$3,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$22,039
Other income not declared elsewhere	2020-12-31	$5,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,297,823
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,642,746
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,526,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,456,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,101,727
Interest on participant loans	2020-12-31	$1,911
Value of interest in common/collective trusts at end of year	2020-12-31	$11,088,442
Value of interest in common/collective trusts at beginning of year	2020-12-31	$10,200,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$565,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$703,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,073,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$703,774
Employer contributions (assets) at end of year	2020-12-31	$426,465
Employer contributions (assets) at beginning of year	2020-12-31	$434,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$542,045
Contract administrator fees	2020-12-31	$132,680
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2020-12-31	141918990
2019 : MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$2,610,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$6,478
Total income from all sources (including contributions)	2019-12-31	$4,261,117
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,627,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,504,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,639,392
Value of total assets at end of year	2019-12-31	$16,526,299
Value of total assets at beginning of year	2019-12-31	$11,288,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$122,716
Total interest from all sources	2019-12-31	$1,731
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$200,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$757,527
Participant contributions at end of year	2019-12-31	$15,810
Participant contributions at beginning of year	2019-12-31	$47,760
Participant contributions at end of year	2019-12-31	$70,755
Participant contributions at beginning of year	2019-12-31	$47,051
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$218,871
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$100,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$6,478
Other income not declared elsewhere	2019-12-31	$17,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,633,484
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,526,299
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,282,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,101,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,382,045
Interest on participant loans	2019-12-31	$1,731
Value of interest in common/collective trusts at end of year	2019-12-31	$10,200,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$703,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$493,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,602,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$662,994
Employer contributions (assets) at end of year	2019-12-31	$434,388
Employer contributions (assets) at beginning of year	2019-12-31	$318,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,404,902
Contract administrator fees	2019-12-31	$122,716
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TEMPLETON & COMPANY
Accountancy firm EIN	2019-12-31	141918990

Form 5500 Responses for MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN

2022: MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MEDICAL SOCIETY OF DELAWARE 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

899185

Policy instance

Insurance contract or identification number	899185
Insurance policy start date	2022-10-29
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $208
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $208
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62176 - 1

Policy instance

Insurance contract or identification number	MR 62176 - 1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62176 - 1

Policy instance

Insurance contract or identification number	MR 62176 - 1
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $769
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $769
Insurance broker organization code?	1

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62176 - 1

Policy instance

Insurance contract or identification number	MR 62176 - 1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $453
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $453

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62176 - 1

Policy instance

Insurance contract or identification number	MR 62176 - 1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MEDICAL SOCIETY OF DELAWARE
Employer identification number (EIN):	510061011
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations