JAMES R. MORALES, M.D., LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES R. MORALES, M.D., LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2016 : JAMES R. MORALES, M.D., LLC 401(K) PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $456,941 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $456,941 |
| Total plan assets at beginning of year | 2016-12-31 | $456,941 |
| Value of fidelity bond covering the plan | 2016-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $-456,941 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $456,941 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : JAMES R. MORALES, M.D., LLC 401(K) PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $-11,434 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $72,197 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $72,122 |
| Total plan assets at end of year | 2015-12-31 | $456,941 |
| Total plan assets at beginning of year | 2015-12-31 | $540,572 |
| Value of fidelity bond covering the plan | 2015-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $15,787 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $75 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-27,221 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-83,631 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $456,941 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $540,572 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : JAMES R. MORALES, M.D., LLC 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $39,626 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $505,362 |
| Total plan assets at beginning of year | 2014-12-31 | $465,736 |
| Value of fidelity bond covering the plan | 2014-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $23,708 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $15,918 |
| Net income (gross income less expenses) | 2014-12-31 | $39,626 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $505,362 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $465,736 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : JAMES R. MORALES, M.D., LLC 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $146,387 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $465,736 |
| Total plan assets at beginning of year | 2013-12-31 | $319,349 |
| Value of fidelity bond covering the plan | 2013-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $24,582 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $69,298 |
| Net income (gross income less expenses) | 2013-12-31 | $146,387 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $465,736 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $319,349 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $52,507 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : JAMES R. MORALES, M.D., LLC 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $112,283 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $319,349 |
| Total plan assets at beginning of year | 2012-12-31 | $207,066 |
| Value of fidelity bond covering the plan | 2012-12-31 | $15,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $24,569 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $33,771 |
| Net income (gross income less expenses) | 2012-12-31 | $112,283 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $319,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $207,066 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $53,943 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : JAMES R. MORALES, M.D., LLC 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $26,306 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $207,066 |
| Total plan assets at beginning of year | 2011-12-31 | $180,760 |
| Value of fidelity bond covering the plan | 2011-12-31 | $15,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $24,591 |
| 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 | $-14,560 |
| Net income (gross income less expenses) | 2011-12-31 | $26,306 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $207,066 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $180,760 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $16,275 |
| 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 |
| 2010 : JAMES R. MORALES, M.D., LLC 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $49,721 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $44,391 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $44,391 |
| Total plan assets at end of year | 2010-12-31 | $178,484 |
| Total plan assets at beginning of year | 2010-12-31 | $173,154 |
| Value of fidelity bond covering the plan | 2010-12-31 | $15,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $16,660 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $25,377 |
| Net income (gross income less expenses) | 2010-12-31 | $5,330 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $178,484 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $173,154 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $7,684 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : JAMES R. MORALES, M.D., LLC 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2016: JAMES R. MORALES, M.D., LLC 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | Yes |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAMES R. MORALES, M.D., LLC 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JAMES R. MORALES, M.D., LLC 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JAMES R. MORALES, M.D., LLC 401(K) PLAN 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: JAMES R. MORALES, M.D., LLC 401(K) PLAN 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: JAMES R. MORALES, M.D., LLC 401(K) PLAN 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 |
| 2009: JAMES R. MORALES, M.D., LLC 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
