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THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTHOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST
Plan identification number 001

THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

THOMAS E GERAGHTY, MD , PC has sponsored the creation of one or more 401k plans.

Company Name:THOMAS E GERAGHTY, MD , PC
Employer identification number (EIN):431184349
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01THOMAS E. GERAGHTY2015-08-18 THOMAS E. GERAGHTY2015-08-18
0012014-01-01THOMAS E. GERAGHTY2015-06-29 THOMAS E. GERAGHTY2015-06-29
0012013-01-01THOMAS E. GERAGHTY2014-07-09 THOMAS E. GERAGHTY2014-07-09
0012012-01-01THOMAS E GERAGHTY2013-07-24 THOMAS E GERAGHTY2013-07-24
0012011-01-01THOMAS E GERAGHTY2012-10-10 THOMAS E GERAGHTY2012-10-10
0012010-01-01THOMAS E. GERAGHTY, M.D.2011-07-21
0012008-01-01
0012007-01-01THOMAS E. GERAGHTY, M.D.

Plan Statistics for THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2007: THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-016
Total number of active participants reported on line 7a of the Form 55002007-01-015
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-012
Total of all active and inactive participants2007-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-017
Number of participants with account balances2007-01-014

Financial Data on THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2007 : THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST 2007 401k financial data
Total income from all sources2007-12-31$521,495
Expenses. Total of all expenses incurred2007-12-31$25,340
Benefits paid (including direct rollovers)2007-12-31$25,260
Total plan assets at end of year2007-12-31$529,501
Total plan assets at beginning of year2007-12-31$33,346
Value of fidelity bond covering the plan2007-12-31$100,000
Expenses. Other expenses not covered elsewhere2007-12-31$80
Other income received2007-12-31$521,495
Net income (gross income less expenses)2007-12-31$496,155
Net plan assets at end of year (total assets less liabilities)2007-12-31$529,501
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$33,346

Form 5500 Responses for THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST

2008: THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR07073512
Policy instance 1
Insurance contract or identification numberVR07073512
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $38,500
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
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?No
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
Commission paid to Insurance BrokerUSD $38,500
Insurance broker organization code?3
Insurance broker nameINTERSECURITIES, INC.

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