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GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 401k Plan overview

Plan NameGORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN
Plan identification number 001

GORDON C. LUNDY, MD, INC., 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
  • 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.
  • 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

GORDON C. LUNDY, MD, INC. has sponsored the creation of one or more 401k plans.

Company Name:GORDON C. LUNDY, MD, INC.
Employer identification number (EIN):943373838
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GORDON C. LUNDY2023-10-09
0012021-01-01GORDON C. LUNDY2022-05-08
0012020-01-01GORDON C. LUNDY2021-09-25
0012018-01-01
0012017-01-01GORDON C. LUNDY
0012016-01-01GORDON C. LUNDY
0012016-01-01
0012015-01-01GORDON C. LUNDY
0012014-01-01GORDON C. LUNDY
0012013-01-01GORDON C. LUNDY

Plan Statistics for GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN

401k plan membership statisitcs for GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN

Measure Date Value
2022: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2018: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 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 benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN

Measure Date Value
2022 : GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-548,942
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$1,834,184
Total plan assets at beginning of year2022-12-31$2,383,126
Total contributions received or receivable from participants2022-12-31$27,000
Other income received2022-12-31$-611,442
Net income (gross income less expenses)2022-12-31$-548,942
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,834,184
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,383,126
Assets. Value of real-estate (other than employer real property)2022-12-31$120,403
Total contributions received or receivable from employer(s)2022-12-31$35,500
2021 : GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$271,128
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$2,383,126
Total plan assets at beginning of year2021-12-31$2,111,998
Total contributions received or receivable from participants2021-12-31$20,000
Other income received2021-12-31$251,128
Net income (gross income less expenses)2021-12-31$271,128
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,383,126
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,111,998
Assets. Value of real-estate (other than employer real property)2021-12-31$120,403
2020 : GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$288,710
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$2,111,998
Total plan assets at beginning of year2020-12-31$1,823,288
Other income received2020-12-31$270,710
Net income (gross income less expenses)2020-12-31$288,710
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,111,998
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,823,288
Assets. Value of real-estate (other than employer real property)2020-12-31$100,401
Total contributions received or receivable from employer(s)2020-12-31$18,000
2018 : GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-67,429
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,565,205
Total plan assets at beginning of year2018-12-31$1,632,634
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-67,429
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-67,429
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,565,205
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,632,634
Assets. Value of real-estate (other than employer real property)2018-12-31$200,000
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$285,666
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$1,632,634
Total plan assets at beginning of year2017-12-31$1,346,968
Total contributions received or receivable from participants2017-12-31$48,000
Other income received2017-12-31$213,666
Net income (gross income less expenses)2017-12-31$285,666
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,632,634
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,346,968
Assets. Value of real-estate (other than employer real property)2017-12-31$200,000
Total contributions received or receivable from employer(s)2017-12-31$24,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$62,465
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,316,968
Total plan assets at beginning of year2016-12-31$1,254,503
Total contributions received or receivable from participants2016-12-31$48,000
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$65
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$62,465
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,316,968
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,254,503
Assets. Value of real-estate (other than employer real property)2016-12-31$200,000
Total contributions received or receivable from employer(s)2016-12-31$62,400
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-147,937
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,254,503
Total plan assets at beginning of year2015-12-31$1,402,440
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-211,937
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-147,937
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,254,503
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,402,440
Assets. Value of real-estate (other than employer real property)2015-12-31$200,000
Total contributions received or receivable from employer(s)2015-12-31$64,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
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$211,043
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,402,440
Total plan assets at beginning of year2014-12-31$1,191,397
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$147,043
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$211,043
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,402,440
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,191,397
Total contributions received or receivable from employer(s)2014-12-31$64,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
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$304,445
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,191,397
Total plan assets at beginning of year2013-12-31$886,952
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$240,445
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$304,445
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,191,397
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$886,952
Total contributions received or receivable from employer(s)2013-12-31$64,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0

Form 5500 Responses for GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN

2022: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2018: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GORDON C. LUNDY, MD, INC., PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GORDON C. LUNDY, MD, INC., 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GORDON C. LUNDY, MD, INC., 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GORDON C. LUNDY, MD, INC., 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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