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ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 401k Plan overview

Plan NameANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN
Plan identification number 003

ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP has sponsored the creation of one or more 401k plans.

Company Name:ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP
Employer identification number (EIN):161427012
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01ANDREW GREEN
0032015-01-01ANDREW W. GREEN
0032014-01-01ANDREW W. GREEN
0032013-01-01ANDREW W. GREEN
0032012-01-01ANDREW W. GREEN
0032011-01-01ANDREW W. GREEN
0032010-01-01ANDREW W. GREEN
0032009-01-01ANDREW W GREEN

Plan Statistics for ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN

401k plan membership statisitcs for ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN

Measure Date Value
2016: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Total of all active and inactive participants2014-01-0112
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
2013: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Total of all active and inactive participants2013-01-0114
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
2012: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Total of all active and inactive participants2012-01-0113
Total participants2012-01-0113
Number of participants with account balances2012-01-0113
2011: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Total of all active and inactive participants2011-01-0114
Total participants2011-01-0114
Number of participants with account balances2011-01-0114
2010: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0116
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Total of all active and inactive participants2010-01-0114
Total participants2010-01-0114
Number of participants with account balances2010-01-0114
2009: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Total of all active and inactive participants2009-01-0116
Total participants2009-01-0116
Number of participants with account balances2009-01-0116

Financial Data on ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN

Measure Date Value
2016 : ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-269,714
Expenses. Total of all expenses incurred2016-12-31$5,998,876
Benefits paid (including direct rollovers)2016-12-31$5,987,726
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$6,268,590
Value of fidelity bond covering the plan2016-12-31$400,000
Other income received2016-12-31$-269,714
Net income (gross income less expenses)2016-12-31$-6,268,590
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,268,590
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$11,150
2015 : ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$2,399,291
Total income from all sources2015-12-31$182,969
Expenses. Total of all expenses incurred2015-12-31$150,674
Benefits paid (including direct rollovers)2015-12-31$77,301
Total plan assets at end of year2015-12-31$6,268,590
Total plan assets at beginning of year2015-12-31$3,837,004
Value of fidelity bond covering the plan2015-12-31$400,000
Other income received2015-12-31$78,658
Net income (gross income less expenses)2015-12-31$32,295
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,268,590
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,837,004
Total contributions received or receivable from employer(s)2015-12-31$104,311
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$73,373
2014 : ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$240,171
Expenses. Total of all expenses incurred2014-12-31$219,851
Benefits paid (including direct rollovers)2014-12-31$174,653
Total plan assets at end of year2014-12-31$3,837,004
Total plan assets at beginning of year2014-12-31$3,816,684
Value of fidelity bond covering the plan2014-12-31$400,000
Other income received2014-12-31$177,810
Net income (gross income less expenses)2014-12-31$20,320
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,837,004
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,816,684
Total contributions received or receivable from employer(s)2014-12-31$62,361
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$45,198
2013 : ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$734,793
Expenses. Total of all expenses incurred2013-12-31$39,099
Total plan assets at end of year2013-12-31$3,816,684
Total plan assets at beginning of year2013-12-31$3,120,990
Value of fidelity bond covering the plan2013-12-31$400,000
Other income received2013-12-31$645,106
Net income (gross income less expenses)2013-12-31$695,694
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,816,684
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,120,990
Total contributions received or receivable from employer(s)2013-12-31$89,687
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$39,099
2012 : ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$417,364
Expenses. Total of all expenses incurred2012-12-31$145,140
Benefits paid (including direct rollovers)2012-12-31$145,140
Total plan assets at end of year2012-12-31$3,120,990
Total plan assets at beginning of year2012-12-31$2,848,766
Value of fidelity bond covering the plan2012-12-31$400,000
Other income received2012-12-31$329,722
Net income (gross income less expenses)2012-12-31$272,224
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,120,990
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,848,766
Total contributions received or receivable from employer(s)2012-12-31$87,642
2011 : ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$107,302
Total plan assets at end of year2011-12-31$2,848,766
Total plan assets at beginning of year2011-12-31$2,741,464
Value of fidelity bond covering the plan2011-12-31$400,000
Other income received2011-12-31$20,610
Net income (gross income less expenses)2011-12-31$107,302
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,848,766
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,741,464
Total contributions received or receivable from employer(s)2011-12-31$86,692
2010 : ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$431,750
Expenses. Total of all expenses incurred2010-12-31$61,068
Benefits paid (including direct rollovers)2010-12-31$60,832
Total plan assets at end of year2010-12-31$2,741,464
Total plan assets at beginning of year2010-12-31$2,370,782
Value of fidelity bond covering the plan2010-12-31$400,000
Other income received2010-12-31$343,528
Net income (gross income less expenses)2010-12-31$370,682
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,741,464
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,370,782
Total contributions received or receivable from employer(s)2010-12-31$88,222
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$236

Form 5500 Responses for ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN

2016: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ANDREW W. GREEN, MD & RITA R. SLOAN, MD, LLP VIP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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