JAMES LANE MD INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES LANE MD INC MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2020: JAMES LANE MD INC MONEY PURCHASE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 6 |
| Number of participants with account balances | 2020-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: JAMES LANE MD INC MONEY PURCHASE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 7 |
| Number of participants with account balances | 2019-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: JAMES LANE MD INC MONEY PURCHASE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: JAMES LANE MD INC MONEY PURCHASE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: JAMES LANE MD INC MONEY PURCHASE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: JAMES LANE MD INC MONEY PURCHASE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: JAMES LANE MD INC MONEY PURCHASE 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 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: JAMES LANE MD INC MONEY PURCHASE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 10 |
| Number of participants with account balances | 2013-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: JAMES LANE MD INC MONEY PURCHASE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 15 |
| Number of participants with account balances | 2012-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: JAMES LANE MD INC MONEY PURCHASE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 15 |
| Number of participants with account balances | 2011-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: JAMES LANE MD INC MONEY PURCHASE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
| Total of all active and inactive participants | 2009-01-01 | 15 |
| Total participants | 2009-01-01 | 15 |
| Number of participants with account balances | 2009-01-01 | 15 |
| Measure | Date | Value |
|---|
| 2020 : JAMES LANE MD INC MONEY PURCHASE PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $-11,027 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $5,255 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,036 |
| Total plan assets at end of year | 2020-12-31 | $1,027,267 |
| Total plan assets at beginning of year | 2020-12-31 | $1,043,549 |
| Other income received | 2020-12-31 | $-51,407 |
| Net income (gross income less expenses) | 2020-12-31 | $-16,282 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,027,267 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,043,549 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $40,380 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,219 |
| 2019 : JAMES LANE MD INC MONEY PURCHASE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $153,618 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $40,790 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $30,348 |
| Total plan assets at end of year | 2019-12-31 | $1,043,549 |
| Total plan assets at beginning of year | 2019-12-31 | $930,721 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $340 |
| Other income received | 2019-12-31 | $119,006 |
| Net income (gross income less expenses) | 2019-12-31 | $112,828 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,043,549 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $930,721 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $34,272 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $10,442 |
| 2018 : JAMES LANE MD INC MONEY PURCHASE PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-4,680 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $18,390 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $8,500 |
| Total plan assets at end of year | 2018-12-31 | $923,617 |
| Total plan assets at beginning of year | 2018-12-31 | $946,687 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $980 |
| Other income received | 2018-12-31 | $-45,009 |
| Net income (gross income less expenses) | 2018-12-31 | $-23,070 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $923,617 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $946,687 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $39,349 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,890 |
| 2017 : JAMES LANE MD INC MONEY PURCHASE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $59,316 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $7,050 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $7,050 |
| Total plan assets at end of year | 2017-12-31 | $946,687 |
| Total plan assets at beginning of year | 2017-12-31 | $894,421 |
| Other income received | 2017-12-31 | $19,829 |
| Net income (gross income less expenses) | 2017-12-31 | $52,266 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $946,687 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $894,421 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $39,487 |
| 2016 : JAMES LANE MD INC MONEY PURCHASE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $57,396 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $44 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $44 |
| Total plan assets at end of year | 2016-12-31 | $894,421 |
| Total plan assets at beginning of year | 2016-12-31 | $837,069 |
| Other income received | 2016-12-31 | $17,916 |
| Net income (gross income less expenses) | 2016-12-31 | $57,352 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $894,421 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $837,069 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $39,480 |
| 2015 : JAMES LANE MD INC MONEY PURCHASE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $5,045 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $13,156 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $13,156 |
| Total plan assets at end of year | 2015-12-31 | $837,069 |
| Total plan assets at beginning of year | 2015-12-31 | $845,180 |
| Other income received | 2015-12-31 | $-43,654 |
| Net income (gross income less expenses) | 2015-12-31 | $-8,111 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $837,069 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $845,180 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $48,699 |
| 2014 : JAMES LANE MD INC MONEY PURCHASE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $71,946 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $23,221 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $23,221 |
| Total plan assets at end of year | 2014-12-31 | $845,180 |
| Total plan assets at beginning of year | 2014-12-31 | $796,455 |
| Other income received | 2014-12-31 | $25,980 |
| Net income (gross income less expenses) | 2014-12-31 | $48,725 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $845,180 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $796,455 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $45,966 |
| 2013 : JAMES LANE MD INC MONEY PURCHASE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $66,249 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $18,355 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $18,355 |
| Total plan assets at end of year | 2013-12-31 | $796,455 |
| Total plan assets at beginning of year | 2013-12-31 | $748,561 |
| Other income received | 2013-12-31 | $66,249 |
| Net income (gross income less expenses) | 2013-12-31 | $47,894 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $796,455 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $748,561 |
| 2012 : JAMES LANE MD INC MONEY PURCHASE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $110,862 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $145,149 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $144,007 |
| Total plan assets at end of year | 2012-12-31 | $748,561 |
| Total plan assets at beginning of year | 2012-12-31 | $782,848 |
| Other income received | 2012-12-31 | $48,500 |
| Net income (gross income less expenses) | 2012-12-31 | $-34,287 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $748,561 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $782,848 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $62,362 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,142 |
| 2011 : JAMES LANE MD INC MONEY PURCHASE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $82,040 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $32,398 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $31,053 |
| Total plan assets at end of year | 2011-12-31 | $782,848 |
| Total plan assets at beginning of year | 2011-12-31 | $733,206 |
| Other income received | 2011-12-31 | $5,233 |
| Net income (gross income less expenses) | 2011-12-31 | $49,642 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $782,848 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $733,206 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $76,807 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,345 |
| 2010 : JAMES LANE MD INC MONEY PURCHASE PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $103,851 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $41,083 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $40,441 |
| Total plan assets at end of year | 2010-12-31 | $733,206 |
| Total plan assets at beginning of year | 2010-12-31 | $670,438 |
| Other income received | 2010-12-31 | $19,043 |
| Net income (gross income less expenses) | 2010-12-31 | $62,768 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $733,206 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $670,438 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $84,808 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $642 |