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BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 401k Plan overview

Plan NameBRANDON PLASTIC SURGERY PROFIT SHARING PLAN
Plan identification number 002

BRANDON PLASTIC SURGERY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

BRANDON PLASTIC SURGERY LLC has sponsored the creation of one or more 401k plans.

Company Name:BRANDON PLASTIC SURGERY LLC
Employer identification number (EIN):592540178
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRANDON PLASTIC SURGERY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01MARVIN SHIENBAUM
0022016-07-01MARVIN SHIENBAUM
0022015-07-01MARVIN SHIENBAUM
0022014-07-01MARVIN SHIENBAUM
0022013-07-01MARVIN F. SHIENBAUM,MD
0022012-07-01MARVIN F. SHIENBAUM,MD
0022011-07-01MARVIN F. SHIENBAUM,MD
0022010-07-01MARVIN F. SHIENBAUM MD MARVIN F. SHIENBAUM MD2012-04-13
0022009-07-01MARVIN F. SHIENBAUM, MD MARVIN F. SHIENBAUM, MD2011-04-13

Plan Statistics for BRANDON PLASTIC SURGERY PROFIT SHARING PLAN

401k plan membership statisitcs for BRANDON PLASTIC SURGERY PROFIT SHARING PLAN

Measure Date Value
2022: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-018
Total number of active participants reported on line 7a of the Form 55002022-07-017
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-011
Total of all active and inactive participants2022-07-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-018
Number of participants with account balances2022-07-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-017
Total number of active participants reported on line 7a of the Form 55002021-07-017
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-011
Total of all active and inactive participants2021-07-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-018
Number of participants with account balances2021-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-016
Total number of active participants reported on line 7a of the Form 55002020-07-016
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-011
Total of all active and inactive participants2020-07-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-017
Number of participants with account balances2020-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-016
Total number of active participants reported on line 7a of the Form 55002019-07-015
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-011
Total of all active and inactive participants2019-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-016
Number of participants with account balances2019-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-017
Total number of active participants reported on line 7a of the Form 55002018-07-015
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-011
Total of all active and inactive participants2018-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-016
Number of participants with account balances2018-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-016
Total number of active participants reported on line 7a of the Form 55002017-07-015
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-012
Total of all active and inactive participants2017-07-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-017
Number of participants with account balances2017-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-017
Total number of active participants reported on line 7a of the Form 55002016-07-014
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-012
Total of all active and inactive participants2016-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-016
Number of participants with account balances2016-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-016
Total number of active participants reported on line 7a of the Form 55002015-07-016
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-011
Total of all active and inactive participants2015-07-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-017
Number of participants with account balances2015-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-016
Total number of active participants reported on line 7a of the Form 55002014-07-015
Number of retired or separated participants receiving benefits2014-07-011
Total of all active and inactive participants2014-07-016
Total participants2014-07-016
2013: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-016
Total number of active participants reported on line 7a of the Form 55002013-07-015
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-015
Number of participants with account balances2013-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-015
Total number of active participants reported on line 7a of the Form 55002012-07-015
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-011
Total of all active and inactive participants2012-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-016
Number of participants with account balances2012-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-014
Total number of active participants reported on line 7a of the Form 55002011-07-014
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-014
Number of participants with account balances2011-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-014
Total number of active participants reported on line 7a of the Form 55002010-07-014
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-014
Number of participants with account balances2010-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-015
Total number of active participants reported on line 7a of the Form 55002009-07-014
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-014
Number of participants with account balances2009-07-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on BRANDON PLASTIC SURGERY PROFIT SHARING PLAN

Measure Date Value
2023 : BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-06-30$0
Total plan liabilities at end of year2023-06-30$0
Total plan liabilities at beginning of year2023-06-30$0
Total income from all sources2023-06-30$101,355
Expenses. Total of all expenses incurred2023-06-30$4,628
Benefits paid (including direct rollovers)2023-06-30$4,603
Total plan assets at end of year2023-06-30$400,868
Total plan assets at beginning of year2023-06-30$304,141
Value of fidelity bond covering the plan2023-06-30$100,000
Assets. Value of tangible personal property2023-06-30$0
Total contributions received or receivable from participants2023-06-30$0
Assets. Value of loans (other than to participants)2023-06-30$0
Expenses. Other expenses not covered elsewhere2023-06-30$0
Contributions received from other sources (not participants or employers)2023-06-30$0
Other income received2023-06-30$26,268
Noncash contributions received2023-06-30$0
Net income (gross income less expenses)2023-06-30$96,727
Net plan assets at end of year (total assets less liabilities)2023-06-30$400,868
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$304,141
Assets. Value of participant loans2023-06-30$0
Assets. Value of assets in partnership/joint-venture interests2023-06-30$0
Assets. Value of real-estate (other than employer real property)2023-06-30$0
Assets. Value of employer securities2023-06-30$0
Assets. Value of employer real property2023-06-30$0
Total contributions received or receivable from employer(s)2023-06-30$75,087
Value of certain deemed distributions of participant loans2023-06-30$0
Value of corrective distributions2023-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$25
2022 : BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-06-30$0
Total plan liabilities at end of year2022-06-30$0
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$24,687
Expenses. Total of all expenses incurred2022-06-30$2,414
Benefits paid (including direct rollovers)2022-06-30$2,389
Total plan assets at end of year2022-06-30$304,141
Total plan assets at beginning of year2022-06-30$281,868
Value of fidelity bond covering the plan2022-06-30$100,000
Assets. Value of tangible personal property2022-06-30$0
Total contributions received or receivable from participants2022-06-30$0
Assets. Value of loans (other than to participants)2022-06-30$0
Expenses. Other expenses not covered elsewhere2022-06-30$0
Contributions received from other sources (not participants or employers)2022-06-30$0
Other income received2022-06-30$-48,510
Noncash contributions received2022-06-30$0
Net income (gross income less expenses)2022-06-30$22,273
Net plan assets at end of year (total assets less liabilities)2022-06-30$304,141
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$281,868
Assets. Value of participant loans2022-06-30$0
Assets. Value of assets in partnership/joint-venture interests2022-06-30$0
Assets. Value of real-estate (other than employer real property)2022-06-30$0
Assets. Value of employer securities2022-06-30$0
Assets. Value of employer real property2022-06-30$0
Total contributions received or receivable from employer(s)2022-06-30$73,197
Value of certain deemed distributions of participant loans2022-06-30$0
Value of corrective distributions2022-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$25
2021 : BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-06-30$0
Total plan liabilities at end of year2021-06-30$0
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$49,206
Expenses. Total of all expenses incurred2021-06-30$169
Benefits paid (including direct rollovers)2021-06-30$0
Total plan assets at end of year2021-06-30$281,868
Total plan assets at beginning of year2021-06-30$232,831
Value of fidelity bond covering the plan2021-06-30$100,000
Assets. Value of tangible personal property2021-06-30$0
Total contributions received or receivable from participants2021-06-30$0
Assets. Value of loans (other than to participants)2021-06-30$0
Expenses. Other expenses not covered elsewhere2021-06-30$0
Contributions received from other sources (not participants or employers)2021-06-30$0
Other income received2021-06-30$49,206
Noncash contributions received2021-06-30$0
Net income (gross income less expenses)2021-06-30$49,037
Net plan assets at end of year (total assets less liabilities)2021-06-30$281,868
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$232,831
Assets. Value of participant loans2021-06-30$0
Assets. Value of assets in partnership/joint-venture interests2021-06-30$0
Assets. Value of real-estate (other than employer real property)2021-06-30$0
Assets. Value of employer securities2021-06-30$0
Assets. Value of employer real property2021-06-30$0
Total contributions received or receivable from employer(s)2021-06-30$0
Value of certain deemed distributions of participant loans2021-06-30$0
Value of corrective distributions2021-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$169
2020 : BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-06-30$0
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$145,348
Expenses. Total of all expenses incurred2020-06-30$122,426
Benefits paid (including direct rollovers)2020-06-30$122,426
Total plan assets at end of year2020-06-30$232,831
Total plan assets at beginning of year2020-06-30$209,909
Value of fidelity bond covering the plan2020-06-30$100,000
Total contributions received or receivable from participants2020-06-30$0
Expenses. Other expenses not covered elsewhere2020-06-30$0
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$14,482
Noncash contributions received2020-06-30$0
Net income (gross income less expenses)2020-06-30$22,922
Net plan assets at end of year (total assets less liabilities)2020-06-30$232,831
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$209,909
Total contributions received or receivable from employer(s)2020-06-30$130,866
Value of certain deemed distributions of participant loans2020-06-30$0
Value of corrective distributions2020-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$0
2019 : BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-06-30$0
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$74,151
Expenses. Total of all expenses incurred2019-06-30$1,135
Benefits paid (including direct rollovers)2019-06-30$1,110
Total plan assets at end of year2019-06-30$209,909
Total plan assets at beginning of year2019-06-30$136,893
Value of fidelity bond covering the plan2019-06-30$100,000
Total contributions received or receivable from participants2019-06-30$0
Expenses. Other expenses not covered elsewhere2019-06-30$0
Contributions received from other sources (not participants or employers)2019-06-30$0
Other income received2019-06-30$11,461
Noncash contributions received2019-06-30$0
Net income (gross income less expenses)2019-06-30$73,016
Net plan assets at end of year (total assets less liabilities)2019-06-30$209,909
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$136,893
Total contributions received or receivable from employer(s)2019-06-30$62,690
Value of certain deemed distributions of participant loans2019-06-30$0
Value of corrective distributions2019-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$25
2018 : BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-06-30$0
Total plan liabilities at end of year2018-06-30$0
Total plan liabilities at beginning of year2018-06-30$0
Total income from all sources2018-06-30$98,212
Expenses. Total of all expenses incurred2018-06-30$956,317
Benefits paid (including direct rollovers)2018-06-30$956,317
Total plan assets at end of year2018-06-30$136,893
Total plan assets at beginning of year2018-06-30$994,998
Value of fidelity bond covering the plan2018-06-30$100,000
Total contributions received or receivable from participants2018-06-30$0
Expenses. Other expenses not covered elsewhere2018-06-30$0
Contributions received from other sources (not participants or employers)2018-06-30$0
Other income received2018-06-30$38,315
Noncash contributions received2018-06-30$0
Net income (gross income less expenses)2018-06-30$-858,105
Net plan assets at end of year (total assets less liabilities)2018-06-30$136,893
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$994,998
Total contributions received or receivable from employer(s)2018-06-30$59,897
Value of certain deemed distributions of participant loans2018-06-30$0
Value of corrective distributions2018-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$0
2017 : BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$170,065
Expenses. Total of all expenses incurred2017-06-30$51,528
Benefits paid (including direct rollovers)2017-06-30$51,528
Total plan assets at end of year2017-06-30$994,998
Total plan assets at beginning of year2017-06-30$876,461
Value of fidelity bond covering the plan2017-06-30$100,000
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$99,261
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$118,537
Net plan assets at end of year (total assets less liabilities)2017-06-30$994,998
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$876,461
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-06-30$0
Total contributions received or receivable from employer(s)2017-06-30$70,804
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$0
2016 : BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$23,701
Expenses. Total of all expenses incurred2016-06-30$0
Benefits paid (including direct rollovers)2016-06-30$0
Total plan assets at end of year2016-06-30$876,461
Total plan assets at beginning of year2016-06-30$852,760
Value of fidelity bond covering the plan2016-06-30$35,000
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$23,701
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$23,701
Net plan assets at end of year (total assets less liabilities)2016-06-30$876,461
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$852,760
Total contributions received or receivable from employer(s)2016-06-30$0
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0
2015 : BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$0
Expenses. Total of all expenses incurred2015-06-30$39,820
Benefits paid (including direct rollovers)2015-06-30$34,820
Total plan assets at end of year2015-06-30$852,760
Total plan assets at beginning of year2015-06-30$892,580
Value of fidelity bond covering the plan2015-06-30$35,000
Net income (gross income less expenses)2015-06-30$-39,820
Net plan assets at end of year (total assets less liabilities)2015-06-30$852,760
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$892,580
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$5,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$133,899
Expenses. Total of all expenses incurred2014-06-30$6,529
Benefits paid (including direct rollovers)2014-06-30$706
Total plan assets at end of year2014-06-30$892,580
Total plan assets at beginning of year2014-06-30$765,210
Value of fidelity bond covering the plan2014-06-30$35,000
Total contributions received or receivable from participants2014-06-30$11,675
Other income received2014-06-30$69,064
Net income (gross income less expenses)2014-06-30$127,370
Net plan assets at end of year (total assets less liabilities)2014-06-30$892,580
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$765,210
Total contributions received or receivable from employer(s)2014-06-30$53,160
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$5,823
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$112,012
Expenses. Total of all expenses incurred2013-06-30$5,234
Total plan assets at end of year2013-06-30$765,210
Total plan assets at beginning of year2013-06-30$658,432
Value of fidelity bond covering the plan2013-06-30$35,000
Total contributions received or receivable from participants2013-06-30$0
Other income received2013-06-30$42,208
Net income (gross income less expenses)2013-06-30$106,778
Net plan assets at end of year (total assets less liabilities)2013-06-30$765,210
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$658,432
Total contributions received or receivable from employer(s)2013-06-30$69,804
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$5,234
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$134,019
Expenses. Total of all expenses incurred2012-06-30$4,508
Total plan assets at end of year2012-06-30$658,432
Total plan assets at beginning of year2012-06-30$528,921
Value of fidelity bond covering the plan2012-06-30$35,000
Other income received2012-06-30$12,526
Net income (gross income less expenses)2012-06-30$129,511
Net plan assets at end of year (total assets less liabilities)2012-06-30$658,432
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$528,921
Total contributions received or receivable from employer(s)2012-06-30$121,493
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$4,508
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$142,848
Expenses. Total of all expenses incurred2011-06-30$5,264
Benefits paid (including direct rollovers)2011-06-30$1,106
Total plan assets at end of year2011-06-30$528,921
Total plan assets at beginning of year2011-06-30$391,337
Value of fidelity bond covering the plan2011-06-30$35,000
Total contributions received or receivable from participants2011-06-30$17,547
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$70,061
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$137,584
Net plan assets at end of year (total assets less liabilities)2011-06-30$528,921
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$391,337
Total contributions received or receivable from employer(s)2011-06-30$55,240
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$4,158
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for BRANDON PLASTIC SURGERY PROFIT SHARING PLAN

2022: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01This submission is the final filingNo
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01This submission is the final filingNo
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01This submission is the final filingNo
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 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 – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 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 – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 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 – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 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 – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 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 – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: BRANDON PLASTIC SURGERY PROFIT SHARING PLAN 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 – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY USA (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61343
Policy instance 1
Insurance contract or identification number61343
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker name
JOHN HANCOCK LIFE INSURANCE COMPANY USA (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61343
Policy instance 1
Insurance contract or identification number61343
Number of Individuals Covered5
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $352
Total amount of fees paid to insurance companyUSD $50
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 $352
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerTPA COMPENSATION AND ALLOWANCES
Insurance broker organization code?5
Insurance broker nameAMERICAN PENSION SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61343
Policy instance 1
Insurance contract or identification number61343
Number of Individuals Covered5
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $352
Total amount of fees paid to insurance companyUSD $50
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $352
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameAMERICAN PENSION SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61343
Policy instance 1
Insurance contract or identification number61343
Number of Individuals Covered4
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $469
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $469
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameAMERICAN PENSION SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61343
Policy instance 1
Insurance contract or identification number61343
Number of Individuals Covered4
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $267
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61343
Policy instance 1
Insurance contract or identification number61343
Number of Individuals Covered4
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $369
Total amount of fees paid to insurance companyUSD $323

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