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| Plan Name | LORISH & GERRY, PC. PROFIT SHARING PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | LORISH & GERRY, PC |
| Employer identification number (EIN): | 931099857 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2021-01-01 | JEFFREY GERRY | 2022-04-28 | ||
| 003 | 2020-01-01 | JEFFREY GERRY | 2021-05-18 | ||
| 003 | 2019-01-01 | JEFFREY GERRY | 2020-04-05 | ||
| 003 | 2018-01-01 | JEFFREY GERRY | 2019-08-30 | ||
| 003 | 2017-01-01 | JEFFREY GERRY | 2018-05-17 | ||
| 003 | 2016-01-01 | JEFFREY GERRY | 2017-05-24 | ||
| 003 | 2015-01-01 | JEFFREY GERRY | 2016-07-28 | ||
| 003 | 2014-01-01 | JEFFREY GERRY | 2015-05-01 | ||
| 003 | 2013-01-01 | JEFFREY GERRY | 2014-04-29 | ||
| 003 | 2012-01-01 | JEFFREY GERRY | 2013-04-12 | ||
| 003 | 2011-01-01 | JEFFREY GERRY | 2012-06-06 | ||
| 003 | 2010-01-01 | JEFFREY GERRY | 2011-05-11 |
| Measure | Date | Value |
|---|---|---|
| 2022: LORISH & GERRY, PC. PROFIT SHARING PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-04-28 | 2 |
| Total number of particpants at end of year | 2022-04-28 | 0 |
| Number of Participants With Account Balances | 2022-04-28 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2022 : LORISH & GERRY, PC. PROFIT SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-04-28 | 2540957 |
| Net assets as of the end of the plan year | 2022-04-28 | 0 |
| Total assets as of the beginning of the plan year | 2022-04-28 | 2235277 |
| Value of plan covered by a fidelity bond | 2022-04-28 | 223528 |
| Other income to plan in this plan year | 2022-04-28 | 305680 |
| Plan net income in this plan year | 2022-04-28 | -2235277 |
| Net assets as of the end of the plan year | 2022-04-28 | 0 |
| Net assets as of the beginning of the plan year | 2022-04-28 | 2235277 |
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