| Plan Name | JOHN A. FOLEY, JR, MD, PC PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JOHN A. FOLEY, JR, MD, PC |
| Employer identification number (EIN): | 541336730 |
| NAIC Classification: | 621320 |
| NAIC Description: | Offices of Optometrists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-03-01 | JOHN A FOLEY, JR, MD | 2023-10-16 | ||
| 002 | 2021-03-01 | JOHN A FOLEY, JR, MD | 2022-08-24 | ||
| 002 | 2020-03-01 | JOHN A FOLEY, JR, MD | 2021-06-03 | ||
| 002 | 2019-03-01 | JOHN A FOLEY, JR, MD | 2020-08-25 | ||
| 002 | 2018-03-01 | JOHN A FOLEY, JR, MD | 2019-08-06 | ||
| 002 | 2017-03-01 | JOHN A FOLEY, JR, MD | 2018-06-12 | ||
| 002 | 2016-03-01 | JOHN A FOLEY, JR, MD | 2017-09-14 | ||
| 002 | 2016-03-01 | JOHN A FOLEY, JR, MD | 2017-11-14 | ||
| 002 | 2015-03-01 | JOHN A FOLEY, JR, MD | 2016-08-24 | ||
| 002 | 2014-03-01 | JOHN A FOLEY, JR, MD | 2015-09-04 | ||
| 002 | 2013-03-01 | JOHN A FOLEY, JR, MD | 2014-05-22 | ||
| 002 | 2012-03-01 | JOHN A FOLEY, JR, MD | 2013-07-18 | ||
| 002 | 2011-03-01 | JOHN A FOLEY, JR, MD | 2012-06-26 | ||
| 002 | 2010-03-01 | JOHN A FOLEY, JR, MD | 2011-07-26 |
| Measure | Date | Value |
|---|---|---|
| 2022 : JOHN A. FOLEY, JR, MD, PC PROFIT SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-08-24 | 129052 |
| Net assets as of the end of the plan year | 2022-08-24 | 883162 |
| Total assets as of the beginning of the plan year | 2022-08-24 | 916247 |
| Value of plan covered by a fidelity bond | 2022-08-24 | 250000 |
| Participant contributions to plan in this plan year | 2022-08-24 | 2420 |
| Other expenses paid from plan in this plan year | 2022-08-24 | 2315 |
| Other income to plan in this plan year | 2022-08-24 | 93547 |
| Plan net income in this plan year | 2022-08-24 | -33085 |
| Net assets as of the end of the plan year | 2022-08-24 | 883162 |
| Net assets as of the beginning of the plan year | 2022-08-24 | 916247 |
| Fees paid to broker by Benefit Provider | 2022-08-24 | 968 |