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| Plan Name | DR. SHAUN P. GRADY 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DR. SHAUN P. GRADY |
| Employer identification number (EIN): | 203317978 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | JOSIE BERINGER | 2023-05-09 | ||
| 001 | 2021-01-01 | JOSIE BERINGER | 2022-08-26 | JOSIE BERINGER | 2022-08-26 |
| 001 | 2020-01-01 | JOSIE BERINGER | 2021-07-06 | JOSIE BERINGER | 2021-07-06 |
| 001 | 2019-01-01 | JOSIE BERINGER | 2020-08-21 | ||
| 001 | 2018-01-01 | JOSIE BERINGER | 2019-07-29 | ||
| 001 | 2017-01-01 | JOSIE BERINGER | |||
| 001 | 2016-01-01 | JOSIE BERINGER | 2017-10-13 | ||
| 001 | 2015-01-01 | JOSIE BERINGER | 2016-07-12 | ||
| 001 | 2014-01-01 | JOSIE BERINGER | 2015-10-06 | ||
| 001 | 2013-01-01 | JOSIE BERINGER | 2014-09-29 | ||
| 001 | 2012-01-01 | JOSIE BERINGER | 2013-07-03 | ||
| 001 | 2011-01-01 | JOSIE BERINGER | 2012-09-27 | ||
| 001 | 2010-01-01 | JOSIE BERINGER | 2011-08-11 |
| Measure | Date | Value |
|---|---|---|
| 2017: DR. SHAUN P. GRADY 401(K) PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 7 |
| Number of participants with account balances | 2017-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2017 : DR. SHAUN P. GRADY 401(K) PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $196,487 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,033 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,033 |
| Total plan assets at end of year | 2017-12-31 | $980,438 |
| Total plan assets at beginning of year | 2017-12-31 | $784,984 |
| Value of fidelity bond covering the plan | 2017-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $27,802 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $122,918 |
| Net income (gross income less expenses) | 2017-12-31 | $195,454 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $980,438 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $784,984 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $2,166 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $45,767 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2017: DR. SHAUN P. GRADY 401(K) PLAN 2017 form 5500 responses | ||
|---|---|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | GA-803746 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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