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DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN
Plan identification number 001

DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

DAVID M. COREY, PHD., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVID M. COREY, PHD., P.C.
Employer identification number (EIN):931178114
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01DAVID M COREY
0012016-01-01DAVID M COREY
0012015-01-01DAVID M COREY
0012014-01-01DAVID M COREY
0012013-01-01DAVID M COREY
0012012-01-01DAVID M COREY
0012011-01-01DAVID M COREY
0012010-01-01DAVID M COREY
0012009-01-01DAVID M COREY

Plan Statistics for DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN

Measure Date Value
2018: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
2017: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-011
2016: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-014
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-011
2015: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-011
2014: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-011
2013: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-011
2012: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-011
2011: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-011
2010: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-011
2009: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-011

Financial Data on DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN

Measure Date Value
2018 : DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-944
Expenses. Total of all expenses incurred2018-12-31$41,603
Benefits paid (including direct rollovers)2018-12-31$41,603
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$42,547
Value of fidelity bond covering the plan2018-12-31$50,000
Other income received2018-12-31$-944
Net income (gross income less expenses)2018-12-31$-42,547
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$42,547
2017 : DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$-691
Total plan assets at end of year2017-12-31$42,547
Total plan assets at beginning of year2017-12-31$43,238
Value of fidelity bond covering the plan2017-12-31$50,000
Other income received2017-12-31$-691
Net income (gross income less expenses)2017-12-31$-691
Net plan assets at end of year (total assets less liabilities)2017-12-31$42,547
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$43,238
2016 : DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-390
Total plan assets at end of year2016-12-31$43,238
Total plan assets at beginning of year2016-12-31$43,628
Value of fidelity bond covering the plan2016-12-31$50,000
Other income received2016-12-31$-390
Net income (gross income less expenses)2016-12-31$-390
Net plan assets at end of year (total assets less liabilities)2016-12-31$43,238
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$43,628
2015 : DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-433
Total plan assets at end of year2015-12-31$43,628
Total plan assets at beginning of year2015-12-31$44,061
Value of fidelity bond covering the plan2015-12-31$50,000
Other income received2015-12-31$-433
Net income (gross income less expenses)2015-12-31$-433
Net plan assets at end of year (total assets less liabilities)2015-12-31$43,628
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$44,061
2014 : DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$183
Total plan assets at end of year2014-12-31$44,061
Total plan assets at beginning of year2014-12-31$43,878
Value of fidelity bond covering the plan2014-12-31$50,000
Other income received2014-12-31$183
Net income (gross income less expenses)2014-12-31$183
Net plan assets at end of year (total assets less liabilities)2014-12-31$44,061
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$43,878
2013 : DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2013 401k financial data
Expenses. Total of all expenses incurred2013-12-31$124
Total plan assets at end of year2013-12-31$43,878
Total plan assets at beginning of year2013-12-31$44,002
Value of fidelity bond covering the plan2013-12-31$50,000
Expenses. Other expenses not covered elsewhere2013-12-31$124
Net income (gross income less expenses)2013-12-31$-124
Net plan assets at end of year (total assets less liabilities)2013-12-31$43,878
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$44,002
2012 : DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$305
Total plan assets at end of year2012-12-31$44,002
Total plan assets at beginning of year2012-12-31$43,697
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$305
Net income (gross income less expenses)2012-12-31$305
Net plan assets at end of year (total assets less liabilities)2012-12-31$44,002
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$43,697
2011 : DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$379
Total plan assets at end of year2011-12-31$43,697
Total plan assets at beginning of year2011-12-31$43,318
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$379
Net income (gross income less expenses)2011-12-31$379
Net plan assets at end of year (total assets less liabilities)2011-12-31$43,697
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$43,318
2010 : DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$535
Total plan assets at end of year2010-12-31$43,318
Total plan assets at beginning of year2010-12-31$42,783
Value of fidelity bond covering the plan2010-12-31$50,000
Other income received2010-12-31$535
Net income (gross income less expenses)2010-12-31$535
Net plan assets at end of year (total assets less liabilities)2010-12-31$43,318
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$42,783

Form 5500 Responses for DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN

2018: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
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: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 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: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 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: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 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: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 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: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 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: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 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: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 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: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 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: DAVID M. COREY, PHD., P.C. PROFIT SHARING PLAN 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberE844
Policy instance 1
Insurance contract or identification numberE844
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $55
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberE844
Policy instance 1
Insurance contract or identification numberE844
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $55
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55
Insurance broker organization code?4
Insurance broker nameSTEWART J. VIETS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberE844
Policy instance 1
Insurance contract or identification numberE844
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $55
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55
Insurance broker organization code?4
Insurance broker nameSTEWART J. VIETS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberE844
Policy instance 1
Insurance contract or identification numberE844
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $55
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55
Insurance broker organization code?4
Insurance broker nameSTEWART J. VIETS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberE844
Policy instance 1
Insurance contract or identification numberE844
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $55
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55
Insurance broker organization code?4
Insurance broker nameSTEWART J. VIETS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberE844
Policy instance 1
Insurance contract or identification numberE844
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $55
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55
Insurance broker organization code?4
Insurance broker nameSTEWART J. VIETS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberE844
Policy instance 1
Insurance contract or identification numberE844
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $55
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberE844
Policy instance 1
Insurance contract or identification numberE844
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $55
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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