LEO M CASS MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST
Measure | Date | Value |
---|
2017: LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 5 |
Number of participants with account balances | 2016-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 5 |
Number of participants with account balances | 2015-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 5 |
Number of participants with account balances | 2010-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2017 : LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
---|
Transfers to/from the plan | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $54,944 |
Expenses. Total of all expenses incurred | 2017-12-31 | $882,061 |
Benefits paid (including direct rollovers) | 2017-12-31 | $882,061 |
Total plan assets at end of year | 2017-12-31 | $0 |
Total plan assets at beginning of year | 2017-12-31 | $827,117 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Other income received | 2017-12-31 | $54,944 |
Net income (gross income less expenses) | 2017-12-31 | $-827,117 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $827,117 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $23,523 |
Expenses. Total of all expenses incurred | 2016-12-31 | $23,271 |
Benefits paid (including direct rollovers) | 2016-12-31 | $23,271 |
Total plan assets at end of year | 2016-12-31 | $827,117 |
Total plan assets at beginning of year | 2016-12-31 | $826,865 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Other income received | 2016-12-31 | $23,523 |
Net income (gross income less expenses) | 2016-12-31 | $252 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $827,117 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $826,865 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $899 |
Expenses. Total of all expenses incurred | 2015-12-31 | $23,552 |
Benefits paid (including direct rollovers) | 2015-12-31 | $23,552 |
Total plan assets at end of year | 2015-12-31 | $826,865 |
Total plan assets at beginning of year | 2015-12-31 | $849,518 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Other income received | 2015-12-31 | $899 |
Net income (gross income less expenses) | 2015-12-31 | $-22,653 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $826,865 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $849,518 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $41,695 |
Expenses. Total of all expenses incurred | 2014-12-31 | $22,712 |
Benefits paid (including direct rollovers) | 2014-12-31 | $22,712 |
Total plan assets at end of year | 2014-12-31 | $849,518 |
Total plan assets at beginning of year | 2014-12-31 | $830,535 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Other income received | 2014-12-31 | $41,695 |
Net income (gross income less expenses) | 2014-12-31 | $18,983 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $849,518 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $830,535 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $54,589 |
Expenses. Total of all expenses incurred | 2013-12-31 | $22,095 |
Benefits paid (including direct rollovers) | 2013-12-31 | $22,095 |
Total plan assets at end of year | 2013-12-31 | $830,535 |
Total plan assets at beginning of year | 2013-12-31 | $798,041 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Other income received | 2013-12-31 | $37,589 |
Net income (gross income less expenses) | 2013-12-31 | $32,494 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $830,535 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $798,041 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $17,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $44,103 |
Total plan assets at end of year | 2012-12-31 | $798,041 |
Total plan assets at beginning of year | 2012-12-31 | $753,938 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Other income received | 2012-12-31 | $44,103 |
Net income (gross income less expenses) | 2012-12-31 | $44,103 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $798,041 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $753,938 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $5,351 |
Total plan assets at end of year | 2011-12-31 | $753,938 |
Total plan assets at beginning of year | 2011-12-31 | $748,587 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Other income received | 2011-12-31 | $5,351 |
Net income (gross income less expenses) | 2011-12-31 | $5,351 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $753,938 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $748,587 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $5,806 |
Total plan assets at end of year | 2010-12-31 | $748,587 |
Total plan assets at beginning of year | 2010-12-31 | $742,781 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Other income received | 2010-12-31 | $5,806 |
Net income (gross income less expenses) | 2010-12-31 | $5,806 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $748,587 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $742,781 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : LEO M CASS MD PC PROFIT SHARING PLAN AND 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 |
2017: LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 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 | Yes |
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: LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
---|
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 | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
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: LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
---|
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: LEO M CASS MD PC PROFIT SHARING PLAN AND 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 | 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: LEO M CASS MD PC PROFIT SHARING PLAN AND 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: LEO M CASS MD PC PROFIT SHARING PLAN AND 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 |
2010: LEO M CASS MD PC PROFIT SHARING PLAN AND TRUST 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: LEO M CASS MD PC PROFIT SHARING PLAN AND 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 |