401k Plan data: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST plan

DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST
Plan identification number	001

DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 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

401k Sponsoring company profile

DUNCAN C. RAMSEY, III MD has sponsored the creation of one or more 401k plans.

Company Name: DUNCAN C. RAMSEY, III MD

Employer identification number (EIN): 752034794

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST

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 DUNCAN C. RAMSEY III, MD
001 2016-01-01 DUNCAN C. RAMSEY III, MD
001 2015-01-01 DUNCAN RAMSEY
001 2014-01-01 DUNCAN RAMSEY
001 2013-01-01 DUNCAN RAMSEY
001 2010-01-01 DUNCAN RAMSEY
001 2009-01-01 DUNCAN C RAMSEY III MD
001 2009-01-01 DUNCAN RAMSEY

Plan Statistics for DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Total of all active and inactive participants 2022-01-01 3
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 0
2021: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Total of all active and inactive participants 2021-01-01 3
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
2020: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Total of all active and inactive participants 2020-01-01 3
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
2019: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 10
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 3
2018: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 10
Total participants 2018-01-01 10
2017: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
2016: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
2015: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
2014: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2013: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
2010: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
2009: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4

Measure	Date	Value
2022: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Total of all active and inactive participants	2022-01-01	3
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	0
2021: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Total of all active and inactive participants	2021-01-01	3
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
2020: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Total of all active and inactive participants	2020-01-01	3
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
2019: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	10
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	3
2018: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	10
Total participants	2018-01-01	10
2017: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
2016: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
2015: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
2014: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2013: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
2010: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
2009: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4

Financial Data on DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-391,075
Expenses. Total of all expenses incurred	2022-12-31	$35,200
Benefits paid (including direct rollovers)	2022-12-31	$35,050
Total plan assets at end of year	2022-12-31	$3,263,929
Total plan assets at beginning of year	2022-12-31	$3,690,204
Other income received	2022-12-31	$-391,075
Net income (gross income less expenses)	2022-12-31	$-426,275
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,263,929
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,690,204
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$150
2021 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$640,271
Expenses. Total of all expenses incurred	2021-12-31	$150
Total plan assets at end of year	2021-12-31	$3,690,204
Total plan assets at beginning of year	2021-12-31	$3,050,083
Expenses. Other expenses not covered elsewhere	2021-12-31	$150
Other income received	2021-12-31	$625,751
Net income (gross income less expenses)	2021-12-31	$640,121
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,690,204
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,050,083
Total contributions received or receivable from employer(s)	2021-12-31	$14,520
2020 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$272,041
Expenses. Total of all expenses incurred	2020-12-31	$150
Total plan assets at end of year	2020-12-31	$3,050,083
Total plan assets at beginning of year	2020-12-31	$2,778,192
Expenses. Other expenses not covered elsewhere	2020-12-31	$150
Other income received	2020-12-31	$256,628
Net income (gross income less expenses)	2020-12-31	$271,891
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,050,083
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,778,192
Total contributions received or receivable from employer(s)	2020-12-31	$15,413
2019 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$483,050
Expenses. Total of all expenses incurred	2019-12-31	$150
Total plan assets at end of year	2019-12-31	$2,778,192
Total plan assets at beginning of year	2019-12-31	$2,295,292
Expenses. Other expenses not covered elsewhere	2019-12-31	$150
Other income received	2019-12-31	$458,293
Net income (gross income less expenses)	2019-12-31	$482,900
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,778,192
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,295,292
Total contributions received or receivable from employer(s)	2019-12-31	$24,757
2018 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$127,298
Expenses. Total of all expenses incurred	2018-12-31	$200,766
Benefits paid (including direct rollovers)	2018-12-31	$200,616
Total plan assets at end of year	2018-12-31	$2,295,293
Total plan assets at beginning of year	2018-12-31	$2,368,761
Expenses. Other expenses not covered elsewhere	2018-12-31	$150
Other income received	2018-12-31	$94,703
Net income (gross income less expenses)	2018-12-31	$-73,468
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,295,293
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,368,761
Total contributions received or receivable from employer(s)	2018-12-31	$32,595
2017 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$387,060
Expenses. Total of all expenses incurred	2017-12-31	$200,766
Benefits paid (including direct rollovers)	2017-12-31	$200,616
Total plan assets at end of year	2017-12-31	$2,368,761
Total plan assets at beginning of year	2017-12-31	$2,182,467
Expenses. Other expenses not covered elsewhere	2017-12-31	$150
Other income received	2017-12-31	$347,994
Net income (gross income less expenses)	2017-12-31	$186,294
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,368,761
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,182,467
Total contributions received or receivable from employer(s)	2017-12-31	$39,066
2016 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$255,846
Expenses. Total of all expenses incurred	2016-12-31	$2,515
Total plan assets at end of year	2016-12-31	$2,182,467
Total plan assets at beginning of year	2016-12-31	$1,929,136
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,515
Other income received	2016-12-31	$204,955
Net income (gross income less expenses)	2016-12-31	$253,331
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,182,467
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,929,136
Total contributions received or receivable from employer(s)	2016-12-31	$50,891
2015 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$40,533
Total plan assets at end of year	2015-12-31	$1,929,136
Total plan assets at beginning of year	2015-12-31	$1,888,603
Other income received	2015-12-31	$-20,078
Net income (gross income less expenses)	2015-12-31	$40,533
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,929,136
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,888,603
Total contributions received or receivable from employer(s)	2015-12-31	$60,611
2014 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$209,584
Total plan assets at end of year	2014-12-31	$1,888,604
Total plan assets at beginning of year	2014-12-31	$1,679,020
Other income received	2014-12-31	$152,676
Net income (gross income less expenses)	2014-12-31	$209,584
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,888,604
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,679,020
Total contributions received or receivable from employer(s)	2014-12-31	$56,908
2013 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$401,907
Total plan assets at end of year	2013-12-31	$1,679,020
Total plan assets at beginning of year	2013-12-31	$1,277,113
Other income received	2013-12-31	$343,499
Net income (gross income less expenses)	2013-12-31	$401,907
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,679,020
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,277,113
Total contributions received or receivable from employer(s)	2013-12-31	$58,408
2010 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$134,499
Expenses. Total of all expenses incurred	2010-12-31	$7,875
Benefits paid (including direct rollovers)	2010-12-31	$7,875
Total plan assets at end of year	2010-12-31	$1,014,589
Total plan assets at beginning of year	2010-12-31	$887,965
Other income received	2010-12-31	$99,499
Net income (gross income less expenses)	2010-12-31	$126,624
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,014,589
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$887,965
Total contributions received or receivable from employer(s)	2010-12-31	$35,000

Form 5500 Responses for DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST

2022: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2010: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DUNCAN C. RAMSEY, III MD
Employer identification number (EIN):	752034794
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)