MCLEOD FAMILY MEDICINE, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2008: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2008 401k membership |
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Total participants, beginning-of-year | 2008-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 4 |
Total of all active and inactive participants | 2008-01-01 | 10 |
Total participants | 2008-01-01 | 10 |
Number of participants with account balances | 2008-01-01 | 7 |
2007: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2007 401k membership |
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Total participants, beginning-of-year | 2007-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 3 |
Total of all active and inactive participants | 2007-01-01 | 10 |
Total participants | 2007-01-01 | 10 |
Number of participants with account balances | 2007-01-01 | 7 |
2006: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2006 401k membership |
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Total participants, beginning-of-year | 2006-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2006-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 3 |
Total of all active and inactive participants | 2006-01-01 | 9 |
Total participants | 2006-01-01 | 9 |
Number of participants with account balances | 2006-01-01 | 7 |
2005: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2005 401k membership |
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Total participants, beginning-of-year | 2005-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 7 |
Total of all active and inactive participants | 2005-01-01 | 7 |
Total participants | 2005-01-01 | 7 |
Number of participants with account balances | 2005-01-01 | 8 |
2004: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2004 401k membership |
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Total participants, beginning-of-year | 2004-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2004-01-01 | 8 |
Total of all active and inactive participants | 2004-01-01 | 8 |
Total participants | 2004-01-01 | 8 |
Number of participants with account balances | 2004-01-01 | 8 |
2003: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2003 401k membership |
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Total participants, beginning-of-year | 2003-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2003-01-01 | 8 |
Total of all active and inactive participants | 2003-01-01 | 8 |
Total participants | 2003-01-01 | 8 |
Number of participants with account balances | 2003-01-01 | 8 |
Measure | Date | Value |
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2008 : MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2008 401k financial data |
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Total plan liabilities at end of year | 2008-12-31 | $0 |
Total plan liabilities at beginning of year | 2008-12-31 | $0 |
Total income from all sources | 2008-12-31 | $-32,885 |
Expenses. Total of all expenses incurred | 2008-12-31 | $8,399 |
Benefits paid (including direct rollovers) | 2008-12-31 | $8,399 |
Total plan assets at end of year | 2008-12-31 | $551,545 |
Total plan assets at beginning of year | 2008-12-31 | $592,829 |
Value of fidelity bond covering the plan | 2008-12-31 | $100,000 |
Other income received | 2008-12-31 | $-95,866 |
Net income (gross income less expenses) | 2008-12-31 | $-41,284 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $551,545 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $592,829 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $62,981 |
2007 : MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2007 401k financial data |
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Total plan liabilities at end of year | 2007-12-31 | $0 |
Total plan liabilities at beginning of year | 2007-12-31 | $0 |
Total income from all sources | 2007-12-31 | $112,624 |
Expenses. Total of all expenses incurred | 2007-12-31 | $0 |
Total plan assets at end of year | 2007-12-31 | $592,829 |
Total plan assets at beginning of year | 2007-12-31 | $480,205 |
Value of fidelity bond covering the plan | 2007-12-31 | $100,000 |
Other income received | 2007-12-31 | $68,124 |
Net income (gross income less expenses) | 2007-12-31 | $112,624 |
Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $592,829 |
Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $480,205 |
Total contributions received or receivable from employer(s) | 2007-12-31 | $44,500 |
2006 : MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2006 401k financial data |
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Total plan liabilities at end of year | 2006-12-31 | $0 |
Total plan liabilities at beginning of year | 2006-12-31 | $0 |
Total income from all sources | 2006-12-31 | $75,250 |
Expenses. Total of all expenses incurred | 2006-12-31 | $0 |
Total plan assets at end of year | 2006-12-31 | $482,041 |
Total plan assets at beginning of year | 2006-12-31 | $406,791 |
Value of fidelity bond covering the plan | 2006-12-31 | $100,000 |
Other income received | 2006-12-31 | $31,575 |
Net income (gross income less expenses) | 2006-12-31 | $75,250 |
Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $482,041 |
Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $406,791 |
Total contributions received or receivable from employer(s) | 2006-12-31 | $43,675 |
2005 : MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2005 401k financial data |
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Total plan liabilities at end of year | 2005-12-31 | $0 |
Total plan liabilities at beginning of year | 2005-12-31 | $0 |
Total income from all sources | 2005-12-31 | $107,736 |
Expenses. Total of all expenses incurred | 2005-12-31 | $0 |
Total plan assets at end of year | 2005-12-31 | $406,791 |
Total plan assets at beginning of year | 2005-12-31 | $299,055 |
Value of fidelity bond covering the plan | 2005-12-31 | $100,000 |
Other income received | 2005-12-31 | $31,249 |
Net income (gross income less expenses) | 2005-12-31 | $107,736 |
Net plan assets at end of year (total assets less liabilities) | 2005-12-31 | $406,791 |
Net plan assets at beginning of year (total assets less liabilities) | 2005-12-31 | $299,055 |
Total contributions received or receivable from employer(s) | 2005-12-31 | $76,487 |
2004 : MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2004 401k financial data |
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Total plan liabilities at end of year | 2004-12-31 | $0 |
Total plan liabilities at beginning of year | 2004-12-31 | $0 |
Total income from all sources | 2004-12-31 | $57,220 |
Expenses. Total of all expenses incurred | 2004-12-31 | $0 |
Total plan assets at end of year | 2004-12-31 | $299,055 |
Total plan assets at beginning of year | 2004-12-31 | $241,835 |
Value of fidelity bond covering the plan | 2004-12-31 | $100,000 |
Other income received | 2004-12-31 | $22,220 |
Net income (gross income less expenses) | 2004-12-31 | $57,220 |
Net plan assets at end of year (total assets less liabilities) | 2004-12-31 | $299,055 |
Net plan assets at beginning of year (total assets less liabilities) | 2004-12-31 | $241,835 |
Total contributions received or receivable from employer(s) | 2004-12-31 | $35,000 |
2003 : MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2003 401k financial data |
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Transfers to/from the plan | 2003-12-31 | $158,362 |
Total plan liabilities at end of year | 2003-12-31 | $0 |
Total plan liabilities at beginning of year | 2003-12-31 | $0 |
Total income from all sources | 2003-12-31 | $83,473 |
Expenses. Total of all expenses incurred | 2003-12-31 | $0 |
Total plan assets at end of year | 2003-12-31 | $241,835 |
Total plan assets at beginning of year | 2003-12-31 | $0 |
Value of fidelity bond covering the plan | 2003-12-31 | $100,000 |
Other income received | 2003-12-31 | $41,632 |
Net income (gross income less expenses) | 2003-12-31 | $83,473 |
Net plan assets at end of year (total assets less liabilities) | 2003-12-31 | $241,835 |
Net plan assets at beginning of year (total assets less liabilities) | 2003-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2003-12-31 | $41,841 |
2008: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2008 form 5500 responses |
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2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2007: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2007 form 5500 responses |
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2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | No |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2007-01-01 | Plan funding arrangement – Trust | Yes |
2006: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2006 form 5500 responses |
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2006-01-01 | Type of plan entity | Single employer plan |
2006-01-01 | Submission has been amended | No |
2006-01-01 | This submission is the final filing | No |
2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2006-01-01 | Plan is a collectively bargained plan | No |
2006-01-01 | Plan funding arrangement – Trust | Yes |
2005: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2005 form 5500 responses |
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2005-01-01 | Type of plan entity | Single employer plan |
2005-01-01 | Submission has been amended | No |
2005-01-01 | This submission is the final filing | No |
2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2005-01-01 | Plan is a collectively bargained plan | No |
2005-01-01 | Plan funding arrangement – Trust | Yes |
2004: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2004 form 5500 responses |
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2004-01-01 | Type of plan entity | Single employer plan |
2004-01-01 | Submission has been amended | No |
2004-01-01 | This submission is the final filing | No |
2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2004-01-01 | Plan is a collectively bargained plan | No |
2004-01-01 | Plan funding arrangement – Trust | Yes |
2003: MCLEOD FAMILY MEDICINE, P.A. PROFIT SHARING PLAN & TRUST 2003 form 5500 responses |
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2003-01-01 | Type of plan entity | Single employer plan |
2003-01-01 | First time form 5500 has been submitted | Yes |
2003-01-01 | Submission has been amended | No |
2003-01-01 | This submission is the final filing | No |
2003-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2003-01-01 | Plan is a collectively bargained plan | No |
2003-01-01 | Plan funding arrangement – Trust | Yes |