GARRICK COX, MD, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GARRICK COX, MD, LLC CASH BALANCE PLAN
Measure | Date | Value |
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2022: GARRICK COX, MD, LLC CASH BALANCE PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 832,145 |
Acturial value of plan assets | 2022-12-31 | 832,145 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 4 |
Fundng target for terminated vested participants | 2022-12-31 | 10,064 |
Active participant vested funding target | 2022-12-31 | 614,339 |
Number of active participants | 2022-12-31 | 18 |
Total funding liabilities for active participants | 2022-12-31 | 615,894 |
Total participant count | 2022-12-31 | 22 |
Total funding target for all participants | 2022-12-31 | 625,958 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 95,113 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 95,113 |
Present value of excess contributions | 2022-12-31 | 60,963 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 64,267 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 64,267 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 173,561 |
Total employer contributions | 2022-12-31 | 608,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 565,271 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 106,675 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 74,049 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 74,049 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 565,271 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: GARRICK COX, MD, LLC CASH BALANCE PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 639,591 |
Acturial value of plan assets | 2021-12-31 | 639,591 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 3 |
Fundng target for terminated vested participants | 2021-12-31 | 6,952 |
Active participant vested funding target | 2021-12-31 | 464,728 |
Number of active participants | 2021-12-31 | 22 |
Total funding liabilities for active participants | 2021-12-31 | 466,093 |
Total participant count | 2021-12-31 | 25 |
Total funding target for all participants | 2021-12-31 | 473,045 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 29,424 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 29,424 |
Present value of excess contributions | 2021-12-31 | 55,659 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 58,592 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 58,592 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 95,113 |
Total employer contributions | 2021-12-31 | 99,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 93,300 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 103,770 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 32,337 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 32,337 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 93,300 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: GARRICK COX, MD, LLC CASH BALANCE PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 375,813 |
Acturial value of plan assets | 2020-12-31 | 375,813 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 2 |
Fundng target for terminated vested participants | 2020-12-31 | 3,968 |
Active participant vested funding target | 2020-12-31 | 340,699 |
Number of active participants | 2020-12-31 | 20 |
Total funding liabilities for active participants | 2020-12-31 | 348,845 |
Total participant count | 2020-12-31 | 22 |
Total funding target for all participants | 2020-12-31 | 352,813 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 20,609 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 20,609 |
Present value of excess contributions | 2020-12-31 | 5,583 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 5,886 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 5,886 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 29,424 |
Total employer contributions | 2020-12-31 | 171,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 163,757 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 108,098 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 108,098 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 108,098 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 163,757 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: GARRICK COX, MD, LLC CASH BALANCE PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 227,409 |
Acturial value of plan assets | 2019-12-31 | 227,409 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 0 |
Fundng target for terminated vested participants | 2019-12-31 | 0 |
Active participant vested funding target | 2019-12-31 | 222,142 |
Number of active participants | 2019-12-31 | 22 |
Total funding liabilities for active participants | 2019-12-31 | 222,142 |
Total participant count | 2019-12-31 | 22 |
Total funding target for all participants | 2019-12-31 | 222,142 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 12,946 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 12,946 |
Present value of excess contributions | 2019-12-31 | 8,234 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 8,696 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 8,696 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 20,609 |
Total employer contributions | 2019-12-31 | 121,841 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 110,977 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 105,394 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 105,394 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 105,394 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 110,977 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: GARRICK COX, MD, LLC CASH BALANCE PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 117,372 |
Acturial value of plan assets | 2018-12-31 | 117,372 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 1,956 |
Number of active participants | 2018-12-31 | 20 |
Total funding liabilities for active participants | 2018-12-31 | 105,241 |
Total participant count | 2018-12-31 | 20 |
Total funding target for all participants | 2018-12-31 | 105,241 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 12,232 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 12,946 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 12,946 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 12,946 |
Total employer contributions | 2018-12-31 | 117,509 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 109,211 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 100,977 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 100,977 |
Additional cash requirement | 2018-12-31 | 100,977 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 109,211 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: GARRICK COX, MD, LLC CASH BALANCE PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 0 |
Acturial value of plan assets | 2017-12-31 | 0 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 0 |
Number of active participants | 2017-12-31 | 24 |
Total funding liabilities for active participants | 2017-12-31 | 0 |
Total participant count | 2017-12-31 | 24 |
Total funding target for all participants | 2017-12-31 | 0 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 119,124 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 110,895 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 98,663 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 98,663 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 98,663 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 110,895 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
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2020 : GARRICK COX, MD, LLC CASH BALANCE PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $266,143 |
Expenses. Total of all expenses incurred | 2020-12-31 | $3,730 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $640,748 |
Total plan assets at beginning of year | 2020-12-31 | $378,335 |
Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $95,143 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $262,413 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $640,748 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $378,335 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $171,000 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,730 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : GARRICK COX, MD, LLC CASH BALANCE PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $150,638 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,883 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $378,335 |
Total plan assets at beginning of year | 2019-12-31 | $229,580 |
Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $28,797 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $148,755 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $378,335 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $229,580 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $121,841 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,883 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : GARRICK COX, MD, LLC CASH BALANCE PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $111,282 |
Expenses. Total of all expenses incurred | 2018-12-31 | $826 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $229,580 |
Total plan assets at beginning of year | 2018-12-31 | $119,124 |
Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-6,227 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $110,456 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $229,580 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $119,124 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $117,509 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $826 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : GARRICK COX, MD, LLC CASH BALANCE PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $119,124 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $119,124 |
Total plan assets at beginning of year | 2017-12-31 | $0 |
Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $0 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $119,124 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $119,124 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $119,124 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |