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SHABBIR LAKDAWALA MD KEOGH PLAN 401k Plan overview

Plan NameSHABBIR LAKDAWALA MD KEOGH PLAN
Plan identification number 003

SHABBIR LAKDAWALA MD KEOGH PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

SHABBIR LAKDAWALA MD has sponsored the creation of one or more 401k plans.

Company Name:SHABBIR LAKDAWALA MD
Employer identification number (EIN):251405940
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHABBIR LAKDAWALA MD KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01
0032018-01-01SHABBIR LAKDAWALA SHABBIR LAKDAWALA MD2019-06-14
0032017-01-01SHABBIR LAKDAWALA SHABBIR LAKDAWALA MD2018-06-12
0032016-01-01SHABBIR LAKDAWALA SHABBIR LAKDAWALA MD2017-05-26
0032015-01-01SHABBIR LAKDAWALA SHABBIR LAKDAWALA MD2016-09-26
0032014-01-01SHABBIR LAKDAWALA SHABBIR LAKDAWALA MD2015-10-09
0032013-01-01SHABBIR LAKDAWALA SHABBIR LAKDAWALA MD2014-10-14
0032012-01-01SHABBIR LAKDAWALA SHABBIR LAKDAWALA MD2013-10-07
0032011-01-01SHABBIR LAKDAWALA SHABBIR LAKDAWALA MD2012-10-11
0032009-01-01SHABBIR LAKDAWALA SHABBIR LAKDAWALA MD2010-10-14

Plan Statistics for SHABBIR LAKDAWALA MD KEOGH PLAN

401k plan membership statisitcs for SHABBIR LAKDAWALA MD KEOGH PLAN

Measure Date Value
2019: SHABBIR LAKDAWALA MD KEOGH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SHABBIR LAKDAWALA MD KEOGH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SHABBIR LAKDAWALA MD KEOGH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SHABBIR LAKDAWALA MD KEOGH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SHABBIR LAKDAWALA MD KEOGH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SHABBIR LAKDAWALA MD KEOGH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SHABBIR LAKDAWALA MD KEOGH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SHABBIR LAKDAWALA MD KEOGH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SHABBIR LAKDAWALA MD KEOGH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SHABBIR LAKDAWALA MD KEOGH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011

Financial Data on SHABBIR LAKDAWALA MD KEOGH PLAN

Measure Date Value
2019 : SHABBIR LAKDAWALA MD KEOGH PLAN 2019 401k financial data
Total income from all sources2019-12-31$102,728
Expenses. Total of all expenses incurred2019-12-31$25,501
Total plan assets at end of year2019-12-31$615,897
Total plan assets at beginning of year2019-12-31$538,670
Expenses. Other expenses not covered elsewhere2019-12-31$5,841
Other income received2019-12-31$102,728
Net income (gross income less expenses)2019-12-31$77,227
Net plan assets at end of year (total assets less liabilities)2019-12-31$615,897
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$538,670
Value of corrective distributions2019-12-31$19,660
2018 : SHABBIR LAKDAWALA MD KEOGH PLAN 2018 401k financial data
Total income from all sources2018-12-31$-55,702
Expenses. Total of all expenses incurred2018-12-31$6,164
Total plan assets at end of year2018-12-31$538,670
Total plan assets at beginning of year2018-12-31$600,536
Expenses. Other expenses not covered elsewhere2018-12-31$6,164
Other income received2018-12-31$-55,702
Net income (gross income less expenses)2018-12-31$-61,866
Net plan assets at end of year (total assets less liabilities)2018-12-31$538,670
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$600,536
2017 : SHABBIR LAKDAWALA MD KEOGH PLAN 2017 401k financial data
Total income from all sources2017-12-31$74,909
Expenses. Total of all expenses incurred2017-12-31$5,652
Total plan assets at end of year2017-12-31$600,536
Total plan assets at beginning of year2017-12-31$531,279
Expenses. Other expenses not covered elsewhere2017-12-31$5,652
Other income received2017-12-31$74,909
Net income (gross income less expenses)2017-12-31$69,257
Net plan assets at end of year (total assets less liabilities)2017-12-31$600,536
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$531,279
2016 : SHABBIR LAKDAWALA MD KEOGH PLAN 2016 401k financial data
Total income from all sources2016-12-31$23,742
Expenses. Total of all expenses incurred2016-12-31$5,576
Total plan assets at end of year2016-12-31$531,279
Total plan assets at beginning of year2016-12-31$513,113
Expenses. Other expenses not covered elsewhere2016-12-31$5,576
Other income received2016-12-31$23,742
Net income (gross income less expenses)2016-12-31$18,166
Net plan assets at end of year (total assets less liabilities)2016-12-31$531,279
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$513,113
2015 : SHABBIR LAKDAWALA MD KEOGH PLAN 2015 401k financial data
Total income from all sources2015-12-31$-17,580
Expenses. Total of all expenses incurred2015-12-31$6,220
Total plan assets at end of year2015-12-31$513,113
Total plan assets at beginning of year2015-12-31$536,913
Expenses. Other expenses not covered elsewhere2015-12-31$6,220
Other income received2015-12-31$-17,580
Net income (gross income less expenses)2015-12-31$-23,800
Net plan assets at end of year (total assets less liabilities)2015-12-31$513,113
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$536,913
2014 : SHABBIR LAKDAWALA MD KEOGH PLAN 2014 401k financial data
Total income from all sources2014-12-31$109
Expenses. Total of all expenses incurred2014-12-31$9,593
Total plan assets at end of year2014-12-31$536,913
Total plan assets at beginning of year2014-12-31$546,397
Expenses. Other expenses not covered elsewhere2014-12-31$9,593
Other income received2014-12-31$109
Net income (gross income less expenses)2014-12-31$-9,484
Net plan assets at end of year (total assets less liabilities)2014-12-31$536,913
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$546,397
2013 : SHABBIR LAKDAWALA MD KEOGH PLAN 2013 401k financial data
Total income from all sources2013-12-31$62,087
Expenses. Total of all expenses incurred2013-12-31$8,926
Total plan assets at end of year2013-12-31$546,397
Total plan assets at beginning of year2013-12-31$493,236
Expenses. Other expenses not covered elsewhere2013-12-31$8,926
Other income received2013-12-31$62,087
Net income (gross income less expenses)2013-12-31$53,161
Net plan assets at end of year (total assets less liabilities)2013-12-31$546,397
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$493,236
2012 : SHABBIR LAKDAWALA MD KEOGH PLAN 2012 401k financial data
Total income from all sources2012-12-31$67,586
Expenses. Total of all expenses incurred2012-12-31$5,960
Total plan assets at end of year2012-12-31$493,236
Total plan assets at beginning of year2012-12-31$431,610
Expenses. Other expenses not covered elsewhere2012-12-31$5,960
Other income received2012-12-31$67,586
Net income (gross income less expenses)2012-12-31$61,626
Net plan assets at end of year (total assets less liabilities)2012-12-31$493,236
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$431,610
2011 : SHABBIR LAKDAWALA MD KEOGH PLAN 2011 401k financial data
Total income from all sources2011-12-31$-33,803
Expenses. Total of all expenses incurred2011-12-31$6,893
Total plan assets at end of year2011-12-31$431,610
Total plan assets at beginning of year2011-12-31$472,306
Expenses. Other expenses not covered elsewhere2011-12-31$6,893
Other income received2011-12-31$-33,803
Net income (gross income less expenses)2011-12-31$-40,696
Net plan assets at end of year (total assets less liabilities)2011-12-31$431,610
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$472,306
2010 : SHABBIR LAKDAWALA MD KEOGH PLAN 2010 401k financial data
Total income from all sources2010-12-31$57,022
Expenses. Total of all expenses incurred2010-12-31$7,075
Total plan assets at end of year2010-12-31$472,306
Total plan assets at beginning of year2010-12-31$422,359
Expenses. Other expenses not covered elsewhere2010-12-31$7,075
Other income received2010-12-31$57,022
Net income (gross income less expenses)2010-12-31$49,947
Net plan assets at end of year (total assets less liabilities)2010-12-31$472,306
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$422,359

Form 5500 Responses for SHABBIR LAKDAWALA MD KEOGH PLAN

2019: SHABBIR LAKDAWALA MD KEOGH PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHABBIR LAKDAWALA MD KEOGH PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHABBIR LAKDAWALA MD KEOGH PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHABBIR LAKDAWALA MD KEOGH PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHABBIR LAKDAWALA MD KEOGH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHABBIR LAKDAWALA MD KEOGH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHABBIR LAKDAWALA MD KEOGH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHABBIR LAKDAWALA MD KEOGH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHABBIR LAKDAWALA MD KEOGH PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SHABBIR LAKDAWALA MD KEOGH PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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