401k Plan data: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN plan

LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN
Plan identification number	005

LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

LOUIS V. ANGIOLETTI, JR., M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: LOUIS V. ANGIOLETTI, JR., M.D., P.A.

Employer identification number (EIN): 222103115

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2018-01-01 MAUREEN D. JACCOI
005 2017-01-01 MAUREEN D. JACCOI
005 2016-01-01 MAUREEN D. JACCOI
005 2015-01-01 MAUREEN D. JACCOI
005 2014-01-01 MAUREEN D. JACCOI
005 2013-01-01 MAUREEN D. JACCOI

Plan id#	Filing Submission Date	Name of Administrator
005	2018-01-01	MAUREEN D. JACCOI
005	2017-01-01	MAUREEN D. JACCOI
005	2016-01-01	MAUREEN D. JACCOI
005	2015-01-01	MAUREEN D. JACCOI
005	2014-01-01	MAUREEN D. JACCOI
005	2013-01-01	MAUREEN D. JACCOI

Plan Statistics for LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN

401k plan membership statisitcs for LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN

Measure Date Value
2018: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 806,926
Acturial value of plan assets 2017-12-31 806,926
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 829,419
Number of active participants 2017-12-31 21
Total funding liabilities for active participants 2017-12-31 830,289
Total participant count 2017-12-31 21
Total funding target for all participants 2017-12-31 830,289
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 61,473
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 59,178
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 2,295
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 2,471
Total employer contributions 2017-12-31 19,546
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 17,826
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 261
Net shortfall amortization installment of oustanding balance 2017-12-31 25,834
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 5,133
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 5,133
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 17,826
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 21
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 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 21
Number of participants with account balances 2017-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 620,826
Acturial value of plan assets 2016-12-31 620,826
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 570
Active participant vested funding target 2016-12-31 589,555
Number of active participants 2016-12-31 25
Total funding liabilities for active participants 2016-12-31 591,200
Total participant count 2016-12-31 26
Total funding target for all participants 2016-12-31 591,770
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 47,287
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 47,287
Present value of excess contributions 2016-12-31 13,870
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 14,720
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 14,720
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 61,473
Total employer contributions 2016-12-31 145,291
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 127,504
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 180,718
Net shortfall amortization installment of oustanding balance 2016-12-31 32,417
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 186,074
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 58,570
Additional cash requirement 2016-12-31 127,504
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 127,504
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 19
Number of retired or separated participants receiving benefits 2016-01-01 0
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 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
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 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 18
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 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
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 2
Total of all active and inactive participants 2013-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2

Measure	Date	Value
2018: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	806,926
Acturial value of plan assets	2017-12-31	806,926
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	829,419
Number of active participants	2017-12-31	21
Total funding liabilities for active participants	2017-12-31	830,289
Total participant count	2017-12-31	21
Total funding target for all participants	2017-12-31	830,289
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	61,473
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	59,178
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	2,295
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	2,471
Total employer contributions	2017-12-31	19,546
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	17,826
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	261
Net shortfall amortization installment of oustanding balance	2017-12-31	25,834
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	5,133
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	5,133
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	17,826
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	21
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	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	21
Number of participants with account balances	2017-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	620,826
Acturial value of plan assets	2016-12-31	620,826
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	570
Active participant vested funding target	2016-12-31	589,555
Number of active participants	2016-12-31	25
Total funding liabilities for active participants	2016-12-31	591,200
Total participant count	2016-12-31	26
Total funding target for all participants	2016-12-31	591,770
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	47,287
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	47,287
Present value of excess contributions	2016-12-31	13,870
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	14,720
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	14,720
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	61,473
Total employer contributions	2016-12-31	145,291
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	127,504
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	180,718
Net shortfall amortization installment of oustanding balance	2016-12-31	32,417
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	186,074
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	58,570
Additional cash requirement	2016-12-31	127,504
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	127,504
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	19
Number of retired or separated participants receiving benefits	2016-01-01	0
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	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
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	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	18
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	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
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	2
Total of all active and inactive participants	2013-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2

Financial Data on LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN

Measure	Date	Value
2018 : LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2018 401k financial data
Transfers to/from the plan	2018-09-04	$0
Total plan liabilities at end of year	2018-09-04	$0
Total plan liabilities at beginning of year	2018-09-04	$0
Total income from all sources	2018-09-04	$1,382
Expenses. Total of all expenses incurred	2018-09-04	$953,633
Benefits paid (including direct rollovers)	2018-09-04	$952,602
Total plan assets at end of year	2018-09-04	$0
Total plan assets at beginning of year	2018-09-04	$952,251
Value of fidelity bond covering the plan	2018-09-04	$500,000
Total contributions received or receivable from participants	2018-09-04	$0
Expenses. Other expenses not covered elsewhere	2018-09-04	$0
Contributions received from other sources (not participants or employers)	2018-09-04	$0
Other income received	2018-09-04	$1,382
Noncash contributions received	2018-09-04	$0
Net income (gross income less expenses)	2018-09-04	$-952,251
Net plan assets at end of year (total assets less liabilities)	2018-09-04	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-09-04	$952,251
Total contributions received or receivable from employer(s)	2018-09-04	$0
Value of certain deemed distributions of participant loans	2018-09-04	$0
Value of corrective distributions	2018-09-04	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-09-04	$1,031
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-04	$0
2017 : LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$156,078
Expenses. Total of all expenses incurred	2017-12-31	$15,128
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$952,251
Total plan assets at beginning of year	2017-12-31	$811,301
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$136,532
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$140,950
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$952,251
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$811,301
Total contributions received or receivable from employer(s)	2017-12-31	$19,546
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$15,128
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$183,594
Expenses. Total of all expenses incurred	2016-12-31	$689
Benefits paid (including direct rollovers)	2016-12-31	$689
Total plan assets at end of year	2016-12-31	$811,301
Total plan assets at beginning of year	2016-12-31	$628,396
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$38,303
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$182,905
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$811,301
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$628,396
Total contributions received or receivable from employer(s)	2016-12-31	$145,291
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$204,156
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$628,396
Total plan assets at beginning of year	2015-12-31	$424,240
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-3,228
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$204,156
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$628,396
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$424,240
Total contributions received or receivable from employer(s)	2015-12-31	$207,384
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
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	$215,714
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$424,240
Total plan assets at beginning of year	2014-12-31	$208,526
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$7,493
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$215,714
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$424,240
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$208,526
Total contributions received or receivable from employer(s)	2014-12-31	$208,221
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
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	$208,526
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$208,526
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$0
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$208,526
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$208,526
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$208,526
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN

2018: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 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	No
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: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 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: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 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: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 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: LOUIS V. ANGIOLETTI, JR., M.D., P.A. CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LOUIS V. ANGIOLETTI, JR., M.D., P.A.
Employer identification number (EIN):	222103115
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)