401k Plan data: ALAN D. PURDY MD PROFIT SHARING PLAN plan

ALAN D. PURDY MD PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALAN D. PURDY MD PROFIT SHARING PLAN
Plan identification number	001

ALAN D. PURDY MD PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

ALAN D PURDY MD has sponsored the creation of one or more 401k plans.

Company Name: ALAN D PURDY MD

Employer identification number (EIN): 911113178

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALAN D. PURDY MD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 ALAN D. PURDY 2022-10-21
001 2011-01-01 ALAN D. PURDY, M.D. 2012-09-12 ALAN D. PURDY, M.D. 2012-09-12
001 2010-01-01 ALAN PURDY 2011-07-10 ALAN PURDY 2011-07-10
001 2007-01-01 ALAN PURDY ALAN PURDY 2010-11-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	ALAN D. PURDY	2022-10-21
001	2011-01-01	ALAN D. PURDY, M.D.	2012-09-12	ALAN D. PURDY, M.D.	2012-09-12
001	2010-01-01	ALAN PURDY	2011-07-10	ALAN PURDY	2011-07-10
001	2007-01-01	ALAN PURDY		ALAN PURDY	2010-11-22

Plan Statistics for ALAN D. PURDY MD PROFIT SHARING PLAN

401k plan membership statisitcs for ALAN D. PURDY MD PROFIT SHARING PLAN

Measure Date Value
2007: ALAN D. PURDY MD PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 1
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 10
Total of all active and inactive participants 2007-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 11
Number of participants with account balances 2007-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2007: ALAN D. PURDY MD PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	1
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	10
Total of all active and inactive participants	2007-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	11
Number of participants with account balances	2007-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on ALAN D. PURDY MD PROFIT SHARING PLAN

Measure	Date	Value
2007 : ALAN D. PURDY MD PROFIT SHARING PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2007-12-31	$0
Minimum employer required contribution for this plan year	2007-12-31	$0
Amount contributed by the employer to the plan for this plan year	2007-12-31	$0

Form 5500 Responses for ALAN D. PURDY MD PROFIT SHARING PLAN

2007: ALAN D. PURDY MD PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	ALAN D PURDY MD
Employer identification number (EIN):	911113178
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)