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PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NamePERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN
Plan identification number 003

PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Life insurance

401k Sponsoring company profile

PERCY E. JONES, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:PERCY E. JONES, M.D., P.A.
Employer identification number (EIN):561124823
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01PERCY E. JONES
0032016-01-01
0032015-01-01PERCY E. JONES
0032014-01-01PERCY E. JONES
0032013-01-01PERCY E. JONES
0032012-01-01PERCY E. JONES
0032011-01-01PERCY E. JONES2012-10-11
0032010-01-01PERCY E. JONES
0032009-01-01PERCY E. JONES
0032009-01-01PERCY E. JONES
0032009-01-01PERCY E. JONES
0032009-01-01PERCY E. JONES

Plan Statistics for PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2022: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-010
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-011
2020: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-010
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-012
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-010
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 participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PERCY E. JONES, M.D., P.A. PROFIT SHARING 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: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
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: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
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: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
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
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
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
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
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 benefits2012-01-011
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2010: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
2009: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-011
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 participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2022 : PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$0
Expenses. Total of all expenses incurred2022-12-31$12,000
Benefits paid (including direct rollovers)2022-12-31$12,000
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$12,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$0
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-12,000
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$12,000
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$0
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$12,000
Total plan assets at beginning of year2021-12-31$12,000
Total contributions received or receivable from participants2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$0
Net income (gross income less expenses)2021-12-31$0
Net plan assets at end of year (total assets less liabilities)2021-12-31$12,000
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$12,000
Total contributions received or receivable from employer(s)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$0
Expenses. Total of all expenses incurred2020-12-31$831,015
Benefits paid (including direct rollovers)2020-12-31$831,015
Total plan assets at end of year2020-12-31$12,000
Total plan assets at beginning of year2020-12-31$843,015
Total contributions received or receivable from participants2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$0
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-831,015
Net plan assets at end of year (total assets less liabilities)2020-12-31$12,000
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$843,015
Total contributions received or receivable from employer(s)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$654,876
Expenses. Total of all expenses incurred2019-12-31$1,642,678
Benefits paid (including direct rollovers)2019-12-31$1,642,678
Total plan assets at end of year2019-12-31$843,015
Total plan assets at beginning of year2019-12-31$1,830,817
Total contributions received or receivable from participants2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$654,876
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-987,802
Net plan assets at end of year (total assets less liabilities)2019-12-31$843,015
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,830,817
Total contributions received or receivable from employer(s)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-64,547
Expenses. Total of all expenses incurred2018-12-31$83,469
Benefits paid (including direct rollovers)2018-12-31$83,469
Total plan assets at end of year2018-12-31$1,830,817
Total plan assets at beginning of year2018-12-31$1,978,833
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-64,547
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-148,016
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,830,817
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,978,833
Total contributions received or receivable from employer(s)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$133,398
Expenses. Total of all expenses incurred2017-12-31$142,000
Benefits paid (including direct rollovers)2017-12-31$142,000
Total plan assets at end of year2017-12-31$1,978,833
Total plan assets at beginning of year2017-12-31$1,987,435
Total contributions received or receivable from participants2017-12-31$0
Other income received2017-12-31$133,398
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-8,602
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,978,833
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,987,435
Total contributions received or receivable from employer(s)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$128,989
Expenses. Total of all expenses incurred2016-12-31$83,749
Benefits paid (including direct rollovers)2016-12-31$83,749
Total plan assets at end of year2016-12-31$1,987,435
Total plan assets at beginning of year2016-12-31$1,942,195
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$128,989
Net income (gross income less expenses)2016-12-31$45,240
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,987,435
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,942,195
Total contributions received or receivable from employer(s)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-6,431
Expenses. Total of all expenses incurred2015-12-31$88,979
Benefits paid (including direct rollovers)2015-12-31$88,979
Total plan assets at end of year2015-12-31$1,942,195
Total plan assets at beginning of year2015-12-31$2,037,605
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-10,881
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-95,410
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,942,195
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,037,605
Total contributions received or receivable from employer(s)2015-12-31$4,450
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$71,638
Expenses. Total of all expenses incurred2014-12-31$88,269
Benefits paid (including direct rollovers)2014-12-31$88,269
Total plan assets at end of year2014-12-31$2,037,605
Total plan assets at beginning of year2014-12-31$2,054,236
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$67,238
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-16,631
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,037,605
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,054,236
Total contributions received or receivable from employer(s)2014-12-31$4,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$497,636
Expenses. Total of all expenses incurred2013-12-31$77,669
Benefits paid (including direct rollovers)2013-12-31$77,669
Total plan assets at end of year2013-12-31$2,054,236
Total plan assets at beginning of year2013-12-31$1,634,269
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$488,531
Net income (gross income less expenses)2013-12-31$419,967
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,054,236
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,634,269
Total contributions received or receivable from employer(s)2013-12-31$9,105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$120,136
Expenses. Total of all expenses incurred2012-12-31$71,563
Benefits paid (including direct rollovers)2012-12-31$71,563
Total plan assets at end of year2012-12-31$1,634,269
Total plan assets at beginning of year2012-12-31$1,585,696
Other income received2012-12-31$111,031
Net income (gross income less expenses)2012-12-31$48,573
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,634,269
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,585,696
Total contributions received or receivable from employer(s)2012-12-31$9,105
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2010 : PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$121,913
Expenses. Total of all expenses incurred2010-12-31$70,000
Benefits paid (including direct rollovers)2010-12-31$70,000
Total plan assets at end of year2010-12-31$1,622,286
Total plan assets at beginning of year2010-12-31$1,570,373
Other income received2010-12-31$112,341
Net income (gross income less expenses)2010-12-31$51,913
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,622,286
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,570,373
Total contributions received or receivable from employer(s)2010-12-31$9,572
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN

2022: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PERCY E. JONES, M.D., P.A. PROFIT SHARING 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PERCY E. JONES, M.D., P.A. PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PERCY E. JONES, M.D., P.A. PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PERCY E. JONES, M.D., P.A. PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PERCY E. JONES, M.D., P.A. PROFIT SHARING 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PERCY E. JONES, M.D., P.A. PROFIT SHARING 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2010: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PERCY E. JONES, M.D., P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN BENEFIT LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 65595 )
Policy contract number01M1288963
Policy instance 1
Insurance contract or identification number01M1288963
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
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 BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker organization code?3
Insurance broker nameRODERICK BROWN
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941786
Policy instance 2
Insurance contract or identification number941786
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-01-01
Total amount of commissions paid to insurance brokerUSD $365
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $365
Insurance broker organization code?3
Insurance broker nameKEVIN MCCARTHY

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