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FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameFUGEDY & MCLEES, P.C. PROFIT SHARING PLAN
Plan identification number 001

FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

FUGEDY & MCLEES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:FUGEDY & MCLEES, P.C.
Employer identification number (EIN):521415763
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01DENNIS FUGEDY2020-01-21 DENNIS FUGEDY2020-01-21
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DENNIS FUGEDY DENNIS FUGEDY2013-05-16
0012011-01-01DENNIS FUGEDY DENNIS FUGEDY2012-06-07
0012009-01-01DENNIS FUGEDY DENNIS FUGEDY2010-10-05

Financial Data on FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN

Measure Date Value
2019 : FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$102,331
Expenses. Total of all expenses incurred2019-12-31$4,360,110
Benefits paid (including direct rollovers)2019-12-31$4,360,110
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$4,257,779
Value of fidelity bond covering the plan2019-12-31$300,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$102,331
Net income (gross income less expenses)2019-12-31$-4,257,779
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,257,779
Assets. Value of participant loans2019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$102,067
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$4,257,779
Total plan assets at beginning of year2018-12-31$4,155,712
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$29,327
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$60,808
Net income (gross income less expenses)2018-12-31$102,067
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,257,779
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,155,712
Assets. Value of participant loans2018-12-31$29,151
Total contributions received or receivable from employer(s)2018-12-31$11,932
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$712,729
Expenses. Total of all expenses incurred2017-12-31$162,427
Benefits paid (including direct rollovers)2017-12-31$162,402
Total plan assets at end of year2017-12-31$4,155,712
Total plan assets at beginning of year2017-12-31$3,605,410
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$70,503
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$535,420
Net income (gross income less expenses)2017-12-31$550,302
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,155,712
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,605,410
Assets. Value of participant loans2017-12-31$31,637
Total contributions received or receivable from employer(s)2017-12-31$106,806
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$468,626
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$3,605,410
Total plan assets at beginning of year2016-12-31$3,136,784
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$65,503
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$299,937
Net income (gross income less expenses)2016-12-31$468,626
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,605,410
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,136,784
Total contributions received or receivable from employer(s)2016-12-31$103,186
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$96,045
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$3,136,784
Total plan assets at beginning of year2015-12-31$3,040,739
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$63,775
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-76,853
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$96,045
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,136,784
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,040,739
Total contributions received or receivable from employer(s)2015-12-31$109,123
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$257,481
Expenses. Total of all expenses incurred2014-12-31$126,968
Benefits paid (including direct rollovers)2014-12-31$126,918
Total plan assets at end of year2014-12-31$3,040,739
Total plan assets at beginning of year2014-12-31$2,910,226
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$60,028
Expenses. Other expenses not covered elsewhere2014-12-31$50
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$98,623
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$130,513
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,040,739
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,910,226
Total contributions received or receivable from employer(s)2014-12-31$98,830
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$620,101
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,910,226
Total plan assets at beginning of year2013-12-31$2,290,125
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$56,793
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$462,254
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$620,101
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,910,226
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,290,125
Total contributions received or receivable from employer(s)2013-12-31$101,054
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$428,859
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$2,290,125
Total plan assets at beginning of year2012-12-31$1,861,266
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$54,356
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$278,535
Net income (gross income less expenses)2012-12-31$428,859
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,290,125
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,861,266
Total contributions received or receivable from employer(s)2012-12-31$95,968
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$136,660
Expenses. Total of all expenses incurred2011-12-31$1,883
Benefits paid (including direct rollovers)2011-12-31$1,883
Total plan assets at end of year2011-12-31$1,861,266
Total plan assets at beginning of year2011-12-31$1,726,489
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$59,778
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-18,873
Net income (gross income less expenses)2011-12-31$134,777
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,861,266
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,726,489
Total contributions received or receivable from employer(s)2011-12-31$95,755
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$358,761
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,726,489
Total plan assets at beginning of year2010-12-31$1,367,728
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$67,810
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$192,537
Net income (gross income less expenses)2010-12-31$358,761
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,726,489
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,367,728
Total contributions received or receivable from employer(s)2010-12-31$98,414
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN

2019: FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FUGEDY & MCLEES, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0248
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0248
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0248
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0248
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0248
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0248
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0248
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0248
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH0248
Policy instance 1

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