401k Plan data: LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST plan

LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST 401k Plan overview

Plan Name	LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST
Plan identification number	001

LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST Benefits

401k Plan Type

Defined 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.
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.
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

LORI K. LAMBERT, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: LORI K. LAMBERT, M.D., P.A.

Employer identification number (EIN): 593231709

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about LORI K. LAMBERT, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1994-03-18

Company Identification Number: P94000022113

Legal Registered Office Address: 7051 DR PHILLIPS BLVD

ORLANDO

32819

More information about LORI K. LAMBERT, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 LORI K LAMBERT, M.D.
001 2011-01-01 LORI K LAMBERT, M.D.
001 2009-01-01 LORI K LAMBERT, M.D.

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	LORI K LAMBERT, M.D.
001	2011-01-01	LORI K LAMBERT, M.D.
001	2009-01-01	LORI K LAMBERT, M.D.

Plan Statistics for LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST

401k plan membership statisitcs for LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST

Measure Date Value
2012: LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Total participants 2012-01-01 0
2011: LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Total participants	2012-01-01	0
2011: LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST

Measure	Date	Value
2012 : LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$171,078
Expenses. Total of all expenses incurred	2012-12-31	$1,231,155
Benefits paid (including direct rollovers)	2012-12-31	$1,231,155
Total plan assets at end of year	2012-12-31	$0
Total plan assets at beginning of year	2012-12-31	$1,060,077
Total contributions received or receivable from participants	2012-12-31	$6,649
Other income received	2012-12-31	$135,279
Net income (gross income less expenses)	2012-12-31	$-1,060,077
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,060,077
Total contributions received or receivable from employer(s)	2012-12-31	$29,150
2011 : LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$63,365
Expenses. Total of all expenses incurred	2011-12-31	$70,943
Benefits paid (including direct rollovers)	2011-12-31	$70,943
Total plan assets at end of year	2011-12-31	$1,060,077
Total plan assets at beginning of year	2011-12-31	$1,067,655
Value of fidelity bond covering the plan	2011-12-31	$70,000
Total contributions received or receivable from participants	2011-12-31	$21,973
Other income received	2011-12-31	$-4,739
Net income (gross income less expenses)	2011-12-31	$-7,578
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,060,077
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,067,655
Total contributions received or receivable from employer(s)	2011-12-31	$46,131
2010 : LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$181,488
Expenses. Total of all expenses incurred	2010-12-31	$27,711
Benefits paid (including direct rollovers)	2010-12-31	$27,711
Total plan assets at end of year	2010-12-31	$1,067,655
Total plan assets at beginning of year	2010-12-31	$913,878
Value of fidelity bond covering the plan	2010-12-31	$70,000
Total contributions received or receivable from participants	2010-12-31	$32,557
Other income received	2010-12-31	$100,870
Net income (gross income less expenses)	2010-12-31	$153,777
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,067,655
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$913,878
Total contributions received or receivable from employer(s)	2010-12-31	$48,061

Form 5500 Responses for LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST

2012: LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LORI K. LAMBERT, M.D., P.A., 401(K) PSP AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

LORI K. ORTA, P.C. 401 (K) PLAN [EIN = 201196661]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LORI K. LAMBERT, M.D., P.A.
Employer identification number (EIN):	593231709
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1994-03-18
Company Identification Number:	P94000022113
Legal Registered Office Address:	7051 DR PHILLIPS BLVD ORLANDO 32819