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HUGH S. NASR, M.D., CASH BALANCE PLAN 401k Plan overview

Plan NameHUGH S. NASR, M.D., CASH BALANCE PLAN
Plan identification number 003

HUGH S. NASR, M.D., CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HUGH S. NASR M.D. has sponsored the creation of one or more 401k plans.

Company Name:HUGH S. NASR M.D.
Employer identification number (EIN):330204201
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUGH S. NASR, M.D., CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01
0032020-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01ROBERT LANDIN
0032011-01-01ROBERT LANDIN
0032009-01-01ROBERT LANDIN

Plan Statistics for HUGH S. NASR, M.D., CASH BALANCE PLAN

401k plan membership statisitcs for HUGH S. NASR, M.D., CASH BALANCE PLAN

Measure Date Value
2021: HUGH S. NASR, M.D., CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-312,892,815
Acturial value of plan assets2021-12-312,892,818
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,658,562
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-311,658,562
Total participant count2021-12-312
Total funding target for all participants2021-12-311,658,562
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31107,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31113,850
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31105,000
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3198,807
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,331
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3198,807
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: HUGH S. NASR, M.D., CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-312,764,779
Acturial value of plan assets2020-12-312,764,779
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-311,726,563
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-311,726,463
Total participant count2020-12-312
Total funding target for all participants2020-12-311,726,463
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3198,869
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31103,990
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31115,000
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31107,956
Unpaid minimum required contributions for all prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-312,023
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31107,956
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: HUGH S. NASR, M.D., CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-312,439,845
Acturial value of plan assets2019-12-312,439,845
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-311,777
Active participant vested funding target2019-12-311,836,370
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-311,836,370
Total participant count2019-12-313
Total funding target for all participants2019-12-311,838,147
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31103,675
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31218,464
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31105,000
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3198,869
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,948
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3198,869
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: HUGH S. NASR, M.D., CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-312,564,455
Acturial value of plan assets2018-12-312,564,455
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,903,325
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-311,903,940
Total participant count2018-12-313
Total funding target for all participants2018-12-311,903,940
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31102,865
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31108,564
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31110,000
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31103,675
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,053
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31103,675
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: HUGH S. NASR, M.D., CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-312,375,458
Acturial value of plan assets2017-12-312,375,458
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-311,682,168
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-311,682,790
Total participant count2017-12-313
Total funding target for all participants2017-12-311,682,790
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31102,862
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31108,777
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31110,000
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31102,865
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3129,219
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31102,865
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
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 participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HUGH S. NASR, M.D., CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-312,212,048
Acturial value of plan assets2016-12-312,212,048
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-311,575,563
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-311,576,038
Total participant count2016-12-313
Total funding target for all participants2016-12-311,576,038
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3193,263
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3198,719
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31110,000
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31102,862
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3178,606
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31102,862
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
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 participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HUGH S. NASR, M.D., CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-013
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 participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HUGH S. NASR, M.D., CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
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 participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HUGH S. NASR, M.D., CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
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 participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
2012: HUGH S. NASR, M.D., CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
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 participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HUGH S. NASR, M.D., CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HUGH S. NASR, M.D., CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HUGH S. NASR, M.D., CASH BALANCE PLAN

Measure Date Value
2017 : HUGH S. NASR, M.D., CASH BALANCE PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$286,058
Expenses. Total of all expenses incurred2017-12-31$96,847
Benefits paid (including direct rollovers)2017-12-31$96,847
Total plan assets at end of year2017-12-31$2,565,892
Total plan assets at beginning of year2017-12-31$2,376,681
Value of fidelity bond covering the plan2017-12-31$240,000
Other income received2017-12-31$176,058
Net income (gross income less expenses)2017-12-31$189,211
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,565,892
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,376,681
Total contributions received or receivable from employer(s)2017-12-31$110,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : HUGH S. NASR, M.D., CASH BALANCE PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$257,780
Expenses. Total of all expenses incurred2016-12-31$94,428
Benefits paid (including direct rollovers)2016-12-31$94,428
Total plan assets at end of year2016-12-31$2,376,681
Total plan assets at beginning of year2016-12-31$2,213,329
Value of fidelity bond covering the plan2016-12-31$240,000
Other income received2016-12-31$147,780
Net income (gross income less expenses)2016-12-31$163,352
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,376,681
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,213,329
Total contributions received or receivable from employer(s)2016-12-31$110,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : HUGH S. NASR, M.D., CASH BALANCE PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$24,680
Expenses. Total of all expenses incurred2015-12-31$86,790
Benefits paid (including direct rollovers)2015-12-31$86,790
Total plan assets at end of year2015-12-31$2,213,329
Total plan assets at beginning of year2015-12-31$2,275,439
Value of fidelity bond covering the plan2015-12-31$200,000
Other income received2015-12-31$-75,320
Net income (gross income less expenses)2015-12-31$-62,110
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,213,329
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,275,439
Total contributions received or receivable from employer(s)2015-12-31$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : HUGH S. NASR, M.D., CASH BALANCE PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$133,956
Expenses. Total of all expenses incurred2014-12-31$86,790
Benefits paid (including direct rollovers)2014-12-31$86,790
Total plan assets at end of year2014-12-31$2,275,439
Total plan assets at beginning of year2014-12-31$2,228,273
Value of fidelity bond covering the plan2014-12-31$200,000
Other income received2014-12-31$39,956
Net income (gross income less expenses)2014-12-31$47,166
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,275,439
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,228,273
Total contributions received or receivable from employer(s)2014-12-31$94,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : HUGH S. NASR, M.D., CASH BALANCE PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$308,092
Expenses. Total of all expenses incurred2013-12-31$111,211
Benefits paid (including direct rollovers)2013-12-31$93,314
Total plan assets at end of year2013-12-31$2,228,273
Total plan assets at beginning of year2013-12-31$2,031,392
Value of fidelity bond covering the plan2013-12-31$200,000
Expenses. Other expenses not covered elsewhere2013-12-31$17,897
Other income received2013-12-31$218,092
Net income (gross income less expenses)2013-12-31$196,881
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,228,273
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,031,392
Total contributions received or receivable from employer(s)2013-12-31$90,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : HUGH S. NASR, M.D., CASH BALANCE PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total income from all sources2012-12-31$195,980
Expenses. Total of all expenses incurred2012-12-31$86,795
Benefits paid (including direct rollovers)2012-12-31$86,795
Total plan assets at end of year2012-12-31$1,941,392
Total plan assets at beginning of year2012-12-31$1,832,207
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$195,980
Net income (gross income less expenses)2012-12-31$109,185
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,941,392
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,832,207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : HUGH S. NASR, M.D., CASH BALANCE PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$165,891
Total plan assets at end of year2011-12-31$1,832,207
Total plan assets at beginning of year2011-12-31$1,666,316
Value of fidelity bond covering the plan2011-12-31$150,000
Other income received2011-12-31$99,608
Net income (gross income less expenses)2011-12-31$165,891
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,832,207
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,666,316
Total contributions received or receivable from employer(s)2011-12-31$66,283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : HUGH S. NASR, M.D., CASH BALANCE PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total income from all sources2010-12-31$107,751
Expenses. Total of all expenses incurred2010-12-31$1,887
Benefits paid (including direct rollovers)2010-12-31$1,887
Total plan assets at end of year2010-12-31$1,666,316
Total plan assets at beginning of year2010-12-31$1,560,452
Value of fidelity bond covering the plan2010-12-31$150,000
Other income received2010-12-31$42,751
Net income (gross income less expenses)2010-12-31$105,864
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,666,316
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,560,452
Total contributions received or receivable from employer(s)2010-12-31$65,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : HUGH S. NASR, M.D., CASH BALANCE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HUGH S. NASR, M.D., CASH BALANCE PLAN

2017: HUGH S. NASR, M.D., CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HUGH S. NASR, M.D., CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HUGH S. NASR, M.D., CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HUGH S. NASR, M.D., CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HUGH S. NASR, M.D., CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HUGH S. NASR, M.D., CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HUGH S. NASR, M.D., CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HUGH S. NASR, M.D., CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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