FRANCISCO D. SABADO, JR., M.D., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST
401k plan membership statisitcs for FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2014: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 2 |
| Total of all active and inactive participants | 2014-07-01 | 2 |
| Total participants | 2014-07-01 | 2 |
| 2013: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 2 |
| Total of all active and inactive participants | 2013-07-01 | 2 |
| Total participants | 2013-07-01 | 2 |
| 2012: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 2 |
| Total of all active and inactive participants | 2012-07-01 | 2 |
| Total participants | 2012-07-01 | 2 |
| 2011: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 2 |
| Total of all active and inactive participants | 2011-07-01 | 2 |
| Total participants | 2011-07-01 | 2 |
| 2010: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 2 |
| Total of all active and inactive participants | 2010-07-01 | 2 |
| Total participants | 2010-07-01 | 2 |
| 2009: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 2 |
| Total of all active and inactive participants | 2009-07-01 | 2 |
| Total participants | 2009-07-01 | 2 |
| 2008: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-07-01 | 2 |
| Total of all active and inactive participants | 2008-07-01 | 2 |
| Total participants | 2008-07-01 | 2 |
| 2007: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-07-01 | 2 |
| Total of all active and inactive participants | 2007-07-01 | 2 |
| Total participants | 2007-07-01 | 2 |
| Measure | Date | Value |
|---|
| 2015 : FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $42,409 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $60 |
| Total plan assets at end of year | 2015-06-30 | $720,240 |
| Total plan assets at beginning of year | 2015-06-30 | $677,891 |
| Value of fidelity bond covering the plan | 2015-06-30 | $13,000 |
| Other income received | 2015-06-30 | $42,409 |
| Net income (gross income less expenses) | 2015-06-30 | $42,349 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $720,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $677,891 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $60 |
| 2014 : FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $131,172 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $60 |
| Total plan assets at end of year | 2014-06-30 | $677,891 |
| Total plan assets at beginning of year | 2014-06-30 | $546,779 |
| Value of fidelity bond covering the plan | 2014-06-30 | $13,000 |
| Other income received | 2014-06-30 | $131,172 |
| Net income (gross income less expenses) | 2014-06-30 | $131,112 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $677,891 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $546,779 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $60 |
| 2013 : FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $60,980 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $60 |
| Total plan assets at end of year | 2013-06-30 | $546,779 |
| Total plan assets at beginning of year | 2013-06-30 | $485,859 |
| Value of fidelity bond covering the plan | 2013-06-30 | $13,000 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $502 |
| Other income received | 2013-06-30 | $60,478 |
| Net income (gross income less expenses) | 2013-06-30 | $60,920 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $546,779 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $485,859 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $60 |
| 2012 : FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $4,888 |
| Total plan assets at end of year | 2012-06-30 | $485,859 |
| Total plan assets at beginning of year | 2012-06-30 | $490,747 |
| Value of fidelity bond covering the plan | 2012-06-30 | $13,000 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $4,828 |
| Net income (gross income less expenses) | 2012-06-30 | $-4,888 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $485,859 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $490,747 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $60 |
| 2011 : FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $48,679 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $60 |
| Total plan assets at end of year | 2011-06-30 | $490,747 |
| Total plan assets at beginning of year | 2011-06-30 | $442,128 |
| Value of fidelity bond covering the plan | 2011-06-30 | $13,000 |
| Other income received | 2011-06-30 | $48,679 |
| Net income (gross income less expenses) | 2011-06-30 | $48,619 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $490,747 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $442,128 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $60 |
| 2010 : FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-06-30 | $82,526 |
| Expenses. Total of all expenses incurred | 2010-06-30 | $60 |
| Total plan assets at end of year | 2010-06-30 | $442,128 |
| Total plan assets at beginning of year | 2010-06-30 | $359,662 |
| Value of fidelity bond covering the plan | 2010-06-30 | $13,000 |
| Other income received | 2010-06-30 | $82,526 |
| Net income (gross income less expenses) | 2010-06-30 | $82,466 |
| Net plan assets at end of year (total assets less liabilities) | 2010-06-30 | $442,128 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-06-30 | $359,662 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-06-30 | $60 |
| 2009 : FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2009 401k financial data |
|---|
| Total income from all sources | 2009-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2009-06-30 | $188,317 |
| Total plan assets at end of year | 2009-06-30 | $359,662 |
| Total plan assets at beginning of year | 2009-06-30 | $547,979 |
| Value of fidelity bond covering the plan | 2009-06-30 | $13,000 |
| Expenses. Other expenses not covered elsewhere | 2009-06-30 | $188,257 |
| Net income (gross income less expenses) | 2009-06-30 | $-188,317 |
| Net plan assets at end of year (total assets less liabilities) | 2009-06-30 | $359,662 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-06-30 | $547,979 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2009-06-30 | $60 |
| 2008 : FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2008 401k financial data |
|---|
| Total income from all sources | 2008-06-30 | $27,495 |
| Expenses. Total of all expenses incurred | 2008-06-30 | $0 |
| Total plan assets at end of year | 2008-06-30 | $547,979 |
| Total plan assets at beginning of year | 2008-06-30 | $520,544 |
| Value of fidelity bond covering the plan | 2008-06-30 | $13,000 |
| Other income received | 2008-06-30 | $27,495 |
| Net income (gross income less expenses) | 2008-06-30 | $27,495 |
| Net plan assets at end of year (total assets less liabilities) | 2008-06-30 | $547,979 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-06-30 | $520,544 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-06-30 | $60 |
| 2014: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| 2008: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2008 form 5500 responses |
|---|
| 2008-07-01 | Type of plan entity | Single employer plan |
| 2008-07-01 | Submission has been amended | No |
| 2008-07-01 | This submission is the final filing | No |
| 2008-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-07-01 | Plan is a collectively bargained plan | No |
| 2008-07-01 | Plan funding arrangement – Trust | Yes |
| 2008-07-01 | Plan benefit arrangement - Trust | Yes |
| 2007: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2007 form 5500 responses |
|---|
| 2007-07-01 | Type of plan entity | Single employer plan |
| 2007-07-01 | Submission has been amended | No |
| 2007-07-01 | This submission is the final filing | No |
| 2007-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-07-01 | Plan is a collectively bargained plan | No |
| 2007-07-01 | Plan funding arrangement – Trust | Yes |
| 2007-07-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 2 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,206 | | Total amount of fees paid to insurance company | USD $44 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $2,206 | | Amount paid for insurance broker fees | 44 | | Insurance broker organization code? | 4 | | Insurance broker name | LINCOLN FINANCIAL GROUP |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,968 | | Total amount of fees paid to insurance company | USD $20 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $1,968 | | Amount paid for insurance broker fees | 20 | | Insurance broker organization code? | 4 | | Insurance broker name | LINCOLN FINANCIAL GROUP |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 2 | | Insurance policy start date | 2009-01-01 | | Insurance policy end date | 2009-12-31 | | Total amount of commissions paid to insurance broker | USD $1,660 | | Total amount of fees paid to insurance company | USD $43 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $1,660 | | Amount paid for insurance broker fees | 43 | | Insurance broker organization code? | 4 | | Insurance broker name | LINCOLN FINANCIAL GROUP |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 2 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Total amount of commissions paid to insurance broker | USD $2,191 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $2,191 | | Insurance broker organization code? | 4 | | Insurance broker name | LINCOLN FINANCIAL GROUP |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 2 | | Insurance policy start date | 2007-01-01 | | Insurance policy end date | 2007-12-31 | | Total amount of commissions paid to insurance broker | USD $2,415 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $2,415 | | Insurance broker organization code? | 4 | | Insurance broker name | LINCOLN FINANCIAL GROUP |
|
