401k Plan data: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN plan

ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN
Plan identification number	001

ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
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

ROBERT GORDON MOWRY, M.D. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT GORDON MOWRY, M.D.

Employer identification number (EIN): 631236235

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 R GORDON MOWRY 2024-06-27 06272024
001 2022-01-01 R GORDON MOWRY 2023-07-11 R GORDON MOWRY 2023-07-11
001 2021-01-01 R GORDON MOWRY 2022-06-07 R GORDON MOWRY 2022-06-07
001 2020-01-01 R GORDON MOWRY 2021-07-26 R GORDON MOWRY 2021-07-26
001 2019-01-01 R GORDON MOWRY 2020-06-23 R GORDON MOWRY 2020-06-23
001 2018-01-01 R GORDON MOWRY 2019-07-26 R GORDON MOWRY 2019-07-26
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ROBERT G. MOWRY
001 2011-01-01 ROBERT G. MOWRY
001 2010-01-01 ROBERT G. MOWRY 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	R GORDON MOWRY	2024-06-27	06272024
001	2022-01-01	R GORDON MOWRY	2023-07-11	R GORDON MOWRY	2023-07-11
001	2021-01-01	R GORDON MOWRY	2022-06-07	R GORDON MOWRY	2022-06-07
001	2020-01-01	R GORDON MOWRY	2021-07-26	R GORDON MOWRY	2021-07-26
001	2019-01-01	R GORDON MOWRY	2020-06-23	R GORDON MOWRY	2020-06-23
001	2018-01-01	R GORDON MOWRY	2019-07-26	R GORDON MOWRY	2019-07-26
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ROBERT G. MOWRY
001	2011-01-01	ROBERT G. MOWRY
001	2010-01-01	ROBERT G. MOWRY	2011-10-13

Plan Statistics for ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 4
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 4
2022: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 6
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 6
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 6
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Total of all active and inactive participants 2019-01-01 6
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Total of all active and inactive participants 2018-01-01 5
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
2017: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Total of all active and inactive participants 2017-01-01 6
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Total of all active and inactive participants 2016-01-01 6
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
2015: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING 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 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 7
2012: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING 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

Measure	Date	Value
2023: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	4
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	4
2022: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	6
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	6
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	6
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Total of all active and inactive participants	2019-01-01	6
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Total of all active and inactive participants	2018-01-01	5
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
2017: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Total of all active and inactive participants	2017-01-01	6
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Total of all active and inactive participants	2016-01-01	6
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
2015: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING 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	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	7
2012: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING 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

Financial Data on ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$174,154
Expenses. Total of all expenses incurred	2023-12-31	$24,263
Benefits paid (including direct rollovers)	2023-12-31	$4,421
Total plan assets at end of year	2023-12-31	$2,980,121
Total plan assets at beginning of year	2023-12-31	$2,830,230
Value of fidelity bond covering the plan	2023-12-31	$284,000
Total contributions received or receivable from participants	2023-12-31	$30,000
Other income received	2023-12-31	$125,351
Net income (gross income less expenses)	2023-12-31	$149,891
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,980,121
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,830,230
Assets. Value of participant loans	2023-12-31	$13,615
Total contributions received or receivable from employer(s)	2023-12-31	$18,803
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$19,842
2022 : ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-169,149
Expenses. Total of all expenses incurred	2022-12-31	$19,246
Total plan assets at end of year	2022-12-31	$2,830,230
Total plan assets at beginning of year	2022-12-31	$3,018,625
Value of fidelity bond covering the plan	2022-12-31	$284,000
Total contributions received or receivable from participants	2022-12-31	$27,000
Other income received	2022-12-31	$-216,091
Net income (gross income less expenses)	2022-12-31	$-188,395
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,830,230
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,018,625
Assets. Value of participant loans	2022-12-31	$17,489
Total contributions received or receivable from employer(s)	2022-12-31	$19,942
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$19,246
2021 : ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$455,534
Expenses. Total of all expenses incurred	2021-12-31	$38,395
Benefits paid (including direct rollovers)	2021-12-31	$21,763
Total plan assets at end of year	2021-12-31	$3,018,625
Total plan assets at beginning of year	2021-12-31	$2,601,486
Value of fidelity bond covering the plan	2021-12-31	$302,000
Total contributions received or receivable from participants	2021-12-31	$26,000
Other income received	2021-12-31	$396,295
Net income (gross income less expenses)	2021-12-31	$417,139
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,018,625
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,601,486
Total contributions received or receivable from employer(s)	2021-12-31	$33,239
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$16,632
2020 : ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$242,480
Expenses. Total of all expenses incurred	2020-12-31	$16,059
Benefits paid (including direct rollovers)	2020-12-31	$688
Total plan assets at end of year	2020-12-31	$2,601,486
Total plan assets at beginning of year	2020-12-31	$2,375,065
Value of fidelity bond covering the plan	2020-12-31	$261,000
Total contributions received or receivable from participants	2020-12-31	$25,300
Other income received	2020-12-31	$180,882
Net income (gross income less expenses)	2020-12-31	$226,421
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,601,486
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,375,065
Total contributions received or receivable from employer(s)	2020-12-31	$36,298
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$15,371
2019 : ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$573,301
Expenses. Total of all expenses incurred	2019-12-31	$14,360
Total plan assets at end of year	2019-12-31	$2,375,065
Total plan assets at beginning of year	2019-12-31	$1,816,124
Value of fidelity bond covering the plan	2019-12-31	$238,000
Total contributions received or receivable from participants	2019-12-31	$26,900
Other income received	2019-12-31	$510,831
Net income (gross income less expenses)	2019-12-31	$558,941
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,375,065
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,816,124
Total contributions received or receivable from employer(s)	2019-12-31	$35,570
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$14,360
2018 : ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$7,033
Expenses. Total of all expenses incurred	2018-12-31	$32,752
Benefits paid (including direct rollovers)	2018-12-31	$18,869
Total plan assets at end of year	2018-12-31	$1,816,124
Total plan assets at beginning of year	2018-12-31	$1,841,843
Value of fidelity bond covering the plan	2018-12-31	$182,000
Total contributions received or receivable from participants	2018-12-31	$28,400
Other income received	2018-12-31	$-53,488
Net income (gross income less expenses)	2018-12-31	$-25,719
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,816,124
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,841,843
Total contributions received or receivable from employer(s)	2018-12-31	$32,121
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$13,883
2017 : ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$319,726
Expenses. Total of all expenses incurred	2017-12-31	$696
Total plan assets at end of year	2017-12-31	$1,841,843
Total plan assets at beginning of year	2017-12-31	$1,522,813
Value of fidelity bond covering the plan	2017-12-31	$185,000
Total contributions received or receivable from participants	2017-12-31	$27,900
Other income received	2017-12-31	$258,176
Net income (gross income less expenses)	2017-12-31	$319,030
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,841,843
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,522,813
Total contributions received or receivable from employer(s)	2017-12-31	$33,650
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$696
2016 : ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$180,340
Expenses. Total of all expenses incurred	2016-12-31	$154
Total plan assets at end of year	2016-12-31	$1,522,813
Total plan assets at beginning of year	2016-12-31	$1,342,627
Value of fidelity bond covering the plan	2016-12-31	$153,000
Total contributions received or receivable from participants	2016-12-31	$900
Other income received	2016-12-31	$145,726
Net income (gross income less expenses)	2016-12-31	$180,186
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,522,813
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,342,627
Total contributions received or receivable from employer(s)	2016-12-31	$33,714
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$154
2015 : ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$42,663
Expenses. Total of all expenses incurred	2015-12-31	$1,142
Benefits paid (including direct rollovers)	2015-12-31	$1,124
Total plan assets at end of year	2015-12-31	$1,342,627
Total plan assets at beginning of year	2015-12-31	$1,301,106
Value of fidelity bond covering the plan	2015-12-31	$135,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Other income received	2015-12-31	$-11,469
Net income (gross income less expenses)	2015-12-31	$41,521
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,342,627
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,301,106
Total contributions received or receivable from employer(s)	2015-12-31	$30,132
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$18
2014 : ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$162,214
Expenses. Total of all expenses incurred	2014-12-31	$17,169
Benefits paid (including direct rollovers)	2014-12-31	$17,169
Total plan assets at end of year	2014-12-31	$1,301,106
Total plan assets at beginning of year	2014-12-31	$1,156,061
Value of fidelity bond covering the plan	2014-12-31	$131,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Other income received	2014-12-31	$109,980
Net income (gross income less expenses)	2014-12-31	$145,045
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,301,106
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,156,061
Total contributions received or receivable from employer(s)	2014-12-31	$29,234
2013 : ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$131,051
Expenses. Total of all expenses incurred	2013-12-31	$150
Total plan assets at end of year	2013-12-31	$1,156,061
Total plan assets at beginning of year	2013-12-31	$1,025,160
Value of fidelity bond covering the plan	2013-12-31	$116,000
Total contributions received or receivable from participants	2013-12-31	$23,000
Other income received	2013-12-31	$64,630
Net income (gross income less expenses)	2013-12-31	$130,901
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,156,061
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,025,160
Total contributions received or receivable from employer(s)	2013-12-31	$43,421
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$150
2012 : ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$104,552
Total plan assets at end of year	2012-12-31	$1,025,160
Total plan assets at beginning of year	2012-12-31	$920,608
Value of fidelity bond covering the plan	2012-12-31	$103,000
Total contributions received or receivable from participants	2012-12-31	$22,500
Other income received	2012-12-31	$41,133
Net income (gross income less expenses)	2012-12-31	$104,552
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,025,160
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$920,608
Assets. Value of participant loans	2012-12-31	$3,251
Total contributions received or receivable from employer(s)	2012-12-31	$40,919
2011 : ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$122,124
Total plan assets at end of year	2011-12-31	$920,608
Total plan assets at beginning of year	2011-12-31	$798,484
Value of fidelity bond covering the plan	2011-12-31	$93,000
Total contributions received or receivable from participants	2011-12-31	$22,000
Other income received	2011-12-31	$60,584
Net income (gross income less expenses)	2011-12-31	$122,124
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$920,608
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$798,484
Assets. Value of participant loans	2011-12-31	$5,332
Total contributions received or receivable from employer(s)	2011-12-31	$39,540

Form 5500 Responses for ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN

2023: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT GORDON MOWRY MD 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

ROBERT GORDON INDUSTRIES LTD 401 K PROFIT SHARING PLAN TRUST [EIN = 113015315]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ROBERT GORDON MOWRY, M.D.
Employer identification number (EIN):	631236235
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)