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JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan NameJERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN
Plan identification number 004

JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

JERRY L. FOLLOWWILL, M.D. PA has sponsored the creation of one or more 401k plans.

Company Name:JERRY L. FOLLOWWILL, M.D. PA
Employer identification number (EIN):742866993
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042018-01-01JERRY FOLLOWWILL M.D.2019-07-16
0042017-01-01JERRY FOLLOWWILL M.D.2018-05-17 JERRY FOLLOWWILL M.D.2018-05-17
0042016-01-01JERRY FOLLOWWILL M.D.2017-06-01 JERRY FOLLOWWILL M.D.2017-06-01
0042015-01-01JERRY FOLLOWWILL M.D.2016-06-14
0042014-01-01JERRY FOLLOWWILL M.D.2015-07-06
0042013-01-01JERRY FOLLOWILL, MD
0042012-01-01JERRY FOLLOWILL, MD
0042011-01-01JERRY FOLLOWILL, MD
0042009-01-01JERRY FOLLOWILL, MD

Plan Statistics for JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN

Measure Date Value
2013: JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
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 participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
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 participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
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 participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN

Measure Date Value
2013 : JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$126,294
Expenses. Total of all expenses incurred2013-12-31$6,041
Total plan assets at end of year2013-12-31$891,924
Total plan assets at beginning of year2013-12-31$771,671
Total contributions received or receivable from participants2013-12-31$23,000
Other income received2013-12-31$69,794
Net income (gross income less expenses)2013-12-31$120,253
Net plan assets at end of year (total assets less liabilities)2013-12-31$891,924
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$771,671
Total contributions received or receivable from employer(s)2013-12-31$33,500
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,041
2012 : JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$115,571
Expenses. Total of all expenses incurred2012-12-31$5,884
Total plan assets at end of year2012-12-31$771,671
Total plan assets at beginning of year2012-12-31$661,984
Total contributions received or receivable from participants2012-12-31$22,500
Other income received2012-12-31$60,071
Net income (gross income less expenses)2012-12-31$109,687
Net plan assets at end of year (total assets less liabilities)2012-12-31$771,671
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$661,984
Total contributions received or receivable from employer(s)2012-12-31$33,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,884
2011 : JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$2,269
Expenses. Total of all expenses incurred2011-12-31$5,770
Total plan assets at end of year2011-12-31$661,984
Total plan assets at beginning of year2011-12-31$665,485
Total contributions received or receivable from participants2011-12-31$22,000
Other income received2011-12-31$-52,231
Net income (gross income less expenses)2011-12-31$-3,501
Net plan assets at end of year (total assets less liabilities)2011-12-31$661,984
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$665,485
Total contributions received or receivable from employer(s)2011-12-31$32,500
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,770
2010 : JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$119,286
Expenses. Total of all expenses incurred2010-12-31$5,411
Total plan assets at end of year2010-12-31$665,485
Total plan assets at beginning of year2010-12-31$551,610
Total contributions received or receivable from participants2010-12-31$16,500
Other income received2010-12-31$70,286
Net income (gross income less expenses)2010-12-31$113,875
Net plan assets at end of year (total assets less liabilities)2010-12-31$665,485
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$551,610
Total contributions received or receivable from employer(s)2010-12-31$32,500
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,411

Form 5500 Responses for JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) PLAN

2013: JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) 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: JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) 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: JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) 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: JERRY FOLLOWWILL, M. D. PA PROFIT SHARING & 401(K) 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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