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 DEFINED BENEFIT PENSION PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 004 | 2024-01-01 | DAVID A. PECKHAM, FOR SBPC, INC. | | | |
| 004 | 2023-01-01 | | | | |
| 004 | 2023-01-01 | DAVID A. PECKHAM, FOR SBPC, INC. | | | |
| 004 | 2022-01-01 | | | | |
| 004 | 2022-01-01 | DAVID A. PECKHAM, FOR SBPC, INC. | | | |
| 004 | 2021-01-01 | DAVID A. PECKHAM, FOR SBPC, INC. | 2022-10-17 | | |
| 004 | 2020-01-01 | DAVID A. PECKHAM, FOR SBPC, INC. | 2021-10-15 | | |
| 004 | 2019-01-01 | DAVID A. PECKHAM, FOR SBPC, INC. | 2020-10-15 | | |
| Measure | Date | Value |
|---|
| 2023 : ORTHOPEDIC INSTITUTE - GALLIVAN DEFINED BENEFIT PENSION PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $222,732 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $765 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $1,179,748 |
| Total plan assets at beginning of year | 2023-12-31 | $957,781 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $611,506 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $765 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $78,249 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $221,967 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,179,748 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $957,781 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $144,483 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : ORTHOPEDIC INSTITUTE - GALLIVAN DEFINED BENEFIT PENSION PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $175,296 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $345 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $957,781 |
| Total plan assets at beginning of year | 2022-12-31 | $782,830 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $595,105 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $345 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $18,327 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $174,951 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $957,781 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $782,830 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $156,969 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
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