ALAN W. STONE, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALAN W. STONE, M.D. PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for ALAN W. STONE, M.D. PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2013: ALAN W. STONE, M.D. PROFIT SHARING PLAN & TRUST 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 | 9 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 14 |
| Number of participants with account balances | 2013-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: ALAN W. STONE, M.D. PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 14 |
| 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 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
| 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 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: ALAN W. STONE, M.D. PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
| Total of all active and inactive participants | 2011-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 14 |
| Number of participants with account balances | 2011-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2013 : ALAN W. STONE, M.D. PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $288,017 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $99,410 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $99,410 |
| Total plan assets at end of year | 2013-12-31 | $1,503,234 |
| Total plan assets at beginning of year | 2013-12-31 | $1,314,627 |
| Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
| Other income received | 2013-12-31 | $219,819 |
| Net income (gross income less expenses) | 2013-12-31 | $188,607 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,503,234 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,314,627 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $68,198 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : ALAN W. STONE, M.D. PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $122,109 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $51,124 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $51,124 |
| Total plan assets at end of year | 2012-12-31 | $1,314,627 |
| Total plan assets at beginning of year | 2012-12-31 | $1,243,642 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Other income received | 2012-12-31 | $59,950 |
| Net income (gross income less expenses) | 2012-12-31 | $70,985 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,314,627 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,243,642 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $44,442 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $62,159 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : ALAN W. STONE, M.D. PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $11,763 |
| Total income from all sources | 2011-12-31 | $92,996 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $71,092 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $71,092 |
| Total plan assets at end of year | 2011-12-31 | $1,243,642 |
| Total plan assets at beginning of year | 2011-12-31 | $1,233,501 |
| Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $20,563 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $21,904 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,243,642 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,221,738 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $32,095 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $72,433 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2013: ALAN W. STONE, M.D. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 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 |
| 2012: ALAN W. STONE, M.D. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ALAN W. STONE, M.D. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
