401k Plan data: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. plan

PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 401k Plan overview

Plan Name	PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR.
Plan identification number	003

PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. Benefits

401k Plan Type

Defined 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CHARLES R. GRAHAM, M.D. has sponsored the creation of one or more 401k plans.

Company Name: CHARLES R. GRAHAM, M.D.

Employer identification number (EIN): 521512991

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01 CHARLES GRAHAM
003 2015-01-01 CHARLES GRAHAM CHARLES GRAHAM 2016-10-11
003 2014-01-01 CHARLES GRAHAM
003 2013-01-01 CHARLES GRAHAM
003 2012-01-01 CHARLES GRAHAM
003 2011-01-01 CHARLES GRAHAM
003 2009-01-01 CHARLES GRAHAM CHARLES GRAHAM 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2016-01-01	CHARLES GRAHAM
003	2015-01-01	CHARLES GRAHAM	CHARLES GRAHAM	2016-10-11
003	2014-01-01	CHARLES GRAHAM
003	2013-01-01	CHARLES GRAHAM
003	2012-01-01	CHARLES GRAHAM
003	2011-01-01	CHARLES GRAHAM
003	2009-01-01	CHARLES GRAHAM	CHARLES GRAHAM	2010-10-07

Plan Statistics for PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR.

401k plan membership statisitcs for PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR.

Measure Date Value
2016: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
2015: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
2014: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
2013: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
2012: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
2011: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
2009: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2016: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
2015: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
2014: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
2013: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
2012: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
2011: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
2009: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1

Financial Data on PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR.

Measure	Date	Value
2016 : PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-990,870
Total income from all sources	2016-12-31	$1,078
Expenses. Total of all expenses incurred	2016-12-31	$25
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$989,817
Expenses. Other expenses not covered elsewhere	2016-12-31	$25
Other income received	2016-12-31	$1,078
Net income (gross income less expenses)	2016-12-31	$1,053
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$989,817
2015 : PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2015 401k financial data
Total income from all sources	2015-12-31	$-309
Expenses. Total of all expenses incurred	2015-12-31	$25
Total plan assets at end of year	2015-12-31	$989,817
Total plan assets at beginning of year	2015-12-31	$990,151
Expenses. Other expenses not covered elsewhere	2015-12-31	$25
Other income received	2015-12-31	$-309
Net income (gross income less expenses)	2015-12-31	$-334
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$989,817
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$990,151
2014 : PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2014 401k financial data
Total income from all sources	2014-12-31	$7,335
Expenses. Total of all expenses incurred	2014-12-31	$25
Total plan assets at end of year	2014-12-31	$990,151
Total plan assets at beginning of year	2014-12-31	$982,841
Total contributions received or receivable from participants	2014-12-31	$6,500
Expenses. Other expenses not covered elsewhere	2014-12-31	$25
Other income received	2014-12-31	$835
Net income (gross income less expenses)	2014-12-31	$7,310
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$990,151
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$982,841
2013 : PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2013 401k financial data
Total income from all sources	2013-12-31	$180,075
Expenses. Total of all expenses incurred	2013-12-31	$25
Total plan assets at end of year	2013-12-31	$982,841
Total plan assets at beginning of year	2013-12-31	$802,791
Expenses. Other expenses not covered elsewhere	2013-12-31	$25
Other income received	2013-12-31	$180,075
Net income (gross income less expenses)	2013-12-31	$180,050
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$982,841
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$802,791
2012 : PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2012 401k financial data
Total income from all sources	2012-12-31	$100,604
Expenses. Total of all expenses incurred	2012-12-31	$25
Total plan assets at end of year	2012-12-31	$802,791
Total plan assets at beginning of year	2012-12-31	$702,212
Expenses. Other expenses not covered elsewhere	2012-12-31	$25
Other income received	2012-12-31	$100,604
Net income (gross income less expenses)	2012-12-31	$100,579
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$802,791
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$702,212
2011 : PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2011 401k financial data
Total income from all sources	2011-12-31	$20,279
Total plan assets at end of year	2011-12-31	$702,212
Total plan assets at beginning of year	2011-12-31	$681,933
Other income received	2011-12-31	$20,279
Net income (gross income less expenses)	2011-12-31	$20,279
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$702,212
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$681,933
2010 : PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2010 401k financial data
Total income from all sources	2010-12-31	$83,097
Total plan assets at end of year	2010-12-31	$681,933
Total plan assets at beginning of year	2010-12-31	$598,836
Other income received	2010-12-31	$83,097
Net income (gross income less expenses)	2010-12-31	$83,097
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$681,933
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$598,836

Form 5500 Responses for PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR.

2016: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN OF DR. CHARLES R. GRAHAM JR. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHARLES R. GRAHAM, M.D.
Employer identification number (EIN):	521512991
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)