401k Plan data: DOUGHERTY PHARMACY MONEY PURCHASE PLAN plan

DOUGHERTY PHARMACY MONEY PURCHASE PLAN 401k Plan overview

Plan Name	DOUGHERTY PHARMACY MONEY PURCHASE PLAN
Plan identification number	002

DOUGHERTY PHARMACY MONEY PURCHASE PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

DOUGHERTY PHARMACY INC has sponsored the creation of one or more 401k plans.

Company Name: DOUGHERTY PHARMACY INC

Employer identification number (EIN): 161471439

NAIC Classification: 446110
NAIC Description: Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOUGHERTY PHARMACY MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 JENNIFER CALOIA
002 2014-01-01 JENNIFER CALOIA
002 2013-01-01 JENNIFER CALOIA
002 2012-01-01 JENNIFER CALOIA
002 2011-01-01 JENNIFER CALOIA JENNIFER CALOIA 2012-07-31
002 2009-01-01 JENNIFER CALOIA
002 2007-01-01 JENNIFER CALOIA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	JENNIFER CALOIA
002	2014-01-01	JENNIFER CALOIA
002	2013-01-01	JENNIFER CALOIA
002	2012-01-01	JENNIFER CALOIA
002	2011-01-01	JENNIFER CALOIA	JENNIFER CALOIA	2012-07-31
002	2009-01-01	JENNIFER CALOIA
002	2007-01-01	JENNIFER CALOIA

Plan Statistics for DOUGHERTY PHARMACY MONEY PURCHASE PLAN

401k plan membership statisitcs for DOUGHERTY PHARMACY MONEY PURCHASE PLAN

Measure Date Value
2015: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
2014: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 4
2013: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 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 4
2012: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
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 4
2011: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
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 4
2009: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
2007: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 4
Total of all active and inactive participants 2007-01-01 4
Total participants 2007-01-01 4

Measure	Date	Value
2015: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
2014: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	4
2013: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	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	4
2012: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
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	4
2011: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
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	4
2009: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
2007: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	4
Total of all active and inactive participants	2007-01-01	4
Total participants	2007-01-01	4

Financial Data on DOUGHERTY PHARMACY MONEY PURCHASE PLAN

Measure	Date	Value
2015 : DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$30,440
Expenses. Total of all expenses incurred	2015-12-31	$892,276
Benefits paid (including direct rollovers)	2015-12-31	$892,276
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$861,836
Other income received	2015-12-31	$-2,591
Net income (gross income less expenses)	2015-12-31	$-861,836
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	$861,836
Total contributions received or receivable from employer(s)	2015-12-31	$33,031
2014 : DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$94,948
Total plan assets at end of year	2014-12-31	$861,836
Total plan assets at beginning of year	2014-12-31	$766,888
Value of fidelity bond covering the plan	2014-12-31	$25,000
Other income received	2014-12-31	$50,127
Net income (gross income less expenses)	2014-12-31	$94,948
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$861,836
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$766,888
Total contributions received or receivable from employer(s)	2014-12-31	$44,821
2013 : DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$137,079
Total plan assets at end of year	2013-12-31	$766,888
Total plan assets at beginning of year	2013-12-31	$629,809
Value of fidelity bond covering the plan	2013-12-31	$25,000
Other income received	2013-12-31	$93,129
Net income (gross income less expenses)	2013-12-31	$137,079
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$766,888
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$629,809
Total contributions received or receivable from employer(s)	2013-12-31	$43,950
2012 : DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$7,363
Total income from all sources	2012-12-31	$108,445
Total plan assets at end of year	2012-12-31	$629,809
Total plan assets at beginning of year	2012-12-31	$528,727
Other income received	2012-12-31	$58,083
Net income (gross income less expenses)	2012-12-31	$108,445
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$629,809
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$521,364
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2012-12-31	$25,000
Total contributions received or receivable from employer(s)	2012-12-31	$50,362
2011 : DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$7,363
Total plan liabilities at beginning of year	2011-12-31	$11,785
Total income from all sources	2011-12-31	$64,175
Total plan assets at end of year	2011-12-31	$528,727
Total plan assets at beginning of year	2011-12-31	$468,974
Value of fidelity bond covering the plan	2011-12-31	$25,000
Other income received	2011-12-31	$17,154
Net income (gross income less expenses)	2011-12-31	$64,175
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$521,364
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$457,189
Total contributions received or receivable from employer(s)	2011-12-31	$47,021
2010 : DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$11,785
Total plan liabilities at beginning of year	2010-12-31	$8,653
Total income from all sources	2010-12-31	$82,796
Total plan assets at end of year	2010-12-31	$468,974
Total plan assets at beginning of year	2010-12-31	$386,208
Value of fidelity bond covering the plan	2010-12-31	$25,000
Other income received	2010-12-31	$34,341
Net income (gross income less expenses)	2010-12-31	$82,796
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$457,189
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$377,555
Total contributions received or receivable from employer(s)	2010-12-31	$48,455
2008 : DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2008 401k financial data
Total plan liabilities at beginning of year	2008-12-31	$6,458
Total income from all sources	2008-12-31	$44,105
Expenses. Total of all expenses incurred	2008-12-31	$79,067
Total plan assets at end of year	2008-12-31	$291,622
Total plan assets at beginning of year	2008-12-31	$326,584
Value of fidelity bond covering the plan	2008-12-31	$89,000
Expenses. Other expenses not covered elsewhere	2008-12-31	$79,067
Net income (gross income less expenses)	2008-12-31	$-34,962
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$291,622
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$320,126
Total contributions received or receivable from employer(s)	2008-12-31	$44,105
2007 : DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2007 401k financial data
Total plan liabilities at end of year	2007-12-31	$6,458
Total plan liabilities at beginning of year	2007-12-31	$1,304
Total income from all sources	2007-12-31	$57,227
Total plan assets at end of year	2007-12-31	$326,584
Total plan assets at beginning of year	2007-12-31	$269,357
Value of fidelity bond covering the plan	2007-12-31	$89,000
Other income received	2007-12-31	$14,830
Net income (gross income less expenses)	2007-12-31	$57,227
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$320,126
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$268,053
Total contributions received or receivable from employer(s)	2007-12-31	$42,397
2006 : DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2006 401k financial data
Total plan liabilities at end of year	2006-12-31	$1,304
Total plan liabilities at beginning of year	2006-12-31	$2,252
Total income from all sources	2006-12-31	$66,304
Total plan assets at end of year	2006-12-31	$269,357
Total plan assets at beginning of year	2006-12-31	$203,053
Value of fidelity bond covering the plan	2006-12-31	$75,000
Other income received	2006-12-31	$26,345
Net income (gross income less expenses)	2006-12-31	$66,304
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$268,053
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$200,801
Total contributions received or receivable from employer(s)	2006-12-31	$39,959
2005 : DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2005 401k financial data
Total plan liabilities at end of year	2005-12-31	$2,252
Total plan liabilities at beginning of year	2005-12-31	$2,690
Total income from all sources	2005-12-31	$39,508
Expenses. Total of all expenses incurred	2005-12-31	$3,964
Total plan assets at end of year	2005-12-31	$203,053
Total plan assets at beginning of year	2005-12-31	$167,509
Value of fidelity bond covering the plan	2005-12-31	$75,000
Expenses. Other expenses not covered elsewhere	2005-12-31	$3,964
Net income (gross income less expenses)	2005-12-31	$35,544
Net plan assets at end of year (total assets less liabilities)	2005-12-31	$200,801
Net plan assets at beginning of year (total assets less liabilities)	2005-12-31	$164,819
Total contributions received or receivable from employer(s)	2005-12-31	$39,508
2004 : DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2004 401k financial data
Total plan liabilities at end of year	2004-12-31	$2,690
Total plan liabilities at beginning of year	2004-12-31	$2,000
Total income from all sources	2004-12-31	$34,612
Expenses. Total of all expenses incurred	2004-12-31	$4,275
Benefits paid (including direct rollovers)	2004-12-31	$4,275
Total plan assets at end of year	2004-12-31	$167,509
Total plan assets at beginning of year	2004-12-31	$137,172
Value of fidelity bond covering the plan	2004-12-31	$45,000
Other income received	2004-12-31	$3,049
Net income (gross income less expenses)	2004-12-31	$30,337
Net plan assets at end of year (total assets less liabilities)	2004-12-31	$164,819
Net plan assets at beginning of year (total assets less liabilities)	2004-12-31	$135,172
Total contributions received or receivable from employer(s)	2004-12-31	$31,563
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2004-12-31	$4,275

Form 5500 Responses for DOUGHERTY PHARMACY MONEY PURCHASE PLAN

2015: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 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
2007: DOUGHERTY PHARMACY MONEY PURCHASE PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

DOUGHERTY PHARMACY 401(K) PLAN [EIN = 454419048]

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Company Name:	DOUGHERTY PHARMACY INC
Employer identification number (EIN):	161471439
NAIC Classification:	446110
NAIC Description:	Pharmacies and Drug Stores