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ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN
Plan identification number 002

ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

ROBERT G. FUGITT, MD has sponsored the creation of one or more 401k plans.

Company Name:ROBERT G. FUGITT, MD
Employer identification number (EIN):161162615
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 G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-07-01ROBERT G. FUGITT, MD
0022014-07-01JOSEPH R WILD, CPA
0022013-07-01JOSEPH R WILD, CPA
0022012-07-01JOSEPH R. WILD, CPA
0022011-07-01LEO R GRABENSTATTER CPA
0022010-07-01LEO R GRABENSTATTER
0022009-07-01LEO R GRABENSTATTER CPA

Financial Data on ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN

Measure Date Value
2015 : ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-41,678
Expenses. Total of all expenses incurred2015-12-31$1,515,236
Benefits paid (including direct rollovers)2015-12-31$1,512,012
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$1,556,914
Value of fidelity bond covering the plan2015-12-31$260,000
Expenses. Other expenses not covered elsewhere2015-12-31$3,224
Other income received2015-12-31$-41,678
Net income (gross income less expenses)2015-12-31$-1,556,914
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,556,914
Total income from all sources2015-06-30$-53,243
Expenses. Total of all expenses incurred2015-06-30$97,914
Benefits paid (including direct rollovers)2015-06-30$93,630
Total plan assets at end of year2015-06-30$1,556,914
Total plan assets at beginning of year2015-06-30$1,708,071
Value of fidelity bond covering the plan2015-06-30$260,000
Expenses. Other expenses not covered elsewhere2015-06-30$4,284
Other income received2015-06-30$-53,243
Net income (gross income less expenses)2015-06-30$-151,157
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,556,914
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,708,071
2014 : ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$288,294
Expenses. Total of all expenses incurred2014-06-30$62,584
Benefits paid (including direct rollovers)2014-06-30$62,565
Total plan assets at end of year2014-06-30$1,708,071
Total plan assets at beginning of year2014-06-30$1,482,361
Value of fidelity bond covering the plan2014-06-30$260,000
Expenses. Other expenses not covered elsewhere2014-06-30$19
Other income received2014-06-30$265,251
Net income (gross income less expenses)2014-06-30$225,710
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,708,071
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,482,361
Total contributions received or receivable from employer(s)2014-06-30$23,043
2013 : ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$197,539
Expenses. Total of all expenses incurred2013-06-30$856,943
Benefits paid (including direct rollovers)2013-06-30$856,920
Total plan assets at end of year2013-06-30$1,482,361
Total plan assets at beginning of year2013-06-30$2,141,765
Value of fidelity bond covering the plan2013-06-30$260,000
Expenses. Other expenses not covered elsewhere2013-06-30$23
Other income received2013-06-30$179,783
Net income (gross income less expenses)2013-06-30$-659,404
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,482,361
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$2,141,765
Total contributions received or receivable from employer(s)2013-06-30$17,756
2012 : ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$-64,592
Expenses. Total of all expenses incurred2012-06-30$42,435
Benefits paid (including direct rollovers)2012-06-30$42,431
Total plan assets at end of year2012-06-30$2,141,765
Total plan assets at beginning of year2012-06-30$2,248,792
Value of fidelity bond covering the plan2012-06-30$260,000
Expenses. Other expenses not covered elsewhere2012-06-30$4
Other income received2012-06-30$-85,092
Net income (gross income less expenses)2012-06-30$-107,027
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,141,765
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$2,248,792
Total contributions received or receivable from employer(s)2012-06-30$20,500
2011 : ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$422,399
Expenses. Total of all expenses incurred2011-06-30$69
Total plan assets at end of year2011-06-30$2,248,792
Total plan assets at beginning of year2011-06-30$1,826,462
Value of fidelity bond covering the plan2011-06-30$260,000
Expenses. Other expenses not covered elsewhere2011-06-30$69
Other income received2011-06-30$392,399
Net income (gross income less expenses)2011-06-30$422,330
Net plan assets at end of year (total assets less liabilities)2011-06-30$2,248,792
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,826,462
Total contributions received or receivable from employer(s)2011-06-30$30,000

Form 5500 Responses for ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN

2015: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01This submission is the final filingYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200195235
Policy instance 1
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200195235
Policy instance 1
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200195235
Policy instance 1
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200161942
Policy instance 2
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200195235
Policy instance 1
JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 )
Policy contract number1200161942
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210095063
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210072687
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210087752
Policy instance 3

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