?>
Plan Name | RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | RICHARD R. M. FRANCIS, M.D., P.A. |
Employer identification number (EIN): | 331040259 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about RICHARD R. M. FRANCIS, M.D., P.A.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2003-01-21 |
Company Identification Number: | 0800165207 |
Legal Registered Office Address: |
9301 SOUTHWEST FWY STE 600 HOUSTON United States of America (USA) 77074 |
More information about RICHARD R. M. FRANCIS, M.D., P.A.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | JUANITTA FRANCIS | 2023-09-13 | ||
002 | 2021-01-01 | JUANITTA FRANCIS | 2022-09-14 | ||
002 | 2021-01-01 | JUANITTA FRANCIS | 2022-11-08 | ||
002 | 2020-01-01 | JUANITTA FRANCIS | 2021-10-12 | ||
002 | 2020-01-01 | JUANITTA FRANCIS | 2022-09-14 | ||
002 | 2019-01-01 | JUANITTA FRANCIS | 2020-09-18 | ||
002 | 2019-01-01 | JUANITTA FRANCIS | 2021-04-19 | ||
002 | 2018-01-01 | JUANITTA FRANCIS | 2019-08-22 | ||
002 | 2017-01-01 | ||||
002 | 2017-01-01 | JUANITTA FRANCIS | 2019-08-27 | ||
002 | 2016-01-01 | ||||
002 | 2016-01-01 | JUANITTA THOMPSON | 2018-11-17 | ||
002 | 2015-01-01 | ||||
002 | 2015-01-01 | JUANITTA THOMPSON | 2018-11-17 | ||
002 | 2014-01-01 | ||||
002 | 2014-01-01 | RICHARD R. M. FRANCIS | 2015-10-08 | ||
002 | 2013-01-01 | JUANITTA FRANCIS | 2014-10-08 | ||
002 | 2013-01-01 | ||||
002 | 2012-01-01 | JUANITTA FRANCIS | 2015-10-14 | ||
002 | 2011-01-01 | RICHARD R.M. FRANCIS | 2013-11-13 | ||
002 | 2010-01-01 | RICHARD R.M. FRANCIS | 2013-11-13 |
Measure | Date | Value |
---|---|---|
2022: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 78 |
Total of all active and inactive participants | 2022-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 98 |
Number of participants with account balances | 2022-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 26 |
Total of all active and inactive participants | 2021-01-01 | 89 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 89 |
Number of participants with account balances | 2021-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 2 |
2020: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 22 |
Total of all active and inactive participants | 2020-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 76 |
Number of participants with account balances | 2020-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 13 |
2019: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 41 |
Total of all active and inactive participants | 2019-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 90 |
Number of participants with account balances | 2019-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 13 |
2018: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 24 |
Total of all active and inactive participants | 2018-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 67 |
Number of participants with account balances | 2018-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 22 |
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 | 32 |
Total of all active and inactive participants | 2017-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 54 |
Number of participants with account balances | 2017-01-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 30 |
Total of all active and inactive participants | 2016-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 51 |
Number of participants with account balances | 2016-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 15 |
Total of all active and inactive participants | 2015-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 48 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 16 |
Total of all active and inactive participants | 2014-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 43 |
Number of participants with account balances | 2014-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 36 |
Number of participants with account balances | 2013-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 6 |
Measure | Date | Value |
---|---|---|
2022 : RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-12-31 | $682 |
Total plan liabilities at beginning of year | 2022-12-31 | $448 |
Total income from all sources | 2022-12-31 | $-260,190 |
Expenses. Total of all expenses incurred | 2022-12-31 | $114,247 |
Benefits paid (including direct rollovers) | 2022-12-31 | $97,132 |
Total plan assets at end of year | 2022-12-31 | $3,338,550 |
Total plan assets at beginning of year | 2022-12-31 | $3,712,753 |
Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
Total contributions received or receivable from participants | 2022-12-31 | $121,168 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $713,117 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-440,419 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-374,437 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,337,868 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,712,305 |
Assets. Value of participant loans | 2022-12-31 | $90,558 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $59,061 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $17,115 |
2021 : RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $350 |
Total plan liabilities at beginning of year | 2021-12-31 | $350 |
Total income from all sources | 2021-12-31 | $668,802 |
Expenses. Total of all expenses incurred | 2021-12-31 | $181,800 |
Benefits paid (including direct rollovers) | 2021-12-31 | $165,269 |
Total plan assets at end of year | 2021-12-31 | $3,709,149 |
Total plan assets at beginning of year | 2021-12-31 | $3,222,147 |
Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
Total contributions received or receivable from participants | 2021-12-31 | $152,558 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $682,852 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $433,058 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $487,002 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,708,799 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,221,797 |
Assets. Value of participant loans | 2021-12-31 | $79,795 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $83,186 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $16,531 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-12-31 | $417 |
Total plan liabilities at beginning of year | 2020-12-31 | $417 |
Total income from all sources | 2020-12-31 | $672,845 |
Expenses. Total of all expenses incurred | 2020-12-31 | $311,235 |
Benefits paid (including direct rollovers) | 2020-12-31 | $297,147 |
Total plan assets at end of year | 2020-12-31 | $3,305,011 |
Total plan assets at beginning of year | 2020-12-31 | $2,943,401 |
Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
Total contributions received or receivable from participants | 2020-12-31 | $150,659 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $626,146 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $433,730 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $361,610 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,304,594 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,942,984 |
Assets. Value of participant loans | 2020-12-31 | $48,879 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $88,456 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $14,088 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $116 |
Total plan liabilities at beginning of year | 2019-12-31 | $116 |
Total income from all sources | 2019-12-31 | $656,120 |
Expenses. Total of all expenses incurred | 2019-12-31 | $184,402 |
Benefits paid (including direct rollovers) | 2019-12-31 | $168,711 |
Total plan assets at end of year | 2019-12-31 | $2,860,683 |
Total plan assets at beginning of year | 2019-12-31 | $2,388,965 |
Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
Total contributions received or receivable from participants | 2019-12-31 | $130,777 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $626,146 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $15,691 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $431,196 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $471,718 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,860,567 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,388,849 |
Assets. Value of participant loans | 2019-12-31 | $31,663 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $94,147 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $116 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $120,613 |
Expenses. Total of all expenses incurred | 2018-12-31 | $20,500 |
Benefits paid (including direct rollovers) | 2018-12-31 | $5,225 |
Total plan assets at end of year | 2018-12-31 | $2,388,965 |
Total plan assets at beginning of year | 2018-12-31 | $2,288,736 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Total contributions received or receivable from participants | 2018-12-31 | $124,775 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $599,597 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $2,505 |
Other income received | 2018-12-31 | $-140,590 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $100,113 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,388,849 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,288,736 |
Assets. Value of participant loans | 2018-12-31 | $15,829 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $133,923 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $15,275 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $60,001 |
Total plan liabilities at beginning of year | 2016-12-31 | $44,052 |
Total income from all sources | 2016-12-31 | $300,100 |
Expenses. Total of all expenses incurred | 2016-12-31 | $10,522 |
Benefits paid (including direct rollovers) | 2016-12-31 | $3,733 |
Total plan assets at end of year | 2016-12-31 | $1,893,148 |
Total plan assets at beginning of year | 2016-12-31 | $1,587,621 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Total contributions received or receivable from participants | 2016-12-31 | $85,234 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $453,538 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $3,817 |
Other income received | 2016-12-31 | $125,924 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $289,578 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,833,147 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,543,569 |
Assets. Value of participant loans | 2016-12-31 | $43,323 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $85,125 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $6,789 |
2015 : RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $44,052 |
Total plan liabilities at beginning of year | 2015-12-31 | $5,080 |
Total income from all sources | 2015-12-31 | $194,930 |
Expenses. Total of all expenses incurred | 2015-12-31 | $26,894 |
Benefits paid (including direct rollovers) | 2015-12-31 | $20,962 |
Total plan assets at end of year | 2015-12-31 | $1,587,621 |
Total plan assets at beginning of year | 2015-12-31 | $1,380,613 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Total contributions received or receivable from participants | 2015-12-31 | $78,581 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $869,720 |
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 | $38,686 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $168,036 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,543,569 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,375,533 |
Assets. Value of participant loans | 2015-12-31 | $39,152 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $77,663 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,932 |
2014 : RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $5,080 |
Total plan liabilities at beginning of year | 2014-12-31 | $5,784 |
Total income from all sources | 2014-12-31 | $201,447 |
Expenses. Total of all expenses incurred | 2014-12-31 | $12,032 |
Benefits paid (including direct rollovers) | 2014-12-31 | $9,936 |
Total plan assets at end of year | 2014-12-31 | $1,380,613 |
Total plan assets at beginning of year | 2014-12-31 | $1,191,902 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Total contributions received or receivable from participants | 2014-12-31 | $71,670 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $834,264 |
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 | $55,996 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $189,415 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,375,533 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,186,118 |
Assets. Value of participant loans | 2014-12-31 | $33,356 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $73,781 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,096 |
2013 : RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $5,784 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $269,203 |
Expenses. Total of all expenses incurred | 2013-12-31 | $54,713 |
Benefits paid (including direct rollovers) | 2013-12-31 | $52,481 |
Total plan assets at end of year | 2013-12-31 | $1,191,902 |
Total plan assets at beginning of year | 2013-12-31 | $971,628 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $59,967 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $800,253 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $53 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $151,067 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $214,490 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,186,118 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $971,628 |
Assets. Value of participant loans | 2013-12-31 | $38,718 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $58,169 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $1,612 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $567 |
2022: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RICHARD R. M. FRANCIS, M.D., P.A. 401(K) RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |