DAVID S. LOCKMAN, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID S. LOCKMAN, M.D. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : DAVID S. LOCKMAN, M.D. 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-04-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-23 | 487683 |
| Net assets as of the end of the plan year | 2025-04-23 | 0 |
| Total assets as of the beginning of the plan year | 2025-04-23 | 498304 |
| Value of plan covered by a fidelity bond | 2025-04-23 | 140000 |
| Participant contributions to plan in this plan year | 2025-04-23 | 0 |
| Other contributions to plan in this plan year | 2025-04-23 | 0 |
| Other income to plan in this plan year | 2025-04-23 | -10621 |
| Plan net income in this plan year | 2025-04-23 | -498304 |
| Net assets as of the end of the plan year | 2025-04-23 | 0 |
| Net assets as of the beginning of the plan year | 2025-04-23 | 498304 |
| Employer contributions to plan in this plan year | 2025-04-23 | 0 |
| 2024 : DAVID S. LOCKMAN, M.D. 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-10 | 617194 |
| Net assets as of the end of the plan year | 2024-10-10 | 498304 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 1017990 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 140000 |
| Participant contributions to plan in this plan year | 2024-10-10 | 0 |
| Other contributions to plan in this plan year | 2024-10-10 | 0 |
| Other income to plan in this plan year | 2024-10-10 | 97508 |
| Plan net income in this plan year | 2024-10-10 | -519686 |
| Net assets as of the end of the plan year | 2024-10-10 | 498304 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 1017990 |
| Employer contributions to plan in this plan year | 2024-10-10 | 0 |
| 2011 : DAVID S. LOCKMAN, M.D. 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $5,073 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,074 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,074 |
| Total plan assets at end of year | 2011-12-31 | $389,513 |
| Total plan assets at beginning of year | 2011-12-31 | $385,514 |
| Value of fidelity bond covering the plan | 2011-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $10,556 |
| Other income received | 2011-12-31 | $-29,539 |
| Net income (gross income less expenses) | 2011-12-31 | $3,999 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $389,513 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $385,514 |
| Assets. Value of participant loans | 2011-12-31 | $1,127 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $24,056 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : DAVID S. LOCKMAN, M.D. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $74,208 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $385,514 |
| Total plan assets at beginning of year | 2010-12-31 | $311,306 |
| Value of fidelity bond covering the plan | 2010-12-31 | $40,000 |
| Other income received | 2010-12-31 | $45,160 |
| Net income (gross income less expenses) | 2010-12-31 | $74,208 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $385,514 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $311,306 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $29,048 |
| 2011: DAVID S. LOCKMAN, M.D. 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: DAVID S. LOCKMAN, M.D. 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVID S. LOCKMAN, M.D. 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
