MEDICAL ASSOCIATES OF KATY, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEDICAL ASSOCIATES OF KATY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022: MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 11 |
| 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 | 15 |
| Total of all active and inactive participants | 2022-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 26 |
| Number of participants with account balances | 2022-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2020: MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 14 |
| Total of all active and inactive participants | 2020-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 26 |
| Number of participants with account balances | 2020-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
| 2019: MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 10 |
| 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 | 13 |
| Total of all active and inactive participants | 2019-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 23 |
| Number of participants with account balances | 2019-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
| 2018: MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 10 |
| 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 | 11 |
| Total of all active and inactive participants | 2018-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 21 |
| Number of participants with account balances | 2018-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
| 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 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 9 |
| Number of participants with account balances | 2017-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
| 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 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 12 |
| Number of participants with account balances | 2016-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2022 : MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-541,155 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $16,898 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $12,026 |
| Total plan assets at end of year | 2022-12-31 | $1,854,929 |
| Total plan assets at beginning of year | 2022-12-31 | $2,412,982 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $76,877 |
| Other income received | 2022-12-31 | $-655,716 |
| Net income (gross income less expenses) | 2022-12-31 | $-558,053 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,854,929 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,412,982 |
| Assets. Value of participant loans | 2022-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $20,415 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $37,684 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $4,872 |
| 2020 : MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $588,765 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $29,687 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $29,587 |
| Total plan assets at end of year | 2020-12-31 | $1,981,569 |
| Total plan assets at beginning of year | 2020-12-31 | $1,422,491 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $75,542 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $453,611 |
| Net income (gross income less expenses) | 2020-12-31 | $559,078 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,981,569 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,422,491 |
| Assets. Value of participant loans | 2020-12-31 | $27,278 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $22,621 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $59,612 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $100 |
| 2019 : MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $408,211 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $28,719 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $28,533 |
| Total plan assets at end of year | 2019-12-31 | $1,422,491 |
| Total plan assets at beginning of year | 2019-12-31 | $1,042,999 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $65,599 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $282,109 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $379,492 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,422,491 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,042,999 |
| Assets. Value of participant loans | 2019-12-31 | $48,174 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $24,250 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $60,503 |
| 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 | $186 |
| 2018 : MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $87,082 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $-11,869 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $12,372 |
| Total plan assets at end of year | 2018-12-31 | $1,042,999 |
| Total plan assets at beginning of year | 2018-12-31 | $944,048 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $67,286 |
| Other income received | 2018-12-31 | $-80,204 |
| Net income (gross income less expenses) | 2018-12-31 | $98,951 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,042,999 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $944,048 |
| Assets. Value of participant loans | 2018-12-31 | $67,838 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $100,000 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $-27,042 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,801 |
| 2017 : MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $245,062 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $13,493 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $9,983 |
| Total plan assets at end of year | 2017-12-31 | $944,048 |
| Total plan assets at beginning of year | 2017-12-31 | $712,479 |
| Value of fidelity bond covering the plan | 2017-12-31 | $68,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $77,729 |
| Other income received | 2017-12-31 | $129,818 |
| Net income (gross income less expenses) | 2017-12-31 | $231,569 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $944,048 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $712,479 |
| Assets. Value of participant loans | 2017-12-31 | $89,072 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $37,515 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,510 |
| 2016 : MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $104,027 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $65,543 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $28,944 |
| Total plan assets at end of year | 2016-12-31 | $712,479 |
| Total plan assets at beginning of year | 2016-12-31 | $673,995 |
| Value of fidelity bond covering the plan | 2016-12-31 | $68,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $55,755 |
| Other income received | 2016-12-31 | $32,097 |
| Net income (gross income less expenses) | 2016-12-31 | $38,484 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $712,479 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $673,995 |
| Assets. Value of participant loans | 2016-12-31 | $2,464 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $16,175 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $27,042 |
| Value of corrective distributions | 2016-12-31 | $6,846 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,711 |