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FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 401k Plan overview

Plan NameFRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST
Plan identification number 001

FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)

401k Sponsoring company profile

FRANCISCO D. SABADO, JR., M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:FRANCISCO D. SABADO, JR., M.D., P.A.
Employer identification number (EIN):550630979
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-07-01
0012013-07-01MARTIN KEESECKER
0012012-07-01MARTIN KEESECKER
0012011-07-01MARTIN KEESECKER MARTIN KEESECKER2016-02-12
0012010-07-01MARTIN KEESECKER MARTIN KEESECKER2016-02-12
0012009-07-01MARTIN KEESECKER MARTIN KEESECKER2016-02-12
0012008-07-01MARTIN KEESECKER MARTIN KEESECKER2016-02-12
0012007-07-01MARTIN KEESECKER MARTIN KEESECKER2016-02-12

Plan Statistics for 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-year2014-07-012
Total number of active participants reported on line 7a of the Form 55002014-07-012
Total of all active and inactive participants2014-07-012
Total participants2014-07-012
2013: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-012
Total number of active participants reported on line 7a of the Form 55002013-07-012
Total of all active and inactive participants2013-07-012
Total participants2013-07-012
2012: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-012
Total number of active participants reported on line 7a of the Form 55002012-07-012
Total of all active and inactive participants2012-07-012
Total participants2012-07-012
2011: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-012
Total number of active participants reported on line 7a of the Form 55002011-07-012
Total of all active and inactive participants2011-07-012
Total participants2011-07-012
2010: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-012
Total number of active participants reported on line 7a of the Form 55002010-07-012
Total of all active and inactive participants2010-07-012
Total participants2010-07-012
2009: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-012
Total number of active participants reported on line 7a of the Form 55002009-07-012
Total of all active and inactive participants2009-07-012
Total participants2009-07-012
2008: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2008 401k membership
Total participants, beginning-of-year2008-07-012
Total number of active participants reported on line 7a of the Form 55002008-07-012
Total of all active and inactive participants2008-07-012
Total participants2008-07-012
2007: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year2007-07-012
Total number of active participants reported on line 7a of the Form 55002007-07-012
Total of all active and inactive participants2007-07-012
Total participants2007-07-012

Financial Data on FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST

Measure Date Value
2015 : FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-06-30$42,409
Expenses. Total of all expenses incurred2015-06-30$60
Total plan assets at end of year2015-06-30$720,240
Total plan assets at beginning of year2015-06-30$677,891
Value of fidelity bond covering the plan2015-06-30$13,000
Other income received2015-06-30$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 sources2014-06-30$131,172
Expenses. Total of all expenses incurred2014-06-30$60
Total plan assets at end of year2014-06-30$677,891
Total plan assets at beginning of year2014-06-30$546,779
Value of fidelity bond covering the plan2014-06-30$13,000
Other income received2014-06-30$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 sources2013-06-30$60,980
Expenses. Total of all expenses incurred2013-06-30$60
Total plan assets at end of year2013-06-30$546,779
Total plan assets at beginning of year2013-06-30$485,859
Value of fidelity bond covering the plan2013-06-30$13,000
Contributions received from other sources (not participants or employers)2013-06-30$502
Other income received2013-06-30$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 sources2012-06-30$0
Expenses. Total of all expenses incurred2012-06-30$4,888
Total plan assets at end of year2012-06-30$485,859
Total plan assets at beginning of year2012-06-30$490,747
Value of fidelity bond covering the plan2012-06-30$13,000
Expenses. Other expenses not covered elsewhere2012-06-30$4,828
Net income (gross income less expenses)2012-06-30$-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 sources2011-06-30$48,679
Expenses. Total of all expenses incurred2011-06-30$60
Total plan assets at end of year2011-06-30$490,747
Total plan assets at beginning of year2011-06-30$442,128
Value of fidelity bond covering the plan2011-06-30$13,000
Other income received2011-06-30$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 sources2010-06-30$82,526
Expenses. Total of all expenses incurred2010-06-30$60
Total plan assets at end of year2010-06-30$442,128
Total plan assets at beginning of year2010-06-30$359,662
Value of fidelity bond covering the plan2010-06-30$13,000
Other income received2010-06-30$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 sources2009-06-30$0
Expenses. Total of all expenses incurred2009-06-30$188,317
Total plan assets at end of year2009-06-30$359,662
Total plan assets at beginning of year2009-06-30$547,979
Value of fidelity bond covering the plan2009-06-30$13,000
Expenses. Other expenses not covered elsewhere2009-06-30$188,257
Net income (gross income less expenses)2009-06-30$-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 sources2008-06-30$27,495
Expenses. Total of all expenses incurred2008-06-30$0
Total plan assets at end of year2008-06-30$547,979
Total plan assets at beginning of year2008-06-30$520,544
Value of fidelity bond covering the plan2008-06-30$13,000
Other income received2008-06-30$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

Form 5500 Responses for FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST

2014: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes
2008: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement - TrustYes
2007: FRANCISCO D. SABADO, JR. P.A. LTD PENSION PLAN AND TRUST 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,206
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $2,206
Amount paid for insurance broker fees44
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL GROUP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,968
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,968
Amount paid for insurance broker fees20
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL GROUP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $1,660
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,660
Amount paid for insurance broker fees43
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL GROUP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $2,191
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL GROUP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $2,415
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL GROUP

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