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STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameSTUART B. PHILLIPS, M.D. PROFIT SHARING PLAN
Plan identification number 001

STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

STUART B. PHILLIPS, M.D. has sponsored the creation of one or more 401k plans.

Company Name:STUART B. PHILLIPS, M.D.
Employer identification number (EIN):860687866
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STUART B. PHILLIPS, M.D. 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
0012020-01-01
0012019-01-01
0012018-01-01STUART B. PHILLIPS, M.D.
0012017-01-01STUART B. PHILLIPS, M.D.
0012016-01-01STUART B. PHILLIPS, M.D.
0012015-01-01STUART B. PHILLIPS, M.D.
0012014-01-01STUART B. PHILLIPS, M.D.
0012013-01-01STUART B. PHILLIPS, M.D.
0012012-01-01STUART B. PHILLIPS, M.D.
0012011-01-01STUART B PHILLIPS MD
0012009-01-01STUART B PHILLIPS MD

Plan Statistics for STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN

Measure Date Value
2022: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-011
Total participants2022-01-011
Number of participants with account balances2022-01-010
2021: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-010
2020: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-010
2019: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-010
2018: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
2017: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
2016: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
2015: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
2014: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
2013: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
2011: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2009: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN

Measure Date Value
2022 : STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$2,437
Total plan assets at end of year2022-12-31$42,773
Total plan assets at beginning of year2022-12-31$40,336
Other income received2022-12-31$1,306
Net income (gross income less expenses)2022-12-31$2,437
Net plan assets at end of year (total assets less liabilities)2022-12-31$42,773
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$40,336
Total contributions received or receivable from employer(s)2022-12-31$1,131
2021 : STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$2,358
Total plan assets at end of year2021-12-31$40,336
Total plan assets at beginning of year2021-12-31$37,978
Other income received2021-12-31$1,227
Net income (gross income less expenses)2021-12-31$2,358
Net plan assets at end of year (total assets less liabilities)2021-12-31$40,336
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$37,978
Total contributions received or receivable from employer(s)2021-12-31$1,131
2020 : STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$2,282
Total plan assets at end of year2020-12-31$37,978
Total plan assets at beginning of year2020-12-31$35,696
Other income received2020-12-31$1,151
Net income (gross income less expenses)2020-12-31$2,282
Net plan assets at end of year (total assets less liabilities)2020-12-31$37,978
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$35,696
Total contributions received or receivable from employer(s)2020-12-31$1,131
2019 : STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$2,204
Total plan assets at end of year2019-12-31$35,696
Total plan assets at beginning of year2019-12-31$33,492
Other income received2019-12-31$1,073
Net income (gross income less expenses)2019-12-31$2,204
Net plan assets at end of year (total assets less liabilities)2019-12-31$35,696
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$33,492
Total contributions received or receivable from employer(s)2019-12-31$1,131
2018 : STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$2,132
Total plan assets at end of year2018-12-31$33,492
Total plan assets at beginning of year2018-12-31$31,360
Other income received2018-12-31$1,001
Net income (gross income less expenses)2018-12-31$2,132
Net plan assets at end of year (total assets less liabilities)2018-12-31$33,492
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$31,360
Total contributions received or receivable from employer(s)2018-12-31$1,131
2017 : STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,062
Total plan assets at end of year2017-12-31$31,360
Total plan assets at beginning of year2017-12-31$29,298
Other income received2017-12-31$931
Net income (gross income less expenses)2017-12-31$2,062
Net plan assets at end of year (total assets less liabilities)2017-12-31$31,360
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$29,298
Total contributions received or receivable from employer(s)2017-12-31$1,131
2016 : STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,989
Total plan assets at end of year2016-12-31$29,298
Total plan assets at beginning of year2016-12-31$27,309
Other income received2016-12-31$858
Net income (gross income less expenses)2016-12-31$1,989
Net plan assets at end of year (total assets less liabilities)2016-12-31$29,298
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$27,309
Total contributions received or receivable from employer(s)2016-12-31$1,131
2015 : STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,922
Total plan assets at end of year2015-12-31$27,309
Total plan assets at beginning of year2015-12-31$25,387
Other income received2015-12-31$791
Net income (gross income less expenses)2015-12-31$1,922
Net plan assets at end of year (total assets less liabilities)2015-12-31$27,309
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$25,387
Total contributions received or receivable from employer(s)2015-12-31$1,131
2014 : STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,795
Total plan assets at end of year2014-12-31$25,387
Total plan assets at beginning of year2014-12-31$23,592
Other income received2014-12-31$664
Net income (gross income less expenses)2014-12-31$1,795
Net plan assets at end of year (total assets less liabilities)2014-12-31$25,387
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$23,592
Total contributions received or receivable from employer(s)2014-12-31$1,131
2013 : STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,682
Total plan assets at end of year2013-12-31$23,592
Total plan assets at beginning of year2013-12-31$21,910
Other income received2013-12-31$551
Net income (gross income less expenses)2013-12-31$1,682
Net plan assets at end of year (total assets less liabilities)2013-12-31$23,592
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$21,910
Total contributions received or receivable from employer(s)2013-12-31$1,131
2012 : STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,635
Total plan assets at end of year2012-12-31$21,910
Total plan assets at beginning of year2012-12-31$20,275
Other income received2012-12-31$504
Net income (gross income less expenses)2012-12-31$1,635
Net plan assets at end of year (total assets less liabilities)2012-12-31$21,910
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$20,275
Total contributions received or receivable from employer(s)2012-12-31$1,131
2011 : STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,585
Total plan assets at end of year2011-12-31$20,275
Total plan assets at beginning of year2011-12-31$18,690
Other income received2011-12-31$454
Net income (gross income less expenses)2011-12-31$1,585
Net plan assets at end of year (total assets less liabilities)2011-12-31$20,275
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$18,690
Total contributions received or receivable from employer(s)2011-12-31$1,131
2010 : STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$11,200
Expenses. Total of all expenses incurred2010-12-31$461,090
Benefits paid (including direct rollovers)2010-12-31$460,965
Total plan assets at end of year2010-12-31$18,690
Total plan assets at beginning of year2010-12-31$468,580
Expenses. Other expenses not covered elsewhere2010-12-31$125
Other income received2010-12-31$10,069
Net income (gross income less expenses)2010-12-31$-449,890
Net plan assets at end of year (total assets less liabilities)2010-12-31$18,690
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$468,580
Total contributions received or receivable from employer(s)2010-12-31$1,131

Form 5500 Responses for STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN

2022: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: STUART B. PHILLIPS, M.D. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number0600025047
Policy instance 1
Insurance contract or identification number0600025047
Number of Individuals Covered1
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number0600025047
Policy instance 1
Insurance contract or identification number0600025047
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number0600025047
Policy instance 1
Insurance contract or identification number0600025047
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number0600025047
Policy instance 1
Insurance contract or identification number0600025047
Number of Individuals Covered1
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number0600025047
Policy instance 1
Insurance contract or identification number0600025047
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number0600025047
Policy instance 1
Insurance contract or identification number0600025047
Number of Individuals Covered1
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJOHN H. MORRELL
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number0600025047
Policy instance 1
Insurance contract or identification number0600025047
Number of Individuals Covered1
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJOHN H. MORRELL
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number0600025047
Policy instance 1
Insurance contract or identification number0600025047
Number of Individuals Covered1
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJOHN H. MORRELL
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number0600025047
Policy instance 1
Insurance contract or identification number0600025047
Number of Individuals Covered1
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJOHN H. MORRELL
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number0600025047
Policy instance 1
Insurance contract or identification number0600025047
Number of Individuals Covered1
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameJOHN H. MORRELL
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number0600025047
Policy instance 1
Insurance contract or identification number0600025047
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY LIFE OF DENVER INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68713 )
Policy contract number0600025047
Policy instance 1
Insurance contract or identification number0600025047
Number of Individuals Covered1
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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