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Plan Name | DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | DAVID M. LAVINE, M.D., P.A. |
Employer identification number (EIN): | 751647724 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about DAVID M. LAVINE, M.D., P.A.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1978-12-28 |
Company Identification Number: | 0080462903 |
Legal Registered Office Address: |
800 8TH AVE STE 206 FORT WORTH United States of America (USA) 76104 |
More information about DAVID M. LAVINE, M.D., P.A.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2013-01-01 | DAVID LAVINE | DAVID LAVINE | 2014-06-30 | |
003 | 2012-01-01 | DAVID M. LAVINE | DAVID M. LAVINE | 2013-07-19 | |
003 | 2011-01-01 | DAVID M. LAVINE | DAVID M. LAVINE | 2012-09-26 | |
003 | 2009-01-01 | DAVID LAVINE | DAVID LAVINE | 2010-09-20 |
Measure | Date | Value |
---|---|---|
2013: DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 3 |
2009: DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 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 | 4 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2013 : DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $-135,704 |
Expenses. Total of all expenses incurred | 2013-12-31 | $2,630,194 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,622,216 |
Total plan assets at end of year | 2013-12-31 | $0 |
Total plan assets at beginning of year | 2013-12-31 | $2,765,898 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Other income received | 2013-12-31 | $-135,704 |
Net income (gross income less expenses) | 2013-12-31 | $-2,765,898 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,765,898 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $7,978 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $199,847 |
Expenses. Total of all expenses incurred | 2012-12-31 | $10,834 |
Total plan assets at end of year | 2012-12-31 | $2,765,898 |
Total plan assets at beginning of year | 2012-12-31 | $2,576,885 |
Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
Other income received | 2012-12-31 | $199,847 |
Net income (gross income less expenses) | 2012-12-31 | $189,013 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,765,898 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,576,885 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $46,353 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $320,150 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $10,834 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $-466,008 |
Expenses. Total of all expenses incurred | 2011-12-31 | $11,213 |
Total plan assets at end of year | 2011-12-31 | $2,576,885 |
Total plan assets at beginning of year | 2011-12-31 | $3,054,106 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Other income received | 2011-12-31 | $-466,008 |
Net income (gross income less expenses) | 2011-12-31 | $-477,221 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,576,885 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,054,106 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $59,246 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $320,150 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $11,213 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $801,967 |
Expenses. Total of all expenses incurred | 2010-12-31 | $68,184 |
Benefits paid (including direct rollovers) | 2010-12-31 | $54,488 |
Total plan assets at end of year | 2010-12-31 | $3,054,106 |
Total plan assets at beginning of year | 2010-12-31 | $2,320,323 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Other income received | 2010-12-31 | $801,967 |
Net income (gross income less expenses) | 2010-12-31 | $733,783 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,054,106 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,320,323 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $60,467 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $320,150 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $13,696 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 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 |
2013: DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION 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 | Yes |
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: DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION 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: DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION 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 |
2009: DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 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 |