LAKE COUNTY SURGEONS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2023 : LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $554,061 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $54,952 |
| Total plan assets at end of year | 2023-12-31 | $4,192,678 |
| Total plan assets at beginning of year | 2023-12-31 | $3,693,569 |
| Value of fidelity bond covering the plan | 2023-12-31 | $425,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $33,792 |
| Other income received | 2023-12-31 | $493,147 |
| Net income (gross income less expenses) | 2023-12-31 | $499,109 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,192,678 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,693,569 |
| Assets. Value of participant loans | 2023-12-31 | $10,746 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $60,914 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $21,160 |
| 2022 : LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-493,606 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $33,810 |
| Total plan assets at end of year | 2022-12-31 | $3,693,569 |
| Total plan assets at beginning of year | 2022-12-31 | $4,220,985 |
| Value of fidelity bond covering the plan | 2022-12-31 | $375,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $33,810 |
| Other income received | 2022-12-31 | $-547,606 |
| Net income (gross income less expenses) | 2022-12-31 | $-527,416 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,693,569 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,220,985 |
| Assets. Value of participant loans | 2022-12-31 | $23,958 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $54,000 |
| 2021 : LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $532,788 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $34,496 |
| Total plan assets at end of year | 2021-12-31 | $4,220,985 |
| Total plan assets at beginning of year | 2021-12-31 | $3,722,693 |
| Value of fidelity bond covering the plan | 2021-12-31 | $425,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $34,496 |
| Other income received | 2021-12-31 | $479,470 |
| Net income (gross income less expenses) | 2021-12-31 | $498,292 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,220,985 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,722,693 |
| Assets. Value of participant loans | 2021-12-31 | $27,470 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $53,318 |
| 2020 : LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $441,372 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $464,397 |
| Total plan assets at end of year | 2020-12-31 | $3,722,693 |
| Total plan assets at beginning of year | 2020-12-31 | $3,745,718 |
| Value of fidelity bond covering the plan | 2020-12-31 | $380,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $30,771 |
| Other income received | 2020-12-31 | $334,621 |
| Net income (gross income less expenses) | 2020-12-31 | $-23,025 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,722,693 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,745,718 |
| Assets. Value of participant loans | 2020-12-31 | $36,415 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $106,751 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $433,626 |
| 2019 : LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $616,513 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $41,764 |
| Total plan assets at end of year | 2019-12-31 | $3,745,718 |
| Total plan assets at beginning of year | 2019-12-31 | $3,170,969 |
| Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $30,417 |
| Other income received | 2019-12-31 | $558,779 |
| Net income (gross income less expenses) | 2019-12-31 | $574,749 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,745,718 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,170,969 |
| Assets. Value of participant loans | 2019-12-31 | $34,254 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $57,734 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $11,347 |
| 2018 : LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-122,436 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $29,788 |
| Total plan assets at end of year | 2018-12-31 | $3,170,969 |
| Total plan assets at beginning of year | 2018-12-31 | $3,323,193 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $29,788 |
| Other income received | 2018-12-31 | $-199,436 |
| Net income (gross income less expenses) | 2018-12-31 | $-152,224 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,170,969 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,323,193 |
| Assets. Value of participant loans | 2018-12-31 | $41,284 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $77,000 |
| 2017 : LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $528,870 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $87,350 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $60,000 |
| Total plan assets at end of year | 2017-12-31 | $3,323,193 |
| Total plan assets at beginning of year | 2017-12-31 | $2,881,673 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $27,350 |
| Other income received | 2017-12-31 | $447,253 |
| Net income (gross income less expenses) | 2017-12-31 | $441,520 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,323,193 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,881,673 |
| Assets. Value of participant loans | 2017-12-31 | $1,563 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $81,617 |
| 2016 : LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $305,969 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $153,677 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $128,127 |
| Total plan assets at end of year | 2016-12-31 | $2,881,673 |
| Total plan assets at beginning of year | 2016-12-31 | $2,729,381 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $25,550 |
| Other income received | 2016-12-31 | $224,639 |
| Net income (gross income less expenses) | 2016-12-31 | $152,292 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,881,673 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,729,381 |
| Assets. Value of participant loans | 2016-12-31 | $23,276 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $81,330 |
| 2015 : LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $28,193 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $24,673 |
| Total plan assets at end of year | 2015-12-31 | $2,729,381 |
| Total plan assets at beginning of year | 2015-12-31 | $2,725,861 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $24,673 |
| Other income received | 2015-12-31 | $-38,237 |
| Net income (gross income less expenses) | 2015-12-31 | $3,520 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,729,381 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,725,861 |
| Assets. Value of participant loans | 2015-12-31 | $21,276 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $66,430 |
| 2014 : LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $202,499 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $135,114 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $111,222 |
| Total plan assets at end of year | 2014-12-31 | $2,725,861 |
| Total plan assets at beginning of year | 2014-12-31 | $2,658,476 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $23,892 |
| Other income received | 2014-12-31 | $121,258 |
| Net income (gross income less expenses) | 2014-12-31 | $67,385 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,725,861 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,658,476 |
| Assets. Value of participant loans | 2014-12-31 | $21,276 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $81,241 |
| 2013 : LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $467,409 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $20,176 |
| Total plan assets at end of year | 2013-12-31 | $2,658,476 |
| Total plan assets at beginning of year | 2013-12-31 | $2,211,243 |
| Value of fidelity bond covering the plan | 2013-12-31 | $225,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $20,176 |
| Other income received | 2013-12-31 | $331,347 |
| Net income (gross income less expenses) | 2013-12-31 | $447,233 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,658,476 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,211,243 |
| Assets. Value of participant loans | 2013-12-31 | $41,292 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $136,062 |
| 2012 : LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $425,124 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $16,824 |
| Total plan assets at end of year | 2012-12-31 | $2,211,243 |
| Total plan assets at beginning of year | 2012-12-31 | $1,802,943 |
| Value of fidelity bond covering the plan | 2012-12-31 | $225,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $16,824 |
| Other income received | 2012-12-31 | $247,351 |
| Net income (gross income less expenses) | 2012-12-31 | $408,300 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,211,243 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,802,943 |
| Assets. Value of participant loans | 2012-12-31 | $45,292 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $177,773 |
| 2011 : LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $109,661 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $186,865 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $170,170 |
| Total plan assets at end of year | 2011-12-31 | $1,802,943 |
| Total plan assets at beginning of year | 2011-12-31 | $1,880,147 |
| Value of fidelity bond covering the plan | 2011-12-31 | $225,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $16,695 |
| Other income received | 2011-12-31 | $-29,580 |
| Net income (gross income less expenses) | 2011-12-31 | $-77,204 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,802,943 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,880,147 |
| Assets. Value of participant loans | 2011-12-31 | $50,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $139,241 |
| 2010 : LAKE COUNTY SURGEONS, P.C. PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $386,121 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $13,647 |
| Total plan assets at end of year | 2010-12-31 | $1,880,147 |
| Total plan assets at beginning of year | 2010-12-31 | $1,507,673 |
| Value of fidelity bond covering the plan | 2010-12-31 | $185,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $13,647 |
| Other income received | 2010-12-31 | $214,053 |
| Net income (gross income less expenses) | 2010-12-31 | $372,474 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,880,147 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,507,673 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $172,068 |