CAPE COD SURGEONS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAPE COD SURGEONS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: CAPE COD SURGEONS PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 3 |
| Total of all active and inactive participants | 2023-01-01 | 10 |
| Total participants | 2023-01-01 | 10 |
| Number of participants with account balances | 2023-01-01 | 9 |
| 2022: CAPE COD SURGEONS PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
| Total of all active and inactive participants | 2022-01-01 | 9 |
| Total participants | 2022-01-01 | 9 |
| Number of participants with account balances | 2022-01-01 | 9 |
| 2021: CAPE COD SURGEONS PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 9 |
| Total participants | 2021-01-01 | 9 |
| Number of participants with account balances | 2021-01-01 | 9 |
| 2020: CAPE COD SURGEONS PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 9 |
| Total participants | 2020-01-01 | 9 |
| Number of participants with account balances | 2020-01-01 | 9 |
| 2019: CAPE COD SURGEONS PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 9 |
| Total participants | 2019-01-01 | 9 |
| Number of participants with account balances | 2019-01-01 | 9 |
| 2018: CAPE COD SURGEONS PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 9 |
| Total participants | 2018-01-01 | 9 |
| Number of participants with account balances | 2018-01-01 | 9 |
| 2017: CAPE COD SURGEONS PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 9 |
| Number of participants with account balances | 2017-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: CAPE COD SURGEONS PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 11 |
| Total participants | 2016-01-01 | 11 |
| Number of participants with account balances | 2016-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: CAPE COD SURGEONS PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 11 |
| Total participants | 2015-01-01 | 11 |
| Number of participants with account balances | 2015-01-01 | 11 |
| 2014: CAPE COD SURGEONS PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 10 |
| Number of participants with account balances | 2014-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: CAPE COD SURGEONS PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 10 |
| Total participants | 2013-01-01 | 10 |
| Number of participants with account balances | 2013-01-01 | 10 |
| 2012: CAPE COD SURGEONS PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 10 |
| Total participants | 2012-01-01 | 10 |
| Number of participants with account balances | 2012-01-01 | 10 |
| 2011: CAPE COD SURGEONS PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 10 |
| Total participants | 2011-01-01 | 10 |
| Number of participants with account balances | 2011-01-01 | 10 |
| 2009: CAPE COD SURGEONS PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 10 |
| Total participants | 2009-01-01 | 10 |
| Number of participants with account balances | 2009-01-01 | 10 |
| Measure | Date | Value |
|---|
| 2023 : CAPE COD SURGEONS PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $753,814 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $339,972 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $291,458 |
| Total plan assets at end of year | 2023-12-31 | $6,268,648 |
| Total plan assets at beginning of year | 2023-12-31 | $5,854,806 |
| Value of fidelity bond covering the plan | 2023-12-31 | $630,000 |
| Other income received | 2023-12-31 | $643,372 |
| Net income (gross income less expenses) | 2023-12-31 | $413,842 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,268,648 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,854,806 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $110,442 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $48,514 |
| 2022 : CAPE COD SURGEONS PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-1,138,616 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $99,215 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $50,000 |
| Total plan assets at end of year | 2022-12-31 | $5,854,806 |
| Total plan assets at beginning of year | 2022-12-31 | $7,092,637 |
| Value of fidelity bond covering the plan | 2022-12-31 | $590,000 |
| Other income received | 2022-12-31 | $-1,279,277 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,237,831 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,854,806 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,092,637 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $140,661 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $49,215 |
| 2021 : CAPE COD SURGEONS PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,393,753 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $977,830 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $922,460 |
| Total plan assets at end of year | 2021-12-31 | $7,092,637 |
| Total plan assets at beginning of year | 2021-12-31 | $6,676,714 |
| Value of fidelity bond covering the plan | 2021-12-31 | $710,000 |
| Other income received | 2021-12-31 | $1,279,168 |
| Net income (gross income less expenses) | 2021-12-31 | $415,923 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,092,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,676,714 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $114,585 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $55,370 |
| 2020 : CAPE COD SURGEONS PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,229,318 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $46,464 |
| Total plan assets at end of year | 2020-12-31 | $6,676,714 |
| Total plan assets at beginning of year | 2020-12-31 | $5,493,860 |
| Value of fidelity bond covering the plan | 2020-12-31 | $670,000 |
| Other income received | 2020-12-31 | $1,115,054 |
| Net income (gross income less expenses) | 2020-12-31 | $1,182,854 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,676,714 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,493,860 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $114,264 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $46,464 |
| 2019 : CAPE COD SURGEONS PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,280,055 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $41,625 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $5,493,860 |
| Total plan assets at beginning of year | 2019-12-31 | $4,255,430 |
| Value of fidelity bond covering the plan | 2019-12-31 | $550,000 |
| Other income received | 2019-12-31 | $1,165,372 |
| Net income (gross income less expenses) | 2019-12-31 | $1,238,430 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,493,860 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,255,430 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $114,683 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $41,625 |
| 2018 : CAPE COD SURGEONS PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $36,600 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $71,847 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $34,021 |
| Total plan assets at end of year | 2018-12-31 | $4,255,430 |
| Total plan assets at beginning of year | 2018-12-31 | $4,290,677 |
| Value of fidelity bond covering the plan | 2018-12-31 | $430,000 |
| Other income received | 2018-12-31 | $-79,757 |
| Net income (gross income less expenses) | 2018-12-31 | $-35,247 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,255,430 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,290,677 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $116,357 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $37,826 |
| 2017 : CAPE COD SURGEONS PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $718,076 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $32,420 |
| Total plan assets at end of year | 2017-12-31 | $4,290,677 |
| Total plan assets at beginning of year | 2017-12-31 | $3,605,021 |
| Value of fidelity bond covering the plan | 2017-12-31 | $430,000 |
| Other income received | 2017-12-31 | $613,460 |
| Net income (gross income less expenses) | 2017-12-31 | $685,656 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,290,677 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,605,021 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $104,616 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $32,420 |
| 2016 : CAPE COD SURGEONS PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $391,438 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $611,357 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $580,078 |
| Total plan assets at end of year | 2016-12-31 | $3,605,021 |
| Total plan assets at beginning of year | 2016-12-31 | $3,824,940 |
| Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
| Other income received | 2016-12-31 | $292,588 |
| Net income (gross income less expenses) | 2016-12-31 | $-219,919 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,605,021 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,824,940 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $98,850 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $31,279 |
| 2015 : CAPE COD SURGEONS PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-38,284 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $134,718 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $102,948 |
| Total plan assets at end of year | 2015-12-31 | $3,824,940 |
| Total plan assets at beginning of year | 2015-12-31 | $3,997,942 |
| Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
| Other income received | 2015-12-31 | $-139,525 |
| Net income (gross income less expenses) | 2015-12-31 | $-173,002 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,824,940 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,997,942 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $101,241 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $31,770 |
| 2014 : CAPE COD SURGEONS PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $479,510 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $27,968 |
| Total plan assets at end of year | 2014-12-31 | $3,997,942 |
| Total plan assets at beginning of year | 2014-12-31 | $3,546,400 |
| Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
| Other income received | 2014-12-31 | $337,576 |
| Net income (gross income less expenses) | 2014-12-31 | $451,542 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,997,942 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,546,400 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $141,934 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $27,968 |
| 2013 : CAPE COD SURGEONS PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $612,290 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $27,729 |
| Total plan assets at end of year | 2013-12-31 | $3,546,400 |
| Total plan assets at beginning of year | 2013-12-31 | $2,961,839 |
| Value of fidelity bond covering the plan | 2013-12-31 | $355,000 |
| Other income received | 2013-12-31 | $471,718 |
| Net income (gross income less expenses) | 2013-12-31 | $584,561 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,546,400 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,961,839 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $140,572 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $27,729 |
| 2012 : CAPE COD SURGEONS PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $438,187 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $24,150 |
| Total plan assets at end of year | 2012-12-31 | $2,961,839 |
| Total plan assets at beginning of year | 2012-12-31 | $2,547,802 |
| Value of fidelity bond covering the plan | 2012-12-31 | $297,000 |
| Other income received | 2012-12-31 | $296,821 |
| Net income (gross income less expenses) | 2012-12-31 | $414,037 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,961,839 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,547,802 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $141,366 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $24,150 |
| 2011 : CAPE COD SURGEONS PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $138,393 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $22,288 |
| Total plan assets at end of year | 2011-12-31 | $2,547,802 |
| Total plan assets at beginning of year | 2011-12-31 | $2,431,697 |
| Value of fidelity bond covering the plan | 2011-12-31 | $255,000 |
| Other income received | 2011-12-31 | $-629 |
| Net income (gross income less expenses) | 2011-12-31 | $116,105 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,547,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,431,697 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $139,022 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $22,288 |
| 2010 : CAPE COD SURGEONS PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $386,650 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $18,920 |
| Total plan assets at end of year | 2010-12-31 | $2,431,697 |
| Total plan assets at beginning of year | 2010-12-31 | $2,063,967 |
| Value of fidelity bond covering the plan | 2010-12-31 | $210,000 |
| Other income received | 2010-12-31 | $247,954 |
| Net income (gross income less expenses) | 2010-12-31 | $367,730 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,431,697 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,063,967 |
| Assets. Value of participant loans | 2010-12-31 | $18,719 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $138,696 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $18,920 |