JAMES M. ROACH M.D., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M. ROACH M.D., INC. RETIREMENT TRUST
401k plan membership statisitcs for JAMES M. ROACH M.D., INC. RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2013: JAMES M. ROACH M.D., INC. RETIREMENT TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 0 |
| Total of all active and inactive participants | 2013-10-01 | 0 |
| Total participants | 2013-10-01 | 0 |
| 2012: JAMES M. ROACH M.D., INC. RETIREMENT TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 1 |
| Total of all active and inactive participants | 2012-10-01 | 1 |
| Total participants | 2012-10-01 | 1 |
| 2011: JAMES M. ROACH M.D., INC. RETIREMENT TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 1 |
| Total of all active and inactive participants | 2011-10-01 | 1 |
| Total participants | 2011-10-01 | 1 |
| 2009: JAMES M. ROACH M.D., INC. RETIREMENT TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 6 |
| Total of all active and inactive participants | 2009-10-01 | 6 |
| Total participants | 2009-10-01 | 6 |
| Number of participants with account balances | 2009-10-01 | 6 |
| Measure | Date | Value |
|---|
| 2014 : JAMES M. ROACH M.D., INC. RETIREMENT TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-07-15 | $5,200 |
| Expenses. Total of all expenses incurred | 2014-07-15 | $149,800 |
| Benefits paid (including direct rollovers) | 2014-07-15 | $149,790 |
| Total plan assets at end of year | 2014-07-15 | $0 |
| Total plan assets at beginning of year | 2014-07-15 | $144,600 |
| Expenses. Other expenses not covered elsewhere | 2014-07-15 | $10 |
| Other income received | 2014-07-15 | $5,200 |
| Net income (gross income less expenses) | 2014-07-15 | $-144,600 |
| Net plan assets at end of year (total assets less liabilities) | 2014-07-15 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-07-15 | $144,600 |
| 2013 : JAMES M. ROACH M.D., INC. RETIREMENT TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $2,570 |
| Total plan assets at end of year | 2013-09-30 | $144,600 |
| Total plan assets at beginning of year | 2013-09-30 | $142,030 |
| Other income received | 2013-09-30 | $2,570 |
| Net income (gross income less expenses) | 2013-09-30 | $2,570 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $144,600 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $142,030 |
| 2012 : JAMES M. ROACH M.D., INC. RETIREMENT TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-09-30 | $18,405 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $1,161,524 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $1,160,938 |
| Total plan assets at end of year | 2012-09-30 | $142,030 |
| Total plan assets at beginning of year | 2012-09-30 | $1,285,149 |
| Other income received | 2012-09-30 | $18,405 |
| Net income (gross income less expenses) | 2012-09-30 | $-1,143,119 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $142,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $1,285,149 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $586 |
| 2011 : JAMES M. ROACH M.D., INC. RETIREMENT TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $44,385 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $265,851 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $264,128 |
| Total plan assets at end of year | 2011-09-30 | $1,285,149 |
| Total plan assets at beginning of year | 2011-09-30 | $1,506,615 |
| Other income received | 2011-09-30 | $44,385 |
| Net income (gross income less expenses) | 2011-09-30 | $-221,466 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $1,285,149 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $1,506,615 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $1,723 |
| 2013: JAMES M. ROACH M.D., INC. RETIREMENT TRUST 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | This submission is the final filing | Yes |
| 2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-10-01 | Plan funding arrangement – Trust | Yes |
| 2013-10-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES M. ROACH M.D., INC. RETIREMENT TRUST 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Plan funding arrangement – Trust | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES M. ROACH M.D., INC. RETIREMENT TRUST 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES M. ROACH M.D., INC. RETIREMENT TRUST 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
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