401k Plan data: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN plan

RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 401k Plan overview

Plan Name	RODERICK D. SAGE MD LTD PROFIT SHARING PLAN
Plan identification number	001

RODERICK D. SAGE MD LTD PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

RODERICK D SAGE MD LTD has sponsored the creation of one or more 401k plans.

Company Name: RODERICK D SAGE MD LTD

Employer identification number (EIN): 880114611

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RODERICK D. SAGE MD LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 JON GAREY-SAGE 2020-09-29 JON GAREY-SAGE 2020-09-29
001 2018-01-01 RODERICK SAGE
001 2017-01-01 RODERICK SAGE
001 2016-01-01 RODERICK SAGE
001 2014-01-01 RODERICK SAGE
001 2013-01-01 RODERICK SAGE
001 2012-01-01 RODERICK SAGE
001 2011-01-01 RODERICK SAGE
001 2009-01-01 RODERICK SAGE
001 2009-01-01 RODERICK SAGE RODERICK SAGE 2010-08-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	JON GAREY-SAGE	2020-09-29	JON GAREY-SAGE	2020-09-29
001	2018-01-01	RODERICK SAGE
001	2017-01-01	RODERICK SAGE
001	2016-01-01	RODERICK SAGE
001	2014-01-01	RODERICK SAGE
001	2013-01-01	RODERICK SAGE
001	2012-01-01	RODERICK SAGE
001	2011-01-01	RODERICK SAGE
001	2009-01-01	RODERICK SAGE
001	2009-01-01	RODERICK SAGE		RODERICK SAGE	2010-08-25

Plan Statistics for RODERICK D. SAGE MD LTD PROFIT SHARING PLAN

401k plan membership statisitcs for RODERICK D. SAGE MD LTD PROFIT SHARING PLAN

Measure Date Value
2019: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Total of all active and inactive participants 2018-01-01 1
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
2017: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Total of all active and inactive participants 2017-01-01 1
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
2016: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Total of all active and inactive participants 2016-01-01 1
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
2014: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
2013: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
2012: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
2011: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
2009: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2019: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Total of all active and inactive participants	2018-01-01	1
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
2017: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Total of all active and inactive participants	2017-01-01	1
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
2016: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Total of all active and inactive participants	2016-01-01	1
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
2014: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
2013: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
2012: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
2011: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
2009: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1

Financial Data on RODERICK D. SAGE MD LTD PROFIT SHARING PLAN

Measure	Date	Value
2019 : RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$29,546
Expenses. Total of all expenses incurred	2019-12-31	$103,662
Benefits paid (including direct rollovers)	2019-12-31	$103,500
Total plan assets at end of year	2019-12-31	$848,579
Total plan assets at beginning of year	2019-12-31	$922,695
Value of fidelity bond covering the plan	2019-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$162
Other income received	2019-12-31	$29,546
Net income (gross income less expenses)	2019-12-31	$-74,116
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$848,579
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$922,695
2018 : RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$165,685
Expenses. Total of all expenses incurred	2018-12-31	$1,618,028
Benefits paid (including direct rollovers)	2018-12-31	$1,605,604
Total plan assets at end of year	2018-12-31	$922,695
Total plan assets at beginning of year	2018-12-31	$2,375,038
Value of fidelity bond covering the plan	2018-12-31	$300,000
Other income received	2018-12-31	$165,685
Net income (gross income less expenses)	2018-12-31	$-1,452,343
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$922,695
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,375,038
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$12,424
2017 : RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$335,514
Expenses. Total of all expenses incurred	2017-12-31	$226,412
Benefits paid (including direct rollovers)	2017-12-31	$213,438
Total plan assets at end of year	2017-12-31	$2,375,038
Total plan assets at beginning of year	2017-12-31	$2,265,936
Value of fidelity bond covering the plan	2017-12-31	$300,000
Other income received	2017-12-31	$335,514
Net income (gross income less expenses)	2017-12-31	$109,102
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,375,038
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,265,936
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$12,974
2016 : RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$145,817
Expenses. Total of all expenses incurred	2016-12-31	$217,228
Benefits paid (including direct rollovers)	2016-12-31	$205,341
Total plan assets at end of year	2016-12-31	$2,265,936
Total plan assets at beginning of year	2016-12-31	$2,337,347
Value of fidelity bond covering the plan	2016-12-31	$300,000
Other income received	2016-12-31	$145,817
Net income (gross income less expenses)	2016-12-31	$-71,411
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,265,936
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,337,347
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$11,887
2014 : RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$246,754
Expenses. Total of all expenses incurred	2014-12-31	$186,697
Benefits paid (including direct rollovers)	2014-12-31	$176,000
Total plan assets at end of year	2014-12-31	$2,472,818
Total plan assets at beginning of year	2014-12-31	$2,412,761
Value of fidelity bond covering the plan	2014-12-31	$300,000
Other income received	2014-12-31	$246,754
Net income (gross income less expenses)	2014-12-31	$60,057
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,472,818
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,412,761
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$10,697
2013 : RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$292,127
Expenses. Total of all expenses incurred	2013-12-31	$171,641
Benefits paid (including direct rollovers)	2013-12-31	$163,000
Total plan assets at end of year	2013-12-31	$2,412,761
Total plan assets at beginning of year	2013-12-31	$2,292,275
Value of fidelity bond covering the plan	2013-12-31	$300,000
Other income received	2013-12-31	$292,127
Net income (gross income less expenses)	2013-12-31	$120,486
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,412,761
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,292,275
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,641
2012 : RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$173,103
Expenses. Total of all expenses incurred	2012-12-31	$137,570
Benefits paid (including direct rollovers)	2012-12-31	$130,000
Total plan assets at end of year	2012-12-31	$2,292,275
Total plan assets at beginning of year	2012-12-31	$2,256,742
Value of fidelity bond covering the plan	2012-12-31	$300,000
Other income received	2012-12-31	$173,103
Net income (gross income less expenses)	2012-12-31	$35,533
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,292,275
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,256,742
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,570
2011 : RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-154,522
Expenses. Total of all expenses incurred	2011-12-31	$154,400
Benefits paid (including direct rollovers)	2011-12-31	$154,400
Total plan assets at end of year	2011-12-31	$2,256,742
Total plan assets at beginning of year	2011-12-31	$2,565,664
Value of fidelity bond covering the plan	2011-12-31	$300,000
Other income received	2011-12-31	$-154,522
Net income (gross income less expenses)	2011-12-31	$-308,922
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,256,742
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,565,664
2010 : RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$411,896
Expenses. Total of all expenses incurred	2010-12-31	$152,000
Benefits paid (including direct rollovers)	2010-12-31	$152,000
Total plan assets at end of year	2010-12-31	$2,565,664
Total plan assets at beginning of year	2010-12-31	$2,305,768
Value of fidelity bond covering the plan	2010-12-31	$300,000
Other income received	2010-12-31	$411,896
Net income (gross income less expenses)	2010-12-31	$259,896
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,565,664
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,305,768

Form 5500 Responses for RODERICK D. SAGE MD LTD PROFIT SHARING PLAN

2019: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2014: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: RODERICK D. SAGE MD LTD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RODERICK D SAGE MD LTD
Employer identification number (EIN):	880114611
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)