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DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameDUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST
Plan identification number 001

DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 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

401k Sponsoring company profile

DUNCAN C. RAMSEY, III MD has sponsored the creation of one or more 401k plans.

Company Name:DUNCAN C. RAMSEY, III MD
Employer identification number (EIN):752034794
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DUNCAN C. RAMSEY III, MD
0012016-01-01DUNCAN C. RAMSEY III, MD
0012015-01-01DUNCAN RAMSEY
0012014-01-01DUNCAN RAMSEY
0012013-01-01DUNCAN RAMSEY
0012010-01-01DUNCAN RAMSEY
0012009-01-01DUNCAN C RAMSEY III MD
0012009-01-01DUNCAN RAMSEY

Plan Statistics for DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-013
Total number of active participants reported on line 7a of the Form 55002023-01-013
Total of all active and inactive participants2023-01-013
Total participants2023-01-013
Number of participants with account balances2023-01-010
2022: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Total of all active and inactive participants2022-01-013
Total participants2022-01-013
Number of participants with account balances2022-01-010
2021: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
Number of participants with account balances2021-01-013
2020: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0110
Total participants2019-01-0110
Number of participants with account balances2019-01-013
2018: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0110
Total participants2018-01-0110
2017: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-014
2016: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
2015: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-011
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
2010: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-011
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
2009: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014

Financial Data on DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources2023-12-31$596,000
Expenses. Total of all expenses incurred2023-12-31$150
Total plan assets at end of year2023-12-31$3,859,779
Total plan assets at beginning of year2023-12-31$3,263,929
Other income received2023-12-31$596,000
Net income (gross income less expenses)2023-12-31$595,850
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,859,779
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,263,929
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$150
2022 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources2022-12-31$-391,075
Expenses. Total of all expenses incurred2022-12-31$35,200
Benefits paid (including direct rollovers)2022-12-31$35,050
Total plan assets at end of year2022-12-31$3,263,929
Total plan assets at beginning of year2022-12-31$3,690,204
Other income received2022-12-31$-391,075
Net income (gross income less expenses)2022-12-31$-426,275
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,263,929
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,690,204
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$150
2021 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$640,271
Expenses. Total of all expenses incurred2021-12-31$150
Total plan assets at end of year2021-12-31$3,690,204
Total plan assets at beginning of year2021-12-31$3,050,083
Expenses. Other expenses not covered elsewhere2021-12-31$150
Other income received2021-12-31$625,751
Net income (gross income less expenses)2021-12-31$640,121
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,690,204
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,050,083
Total contributions received or receivable from employer(s)2021-12-31$14,520
2020 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$272,041
Expenses. Total of all expenses incurred2020-12-31$150
Total plan assets at end of year2020-12-31$3,050,083
Total plan assets at beginning of year2020-12-31$2,778,192
Expenses. Other expenses not covered elsewhere2020-12-31$150
Other income received2020-12-31$256,628
Net income (gross income less expenses)2020-12-31$271,891
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,050,083
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,778,192
Total contributions received or receivable from employer(s)2020-12-31$15,413
2019 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$483,050
Expenses. Total of all expenses incurred2019-12-31$150
Total plan assets at end of year2019-12-31$2,778,192
Total plan assets at beginning of year2019-12-31$2,295,292
Expenses. Other expenses not covered elsewhere2019-12-31$150
Other income received2019-12-31$458,293
Net income (gross income less expenses)2019-12-31$482,900
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,778,192
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,295,292
Total contributions received or receivable from employer(s)2019-12-31$24,757
2018 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$127,298
Expenses. Total of all expenses incurred2018-12-31$200,766
Benefits paid (including direct rollovers)2018-12-31$200,616
Total plan assets at end of year2018-12-31$2,295,293
Total plan assets at beginning of year2018-12-31$2,368,761
Expenses. Other expenses not covered elsewhere2018-12-31$150
Other income received2018-12-31$94,703
Net income (gross income less expenses)2018-12-31$-73,468
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,295,293
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,368,761
Total contributions received or receivable from employer(s)2018-12-31$32,595
2017 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$387,060
Expenses. Total of all expenses incurred2017-12-31$200,766
Benefits paid (including direct rollovers)2017-12-31$200,616
Total plan assets at end of year2017-12-31$2,368,761
Total plan assets at beginning of year2017-12-31$2,182,467
Expenses. Other expenses not covered elsewhere2017-12-31$150
Other income received2017-12-31$347,994
Net income (gross income less expenses)2017-12-31$186,294
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,368,761
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,182,467
Total contributions received or receivable from employer(s)2017-12-31$39,066
2016 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$255,846
Expenses. Total of all expenses incurred2016-12-31$2,515
Total plan assets at end of year2016-12-31$2,182,467
Total plan assets at beginning of year2016-12-31$1,929,136
Expenses. Other expenses not covered elsewhere2016-12-31$2,515
Other income received2016-12-31$204,955
Net income (gross income less expenses)2016-12-31$253,331
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,182,467
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,929,136
Total contributions received or receivable from employer(s)2016-12-31$50,891
2015 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$40,533
Total plan assets at end of year2015-12-31$1,929,136
Total plan assets at beginning of year2015-12-31$1,888,603
Other income received2015-12-31$-20,078
Net income (gross income less expenses)2015-12-31$40,533
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,929,136
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,888,603
Total contributions received or receivable from employer(s)2015-12-31$60,611
2014 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$209,584
Total plan assets at end of year2014-12-31$1,888,604
Total plan assets at beginning of year2014-12-31$1,679,020
Other income received2014-12-31$152,676
Net income (gross income less expenses)2014-12-31$209,584
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,888,604
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,679,020
Total contributions received or receivable from employer(s)2014-12-31$56,908
2013 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$401,907
Total plan assets at end of year2013-12-31$1,679,020
Total plan assets at beginning of year2013-12-31$1,277,113
Other income received2013-12-31$343,499
Net income (gross income less expenses)2013-12-31$401,907
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,679,020
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,277,113
Total contributions received or receivable from employer(s)2013-12-31$58,408
2010 : DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$134,499
Expenses. Total of all expenses incurred2010-12-31$7,875
Benefits paid (including direct rollovers)2010-12-31$7,875
Total plan assets at end of year2010-12-31$1,014,589
Total plan assets at beginning of year2010-12-31$887,965
Other income received2010-12-31$99,499
Net income (gross income less expenses)2010-12-31$126,624
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,014,589
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$887,965
Total contributions received or receivable from employer(s)2010-12-31$35,000

Form 5500 Responses for DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST

2023: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2010: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DUNCAN C RAMSEY III MD PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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