401k Plan data: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN plan

ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN
Plan identification number	001

ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

ADRIENNE L. FREGIA, M.D., S.C. has sponsored the creation of one or more 401k plans.

Company Name: ADRIENNE L. FREGIA, M.D., S.C.

Employer identification number (EIN): 364325987

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ADRIENNE L. FREGIA
001 2016-01-01 ADRIENNE L. FREGIA
001 2015-01-01 ADRIENNE L. FREGIA
001 2014-01-01 ADRIENNE L. FREGIA
001 2013-01-01 ADRIENNE L. FREGIA
001 2012-01-01 ADRIENNE L. FREGIA
001 2011-01-01 ADRIENNE L. FREGIA
001 2010-01-01 ADRIENNE L. FREGIA
001 2009-01-01 ADRIENNE L. FREGIA ADRIENNE L. FREGIA 2010-10-08
001 2009-01-01 ADRIENNE L. FREGIA ADRIENNE L. FREGIA 2010-10-06

Plan Statistics for ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN

401k plan membership statisitcs for ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN

Measure Date Value
2021: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
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 1
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
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 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING 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
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 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: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 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: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING 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 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
2021: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
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	1
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
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	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING 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
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 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: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 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: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING 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	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 ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN

Measure	Date	Value
2021 : ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$197,631
Expenses. Total of all expenses incurred	2021-12-31	$5,854
Total plan assets at end of year	2021-12-31	$1,156,060
Total plan assets at beginning of year	2021-12-31	$964,283
Value of fidelity bond covering the plan	2021-12-31	$100,000
Total contributions received or receivable from participants	2021-12-31	$14,187
Other income received	2021-12-31	$163,132
Net income (gross income less expenses)	2021-12-31	$191,777
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,156,060
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$964,283
Total contributions received or receivable from employer(s)	2021-12-31	$20,312
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5,854
2020 : ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$94,279
Expenses. Total of all expenses incurred	2020-12-31	$4,867
Total plan assets at end of year	2020-12-31	$964,283
Total plan assets at beginning of year	2020-12-31	$874,871
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$12,064
Other income received	2020-12-31	$68,215
Net income (gross income less expenses)	2020-12-31	$89,412
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$964,283
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$874,871
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$24,058
Total contributions received or receivable from employer(s)	2020-12-31	$14,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$4,867
2019 : ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$182,114
Expenses. Total of all expenses incurred	2019-12-31	$4,719
Total plan assets at end of year	2019-12-31	$874,871
Total plan assets at beginning of year	2019-12-31	$697,476
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$14,985
Other income received	2019-12-31	$158,481
Net income (gross income less expenses)	2019-12-31	$177,395
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$874,871
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$697,476
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2019-12-31	$24,058
Total contributions received or receivable from employer(s)	2019-12-31	$8,648
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,719
2018 : ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-22,148
Expenses. Total of all expenses incurred	2018-12-31	$4,475
Total plan assets at end of year	2018-12-31	$697,476
Total plan assets at beginning of year	2018-12-31	$724,099
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$14,540
Other income received	2018-12-31	$-41,366
Net income (gross income less expenses)	2018-12-31	$-26,623
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$697,476
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$724,099
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$11,580
Total contributions received or receivable from employer(s)	2018-12-31	$4,678
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$4,475
2017 : ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2017 401k financial data
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	$117,560
Expenses. Total of all expenses incurred	2017-12-31	$4,510
Benefits paid (including direct rollovers)	2017-12-31	$487
Total plan assets at end of year	2017-12-31	$724,099
Total plan assets at beginning of year	2017-12-31	$611,049
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$27,397
Other income received	2017-12-31	$80,163
Net income (gross income less expenses)	2017-12-31	$113,050
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$724,099
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$611,049
Total contributions received or receivable from employer(s)	2017-12-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,023
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$101,634
Expenses. Total of all expenses incurred	2016-12-31	$59,812
Benefits paid (including direct rollovers)	2016-12-31	$56,067
Total plan assets at end of year	2016-12-31	$611,049
Total plan assets at beginning of year	2016-12-31	$569,227
Value of fidelity bond covering the plan	2016-12-31	$25,000
Total contributions received or receivable from participants	2016-12-31	$19,962
Other income received	2016-12-31	$66,672
Net income (gross income less expenses)	2016-12-31	$41,822
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$611,049
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$569,227
Total contributions received or receivable from employer(s)	2016-12-31	$15,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,745
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$16,179
Expenses. Total of all expenses incurred	2015-12-31	$3,614
Total plan assets at end of year	2015-12-31	$569,227
Total plan assets at beginning of year	2015-12-31	$556,662
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$12,664
Other income received	2015-12-31	$-6,500
Net income (gross income less expenses)	2015-12-31	$12,565
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$569,227
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$556,662
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$9,905
Total contributions received or receivable from employer(s)	2015-12-31	$10,015
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,614
2014 : ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$68,962
Expenses. Total of all expenses incurred	2014-12-31	$23,613
Benefits paid (including direct rollovers)	2014-12-31	$20,243
Total plan assets at end of year	2014-12-31	$556,662
Total plan assets at beginning of year	2014-12-31	$511,313
Value of fidelity bond covering the plan	2014-12-31	$43,000
Total contributions received or receivable from participants	2014-12-31	$12,273
Other income received	2014-12-31	$41,006
Net income (gross income less expenses)	2014-12-31	$45,349
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$556,662
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$511,313
Total contributions received or receivable from employer(s)	2014-12-31	$15,683
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,370
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$102,279
Expenses. Total of all expenses incurred	2013-12-31	$17,960
Benefits paid (including direct rollovers)	2013-12-31	$15,000
Total plan assets at end of year	2013-12-31	$511,313
Total plan assets at beginning of year	2013-12-31	$426,994
Value of fidelity bond covering the plan	2013-12-31	$43,000
Total contributions received or receivable from participants	2013-12-31	$12,694
Contributions received from other sources (not participants or employers)	2013-12-31	$8,535
Other income received	2013-12-31	$63,254
Net income (gross income less expenses)	2013-12-31	$84,319
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$511,313
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$426,994
Assets. Value of participant loans	2013-12-31	$408
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$31,102
Total contributions received or receivable from employer(s)	2013-12-31	$17,796
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,960
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$77,916
Expenses. Total of all expenses incurred	2012-12-31	$2,573
Total plan assets at end of year	2012-12-31	$426,994
Total plan assets at beginning of year	2012-12-31	$351,651
Value of fidelity bond covering the plan	2012-12-31	$36,000
Total contributions received or receivable from participants	2012-12-31	$11,252
Other income received	2012-12-31	$38,664
Net income (gross income less expenses)	2012-12-31	$75,343
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$426,994
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$351,651
Assets. Value of participant loans	2012-12-31	$6,013
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$16,887
Total contributions received or receivable from employer(s)	2012-12-31	$28,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,573
2011 : ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$53,869
Expenses. Total of all expenses incurred	2011-12-31	$2,261
Total plan assets at end of year	2011-12-31	$351,651
Total plan assets at beginning of year	2011-12-31	$300,043
Value of fidelity bond covering the plan	2011-12-31	$25,000
Total contributions received or receivable from participants	2011-12-31	$18,803
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,261
Other income received	2011-12-31	$-2,564
Net income (gross income less expenses)	2011-12-31	$51,608
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$351,651
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$300,043
Assets. Value of participant loans	2011-12-31	$10,862
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$6,141
Total contributions received or receivable from employer(s)	2011-12-31	$37,630
2010 : ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$75,091
Expenses. Total of all expenses incurred	2010-12-31	$1,924
Total plan assets at end of year	2010-12-31	$300,043
Total plan assets at beginning of year	2010-12-31	$226,876
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$15,531
Other income received	2010-12-31	$31,560
Net income (gross income less expenses)	2010-12-31	$73,167
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$300,043
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$226,876
Assets. Value of participant loans	2010-12-31	$14,844
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$18,468
Total contributions received or receivable from employer(s)	2010-12-31	$28,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,924
2009 : ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 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 ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN

2021: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 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: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 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: ADRIENNE L. FREGIA, M.D., S.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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:	ADRIENNE L. FREGIA, M.D., S.C.
Employer identification number (EIN):	364325987
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ADRIENNE L. FREGIA
001	2016-01-01	ADRIENNE L. FREGIA
001	2015-01-01	ADRIENNE L. FREGIA
001	2014-01-01	ADRIENNE L. FREGIA
001	2013-01-01	ADRIENNE L. FREGIA
001	2012-01-01	ADRIENNE L. FREGIA
001	2011-01-01	ADRIENNE L. FREGIA
001	2010-01-01	ADRIENNE L. FREGIA
001	2009-01-01	ADRIENNE L. FREGIA	ADRIENNE L. FREGIA	2010-10-08
001	2009-01-01	ADRIENNE L. FREGIA	ADRIENNE L. FREGIA	2010-10-06