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BEN LEE JOLLY, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameBEN LEE JOLLY, M.D. PROFIT SHARING PLAN
Plan identification number 001

BEN LEE JOLLY, M.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BEN LEE JOLLY, M.D. has sponsored the creation of one or more 401k plans.

Company Name:BEN LEE JOLLY, M.D.
Employer identification number (EIN):431348248
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEN LEE JOLLY, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01BEN LEE JOLLY, M.D.2015-10-10
0012013-01-01BEN LEE JOLLY, M.D.2014-07-08
0012012-01-01BEN LEE JOLLY, M.D.2013-06-17
0012011-01-01BEN LEE JOLLY, M.D.
0012010-01-01BEN LEE JOLLY, M.D.
0012009-01-01BEN LEE JOLLY, M.D.

Financial Data on BEN LEE JOLLY, M.D. PROFIT SHARING PLAN

Measure Date Value
2011 : BEN LEE JOLLY, M.D. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$69,200
Expenses. Total of all expenses incurred2011-12-31$16,867
Total plan assets at end of year2011-12-31$1,209,060
Total plan assets at beginning of year2011-12-31$1,156,727
Value of fidelity bond covering the plan2011-12-31$250,000
Other income received2011-12-31$1,166
Net income (gross income less expenses)2011-12-31$52,333
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,209,060
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,156,727
Total contributions received or receivable from employer(s)2011-12-31$68,034
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$16,867
2010 : BEN LEE JOLLY, M.D. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$169,608
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,156,727
Total plan assets at beginning of year2010-12-31$987,119
Value of fidelity bond covering the plan2010-12-31$250,000
Other income received2010-12-31$101,603
Net income (gross income less expenses)2010-12-31$169,608
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,156,727
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$987,119
Total contributions received or receivable from employer(s)2010-12-31$68,005

Form 5500 Responses for BEN LEE JOLLY, M.D. PROFIT SHARING PLAN

2011: BEN LEE JOLLY, M.D. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BEN LEE JOLLY, M.D. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BEN LEE JOLLY, M.D. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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