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DAVID L STANBERY MD PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID L STANBERY MD PROFIT SHARING PLAN
Plan identification number 001

DAVID L STANBERY MD 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

DAVID L. STANBERY, MD has sponsored the creation of one or more 401k plans.

Company Name:DAVID L. STANBERY, MD
Employer identification number (EIN):341355416
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID L STANBERY MD 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
0012018-01-01
0012017-01-01DAVID L. STANBERY
0012016-01-01DAVID L. STANBERY
0012015-01-01DAVID L. STANBERY
0012014-01-01DAVID L. STANBERY
0012013-01-01DAVID L. STANBERY
0012012-01-01DAVID L. STANBERY
0012011-01-01DAVID L. STANBERY
0012009-01-01DAVID L. STANBERY

Plan Statistics for DAVID L STANBERY MD PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID L STANBERY MD PROFIT SHARING PLAN

Measure Date Value
2022: DAVID L STANBERY MD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DAVID L STANBERY MD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DAVID L STANBERY MD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DAVID L STANBERY MD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DAVID L STANBERY MD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DAVID L STANBERY MD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DAVID L STANBERY MD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
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 participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DAVID L STANBERY MD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DAVID L STANBERY MD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVID L STANBERY MD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVID L STANBERY MD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAVID L STANBERY MD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DAVID L STANBERY MD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-014

Financial Data on DAVID L STANBERY MD PROFIT SHARING PLAN

Measure Date Value
2022 : DAVID L STANBERY MD PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-15,846
Expenses. Total of all expenses incurred2022-12-31$288,296
Benefits paid (including direct rollovers)2022-12-31$287,921
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$304,142
Value of fidelity bond covering the plan2022-12-31$30,000
Other income received2022-12-31$-15,846
Net income (gross income less expenses)2022-12-31$-304,142
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$304,142
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$375
2021 : DAVID L STANBERY MD PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$3,321
Total plan assets at end of year2021-12-31$304,142
Total plan assets at beginning of year2021-12-31$300,821
Value of fidelity bond covering the plan2021-12-31$30,000
Other income received2021-12-31$3,321
Net income (gross income less expenses)2021-12-31$3,321
Net plan assets at end of year (total assets less liabilities)2021-12-31$304,142
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$300,821
2020 : DAVID L STANBERY MD PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$10,449
Total plan assets at end of year2020-12-31$300,821
Total plan assets at beginning of year2020-12-31$290,372
Value of fidelity bond covering the plan2020-12-31$30,000
Other income received2020-12-31$10,449
Net income (gross income less expenses)2020-12-31$10,449
Net plan assets at end of year (total assets less liabilities)2020-12-31$300,821
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$290,372
2019 : DAVID L STANBERY MD PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$6,659
Expenses. Total of all expenses incurred2019-12-31$10,000
Benefits paid (including direct rollovers)2019-12-31$10,000
Total plan assets at end of year2019-12-31$290,372
Total plan assets at beginning of year2019-12-31$293,713
Value of fidelity bond covering the plan2019-12-31$30,000
Other income received2019-12-31$6,659
Net income (gross income less expenses)2019-12-31$-3,341
Net plan assets at end of year (total assets less liabilities)2019-12-31$290,372
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$293,713
2018 : DAVID L STANBERY MD PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$4,205
Expenses. Total of all expenses incurred2018-12-31$10,000
Benefits paid (including direct rollovers)2018-12-31$10,000
Total plan assets at end of year2018-12-31$293,713
Total plan assets at beginning of year2018-12-31$299,508
Value of fidelity bond covering the plan2018-12-31$30,000
Other income received2018-12-31$-507
Net income (gross income less expenses)2018-12-31$-5,795
Net plan assets at end of year (total assets less liabilities)2018-12-31$293,713
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$299,508
Total contributions received or receivable from employer(s)2018-12-31$4,712
2017 : DAVID L STANBERY MD PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$2,986
Expenses. Total of all expenses incurred2017-12-31$20,000
Benefits paid (including direct rollovers)2017-12-31$20,000
Total plan assets at end of year2017-12-31$299,508
Total plan assets at beginning of year2017-12-31$316,522
Value of fidelity bond covering the plan2017-12-31$50,000
Other income received2017-12-31$828
Net income (gross income less expenses)2017-12-31$-17,014
Net plan assets at end of year (total assets less liabilities)2017-12-31$299,508
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$316,522
Total contributions received or receivable from employer(s)2017-12-31$2,158
2016 : DAVID L STANBERY MD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$6,250
Total plan assets at end of year2016-12-31$316,522
Total plan assets at beginning of year2016-12-31$310,272
Value of fidelity bond covering the plan2016-12-31$50,000
Other income received2016-12-31$480
Net income (gross income less expenses)2016-12-31$6,250
Net plan assets at end of year (total assets less liabilities)2016-12-31$316,522
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$310,272
Total contributions received or receivable from employer(s)2016-12-31$5,770
2015 : DAVID L STANBERY MD PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$17,741
Expenses. Total of all expenses incurred2015-12-31$2,677
Benefits paid (including direct rollovers)2015-12-31$2,677
Total plan assets at end of year2015-12-31$310,272
Total plan assets at beginning of year2015-12-31$295,208
Value of fidelity bond covering the plan2015-12-31$30,000
Other income received2015-12-31$204
Net income (gross income less expenses)2015-12-31$15,064
Net plan assets at end of year (total assets less liabilities)2015-12-31$310,272
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$295,208
Total contributions received or receivable from employer(s)2015-12-31$17,537
2014 : DAVID L STANBERY MD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$20,248
Total plan assets at end of year2014-12-31$295,208
Total plan assets at beginning of year2014-12-31$274,960
Value of fidelity bond covering the plan2014-12-31$28,000
Other income received2014-12-31$248
Net income (gross income less expenses)2014-12-31$20,248
Net plan assets at end of year (total assets less liabilities)2014-12-31$295,208
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$274,960
Total contributions received or receivable from employer(s)2014-12-31$20,000
2013 : DAVID L STANBERY MD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$23,527
Total plan assets at end of year2013-12-31$274,960
Total plan assets at beginning of year2013-12-31$251,433
Value of fidelity bond covering the plan2013-12-31$26,000
Other income received2013-12-31$1,527
Net income (gross income less expenses)2013-12-31$23,527
Net plan assets at end of year (total assets less liabilities)2013-12-31$274,960
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$251,433
Total contributions received or receivable from employer(s)2013-12-31$22,000
2012 : DAVID L STANBERY MD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$20,971
Total plan assets at end of year2012-12-31$251,433
Total plan assets at beginning of year2012-12-31$230,462
Value of fidelity bond covering the plan2012-12-31$24,000
Other income received2012-12-31$971
Net income (gross income less expenses)2012-12-31$20,971
Net plan assets at end of year (total assets less liabilities)2012-12-31$251,433
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$230,462
Total contributions received or receivable from employer(s)2012-12-31$20,000
2011 : DAVID L STANBERY MD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$16,265
Total plan assets at end of year2011-12-31$230,462
Total plan assets at beginning of year2011-12-31$214,197
Value of fidelity bond covering the plan2011-12-31$22,000
Other income received2011-12-31$-300
Net income (gross income less expenses)2011-12-31$16,265
Net plan assets at end of year (total assets less liabilities)2011-12-31$230,462
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$214,197
Total contributions received or receivable from employer(s)2011-12-31$16,565
2010 : DAVID L STANBERY MD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$13,642
Total plan assets at end of year2010-12-31$214,197
Total plan assets at beginning of year2010-12-31$200,555
Value of fidelity bond covering the plan2010-12-31$21,000
Other income received2010-12-31$392
Net income (gross income less expenses)2010-12-31$13,642
Net plan assets at end of year (total assets less liabilities)2010-12-31$214,197
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$200,555
Total contributions received or receivable from employer(s)2010-12-31$13,250

Form 5500 Responses for DAVID L STANBERY MD PROFIT SHARING PLAN

2022: DAVID L STANBERY MD PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVID L STANBERY MD PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID L STANBERY MD PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID L STANBERY MD PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID L STANBERY MD PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID L STANBERY MD PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID L STANBERY MD PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID L STANBERY MD 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: DAVID L STANBERY MD 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: DAVID L STANBERY MD 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: DAVID L STANBERY MD 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: DAVID L STANBERY MD 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
2009: DAVID L STANBERY MD 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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