PATRICK A. DUFFY, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PATRICK A. DUFFY, M.D. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021 : PATRICK A. DUFFY, M.D. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $8,470 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $22,123 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $20,831 |
| Total plan assets at end of year | 2021-12-31 | $463,367 |
| Total plan assets at beginning of year | 2021-12-31 | $477,020 |
| Value of fidelity bond covering the plan | 2021-12-31 | $200,000 |
| Other income received | 2021-12-31 | $8,470 |
| Net income (gross income less expenses) | 2021-12-31 | $-13,653 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $463,367 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $477,020 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,292 |
| 2020 : PATRICK A. DUFFY, M.D. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $19,681 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $21,861 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $19,768 |
| Total plan assets at end of year | 2020-12-31 | $477,020 |
| Total plan assets at beginning of year | 2020-12-31 | $479,200 |
| Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $250 |
| Other income received | 2020-12-31 | $19,681 |
| Net income (gross income less expenses) | 2020-12-31 | $-2,180 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $477,020 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $479,200 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,843 |
| 2019 : PATRICK A. DUFFY, M.D. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $18,143 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $2,221 |
| Total plan assets at end of year | 2019-12-31 | $479,200 |
| Total plan assets at beginning of year | 2019-12-31 | $463,278 |
| Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $31 |
| Other income received | 2019-12-31 | $18,143 |
| Net income (gross income less expenses) | 2019-12-31 | $15,922 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $479,200 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $463,278 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,190 |
| 2018 : PATRICK A. DUFFY, M.D. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $153 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $69,217 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $61,866 |
| Total plan assets at end of year | 2018-12-31 | $463,278 |
| Total plan assets at beginning of year | 2018-12-31 | $532,342 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $145 |
| Other income received | 2018-12-31 | $153 |
| Net income (gross income less expenses) | 2018-12-31 | $-69,064 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $463,278 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $532,342 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $7,206 |
| 2017 : PATRICK A. DUFFY, M.D. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $10,102 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $22,011 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $17,821 |
| Total plan assets at end of year | 2017-12-31 | $532,342 |
| Total plan assets at beginning of year | 2017-12-31 | $544,251 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $120 |
| Other income received | 2017-12-31 | $10,102 |
| Net income (gross income less expenses) | 2017-12-31 | $-11,909 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $532,342 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $544,251 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,070 |
| 2016 : PATRICK A. DUFFY, M.D. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $13,074 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,418 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,248 |
| Total plan assets at end of year | 2016-12-31 | $544,251 |
| Total plan assets at beginning of year | 2016-12-31 | $534,595 |
| Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
| Other income received | 2016-12-31 | $13,074 |
| Net income (gross income less expenses) | 2016-12-31 | $9,656 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $544,251 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $534,595 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,170 |
| 2015 : PATRICK A. DUFFY, M.D. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $4,782 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,260 |
| Total plan assets at end of year | 2015-12-31 | $534,595 |
| Total plan assets at beginning of year | 2015-12-31 | $532,073 |
| Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
| Other income received | 2015-12-31 | $4,782 |
| Net income (gross income less expenses) | 2015-12-31 | $2,522 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $534,595 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $532,073 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,260 |
| 2014 : PATRICK A. DUFFY, M.D. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $2,483 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $11,142 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $10,002 |
| Total plan assets at end of year | 2014-12-31 | $532,073 |
| Total plan assets at beginning of year | 2014-12-31 | $540,732 |
| Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
| Other income received | 2014-12-31 | $2,483 |
| Net income (gross income less expenses) | 2014-12-31 | $-8,659 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $532,073 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $540,732 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,140 |
| 2013 : PATRICK A. DUFFY, M.D. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $-572,632 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,140 |
| Total plan assets at end of year | 2013-12-31 | $540,732 |
| Total plan assets at beginning of year | 2013-12-31 | $1,114,504 |
| Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
| Other income received | 2013-12-31 | $-572,632 |
| Net income (gross income less expenses) | 2013-12-31 | $-573,772 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $540,732 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,114,504 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,140 |
| 2012 : PATRICK A. DUFFY, M.D. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $49,042 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,140 |
| Total plan assets at end of year | 2012-12-31 | $1,114,504 |
| Total plan assets at beginning of year | 2012-12-31 | $1,066,602 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Other income received | 2012-12-31 | $49,042 |
| Net income (gross income less expenses) | 2012-12-31 | $47,902 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,114,504 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,066,602 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,140 |
| 2011 : PATRICK A. DUFFY, M.D. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $50,660 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,130 |
| Total plan assets at end of year | 2011-12-31 | $1,066,602 |
| Total plan assets at beginning of year | 2011-12-31 | $1,017,072 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Other income received | 2011-12-31 | $50,660 |
| Net income (gross income less expenses) | 2011-12-31 | $49,530 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,066,602 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,017,072 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,130 |
| 2010 : PATRICK A. DUFFY, M.D. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $56,811 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,330 |
| Total plan assets at end of year | 2010-12-31 | $1,017,072 |
| Total plan assets at beginning of year | 2010-12-31 | $962,591 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Other income received | 2010-12-31 | $56,811 |
| Net income (gross income less expenses) | 2010-12-31 | $54,481 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,017,072 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $962,591 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,330 |
| 2021: PATRICK A. DUFFY, M.D. 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 – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PATRICK A. DUFFY, M.D. 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PATRICK A. DUFFY, M.D. 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PATRICK A. DUFFY, M.D. 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PATRICK A. DUFFY, M.D. 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PATRICK A. DUFFY, M.D. 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PATRICK A. DUFFY, M.D. 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PATRICK A. DUFFY, M.D. 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PATRICK A. DUFFY, M.D. 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PATRICK A. DUFFY, M.D. 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PATRICK A. DUFFY, M.D. 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PATRICK A. DUFFY, M.D. PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
