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CECIL J HAGGERTY MD PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCECIL J HAGGERTY MD PROFIT SHARING PLAN AND TRUST
Plan identification number 001

CECIL J HAGGERTY MD PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='161420917' AND PlanID='001'

401k Sponsoring company profile

CECIL J HAGGERTY JR MD PC has sponsored the creation of one or more 401k plans.

Company Name:CECIL J HAGGERTY JR MD PC
Employer identification number (EIN):161420917
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CECIL J HAGGERTY MD PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01CECIL J. HAGGERTY, JR., M.D.2015-09-28
0012014-01-01CECIL J. HAGGERTY, JR., M.D.2015-08-21
0012013-01-01CECIL J. HAGGERTY, JR., M.D.2014-06-18
0012012-01-01CECIL J. HAGGERTY, JR., M.D.2013-05-18
0012011-01-01CECIL J. HAGGERTY, JR., M.D.2012-07-18
0012010-01-01CECIL J HAGGERTY MD
0012009-01-01CECIL J HAGGERTY MD

Financial Data on CECIL J HAGGERTY MD PROFIT SHARING PLAN AND TRUST

Measure Date Value
2010 : CECIL J HAGGERTY MD PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$37,445
Expenses. Total of all expenses incurred2010-12-31$12,568
Benefits paid (including direct rollovers)2010-12-31$12,568
Total plan assets at end of year2010-12-31$455,171
Total plan assets at beginning of year2010-12-31$430,294
Value of fidelity bond covering the plan2010-12-31$0
Assets. Value of tangible personal property2010-12-31$0
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$19,570
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$24,877
Net plan assets at end of year (total assets less liabilities)2010-12-31$455,171
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$430,294
Assets. Value of participant loans2010-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Assets. Value of assets in partnership/joint-venture interests2010-12-31$0
Assets. Value of real-estate (other than employer real property)2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Assets. Value of employer securities2010-12-31$0
Assets. Value of employer real property2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$17,875
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Insurance Providers Used on plan

PRESIDENTIAL LIFE (National Association of Insurance Commissioners NAIC id number: 68039 )
Policy contract number0509620
Policy instance 1
INTEGRITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 74780 )
Policy contract number0509620
Policy instance 2
OM FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69434 )
Policy contract number0509620
Policy instance 3
PRESIDENTIAL LIFE (National Association of Insurance Commissioners NAIC id number: 68039 )
Policy contract number0509620
Policy instance 4
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0509620
Policy instance 5

Potentially related plans

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