L. MILES DAVIS, MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan L MILES DAVIS MD PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2015: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
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 | 3 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
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 | 3 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2011 401k membership |
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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 | 3 |
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 | 3 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Total income from all sources | 2015-08-31 | $-47,668 |
Expenses. Total of all expenses incurred | 2015-08-31 | $2,691,818 |
Benefits paid (including direct rollovers) | 2015-08-31 | $2,686,047 |
Total plan assets at end of year | 2015-08-31 | $0 |
Total plan assets at beginning of year | 2015-08-31 | $2,739,486 |
Value of fidelity bond covering the plan | 2015-08-31 | $210,000 |
Expenses. Other expenses not covered elsewhere | 2015-08-31 | $5,771 |
Other income received | 2015-08-31 | $-47,668 |
Net income (gross income less expenses) | 2015-08-31 | $-2,739,486 |
Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $2,739,486 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-08-31 | $0 |
2014 : L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $491,576 |
Expenses. Total of all expenses incurred | 2014-12-31 | $18,549 |
Total plan assets at end of year | 2014-12-31 | $2,739,486 |
Total plan assets at beginning of year | 2014-12-31 | $2,266,459 |
Value of fidelity bond covering the plan | 2014-12-31 | $210,000 |
Other income received | 2014-12-31 | $414,875 |
Net income (gross income less expenses) | 2014-12-31 | $473,027 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,739,486 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,266,459 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $76,701 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $18,549 |
2013 : L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2013 401k financial data |
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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 | $181,104 |
Expenses. Total of all expenses incurred | 2013-12-31 | $20,821 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $2,266,459 |
Total plan assets at beginning of year | 2013-12-31 | $2,106,176 |
Value of fidelity bond covering the plan | 2013-12-31 | $210,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $20,821 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $109,107 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $160,283 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,266,459 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,106,176 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $71,997 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2012 : L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $229,447 |
Expenses. Total of all expenses incurred | 2012-12-31 | $14,302 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $2,106,176 |
Total plan assets at beginning of year | 2012-12-31 | $1,891,031 |
Value of fidelity bond covering the plan | 2012-12-31 | $210,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
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 | $156,610 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $215,145 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,106,176 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,891,031 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $25,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $72,837 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $14,302 |
2011 : L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2011 401k financial data |
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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 | $0 |
Total income from all sources | 2011-12-31 | $-35,353 |
Expenses. Total of all expenses incurred | 2011-12-31 | $26,550 |
Benefits paid (including direct rollovers) | 2011-12-31 | $11,907 |
Total plan assets at end of year | 2011-12-31 | $1,891,031 |
Total plan assets at beginning of year | 2011-12-31 | $1,952,934 |
Value of fidelity bond covering the plan | 2011-12-31 | $210,000 |
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 | $-108,028 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-61,903 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,891,031 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,952,934 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $27,840 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $72,675 |
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 | $14,643 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $342,062 |
Expenses. Total of all expenses incurred | 2010-12-31 | $4,785 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $1,952,934 |
Total plan assets at beginning of year | 2010-12-31 | $1,615,657 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $269,548 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $337,277 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,952,934 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,615,657 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $26,933 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $72,514 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,785 |
2015: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
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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 | Yes |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
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: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
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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: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
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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: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
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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: L MILES DAVIS MD PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
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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 |