401k Plan data: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN plan

EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 401k Plan overview

Plan Name	EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN
Plan identification number	002

EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN Benefits

401k Plan Type

Defined 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).
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

EDWARD D. BIGGERSTAFF, III, M.D. has sponsored the creation of one or more 401k plans.

Company Name: EDWARD D. BIGGERSTAFF, III, M.D.

Employer identification number (EIN): 581471685

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 CATHERINE REA CATHERINE REA 2013-06-06
002 2011-01-01 CATHERINE REA CATHERINE REA 2013-06-06
002 2010-01-01 CATHERINE REA CATHERINE REA 2011-08-04
002 2009-01-01 CATHERINE REA CATHERINE REA 2010-09-10

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	CATHERINE REA	CATHERINE REA	2013-06-06
002	2011-01-01	CATHERINE REA	CATHERINE REA	2013-06-06
002	2010-01-01	CATHERINE REA	CATHERINE REA	2011-08-04
002	2009-01-01	CATHERINE REA	CATHERINE REA	2010-09-10

Plan Statistics for EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN

401k plan membership statisitcs for EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN

Measure Date Value
2016: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
2015: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
2014: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
2011: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
2010: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Total of all active and inactive participants 2010-01-01 6
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
2009: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2016: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
2015: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
2014: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
2011: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
2010: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Total of all active and inactive participants	2010-01-01	6
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
2009: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN

Measure	Date	Value
2016 : EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$272,883
Expenses. Total of all expenses incurred	2016-12-31	$137,535
Benefits paid (including direct rollovers)	2016-12-31	$124,526
Total plan assets at end of year	2016-12-31	$2,893,151
Total plan assets at beginning of year	2016-12-31	$2,757,803
Value of fidelity bond covering the plan	2016-12-31	$300,000
Contributions received from other sources (not participants or employers)	2016-12-31	$124,526
Other income received	2016-12-31	$148,357
Net income (gross income less expenses)	2016-12-31	$135,348
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,893,151
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,757,803
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$13,009
2015 : EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-20,690
Expenses. Total of all expenses incurred	2015-12-31	$5,066
Benefits paid (including direct rollovers)	2015-12-31	$5,066
Total plan assets at end of year	2015-12-31	$2,757,803
Total plan assets at beginning of year	2015-12-31	$2,783,559
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$-20,690
Net income (gross income less expenses)	2015-12-31	$-25,756
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,757,803
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,783,559
2014 : EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$47,622
Expenses. Total of all expenses incurred	2014-12-31	$134,262
Benefits paid (including direct rollovers)	2014-12-31	$134,262
Total plan assets at end of year	2014-12-31	$2,783,559
Total plan assets at beginning of year	2014-12-31	$2,870,199
Value of fidelity bond covering the plan	2014-12-31	$300,000
Other income received	2014-12-31	$47,622
Net income (gross income less expenses)	2014-12-31	$-86,640
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,783,559
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,870,199
2013 : EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$577,799
Expenses. Total of all expenses incurred	2013-12-31	$119,029
Benefits paid (including direct rollovers)	2013-12-31	$119,029
Total plan assets at end of year	2013-12-31	$2,870,199
Total plan assets at beginning of year	2013-12-31	$2,411,429
Value of fidelity bond covering the plan	2013-12-31	$300,000
Other income received	2013-12-31	$577,799
Net income (gross income less expenses)	2013-12-31	$458,770
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,870,199
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,411,429
2012 : EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$208,404
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,411,429
Total plan assets at beginning of year	2012-12-31	$2,203,025
Value of fidelity bond covering the plan	2012-12-31	$300,000
Other income received	2012-12-31	$184,404
Net income (gross income less expenses)	2012-12-31	$208,404
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,411,429
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,203,025
Total contributions received or receivable from employer(s)	2012-12-31	$24,000
2011 : EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$33,047
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,219,155
Total plan assets at beginning of year	2011-12-31	$2,186,108
Value of fidelity bond covering the plan	2011-12-31	$300,000
Other income received	2011-12-31	$-16,851
Net income (gross income less expenses)	2011-12-31	$33,047
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,219,155
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,186,108
Total contributions received or receivable from employer(s)	2011-12-31	$49,898
2010 : EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$83,938
Expenses. Total of all expenses incurred	2010-12-31	$7,511
Total plan assets at end of year	2010-12-31	$2,186,108
Total plan assets at beginning of year	2010-12-31	$2,109,681
Value of fidelity bond covering the plan	2010-12-31	$300,000
Other income received	2010-12-31	$83,938
Net income (gross income less expenses)	2010-12-31	$76,427
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,186,108
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,109,681
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,511

Form 5500 Responses for EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN

2016: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EDWARD D. BIGGERSTAFF, III, M.D. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EDWARD D. BIGGERSTAFF, III, M.D.
Employer identification number (EIN):	581471685
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)