ALAN E SHEEN M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN
401k plan membership statisitcs for THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2014: THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
| Total of all active and inactive participants | 2014-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 24 |
| Number of participants with account balances | 2014-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
| Total of all active and inactive participants | 2013-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 23 |
| Number of participants with account balances | 2013-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 21 |
| Number of participants with account balances | 2012-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 15 |
| Total of all active and inactive participants | 2011-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 28 |
| Number of participants with account balances | 2011-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 14 |
| Total of all active and inactive participants | 2009-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 28 |
| Number of participants with account balances | 2009-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2014 : THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $-14,983 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,919 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $592 |
| Total plan assets at end of year | 2014-12-31 | $962,948 |
| Total plan assets at beginning of year | 2014-12-31 | $980,850 |
| Value of fidelity bond covering the plan | 2014-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $2,327 |
| Other income received | 2014-12-31 | $-34,983 |
| Net income (gross income less expenses) | 2014-12-31 | $-17,902 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $962,948 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $980,850 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $20,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $250 |
| Total income from all sources | 2013-12-31 | $139,704 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $11,648 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $10,154 |
| Total plan assets at end of year | 2013-12-31 | $980,850 |
| Total plan assets at beginning of year | 2013-12-31 | $853,044 |
| Value of fidelity bond covering the plan | 2013-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,494 |
| Other income received | 2013-12-31 | $124,704 |
| Net income (gross income less expenses) | 2013-12-31 | $128,056 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $980,850 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $852,794 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $15,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $22,083 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $20,201 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $17,536 |
| Total plan assets at end of year | 2012-12-31 | $853,044 |
| Total plan assets at beginning of year | 2012-12-31 | $851,162 |
| Value of fidelity bond covering the plan | 2012-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $2,665 |
| Other income received | 2012-12-31 | $2,083 |
| Net income (gross income less expenses) | 2012-12-31 | $1,882 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $853,044 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $851,162 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $20,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-74,965 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $851,162 |
| Total plan assets at beginning of year | 2011-12-31 | $926,127 |
| Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
| Other income received | 2011-12-31 | $-104,965 |
| Net income (gross income less expenses) | 2011-12-31 | $-74,965 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $851,162 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $926,127 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $30,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $25,611 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $12,038 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $6,844 |
| Total plan assets at end of year | 2010-12-31 | $926,127 |
| Total plan assets at beginning of year | 2010-12-31 | $912,554 |
| Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $5,194 |
| Other income received | 2010-12-31 | $5,611 |
| Net income (gross income less expenses) | 2010-12-31 | $13,573 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $926,127 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $912,554 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $20,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2014: THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THE ALAN E SHEEN M.D. SELF EMPLOYED RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
