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DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN
Plan identification number 001

DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID F. TEE, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVID F. TEE, M.D., P.C.
Employer identification number (EIN):042682431
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-11-01DAVID F. TEE, M.D., TRUSTEE
0012015-11-01DAVID F. TEE, M.D., TRUSTEE
0012014-11-01DAVID F. TEE, M.D., TRUSTEE
0012013-11-01DAVID F. TEE, M.D., TRUSTEE
0012012-11-01DAVID F. TEE, M.D., TRUSTEE
0012011-11-01DAVID F. TEE, M.D., TRUSTEE
0012009-11-01DAVID F. TEE, M.D., TRUSTEE
0012008-11-01

Financial Data on DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2017 : DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-10-31$157,778
Expenses. Total of all expenses incurred2017-10-31$23,947
Total plan assets at end of year2017-10-31$1,389,285
Total plan assets at beginning of year2017-10-31$1,255,454
Expenses. Other expenses not covered elsewhere2017-10-31$23,947
Other income received2017-10-31$157,778
Net income (gross income less expenses)2017-10-31$133,831
Net plan assets at end of year (total assets less liabilities)2017-10-31$1,389,285
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$1,255,454
2016 : DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-10-31$4,779
Expenses. Total of all expenses incurred2016-10-31$43,032
Benefits paid (including direct rollovers)2016-10-31$30,461
Total plan assets at end of year2016-10-31$1,255,455
Total plan assets at beginning of year2016-10-31$1,293,708
Other income received2016-10-31$4,779
Net income (gross income less expenses)2016-10-31$-38,253
Net plan assets at end of year (total assets less liabilities)2016-10-31$1,255,455
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$1,293,708
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$12,571
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
2015 : DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-10-31$-38,769
Expenses. Total of all expenses incurred2015-10-31$48,585
Benefits paid (including direct rollovers)2015-10-31$35,461
Total plan assets at end of year2015-10-31$1,293,708
Total plan assets at beginning of year2015-10-31$1,381,062
Other income received2015-10-31$-38,769
Net income (gross income less expenses)2015-10-31$-87,354
Net plan assets at end of year (total assets less liabilities)2015-10-31$1,293,708
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$1,381,062
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$13,124
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
2014 : DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-10-31$131,776
Expenses. Total of all expenses incurred2014-10-31$60,470
Benefits paid (including direct rollovers)2014-10-31$60,470
Total plan assets at end of year2014-10-31$1,381,062
Total plan assets at beginning of year2014-10-31$1,309,756
Other income received2014-10-31$131,776
Net income (gross income less expenses)2014-10-31$71,306
Net plan assets at end of year (total assets less liabilities)2014-10-31$1,381,062
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$1,309,756
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$1
2013 : DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-10-31$135,047
Expenses. Total of all expenses incurred2013-10-31$158,223
Benefits paid (including direct rollovers)2013-10-31$144,961
Total plan assets at end of year2013-10-31$1,309,756
Total plan assets at beginning of year2013-10-31$1,332,932
Other income received2013-10-31$135,047
Net income (gross income less expenses)2013-10-31$-23,176
Net plan assets at end of year (total assets less liabilities)2013-10-31$1,309,756
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$1,332,932
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$13,262
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
2012 : DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-10-31$79,993
Expenses. Total of all expenses incurred2012-10-31$11,494
Benefits paid (including direct rollovers)2012-10-31$9,944
Total plan assets at end of year2012-10-31$1,332,932
Total plan assets at beginning of year2012-10-31$1,264,433
Expenses. Other expenses not covered elsewhere2012-10-31$510
Other income received2012-10-31$79,993
Net income (gross income less expenses)2012-10-31$68,499
Net plan assets at end of year (total assets less liabilities)2012-10-31$1,332,932
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$1,264,433
Assets. Value of participant loans2012-10-31$29,029
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$1,040
2011 : DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-10-31$54,122
Expenses. Total of all expenses incurred2011-10-31$22,883
Benefits paid (including direct rollovers)2011-10-31$9,944
Total plan assets at end of year2011-10-31$1,264,433
Total plan assets at beginning of year2011-10-31$1,233,194
Expenses. Other expenses not covered elsewhere2011-10-31$510
Other income received2011-10-31$54,122
Net income (gross income less expenses)2011-10-31$31,239
Net plan assets at end of year (total assets less liabilities)2011-10-31$1,264,433
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$1,233,194
Assets. Value of participant loans2011-10-31$19,028
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$12,429

Form 5500 Responses for DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN

2016: DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01This submission is the final filingNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: DAVID F. TEE, M.D., P.C. PROFIT SHARING PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number07671415
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number07671415
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number07671415
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number07671415
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number07671415
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number07671415
Policy instance 1

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