GEORGE A. TOLEDO, MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2019 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-26 | $-107,650 |
| Total plan liabilities at end of year | 2019-12-26 | $0 |
| Total income from all sources | 2019-12-26 | $188,238 |
| Expenses. Total of all expenses incurred | 2019-12-26 | $3,224,491 |
| Benefits paid (including direct rollovers) | 2019-12-26 | $3,224,491 |
| Total plan assets at end of year | 2019-12-26 | $0 |
| Total plan assets at beginning of year | 2019-12-26 | $3,143,903 |
| Value of fidelity bond covering the plan | 2019-12-26 | $450,000 |
| Total contributions received or receivable from participants | 2019-12-26 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-26 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-26 | $0 |
| Other income received | 2019-12-26 | $188,238 |
| Net income (gross income less expenses) | 2019-12-26 | $-3,036,253 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-26 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-26 | $3,143,903 |
| Total contributions received or receivable from employer(s) | 2019-12-26 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-26 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-26 | $1,408,027 |
| 2018 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $355,990 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $3,143,903 |
| Total plan assets at beginning of year | 2018-12-31 | $2,787,913 |
| Value of fidelity bond covering the plan | 2018-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $180,990 |
| Net income (gross income less expenses) | 2018-12-31 | $355,990 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,143,903 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,787,913 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $114,618 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $175,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $334,130 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $2,787,913 |
| Total plan assets at beginning of year | 2017-12-31 | $2,453,783 |
| Value of fidelity bond covering the plan | 2017-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $159,130 |
| Net income (gross income less expenses) | 2017-12-31 | $334,130 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,787,913 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,453,783 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $223,298 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $175,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $320,339 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $2,453,783 |
| Total plan assets at beginning of year | 2016-12-31 | $2,133,444 |
| Value of fidelity bond covering the plan | 2016-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $145,339 |
| Net income (gross income less expenses) | 2016-12-31 | $320,339 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,453,783 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,133,444 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $296,278 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $175,000 |
| 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 securities | 2016-12-31 | $0 |
| 2015 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $159,936 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $2,133,444 |
| Total plan assets at beginning of year | 2015-12-31 | $1,973,508 |
| Value of fidelity bond covering the plan | 2015-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-40,064 |
| Net income (gross income less expenses) | 2015-12-31 | $159,936 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,133,444 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,973,508 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $296,278 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $200,000 |
| 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 securities | 2015-12-31 | $0 |
| 2014 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $321,365 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $2,023,508 |
| Total plan assets at beginning of year | 2014-12-31 | $1,702,143 |
| Value of fidelity bond covering the plan | 2014-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $121,365 |
| Net income (gross income less expenses) | 2014-12-31 | $321,365 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,023,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,702,143 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $323,425 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $227,222 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,702,143 |
| Total plan assets at beginning of year | 2013-12-31 | $1,474,921 |
| Value of fidelity bond covering the plan | 2013-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $28,117 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $-4,778 |
| Net income (gross income less expenses) | 2013-12-31 | $227,222 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,702,143 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,474,921 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $249,111 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $232,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $322,911 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $1,474,921 |
| Total plan assets at beginning of year | 2012-12-31 | $1,152,010 |
| Value of fidelity bond covering the plan | 2012-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $28,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $176,911 |
| Net income (gross income less expenses) | 2012-12-31 | $322,911 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,474,921 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,152,010 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $220,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $146,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $376,145 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $1,152,010 |
| Total plan assets at beginning of year | 2011-12-31 | $775,865 |
| Value of fidelity bond covering the plan | 2011-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $131,145 |
| Net income (gross income less expenses) | 2011-12-31 | $376,145 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,152,010 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $775,865 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $448,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $245,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $218,204 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $5,628 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,628 |
| Total plan assets at end of year | 2010-12-31 | $775,865 |
| Total plan assets at beginning of year | 2010-12-31 | $563,289 |
| Value of fidelity bond covering the plan | 2010-12-31 | $450,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $-31,796 |
| Net income (gross income less expenses) | 2010-12-31 | $212,576 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $775,865 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $563,289 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $625,865 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $250,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
