?>
Logo

BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameBRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST
Plan identification number 002

BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

BRUCE A. OURIEFF, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:BRUCE A. OURIEFF, M.D., INC.
Employer identification number (EIN):770084244
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about BRUCE A. OURIEFF, M.D., INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1985-10-17
Company Identification Number: C1354541
Legal Registered Office Address: 821 E Chapel St Ste 201

Santa Maria
United States of America (USA)
93454

More information about BRUCE A. OURIEFF, M.D., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01BRUCE OURIEFF2023-10-12 BRUCE OURIEFF2023-10-12
0022021-01-01BRUCE OURIEFF2022-10-12 BRUCE OURIEFF2022-10-12
0022020-01-01BRUCE OURIEFF2021-10-14 BRUCE OURIEFF2021-10-14
0022019-01-01BRUCE OURIEFF2020-10-12 BRUCE OURIEFF2020-10-12
0022018-01-01BRUCE OURIEFF2019-10-10 BRUCE OURIEFF2019-10-10
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01BRUCE OURIEFF
0022011-01-01BRUCE OURIEFF
0022010-01-01BRUCE OURIEFF
0022009-01-01BRUCE OURIEFF

Plan Statistics for BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST

Measure Date Value
2022: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0113
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
2019: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0112
Number of participants with account balances2019-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Number of participants with account balances2018-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-018
Number of participants with account balances2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST

Measure Date Value
2022 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total plan assets at end of year2022-12-31$402,979
Total plan assets at beginning of year2022-12-31$402,979
Value of fidelity bond covering the plan2022-12-31$400,000
Net plan assets at end of year (total assets less liabilities)2022-12-31$402,979
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$402,979
2021 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$84,789
Expenses. Total of all expenses incurred2021-12-31$90,250
Benefits paid (including direct rollovers)2021-12-31$90,250
Total plan assets at end of year2021-12-31$402,979
Total plan assets at beginning of year2021-12-31$408,440
Value of fidelity bond covering the plan2021-12-31$400,000
Other income received2021-12-31$84,789
Net income (gross income less expenses)2021-12-31$-5,461
Net plan assets at end of year (total assets less liabilities)2021-12-31$402,979
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$408,440
2020 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$40,831
Total plan assets at end of year2020-12-31$397,066
Total plan assets at beginning of year2020-12-31$356,235
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$29,457
Net income (gross income less expenses)2020-12-31$40,831
Net plan assets at end of year (total assets less liabilities)2020-12-31$397,066
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$356,235
Total contributions received or receivable from employer(s)2020-12-31$11,374
2019 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$52,249
Total plan assets at end of year2019-12-31$356,235
Total plan assets at beginning of year2019-12-31$303,986
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$52,249
Net income (gross income less expenses)2019-12-31$52,249
Net plan assets at end of year (total assets less liabilities)2019-12-31$356,235
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$303,986
2018 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-15,781
Expenses. Total of all expenses incurred2018-12-31$1,347
Total plan assets at end of year2018-12-31$303,986
Total plan assets at beginning of year2018-12-31$321,114
Value of fidelity bond covering the plan2018-12-31$100,000
Expenses. Other expenses not covered elsewhere2018-12-31$1,347
Other income received2018-12-31$-20,781
Net income (gross income less expenses)2018-12-31$-17,128
Net plan assets at end of year (total assets less liabilities)2018-12-31$303,986
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$321,114
Total contributions received or receivable from employer(s)2018-12-31$5,000
2017 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$46,186
Expenses. Total of all expenses incurred2017-12-31$6,814
Benefits paid (including direct rollovers)2017-12-31$4,794
Total plan assets at end of year2017-12-31$321,114
Total plan assets at beginning of year2017-12-31$281,742
Value of fidelity bond covering the plan2017-12-31$350,000
Other income received2017-12-31$46,186
Net income (gross income less expenses)2017-12-31$39,372
Net plan assets at end of year (total assets less liabilities)2017-12-31$321,114
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$281,742
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,020
2016 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$25,793
Total plan assets at end of year2016-12-31$281,742
Total plan assets at beginning of year2016-12-31$255,949
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$20,793
Net income (gross income less expenses)2016-12-31$25,793
Net plan assets at end of year (total assets less liabilities)2016-12-31$281,742
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$255,949
Total contributions received or receivable from employer(s)2016-12-31$5,000
2015 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-5,118
Expenses. Total of all expenses incurred2015-12-31$2,711
Benefits paid (including direct rollovers)2015-12-31$2,711
Total plan assets at end of year2015-12-31$255,949
Total plan assets at beginning of year2015-12-31$263,778
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$-5,118
Net income (gross income less expenses)2015-12-31$-7,829
Net plan assets at end of year (total assets less liabilities)2015-12-31$255,949
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$263,778
2014 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-2,845
Expenses. Total of all expenses incurred2014-12-31$2,711
Benefits paid (including direct rollovers)2014-12-31$2,711
Total plan assets at end of year2014-12-31$263,778
Total plan assets at beginning of year2014-12-31$269,334
Value of fidelity bond covering the plan2014-12-31$300,000
Other income received2014-12-31$-2,845
Net income (gross income less expenses)2014-12-31$-5,556
Net plan assets at end of year (total assets less liabilities)2014-12-31$263,778
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$269,334
2013 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$21,821
Expenses. Total of all expenses incurred2013-12-31$34,522
Benefits paid (including direct rollovers)2013-12-31$32,026
Total plan assets at end of year2013-12-31$269,334
Total plan assets at beginning of year2013-12-31$282,035
Value of fidelity bond covering the plan2013-12-31$300,000
Other income received2013-12-31$21,821
Net income (gross income less expenses)2013-12-31$-12,701
Net plan assets at end of year (total assets less liabilities)2013-12-31$269,334
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$282,035
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,496
2012 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$20,185
Expenses. Total of all expenses incurred2012-12-31$4,888
Benefits paid (including direct rollovers)2012-12-31$2,658
Total plan assets at end of year2012-12-31$282,035
Total plan assets at beginning of year2012-12-31$266,738
Value of fidelity bond covering the plan2012-12-31$300,000
Other income received2012-12-31$20,185
Net income (gross income less expenses)2012-12-31$15,297
Net plan assets at end of year (total assets less liabilities)2012-12-31$282,035
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$266,738
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,230
2011 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$8,189
Expenses. Total of all expenses incurred2011-12-31$2,658
Benefits paid (including direct rollovers)2011-12-31$2,658
Total plan assets at end of year2011-12-31$266,738
Total plan assets at beginning of year2011-12-31$261,207
Value of fidelity bond covering the plan2011-12-31$300,000
Other income received2011-12-31$8,189
Net income (gross income less expenses)2011-12-31$5,531
Net plan assets at end of year (total assets less liabilities)2011-12-31$266,738
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$261,207
2010 : BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$19,972
Expenses. Total of all expenses incurred2010-12-31$11,310
Total plan assets at end of year2010-12-31$261,207
Total plan assets at beginning of year2010-12-31$252,544
Value of fidelity bond covering the plan2010-12-31$200,000
Expenses. Other expenses not covered elsewhere2010-12-31$11,310
Other income received2010-12-31$19,972
Net income (gross income less expenses)2010-12-31$8,662
Net plan assets at end of year (total assets less liabilities)2010-12-31$261,207
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$252,544

Form 5500 Responses for BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST

2022: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRUCE A. OURIEFF, M.D., INC. PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
Insurance contract or identification number0006TP
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
Insurance contract or identification number0006TP
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
Insurance contract or identification number0006TP
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
Insurance contract or identification number0006TP
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
Insurance contract or identification number0006TP
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
Insurance contract or identification number0006TP
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
Insurance contract or identification number0006TP
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
Insurance contract or identification number0006TP
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
Insurance contract or identification number0006TP
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number0006TP
Policy instance 1
Insurance contract or identification number0006TP
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3