TERRY M. LINDSEY, MD PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2019: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 1 |
| Number of participants with account balances | 2019-01-01 | 1 |
| 2018: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 1 |
| Number of participants with account balances | 2018-01-01 | 1 |
| 2017: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 1 |
| Number of participants with account balances | 2017-01-01 | 1 |
| 2016: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 1 |
| Number of participants with account balances | 2016-01-01 | 1 |
| 2015: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 1 |
| 2014: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| 2013: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| 2012: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| 2011: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| 2009: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2019 : TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $1,257 |
| Total plan liabilities at beginning of year | 2019-12-31 | $1,251 |
| Total income from all sources | 2019-12-31 | $3 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $4,701 |
| Total plan assets at end of year | 2019-12-31 | $113,232 |
| Total plan assets at beginning of year | 2019-12-31 | $117,924 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,800 |
| Other income received | 2019-12-31 | $3 |
| Net income (gross income less expenses) | 2019-12-31 | $-4,698 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $111,975 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $116,673 |
| Assets. Value of participant loans | 2019-12-31 | $76,377 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,901 |
| 2018 : TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $1,251 |
| Total plan liabilities at beginning of year | 2018-12-31 | $1,251 |
| Total income from all sources | 2018-12-31 | $6 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $117,924 |
| Total plan assets at beginning of year | 2018-12-31 | $117,918 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Other income received | 2018-12-31 | $6 |
| Net income (gross income less expenses) | 2018-12-31 | $6 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $116,673 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $116,667 |
| Assets. Value of participant loans | 2018-12-31 | $78,916 |
| 2017 : TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $1,251 |
| Total plan liabilities at beginning of year | 2017-12-31 | $1,257 |
| Total income from all sources | 2017-12-31 | $7 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $117,918 |
| Total plan assets at beginning of year | 2017-12-31 | $117,917 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Other income received | 2017-12-31 | $7 |
| Net income (gross income less expenses) | 2017-12-31 | $7 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $116,667 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $116,660 |
| Assets. Value of participant loans | 2017-12-31 | $74,104 |
| 2016 : TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $1,257 |
| Total plan liabilities at beginning of year | 2016-12-31 | $1,257 |
| Total income from all sources | 2016-12-31 | $25 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $117,917 |
| Total plan assets at beginning of year | 2016-12-31 | $117,892 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $72,027 |
| Other income received | 2016-12-31 | $25 |
| Net income (gross income less expenses) | 2016-12-31 | $25 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $116,660 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $116,635 |
| 2015 : TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $1,257 |
| Total plan liabilities at beginning of year | 2015-12-31 | $1,484 |
| Total income from all sources | 2015-12-31 | $-22,470 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,523,179 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,506,502 |
| Total plan assets at end of year | 2015-12-31 | $117,892 |
| Total plan assets at beginning of year | 2015-12-31 | $1,663,768 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Other income received | 2015-12-31 | $-22,470 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,545,649 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $116,635 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,662,284 |
| Assets. Value of participant loans | 2015-12-31 | $58,008 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $16,677 |
| 2014 : TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $1,484 |
| Total plan liabilities at beginning of year | 2014-12-31 | $1,484 |
| Total income from all sources | 2014-12-31 | $70,720 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $18,042 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $648 |
| Total plan assets at end of year | 2014-12-31 | $1,663,768 |
| Total plan assets at beginning of year | 2014-12-31 | $1,611,090 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Other income received | 2014-12-31 | $70,720 |
| Net income (gross income less expenses) | 2014-12-31 | $52,678 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,662,284 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,609,606 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $17,394 |
| 2013 : TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $148 |
| Total plan liabilities at beginning of year | 2013-12-31 | $148 |
| Total income from all sources | 2013-12-31 | $98,648 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $16,905 |
| Total plan assets at end of year | 2013-12-31 | $1,611,090 |
| Total plan assets at beginning of year | 2013-12-31 | $1,529,347 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Other income received | 2013-12-31 | $98,648 |
| Net income (gross income less expenses) | 2013-12-31 | $81,743 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,610,942 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,529,199 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $16,905 |
| 2012 : TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $1,484 |
| Total plan liabilities at beginning of year | 2012-12-31 | $1,484 |
| Total income from all sources | 2012-12-31 | $125,182 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $16,092 |
| Total plan assets at end of year | 2012-12-31 | $1,529,347 |
| Total plan assets at beginning of year | 2012-12-31 | $1,420,257 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $16,092 |
| Other income received | 2012-12-31 | $125,182 |
| Net income (gross income less expenses) | 2012-12-31 | $109,090 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,527,863 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,418,773 |
| 2011 : TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $1,484 |
| Total plan liabilities at beginning of year | 2011-12-31 | $1,484 |
| Total income from all sources | 2011-12-31 | $33,796 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $15,394 |
| Total plan assets at end of year | 2011-12-31 | $1,420,257 |
| Total plan assets at beginning of year | 2011-12-31 | $1,401,855 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $15,394 |
| Other income received | 2011-12-31 | $33,796 |
| Net income (gross income less expenses) | 2011-12-31 | $18,402 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,418,773 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,400,371 |
| 2010 : TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $1,484 |
| Total plan liabilities at beginning of year | 2010-12-31 | $1,484 |
| Total income from all sources | 2010-12-31 | $92,662 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $11,168 |
| Total plan assets at end of year | 2010-12-31 | $1,401,855 |
| Total plan assets at beginning of year | 2010-12-31 | $1,320,361 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $11,168 |
| Other income received | 2010-12-31 | $92,662 |
| Net income (gross income less expenses) | 2010-12-31 | $81,494 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,400,371 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,318,877 |
| 2019: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 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: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 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: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 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: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 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: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 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: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Submission has been amended | No |
| 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 |
| 2009: TERRY M. LINDSEY, MD PA PROFIT SHARING PLAN AND TRUST 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 |
