MENDOTA EQUINE SPORTS MEDICINE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN
Measure | Date | Value |
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2014: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 9 |
Total participants | 2014-01-01 | 9 |
Number of participants with account balances | 2014-01-01 | 8 |
2013: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 10 |
Total participants | 2013-01-01 | 10 |
Number of participants with account balances | 2013-01-01 | 8 |
2012: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 11 |
Total participants | 2012-01-01 | 11 |
Number of participants with account balances | 2012-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 11 |
Total participants | 2011-01-01 | 11 |
Number of participants with account balances | 2011-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Total of all active and inactive participants | 2009-01-01 | 10 |
Total participants | 2009-01-01 | 10 |
Number of participants with account balances | 2009-01-01 | 7 |
Measure | Date | Value |
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2014 : MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $17,073 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,923 |
Total plan assets at end of year | 2014-12-31 | $194,791 |
Total plan assets at beginning of year | 2014-12-31 | $179,641 |
Total contributions received or receivable from participants | 2014-12-31 | $11,493 |
Other income received | 2014-12-31 | $5,580 |
Net income (gross income less expenses) | 2014-12-31 | $15,150 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $194,791 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $179,641 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,923 |
2013 : MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $38,068 |
Expenses. Total of all expenses incurred | 2013-12-31 | $2,598 |
Benefits paid (including direct rollovers) | 2013-12-31 | $914 |
Total plan assets at end of year | 2013-12-31 | $179,641 |
Total plan assets at beginning of year | 2013-12-31 | $144,171 |
Total contributions received or receivable from participants | 2013-12-31 | $11,340 |
Other income received | 2013-12-31 | $26,728 |
Net income (gross income less expenses) | 2013-12-31 | $35,470 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $179,641 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $144,171 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,684 |
2012 : MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $28,099 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,384 |
Total plan assets at end of year | 2012-12-31 | $144,171 |
Total plan assets at beginning of year | 2012-12-31 | $117,456 |
Total contributions received or receivable from participants | 2012-12-31 | $12,739 |
Other income received | 2012-12-31 | $15,360 |
Net income (gross income less expenses) | 2012-12-31 | $26,715 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $144,171 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $117,456 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,384 |
2011 : MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $8,417 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,247 |
Total plan assets at end of year | 2011-12-31 | $117,456 |
Total plan assets at beginning of year | 2011-12-31 | $110,286 |
Total contributions received or receivable from participants | 2011-12-31 | $15,092 |
Other income received | 2011-12-31 | $-8,171 |
Net income (gross income less expenses) | 2011-12-31 | $7,170 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $117,456 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $110,286 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $1,496 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,247 |
2010 : MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $45,740 |
Expenses. Total of all expenses incurred | 2010-12-31 | $873 |
Total plan assets at end of year | 2010-12-31 | $110,286 |
Total plan assets at beginning of year | 2010-12-31 | $65,419 |
Total contributions received or receivable from participants | 2010-12-31 | $17,197 |
Other income received | 2010-12-31 | $11,346 |
Net income (gross income less expenses) | 2010-12-31 | $44,867 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $110,286 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $65,419 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $17,197 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $873 |
2014: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MENDOTA EQUINE SPORTS MEDICINE 401(K) PLAN 2009 form 5500 responses |
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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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP39045 |
Policy instance | 1 |
Insurance contract or identification number | GP39045 | Number of Individuals Covered | 9 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $929 | Total amount of fees paid to insurance company | USD $36 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $929 | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 36 | Insurance broker name | DENNIS THORSELL |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP39045 |
Policy instance | 1 |
Insurance contract or identification number | GP39045 | Number of Individuals Covered | 8 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $577 | Total amount of fees paid to insurance company | USD $25 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $577 | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 25 | Insurance broker name | DENNIS THORSELL |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP39045 |
Policy instance | 1 |
Insurance contract or identification number | GP39045 | Number of Individuals Covered | 9 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $494 | Total amount of fees paid to insurance company | USD $26 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $494 | Additional information about fees paid to insurance broker | SALES AND BASE COMMISSION | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 26 | Insurance broker name | DENNIS THORSELL |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP39045 |
Policy instance | 1 |
Insurance contract or identification number | GP39045 | Number of Individuals Covered | 9 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $567 | Total amount of fees paid to insurance company | USD $65 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP39045 |
Policy instance | 1 |
Insurance contract or identification number | GP39045 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $375 | Total amount of fees paid to insurance company | USD $80 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $375 | Additional information about fees paid to insurance broker | SALES AND BASE COMMISSION | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 60 | Insurance broker name | EMPLOYER SELECT PLAN AGENCY I |
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