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TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 401k Plan overview

Plan NameTIMOTHY W. FREER, MD PA PROFIT SHARING PLAN
Plan identification number 001

TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMPREHENSIVE BREAST CARE CENTER OF TEXAS, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMPREHENSIVE BREAST CARE CENTER OF TEXAS, INC.
Employer identification number (EIN):752291923
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01PAIGE TERRA2021-10-15
0012019-01-01PAIGE TERRA2020-10-14 PAIGE TERRA2020-10-14
0012018-01-01STEVE ARMOND2019-12-10 STEVE ARMOND2019-12-10
0012017-01-01STEVE ARMOND2019-12-10 STEVE ARMOND2019-12-10
0012011-01-01TIM FIELDING2012-04-05
0012010-01-01TIM FIELDING2011-08-01

Plan Statistics for TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN

401k plan membership statisitcs for TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN

Measure Date Value
2022: TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,616
Total number of active participants reported on line 7a of the Form 55002022-01-011,357
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01313
Total of all active and inactive participants2022-01-011,670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,670
Number of participants with account balances2022-01-011,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01275
2021: TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,318
Total number of active participants reported on line 7a of the Form 55002021-01-011,332
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01283
Total of all active and inactive participants2021-01-011,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,616
Number of participants with account balances2021-01-011,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01127
2020: TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,257
Total number of active participants reported on line 7a of the Form 55002020-01-011,148
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-01156
Total of all active and inactive participants2020-01-011,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,318
Number of participants with account balances2020-01-011,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01191
2019: TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,015
Total number of active participants reported on line 7a of the Form 55002019-01-011,100
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01148
Total of all active and inactive participants2019-01-011,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,256
Number of participants with account balances2019-01-01940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0154
2018: TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01793
Total number of active participants reported on line 7a of the Form 55002018-01-01830
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01101
Total of all active and inactive participants2018-01-01931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01931
Number of participants with account balances2018-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0141
2017: TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01626
Total number of active participants reported on line 7a of the Form 55002017-01-01676
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0171
Total of all active and inactive participants2017-01-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01747
Number of participants with account balances2017-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121

Financial Data on TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN

Measure Date Value
2022 : TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-231,684
Total unrealized appreciation/depreciation of assets2022-12-31$-231,684
Total transfer of assets to this plan2022-12-31$1,083
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-273,369
Total loss/gain on sale of assets2022-12-31$-13,106
Total of all expenses incurred2022-12-31$6,621,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,503,878
Expenses. Certain deemed distributions of participant loans2022-12-31$-8,982
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,996,794
Value of total assets at end of year2022-12-31$49,884,460
Value of total assets at beginning of year2022-12-31$56,778,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$126,485
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$509,342
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$975,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$962,999
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,204,449
Participant contributions at end of year2022-12-31$737,018
Participant contributions at beginning of year2022-12-31$668,996
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,745,980
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$121,446
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$1,079
Total non interest bearing cash at beginning of year2022-12-31$191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-6,894,750
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,884,460
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$56,778,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$5,039
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$46,535,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$53,740,901
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$35,277
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$468,773
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$749,057
Value of interest in common/collective trusts at beginning of year2022-12-31$660,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$362,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$801,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$801,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,292
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$674,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$278,459
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,399,767
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-110,233
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$2,046,365
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$12,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,503,878
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$824,672
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$627,149
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$61,192
Aggregate carrying amount (costs) on sale of assets2022-12-31$74,298
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US LLP
Accountancy firm EIN2022-12-31390859910
2021 : TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$14,297,434
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,374,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,165,757
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,686,090
Value of total assets at end of year2021-12-31$56,778,127
Value of total assets at beginning of year2021-12-31$50,855,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$208,599
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$36,590
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,032,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,032,323
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,460,278
Participant contributions at end of year2021-12-31$668,996
Participant contributions at beginning of year2021-12-31$710,671
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,226,365
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,615,175
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$191
Total non interest bearing cash at beginning of year2021-12-31$465,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$5,923,078
Value of net assets at end of year (total assets less liabilities)2021-12-31$56,778,127
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$50,855,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$208,599
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$53,740,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$45,700,168
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$36,590
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$660,736
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$801,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,752,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,752,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$278,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,542,431
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,610,637
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,165,757
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$627,149
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US LLP
Accountancy firm EIN2021-12-31390859910
2020 : TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$121,136
Total income from all sources (including contributions)2020-12-31$11,781,005
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,793,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,614,783
Value of total corrective distributions2020-12-31$27,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,559,415
Value of total assets at end of year2020-12-31$50,855,049
Value of total assets at beginning of year2020-12-31$44,988,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$151,296
Total interest from all sources2020-12-31$45,307
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,456,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,456,823
Administrative expenses professional fees incurred2020-12-31$15,449
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,327,294
Participant contributions at end of year2020-12-31$710,671
Participant contributions at beginning of year2020-12-31$683,550
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,226,365
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,670,818
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$748,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$16,290
Total non interest bearing cash at end of year2020-12-31$465,018
Total non interest bearing cash at beginning of year2020-12-31$110,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,987,337
Value of net assets at end of year (total assets less liabilities)2020-12-31$50,855,049
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$44,867,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$43,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$45,700,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$40,601,986
Interest on participant loans2020-12-31$40,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,752,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,921,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,921,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,703,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$483,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,614,783
Contract administrator fees2020-12-31$92,130
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$121,136
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$121,136
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$121,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$463
Total income from all sources (including contributions)2019-12-31$13,178,946
Total income from all sources (including contributions)2019-12-31$13,178,946
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,865,629
Total of all expenses incurred2019-12-31$2,865,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,698,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,698,432
Value of total corrective distributions2019-12-31$15,666
Value of total corrective distributions2019-12-31$15,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,420,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,420,570
Value of total assets at end of year2019-12-31$44,988,848
Value of total assets at end of year2019-12-31$44,988,848
Value of total assets at beginning of year2019-12-31$34,554,858
Value of total assets at beginning of year2019-12-31$34,554,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$151,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$151,531
Total interest from all sources2019-12-31$39,028
Total interest from all sources2019-12-31$39,028
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,196,991
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,196,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,196,991
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,196,991
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,878,295
Contributions received from participants2019-12-31$2,878,295
Participant contributions at end of year2019-12-31$683,550
Participant contributions at end of year2019-12-31$683,550
Participant contributions at beginning of year2019-12-31$569,633
Participant contributions at beginning of year2019-12-31$569,633
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,670,818
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,670,818
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,331,243
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,331,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$463
Total non interest bearing cash at end of year2019-12-31$110,926
Total non interest bearing cash at end of year2019-12-31$110,926
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,313,317
Value of net income/loss2019-12-31$10,313,317
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,867,712
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,867,712
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,554,395
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,554,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,601,986
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$40,601,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,739,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$32,739,597
Interest on participant loans2019-12-31$32,043
Interest on participant loans2019-12-31$32,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,921,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,921,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,245,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,245,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,245,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,245,628
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,522,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,522,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,211,032
Contributions received in cash from employer2019-12-31$1,211,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,698,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,698,432
Contract administrator fees2019-12-31$151,531
Contract administrator fees2019-12-31$151,531
Liabilities. Value of benefit claims payable at end of year2019-12-31$121,136
Liabilities. Value of benefit claims payable at end of year2019-12-31$121,136
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$26,187,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,765,083
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,604,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,512,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,524,439
Value of total assets at end of year2017-12-31$35,633,517
Value of total assets at beginning of year2017-12-31$5,285,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$92,694
Total interest from all sources2017-12-31$13,088
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$912,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$912,741
Administrative expenses professional fees incurred2017-12-31$9,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,792,009
Participant contributions at end of year2017-12-31$348,943
Participant contributions at beginning of year2017-12-31$106,843
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$78,108
Other income not declared elsewhere2017-12-31$7,086
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$14,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,160,198
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,633,517
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,285,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$26,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$35,142,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,049,242
Interest on participant loans2017-12-31$13,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$142,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$115,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$115,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$72
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,307,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$654,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,512,191
Contract administrator fees2017-12-31$56,434
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31STEVEN C. BUTLER CPA
Accountancy firm EIN2017-12-31752515634

Form 5500 Responses for TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN

2022: TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TIMOTHY W. FREER, MD PA 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 filingNo
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TIMOTHY W. FREER, MD PA PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number64315
Policy instance 1
Insurance contract or identification number64315
Number of Individuals Covered62
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number64315
Policy instance 1
Insurance contract or identification number64315
Number of Individuals Covered27
Insurance policy start date2021-06-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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