ROBERT G. FUGITT, MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN
401k plan membership statisitcs for 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 membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 6 |
| Total of all active and inactive participants | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 0 |
| 2014: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 6 |
| Total of all active and inactive participants | 2014-07-01 | 6 |
| Total participants | 2014-07-01 | 6 |
| Number of participants with account balances | 2014-07-01 | 6 |
| 2013: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 10 |
| Total of all active and inactive participants | 2013-07-01 | 10 |
| Total participants | 2013-07-01 | 10 |
| Number of participants with account balances | 2013-07-01 | 10 |
| 2012: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 9 |
| Total of all active and inactive participants | 2012-07-01 | 9 |
| Total participants | 2012-07-01 | 9 |
| Number of participants with account balances | 2012-07-01 | 9 |
| 2011: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 8 |
| Total of all active and inactive participants | 2011-07-01 | 8 |
| Total participants | 2011-07-01 | 8 |
| Number of participants with account balances | 2011-07-01 | 8 |
| 2010: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 9 |
| Total of all active and inactive participants | 2010-07-01 | 9 |
| Total participants | 2010-07-01 | 9 |
| Number of participants with account balances | 2010-07-01 | 9 |
| 2009: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 9 |
| Total of all active and inactive participants | 2009-07-01 | 9 |
| Total participants | 2009-07-01 | 9 |
| Number of participants with account balances | 2009-07-01 | 9 |
| 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 sources | 2015-12-31 | $-41,678 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,515,236 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,512,012 |
| Total plan assets at end of year | 2015-12-31 | $0 |
| Total plan assets at beginning of year | 2015-12-31 | $1,556,914 |
| Value of fidelity bond covering the plan | 2015-12-31 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $3,224 |
| Other income received | 2015-12-31 | $-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 sources | 2015-06-30 | $-53,243 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $97,914 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $93,630 |
| Total plan assets at end of year | 2015-06-30 | $1,556,914 |
| Total plan assets at beginning of year | 2015-06-30 | $1,708,071 |
| Value of fidelity bond covering the plan | 2015-06-30 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $4,284 |
| Other income received | 2015-06-30 | $-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 sources | 2014-06-30 | $288,294 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $62,584 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $62,565 |
| Total plan assets at end of year | 2014-06-30 | $1,708,071 |
| Total plan assets at beginning of year | 2014-06-30 | $1,482,361 |
| Value of fidelity bond covering the plan | 2014-06-30 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $19 |
| Other income received | 2014-06-30 | $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 sources | 2013-06-30 | $197,539 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $856,943 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $856,920 |
| Total plan assets at end of year | 2013-06-30 | $1,482,361 |
| Total plan assets at beginning of year | 2013-06-30 | $2,141,765 |
| Value of fidelity bond covering the plan | 2013-06-30 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $23 |
| Other income received | 2013-06-30 | $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 sources | 2012-06-30 | $-64,592 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $42,435 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $42,431 |
| Total plan assets at end of year | 2012-06-30 | $2,141,765 |
| Total plan assets at beginning of year | 2012-06-30 | $2,248,792 |
| Value of fidelity bond covering the plan | 2012-06-30 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $4 |
| Other income received | 2012-06-30 | $-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 sources | 2011-06-30 | $422,399 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $69 |
| Total plan assets at end of year | 2011-06-30 | $2,248,792 |
| Total plan assets at beginning of year | 2011-06-30 | $1,826,462 |
| Value of fidelity bond covering the plan | 2011-06-30 | $260,000 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $69 |
| Other income received | 2011-06-30 | $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 |
| 2015: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | This submission is the final filing | Yes |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT G. FUGITT, MD & DAVID B. LILLIE, MD, PC DEFERRED PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 ) |
| Policy contract number | 1200195235 |
| Policy instance | 1 |
| Insurance contract or identification number | 1200195235 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $296 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $296 | | Insurance broker organization code? | 7 | | Insurance broker name | PETER V SCAMURRA |
|
| JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 ) |
| Policy contract number | 1200195235 |
| Policy instance | 1 |
| Insurance contract or identification number | 1200195235 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $286 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $286 | | Insurance broker organization code? | 7 | | Insurance broker name | PETER V SCAMURRA |
|
| JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 ) |
| Policy contract number | 1200195235 |
| Policy instance | 1 |
| Insurance contract or identification number | 1200195235 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $283 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $283 | | Insurance broker organization code? | 7 | | Insurance broker name | PETER V SCAMURRA |
|
| JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 ) |
| Policy contract number | 1200161942 |
| Policy instance | 2 |
| Insurance contract or identification number | 1200161942 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,491 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,491 | | Insurance broker organization code? | 7 | | Insurance broker name | PETER V SCAMURRA |
|
| JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 ) |
| Policy contract number | 1200195235 |
| Policy instance | 1 |
| Insurance contract or identification number | 1200195235 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $47 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JACKSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60140 ) |
| Policy contract number | 1200161942 |
| Policy instance | 2 |
| Insurance contract or identification number | 1200161942 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $555 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210095063 |
| Policy instance | 1 |
| Insurance contract or identification number | 210095063 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210072687 |
| Policy instance | 2 |
| Insurance contract or identification number | 210072687 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 210087752 |
| Policy instance | 3 |
| Insurance contract or identification number | 210087752 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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