RAYMOND E. GARRETT MD PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2016: RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 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 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 1 |
| 2015: RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 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: RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 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: RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 1 |
| 2012: RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| 2011: RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2016 : RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $38,211 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $34,673 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $30,000 |
| Total plan assets at end of year | 2016-12-31 | $588,633 |
| Total plan assets at beginning of year | 2016-12-31 | $585,095 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $4,673 |
| Other income received | 2016-12-31 | $33,538 |
| Net income (gross income less expenses) | 2016-12-31 | $3,538 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $588,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $585,095 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $4,673 |
| 2015 : RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $7,135 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $757 |
| Total plan assets at end of year | 2015-12-31 | $585,095 |
| Total plan assets at beginning of year | 2015-12-31 | $578,717 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $757 |
| Other income received | 2015-12-31 | $2,462 |
| Net income (gross income less expenses) | 2015-12-31 | $6,378 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $585,095 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $578,717 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $4,673 |
| 2014 : RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $35,388 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,898 |
| Total plan assets at end of year | 2014-12-31 | $578,717 |
| Total plan assets at beginning of year | 2014-12-31 | $545,227 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,196 |
| Other income received | 2014-12-31 | $30,715 |
| Net income (gross income less expenses) | 2014-12-31 | $33,490 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $578,717 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $545,227 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $4,673 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $702 |
| 2013 : RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $99,169 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $730,782 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $362,000 |
| Total plan assets at end of year | 2013-12-31 | $545,227 |
| Total plan assets at beginning of year | 2013-12-31 | $1,176,840 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $368,782 |
| Other income received | 2013-12-31 | $94,496 |
| Net income (gross income less expenses) | 2013-12-31 | $-631,613 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $545,227 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,176,840 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $4,673 |
| 2012 : RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $-52,938 |
| Total plan liabilities at beginning of year | 2012-12-31 | $48 |
| Total income from all sources | 2012-12-31 | $530,205 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $16,557 |
| Total plan assets at end of year | 2012-12-31 | $1,176,840 |
| Total plan assets at beginning of year | 2012-12-31 | $716,178 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $473,078 |
| Other income received | 2012-12-31 | $9,166 |
| Noncash contributions received | 2012-12-31 | $47,961 |
| Net income (gross income less expenses) | 2012-12-31 | $513,648 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,176,840 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $716,130 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $16,557 |
| 2011 : RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $48 |
| Total income from all sources | 2011-12-31 | $12,424 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $76,292 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $34,804 |
| Total plan assets at end of year | 2011-12-31 | $716,178 |
| Total plan assets at beginning of year | 2011-12-31 | $779,998 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $41,488 |
| Other income received | 2011-12-31 | $12,424 |
| Net income (gross income less expenses) | 2011-12-31 | $-63,868 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $716,130 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $779,998 |
| 2010 : RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $86,607 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $4,387 |
| Total plan assets at end of year | 2010-12-31 | $779,998 |
| Total plan assets at beginning of year | 2010-12-31 | $697,778 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $4,387 |
| Other income received | 2010-12-31 | $86,607 |
| Net income (gross income less expenses) | 2010-12-31 | $82,220 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $779,998 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $697,778 |
| 2016: RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 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 | No |
| 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: RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 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: RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: RAYMOND E. GARRETT, MD, PC EMPLOYEES RESTATED PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| COMMONWEALTH ANNUITY AND LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | L311849-00 |
| Policy instance | 1 |
| Insurance contract or identification number | L311849-00 | | Number of Individuals Covered | 1 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMONWEALTH ANNUITY AND LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | L311849-00 |
| Policy instance | 1 |
| Insurance contract or identification number | L311849-00 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-15 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMONWEALTH ANNUITY AND LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | L311849-00 |
| Policy instance | 1 |
| Insurance contract or identification number | L311849-00 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMONWEALTH ANNUITY AND LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | L311849-00 |
| Policy instance | 3 |
| Insurance contract or identification number | L311849-00 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-15 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMONWEALTH ANNUITY AND LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | L311849-00 |
| Policy instance | 1 |
| Insurance contract or identification number | L311849-00 | | Insurance policy start date | 2011-01-15 | | Insurance policy end date | 2011-12-15 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMONWEALTH ANNUITY AND LIFE (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | L311849-00 |
| Policy instance | 1 |
| Insurance contract or identification number | L311849-00 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-15 | | Insurance policy end date | 2010-12-15 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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