| Plan Name | THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THOMAS E GERAGHTY, MD , PC |
| Employer identification number (EIN): | 431184349 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2013-01-01 | THOMAS E. GERAGHTY | 2014-07-09 | THOMAS E. GERAGHTY | 2014-07-09 |
| 001 | 2012-01-01 | THOMAS E GERAGHTY | 2013-07-24 | THOMAS E GERAGHTY | 2013-07-24 |
| 001 | 2011-01-01 | THOMAS E GERAGHTY | 2012-10-10 | THOMAS E GERAGHTY | 2012-10-10 |
| 001 | 2010-01-01 | THOMAS E. GERAGHTY, M.D. | 2011-07-21 | ||
| 001 | 2008-01-01 | ||||
| 001 | 2007-01-01 | THOMAS E. GERAGHTY, M.D. |
| Measure | Date | Value |
|---|---|---|
| 2007: THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST 2007 401k membership | ||
| Total participants, beginning-of-year | 2007-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 2 |
| Total of all active and inactive participants | 2007-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 7 |
| Number of participants with account balances | 2007-01-01 | 4 |
| Measure | Date | Value |
|---|---|---|
| 2007 : THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST 2007 401k financial data | ||
| Total income from all sources | 2007-12-31 | $521,495 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $25,340 |
| Benefits paid (including direct rollovers) | 2007-12-31 | $25,260 |
| Total plan assets at end of year | 2007-12-31 | $529,501 |
| Total plan assets at beginning of year | 2007-12-31 | $33,346 |
| Value of fidelity bond covering the plan | 2007-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2007-12-31 | $80 |
| Other income received | 2007-12-31 | $521,495 |
| Net income (gross income less expenses) | 2007-12-31 | $496,155 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $529,501 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $33,346 |
| 2008: THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses | ||
|---|---|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2007: THOMAS E GERAGHTY MD PC PROFIT SHARING PLAN AND TRUST 2007 form 5500 responses | ||
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) | |
| Policy contract number | VR07073512 |
| Policy instance | 1 |