401k Plan data: TERENCE DEGAN MD 401K PLAN AND TRUST plan

TERENCE DEGAN MD 401K PLAN AND TRUST 401k Plan overview

Plan Name	TERENCE DEGAN MD 401K PLAN AND TRUST
Plan identification number	001

TERENCE DEGAN MD 401K PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

TERENCE DEGAN MD INC has sponsored the creation of one or more 401k plans.

Company Name: TERENCE DEGAN MD INC

Employer identification number (EIN): 260461010

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TERENCE DEGAN MD 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 TERENCE DEGAN 2019-06-21
001 2018-01-01 TERENCE DEGAN 2019-03-20
001 2017-01-01 TERENCE DEGAN 2018-06-27
001 2016-01-01 TERENCE DEGAN 2017-04-18
001 2015-01-01 TERENCE DEGAN 2016-05-31
001 2014-01-01 TERENCE DEGAN 2015-06-08
001 2013-01-01 TERENCE DEGAN 2014-06-09
001 2012-01-01 TERENCE DEGAN 2013-07-10
001 2011-01-01 TERENCE DEGAN
001 2010-01-01 TERENCE DEGAN
001 2009-01-01 TERENCE DEGAN
001 2009-01-01 TERENCE DEGAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	TERENCE DEGAN	2019-06-21
001	2018-01-01	TERENCE DEGAN	2019-03-20
001	2017-01-01	TERENCE DEGAN	2018-06-27
001	2016-01-01	TERENCE DEGAN	2017-04-18
001	2015-01-01	TERENCE DEGAN	2016-05-31
001	2014-01-01	TERENCE DEGAN	2015-06-08
001	2013-01-01	TERENCE DEGAN	2014-06-09
001	2012-01-01	TERENCE DEGAN	2013-07-10
001	2011-01-01	TERENCE DEGAN
001	2010-01-01	TERENCE DEGAN
001	2009-01-01	TERENCE DEGAN
001	2009-01-01	TERENCE DEGAN

Plan Statistics for TERENCE DEGAN MD 401K PLAN AND TRUST

401k plan membership statisitcs for TERENCE DEGAN MD 401K PLAN AND TRUST

Measure Date Value
2011: TERENCE DEGAN MD 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TERENCE DEGAN MD 401K PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: TERENCE DEGAN MD 401K PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: TERENCE DEGAN MD 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TERENCE DEGAN MD 401K PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: TERENCE DEGAN MD 401K PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TERENCE DEGAN MD 401K PLAN AND TRUST

Measure	Date	Value
2011 : TERENCE DEGAN MD 401K PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$25,531
Expenses. Total of all expenses incurred	2011-12-31	$907
Benefits paid (including direct rollovers)	2011-12-31	$410
Total plan assets at end of year	2011-12-31	$138,186
Total plan assets at beginning of year	2011-12-31	$113,562
Total contributions received or receivable from participants	2011-12-31	$22,000
Other income received	2011-12-31	$-1,350
Net income (gross income less expenses)	2011-12-31	$24,624
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$138,186
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$113,562
Total contributions received or receivable from employer(s)	2011-12-31	$4,881
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : TERENCE DEGAN MD 401K PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$48,532
Expenses. Total of all expenses incurred	2010-12-31	$2,517
Benefits paid (including direct rollovers)	2010-12-31	$1,940
Total plan assets at end of year	2010-12-31	$113,562
Total plan assets at beginning of year	2010-12-31	$67,547
Total contributions received or receivable from participants	2010-12-31	$24,500
Contributions received from other sources (not participants or employers)	2010-12-31	$8,932
Other income received	2010-12-31	$9,136
Net income (gross income less expenses)	2010-12-31	$46,015
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$113,562
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$67,547
Total contributions received or receivable from employer(s)	2010-12-31	$5,964
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$577
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : TERENCE DEGAN MD 401K PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TERENCE DEGAN MD 401K PLAN AND TRUST

2011: TERENCE DEGAN MD 401K PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TERENCE DEGAN MD 401K PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TERENCE DEGAN MD 401K PLAN AND TRUST 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

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Company Name:	TERENCE DEGAN MD INC
Employer identification number (EIN):	260461010
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)