WILLIAM R. GALLIVAN, JR., M.D., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ORTHOPEDIC INSTITUTE - GALLIVAN 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for ORTHOPEDIC INSTITUTE - GALLIVAN 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022: ORTHOPEDIC INSTITUTE - GALLIVAN 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 19 |
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 | 4 |
Total of all active and inactive participants | 2022-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 23 |
Number of participants with account balances | 2022-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ORTHOPEDIC INSTITUTE - GALLIVAN 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 18 |
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 | 4 |
Total of all active and inactive participants | 2021-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 22 |
Number of participants with account balances | 2021-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ORTHOPEDIC INSTITUTE - GALLIVAN 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 23 |
Number of participants with account balances | 2020-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ORTHOPEDIC INSTITUTE - GALLIVAN 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 20 |
Number of participants with account balances | 2019-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 9 |
2018: ORTHOPEDIC INSTITUTE - GALLIVAN 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 20 |
Number of participants with account balances | 2018-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
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2022 : ORTHOPEDIC INSTITUTE - GALLIVAN 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $90 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-79,241 |
Expenses. Total of all expenses incurred | 2022-12-31 | $10,077 |
Total plan assets at end of year | 2022-12-31 | $1,666,835 |
Total plan assets at beginning of year | 2022-12-31 | $1,756,063 |
Value of fidelity bond covering the plan | 2022-12-31 | $865,157 |
Total contributions received or receivable from participants | 2022-12-31 | $23,135 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $631,979 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $935 |
Other income received | 2022-12-31 | $-134,653 |
Net income (gross income less expenses) | 2022-12-31 | $-89,318 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,666,745 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,756,063 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $108,000 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $125,178 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $32,277 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $9,142 |
2021 : ORTHOPEDIC INSTITUTE - GALLIVAN 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $98,385 |
Expenses. Total of all expenses incurred | 2021-12-31 | $10,650 |
Total plan assets at end of year | 2021-12-31 | $1,756,063 |
Total plan assets at beginning of year | 2021-12-31 | $1,668,328 |
Value of fidelity bond covering the plan | 2021-12-31 | $697,221 |
Total contributions received or receivable from participants | 2021-12-31 | $6,500 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $589,221 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $309 |
Other income received | 2021-12-31 | $75,620 |
Net income (gross income less expenses) | 2021-12-31 | $87,735 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,756,063 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,668,328 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $108,000 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $16,265 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $10,341 |
2020 : ORTHOPEDIC INSTITUTE - GALLIVAN 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $173,328 |
Expenses. Total of all expenses incurred | 2020-12-31 | $95,487 |
Benefits paid (including direct rollovers) | 2020-12-31 | $85,484 |
Total plan assets at end of year | 2020-12-31 | $1,668,328 |
Total plan assets at beginning of year | 2020-12-31 | $1,590,487 |
Value of fidelity bond covering the plan | 2020-12-31 | $708,142 |
Total contributions received or receivable from participants | 2020-12-31 | $6,500 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $600,142 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $139 |
Other income received | 2020-12-31 | $146,410 |
Net income (gross income less expenses) | 2020-12-31 | $77,841 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,668,328 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,590,487 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $108,000 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $20,418 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $9,864 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : ORTHOPEDIC INSTITUTE - GALLIVAN 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $5,767 |
Total income from all sources | 2019-12-31 | $204,145 |
Expenses. Total of all expenses incurred | 2019-12-31 | $9,491 |
Total plan assets at end of year | 2019-12-31 | $1,590,487 |
Total plan assets at beginning of year | 2019-12-31 | $1,401,600 |
Value of fidelity bond covering the plan | 2019-12-31 | $471,261 |
Total contributions received or receivable from participants | 2019-12-31 | $6,000 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $363,261 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $55 |
Other income received | 2019-12-31 | $166,934 |
Net income (gross income less expenses) | 2019-12-31 | $194,654 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,590,487 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,395,833 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $108,000 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $31,211 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $9,436 |
2018 : ORTHOPEDIC INSTITUTE - GALLIVAN 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $1,297,522 |
Total plan liabilities at end of year | 2018-12-31 | $5,767 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $107,715 |
Expenses. Total of all expenses incurred | 2018-12-31 | $9,404 |
Total plan assets at end of year | 2018-12-31 | $1,401,600 |
Total plan assets at beginning of year | 2018-12-31 | $0 |
Value of fidelity bond covering the plan | 2018-12-31 | $590,665 |
Total contributions received or receivable from participants | 2018-12-31 | $6,000 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $482,665 |
Other income received | 2018-12-31 | $-21,312 |
Net income (gross income less expenses) | 2018-12-31 | $98,311 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,395,833 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $108,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $123,027 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,404 |