401k Plan data: DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN plan

DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 401k Plan overview

Plan Name	DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN
Plan identification number	001

DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

DRS. GEHRIS, JORDAN & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: DRS. GEHRIS, JORDAN & ASSOCIATES, LLC

Employer identification number (EIN): 522048202

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 MICHAEL RODRIQUES 2017-07-24
001 2015-01-01 KATHERINE DAY
001 2014-01-01 KATHERINE V DAY
001 2013-01-01 KATHERINE V. DAY, M. D.
001 2012-01-01 KATHERINE V. DAY, M. D.
001 2011-01-01 THOMAS E. JORDAN, M.D. 2012-06-13
001 2010-01-01 THOMAS E. JORDAN, M.D. 2011-07-11

Plan Statistics for DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN

401k plan membership statisitcs for DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN

Measure Date Value
2015: DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 31
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 43
Number of participants with account balances 2015-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 34
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 41
Number of participants with account balances 2014-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 30
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 38
Number of participants with account balances 2013-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 33
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 40
Number of participants with account balances 2012-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2015: DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	31
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	43
Number of participants with account balances	2015-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	34
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	41
Number of participants with account balances	2014-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	30
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	38
Number of participants with account balances	2013-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	33
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	40
Number of participants with account balances	2012-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN

Measure	Date	Value
2015 : DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$150,543
Expenses. Total of all expenses incurred	2015-12-31	$190,623
Benefits paid (including direct rollovers)	2015-12-31	$190,623
Total plan assets at end of year	2015-12-31	$3,777,344
Total plan assets at beginning of year	2015-12-31	$3,817,424
Value of fidelity bond covering the plan	2015-12-31	$450,000
Total contributions received or receivable from participants	2015-12-31	$138,298
Other income received	2015-12-31	$-117,407
Net income (gross income less expenses)	2015-12-31	$-40,080
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,777,344
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,817,424
Assets. Value of participant loans	2015-12-31	$96,448
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$12,059
Total contributions received or receivable from employer(s)	2015-12-31	$129,652
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$290,590
Expenses. Total of all expenses incurred	2014-12-31	$64,093
Benefits paid (including direct rollovers)	2014-12-31	$62,920
Total plan assets at end of year	2014-12-31	$3,817,424
Total plan assets at beginning of year	2014-12-31	$3,590,927
Value of fidelity bond covering the plan	2014-12-31	$450,000
Total contributions received or receivable from participants	2014-12-31	$107,946
Expenses. Other expenses not covered elsewhere	2014-12-31	$250
Other income received	2014-12-31	$155,208
Net income (gross income less expenses)	2014-12-31	$226,497
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,817,424
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,590,927
Assets. Value of participant loans	2014-12-31	$38,858
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$22,375
Total contributions received or receivable from employer(s)	2014-12-31	$27,436
Value of corrective distributions	2014-12-31	$923
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$657,252
Expenses. Total of all expenses incurred	2013-12-31	$94,436
Benefits paid (including direct rollovers)	2013-12-31	$94,436
Total plan assets at end of year	2013-12-31	$3,590,927
Total plan assets at beginning of year	2013-12-31	$3,028,111
Value of fidelity bond covering the plan	2013-12-31	$450,000
Total contributions received or receivable from participants	2013-12-31	$95,554
Other income received	2013-12-31	$450,356
Net income (gross income less expenses)	2013-12-31	$562,816
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,590,927
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,028,111
Assets. Value of participant loans	2013-12-31	$49,946
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$65,760
Total contributions received or receivable from employer(s)	2013-12-31	$111,342
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$518,803
Expenses. Total of all expenses incurred	2012-12-31	$22,916
Benefits paid (including direct rollovers)	2012-12-31	$22,333
Total plan assets at end of year	2012-12-31	$3,028,111
Total plan assets at beginning of year	2012-12-31	$2,532,224
Value of fidelity bond covering the plan	2012-12-31	$450,000
Total contributions received or receivable from participants	2012-12-31	$111,002
Expenses. Other expenses not covered elsewhere	2012-12-31	$583
Other income received	2012-12-31	$278,169
Net income (gross income less expenses)	2012-12-31	$495,887
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,028,111
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,532,224
Assets. Value of participant loans	2012-12-31	$62,073
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$64,225
Total contributions received or receivable from employer(s)	2012-12-31	$129,632
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN

2015: DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DRS. GEHRIS, JORDAN & ASSOCIATES, L.L.C. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

019-166-1

Policy instance

Insurance contract or identification number	019-166-1
Number of Individuals Covered	6
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $66
Total amount of fees paid to insurance company	USD $0
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	1
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
Commission paid to Insurance Broker	USD $66
Insurance broker organization code?	7
Insurance broker name	THOMAS MCCRACKEN

CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

019-166-1

Policy instance

Insurance contract or identification number	019-166-1
Number of Individuals Covered	8
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $244
Total amount of fees paid to insurance company	USD $0
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	1
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
Commission paid to Insurance Broker	USD $244
Insurance broker organization code?	7
Insurance broker name	THOMAS MCCRACKEN

CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

019-166-1

Policy instance

Insurance contract or identification number	019-166-1
Number of Individuals Covered	4
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $39
Total amount of fees paid to insurance company	USD $0
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	1
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
Commission paid to Insurance Broker	USD $39
Insurance broker organization code?	7
Insurance broker name	THOMAS MCCRACKEN

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Company Name:	DRS. GEHRIS, JORDAN & ASSOCIATES, LLC
Employer identification number (EIN):	522048202
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	MICHAEL RODRIQUES	2017-07-24
001	2015-01-01	KATHERINE DAY
001	2014-01-01	KATHERINE V DAY
001	2013-01-01	KATHERINE V. DAY, M. D.
001	2012-01-01	KATHERINE V. DAY, M. D.
001	2011-01-01	THOMAS E. JORDAN, M.D.	2012-06-13
001	2010-01-01	THOMAS E. JORDAN, M.D.	2011-07-11