JONATHAN L. LISS, MD, NEUROLOGY, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC
401k plan membership statisitcs for PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC
Measure | Date | Value |
---|
2018: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 11 |
Number of participants with account balances | 2018-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
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 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
Total of all active and inactive participants | 2016-01-01 | 10 |
Total participants | 2016-01-01 | 10 |
Number of participants with account balances | 2016-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 8 |
2013: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 8 |
2012: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
Total of all active and inactive participants | 2012-01-01 | 7 |
Total participants | 2012-01-01 | 7 |
Number of participants with account balances | 2012-01-01 | 3 |
2011: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 3 |
2009: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 5 |
Measure | Date | Value |
---|
2018 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2018 401k financial data |
---|
Total plan liabilities at end of year | 2018-12-31 | $39,400 |
Total plan liabilities at beginning of year | 2018-12-31 | $49,035 |
Total income from all sources | 2018-12-31 | $112,493 |
Expenses. Total of all expenses incurred | 2018-12-31 | $4,575 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $1,491,755 |
Total plan assets at beginning of year | 2018-12-31 | $1,393,472 |
Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-3,720 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $107,918 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,452,355 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,344,437 |
Assets. Value of participant loans | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $116,213 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $4,575 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
2017 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2017 401k financial data |
---|
Total plan liabilities at end of year | 2017-12-31 | $49,035 |
Total plan liabilities at beginning of year | 2017-12-31 | $23,133 |
Total income from all sources | 2017-12-31 | $160,325 |
Expenses. Total of all expenses incurred | 2017-12-31 | $9,440 |
Benefits paid (including direct rollovers) | 2017-12-31 | $9,440 |
Total plan assets at end of year | 2017-12-31 | $1,393,472 |
Total plan assets at beginning of year | 2017-12-31 | $1,216,685 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $32,658 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $150,885 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,344,437 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,193,552 |
Assets. Value of participant loans | 2017-12-31 | $22,250 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $127,667 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2016 401k financial data |
---|
Total plan liabilities at end of year | 2016-12-31 | $23,133 |
Total income from all sources | 2016-12-31 | $167,866 |
Expenses. Total of all expenses incurred | 2016-12-31 | $6,909 |
Benefits paid (including direct rollovers) | 2016-12-31 | $6,778 |
Total plan assets at end of year | 2016-12-31 | $1,216,685 |
Total plan assets at beginning of year | 2016-12-31 | $1,032,595 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $131 |
Other income received | 2016-12-31 | $55,584 |
Net income (gross income less expenses) | 2016-12-31 | $160,957 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,193,552 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,032,595 |
Assets. Value of participant loans | 2016-12-31 | $231,200 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $112,282 |
2015 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-12-31 | $60,000 |
Total plan liabilities at beginning of year | 2015-12-31 | $9,279 |
Total income from all sources | 2015-12-31 | $-35,907 |
Expenses. Total of all expenses incurred | 2015-12-31 | $961 |
Benefits paid (including direct rollovers) | 2015-12-31 | $833 |
Total plan assets at end of year | 2015-12-31 | $998,010 |
Total plan assets at beginning of year | 2015-12-31 | $984,157 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $961 |
Other income received | 2015-12-31 | $-35,907 |
Net income (gross income less expenses) | 2015-12-31 | $-36,868 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $938,010 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $974,878 |
Assets. Value of participant loans | 2015-12-31 | $42,200 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $94,585 |
2014 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2014 401k financial data |
---|
Total plan liabilities at end of year | 2014-12-31 | $9,279 |
Total income from all sources | 2014-12-31 | $93,474 |
Expenses. Total of all expenses incurred | 2014-12-31 | $114 |
Total plan assets at end of year | 2014-12-31 | $984,157 |
Total plan assets at beginning of year | 2014-12-31 | $881,518 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $114 |
Other income received | 2014-12-31 | $7,430 |
Net income (gross income less expenses) | 2014-12-31 | $93,360 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $974,878 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $881,518 |
Assets. Value of participant loans | 2014-12-31 | $42,200 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $86,044 |
2013 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $47,566 |
Expenses. Total of all expenses incurred | 2013-12-31 | $147 |
Total plan assets at end of year | 2013-12-31 | $881,518 |
Total plan assets at beginning of year | 2013-12-31 | $834,099 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $147 |
Other income received | 2013-12-31 | $-38,478 |
Net income (gross income less expenses) | 2013-12-31 | $47,419 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $881,518 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $834,099 |
Assets. Value of participant loans | 2013-12-31 | $109,200 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $86,044 |
2012 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $65,517 |
Expenses. Total of all expenses incurred | 2012-12-31 | $19,834 |
Total plan assets at end of year | 2012-12-31 | $834,099 |
Total plan assets at beginning of year | 2012-12-31 | $788,416 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $100 |
Other income received | 2012-12-31 | $65,517 |
Net income (gross income less expenses) | 2012-12-31 | $45,683 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $834,099 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $788,416 |
Assets. Value of participant loans | 2012-12-31 | $1,200 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $19,734 |
2011 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $25,043 |
Expenses. Total of all expenses incurred | 2011-12-31 | $22,304 |
Benefits paid (including direct rollovers) | 2011-12-31 | $3,943 |
Total plan assets at end of year | 2011-12-31 | $788,416 |
Total plan assets at beginning of year | 2011-12-31 | $785,677 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $751 |
Other income received | 2011-12-31 | $25,043 |
Net income (gross income less expenses) | 2011-12-31 | $2,739 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $788,416 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $785,677 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $17,610 |
2010 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $131,672 |
Expenses. Total of all expenses incurred | 2010-12-31 | $710 |
Total plan assets at end of year | 2010-12-31 | $785,677 |
Total plan assets at beginning of year | 2010-12-31 | $654,715 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $710 |
Other income received | 2010-12-31 | $49,128 |
Net income (gross income less expenses) | 2010-12-31 | $130,962 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $785,677 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $654,715 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $82,544 |
2018: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |