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RAYMOND E. O'KEEFE, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameRAYMOND E. O'KEEFE, M.D., P.A. PROFIT SHARING PLAN
Plan identification number 001

RAYMOND E. O'KEEFE, M.D., P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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

RAYMOND E. OKEEFE, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:RAYMOND E. OKEEFE, M.D., P.A.
Employer identification number (EIN):570724379
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RAYMOND E. O'KEEFE, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012014-01-01RAYMOND E. O'KEEFE, M.D.
0012013-01-01RAYMOND E. O'KEEFE, M.D.
0012012-01-01RAYMOND E. O'KEEFE, M.D.2013-07-25
0012011-01-01RAYMOND E. O'KEEFE, M.D.2012-08-15
0012010-01-01RAYMOND E. O'KEEFE, M.D.2011-09-26

Financial Data on RAYMOND E. O'KEEFE, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2015 : RAYMOND E. O'KEEFE, M.D., P.A. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-22,113
Expenses. Total of all expenses incurred2015-12-31$1,306,221
Benefits paid (including direct rollovers)2015-12-31$1,299,418
Total plan assets at end of year2015-12-31$427
Total plan assets at beginning of year2015-12-31$1,328,761
Value of fidelity bond covering the plan2015-12-31$200,000
Other income received2015-12-31$-22,113
Net income (gross income less expenses)2015-12-31$-1,328,334
Net plan assets at end of year (total assets less liabilities)2015-12-31$427
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,328,761
Assets. Value of real-estate (other than employer real property)2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,803
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$66,085
2014 : RAYMOND E. O'KEEFE, M.D., P.A. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$71,287
Expenses. Total of all expenses incurred2014-12-31$64,215
Benefits paid (including direct rollovers)2014-12-31$52,944
Total plan assets at end of year2014-12-31$1,328,761
Total plan assets at beginning of year2014-12-31$1,321,689
Value of fidelity bond covering the plan2014-12-31$200,000
Expenses. Other expenses not covered elsewhere2014-12-31$895
Other income received2014-12-31$71,287
Net income (gross income less expenses)2014-12-31$7,072
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,328,761
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,321,689
Assets. Value of real-estate (other than employer real property)2014-12-31$114,659
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,376
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RAYMOND E. O'KEEFE, M.D., P.A. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$155,691
Expenses. Total of all expenses incurred2013-12-31$57,127
Benefits paid (including direct rollovers)2013-12-31$47,313
Total plan assets at end of year2013-12-31$1,321,689
Total plan assets at beginning of year2013-12-31$1,223,125
Value of fidelity bond covering the plan2013-12-31$200,000
Expenses. Other expenses not covered elsewhere2013-12-31$896
Other income received2013-12-31$155,691
Net income (gross income less expenses)2013-12-31$98,564
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,321,689
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,223,125
Assets. Value of real-estate (other than employer real property)2013-12-31$114,659
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,918
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for RAYMOND E. O'KEEFE, M.D., P.A. PROFIT SHARING PLAN

2015: RAYMOND E. O'KEEFE, M.D., P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RAYMOND E. O'KEEFE, M.D., P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RAYMOND E. O'KEEFE, M.D., P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0572190
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0572197
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0572190
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0572197
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0572190
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0572197
Policy instance 2

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