ATHENA PHAN, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ATHENA PHAN, M.D., PENSION PLAN
| Measure | Date | Value |
|---|
| 2021: ATHENA PHAN, M.D., PENSION PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-11-30 | 2,970,000 |
| Acturial value of plan assets | 2021-11-30 | 2,970,000 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-11-30 | 0 |
| Number of terminated vested participants | 2021-11-30 | 1 |
| Fundng target for terminated vested participants | 2021-11-30 | 129,615 |
| Active participant vested funding target | 2021-11-30 | 2,681,403 |
| Number of active participants | 2021-11-30 | 2 |
| Total funding liabilities for active participants | 2021-11-30 | 2,681,403 |
| Total participant count | 2021-11-30 | 3 |
| Total funding target for all participants | 2021-11-30 | 2,811,018 |
| Balance at beginning of prior year after applicable adjustments | 2021-11-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-11-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-11-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-11-30 | 0 |
| Amount remaining of carryover balance | 2021-11-30 | 0 |
| Amount remaining of prefunding balance | 2021-11-30 | 0 |
| Present value of excess contributions | 2021-11-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-11-30 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-11-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-11-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-11-30 | 0 |
| Balance of carryovers at beginning of current year | 2021-11-30 | 0 |
| Balance of prefunding at beginning of current year | 2021-11-30 | 0 |
| Total employer contributions | 2021-11-30 | 0 |
| Total employee contributions | 2021-11-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-11-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-11-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-11-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-11-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-11-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-11-30 | 0 |
| Minimum required contributions for current year target normal cost | 2021-11-30 | 0 |
| Net shortfall amortization installment of oustanding balance | 2021-11-30 | 0 |
| Waiver amortization installment | 2021-11-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-11-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2021-11-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-11-30 | 0 |
| Additional cash requirement | 2021-11-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-11-30 | 0 |
| Unpaid minimum required contributions for current year | 2021-11-30 | 0 |
| Unpaid minimum required contributions for all years | 2021-11-30 | 0 |
| 2020: ATHENA PHAN, M.D., PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-12-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 0 |
| Total of all active and inactive participants | 2020-12-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-12-01 | 0 |
| Total participants | 2020-12-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-12-01 | 0 |
| Market value of plan assets | 2020-11-30 | 3,219,836 |
| Acturial value of plan assets | 2020-11-30 | 3,219,836 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-11-30 | 0 |
| Number of terminated vested participants | 2020-11-30 | 2 |
| Fundng target for terminated vested participants | 2020-11-30 | 359,355 |
| Active participant vested funding target | 2020-11-30 | 2,746,616 |
| Number of active participants | 2020-11-30 | 3 |
| Total funding liabilities for active participants | 2020-11-30 | 2,746,616 |
| Total participant count | 2020-11-30 | 5 |
| Total funding target for all participants | 2020-11-30 | 3,105,971 |
| Balance at beginning of prior year after applicable adjustments | 2020-11-30 | 1 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-11-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-11-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-11-30 | 0 |
| Amount remaining of carryover balance | 2020-11-30 | 1 |
| Amount remaining of prefunding balance | 2020-11-30 | 0 |
| Present value of excess contributions | 2020-11-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-11-30 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-11-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-11-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-11-30 | 0 |
| Balance of carryovers at beginning of current year | 2020-11-30 | 1 |
| Balance of prefunding at beginning of current year | 2020-11-30 | 0 |
| Total employer contributions | 2020-11-30 | 0 |
| Total employee contributions | 2020-11-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-11-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-11-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-11-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-11-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-11-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-11-30 | 0 |
| Minimum required contributions for current year target normal cost | 2020-11-30 | 0 |
| Net shortfall amortization installment of oustanding balance | 2020-11-30 | 0 |
| Waiver amortization installment | 2020-11-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-11-30 | 0 |
| Additional cash requirement | 2020-11-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-11-30 | 0 |
| Unpaid minimum required contributions for current year | 2020-11-30 | 0 |
| Unpaid minimum required contributions for all years | 2020-11-30 | 0 |
| 2019: ATHENA PHAN, M.D., PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 1 |
| Total of all active and inactive participants | 2019-12-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-12-01 | 0 |
| Total participants | 2019-12-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-12-01 | 0 |
| Market value of plan assets | 2019-11-30 | 3,226,184 |
| Acturial value of plan assets | 2019-11-30 | 3,226,184 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-11-30 | 0 |
| Number of terminated vested participants | 2019-11-30 | 0 |
| Fundng target for terminated vested participants | 2019-11-30 | 0 |
| Active participant vested funding target | 2019-11-30 | 2,904,475 |
| Number of active participants | 2019-11-30 | 4 |
| Total funding liabilities for active participants | 2019-11-30 | 2,916,005 |
| Total participant count | 2019-11-30 | 4 |
| Total funding target for all participants | 2019-11-30 | 2,916,005 |
| Balance at beginning of prior year after applicable adjustments | 2019-11-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-11-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-11-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-11-30 | 0 |
| Amount remaining of carryover balance | 2019-11-30 | 0 |
| Amount remaining of prefunding balance | 2019-11-30 | 0 |
| Present value of excess contributions | 2019-11-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-11-30 | 0 |
| Balance of carryovers at beginning of current year | 2019-11-30 | 0 |
| Balance of prefunding at beginning of current year | 2019-11-30 | 0 |
| Total employer contributions | 2019-11-30 | 0 |
| Total employee contributions | 2019-11-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-11-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-11-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-11-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-11-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-11-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-11-30 | 0 |
| Minimum required contributions for current year target normal cost | 2019-11-30 | 14,567 |
| Net shortfall amortization installment of oustanding balance | 2019-11-30 | 0 |
| Waiver amortization installment | 2019-11-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-11-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2019-11-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-11-30 | 0 |
| Additional cash requirement | 2019-11-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-11-30 | 0 |
| Unpaid minimum required contributions for current year | 2019-11-30 | 0 |
| Unpaid minimum required contributions for all years | 2019-11-30 | 0 |
| 2018: ATHENA PHAN, M.D., PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-12-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 5 |
| Number of retired or separated participants receiving benefits | 2018-12-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-12-01 | 0 |
| Total of all active and inactive participants | 2018-12-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-12-01 | 0 |
| Total participants | 2018-12-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-12-01 | 0 |
| Market value of plan assets | 2018-11-30 | 3,348,182 |
| Acturial value of plan assets | 2018-11-30 | 3,348,182 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-11-30 | 0 |
| Number of terminated vested participants | 2018-11-30 | 0 |
| Fundng target for terminated vested participants | 2018-11-30 | 0 |
| Active participant vested funding target | 2018-11-30 | 2,642,603 |
| Number of active participants | 2018-11-30 | 6 |
| Total funding liabilities for active participants | 2018-11-30 | 2,653,597 |
| Total participant count | 2018-11-30 | 6 |
| Total funding target for all participants | 2018-11-30 | 2,653,597 |
| Balance at beginning of prior year after applicable adjustments | 2018-11-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-11-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-11-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-11-30 | 0 |
| Amount remaining of carryover balance | 2018-11-30 | 0 |
| Amount remaining of prefunding balance | 2018-11-30 | 0 |
| Present value of excess contributions | 2018-11-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-11-30 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-11-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-11-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-11-30 | 0 |
| Balance of carryovers at beginning of current year | 2018-11-30 | 0 |
| Balance of prefunding at beginning of current year | 2018-11-30 | 0 |
| Total employer contributions | 2018-11-30 | 0 |
| Total employee contributions | 2018-11-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-11-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-11-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-11-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-11-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-11-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-11-30 | 0 |
| Minimum required contributions for current year target normal cost | 2018-11-30 | 28,245 |
| Net shortfall amortization installment of oustanding balance | 2018-11-30 | 0 |
| Waiver amortization installment | 2018-11-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-11-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2018-11-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-11-30 | 0 |
| Additional cash requirement | 2018-11-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-11-30 | 0 |
| Unpaid minimum required contributions for current year | 2018-11-30 | 0 |
| Unpaid minimum required contributions for all years | 2018-11-30 | 0 |
| 2017: ATHENA PHAN, M.D., PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-12-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 6 |
| Number of retired or separated participants receiving benefits | 2017-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-12-01 | 0 |
| Total of all active and inactive participants | 2017-12-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-12-01 | 0 |
| Total participants | 2017-12-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-12-01 | 0 |
| Market value of plan assets | 2017-11-30 | 3,215,222 |
| Acturial value of plan assets | 2017-11-30 | 3,215,222 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-11-30 | 0 |
| Number of terminated vested participants | 2017-11-30 | 0 |
| Fundng target for terminated vested participants | 2017-11-30 | 0 |
| Active participant vested funding target | 2017-11-30 | 2,287,102 |
| Number of active participants | 2017-11-30 | 5 |
| Total funding liabilities for active participants | 2017-11-30 | 2,287,102 |
| Total participant count | 2017-11-30 | 5 |
| Total funding target for all participants | 2017-11-30 | 2,287,102 |
| Balance at beginning of prior year after applicable adjustments | 2017-11-30 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-11-30 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-11-30 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-11-30 | 0 |
| Amount remaining of carryover balance | 2017-11-30 | 0 |
| Amount remaining of prefunding balance | 2017-11-30 | 0 |
| Present value of excess contributions | 2017-11-30 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-11-30 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-11-30 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-11-30 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-11-30 | 0 |
| Balance of carryovers at beginning of current year | 2017-11-30 | 0 |
| Balance of prefunding at beginning of current year | 2017-11-30 | 0 |
| Total employer contributions | 2017-11-30 | 0 |
| Total employee contributions | 2017-11-30 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-11-30 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-11-30 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-11-30 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-11-30 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-11-30 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-11-30 | 0 |
| Minimum required contributions for current year target normal cost | 2017-11-30 | 36,039 |
| Net shortfall amortization installment of oustanding balance | 2017-11-30 | 0 |
| Waiver amortization installment | 2017-11-30 | 0 |
| Waived amount of outstanding balance | 2017-11-30 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-11-30 | 0 |
| Carryover balance elected to use to offset funding requirement | 2017-11-30 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-11-30 | 0 |
| Additional cash requirement | 2017-11-30 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-11-30 | 0 |
| Unpaid minimum required contributions for current year | 2017-11-30 | 0 |
| Unpaid minimum required contributions for all years | 2017-11-30 | 0 |
| 2016: ATHENA PHAN, M.D., PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-12-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 4 |
| Number of retired or separated participants receiving benefits | 2016-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-12-01 | 1 |
| Total of all active and inactive participants | 2016-12-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-12-01 | 0 |
| Total participants | 2016-12-01 | 5 |
| 2015: ATHENA PHAN, M.D., PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-12-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-12-01 | 0 |
| Total of all active and inactive participants | 2015-12-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-12-01 | 0 |
| Total participants | 2015-12-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-12-01 | 0 |
| 2014: ATHENA PHAN, M.D., PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-12-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-12-01 | 1 |
| Total of all active and inactive participants | 2014-12-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-12-01 | 0 |
| Total participants | 2014-12-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-12-01 | 0 |
| 2013: ATHENA PHAN, M.D., PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-12-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 0 |
| Total of all active and inactive participants | 2013-12-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-12-01 | 0 |
| Total participants | 2013-12-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-12-01 | 0 |
| 2012: ATHENA PHAN, M.D., PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-12-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 3 |
| Number of retired or separated participants receiving benefits | 2012-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 0 |
| Total of all active and inactive participants | 2012-12-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-12-01 | 0 |
| Total participants | 2012-12-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-12-01 | 0 |
| 2011: ATHENA PHAN, M.D., PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-12-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2011-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 0 |
| Total of all active and inactive participants | 2011-12-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-12-01 | 0 |
| Total participants | 2011-12-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-12-01 | 0 |
| 2010: ATHENA PHAN, M.D., PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-12-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2010-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-12-01 | 0 |
| Total of all active and inactive participants | 2010-12-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-12-01 | 0 |
| Total participants | 2010-12-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-12-01 | 0 |
| 2009: ATHENA PHAN, M.D., PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-12-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 0 |
| Total of all active and inactive participants | 2009-12-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-01 | 0 |
| Total participants | 2009-12-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : ATHENA PHAN, M.D., PENSION PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-11-30 | $0 |
| Total plan liabilities at end of year | 2021-11-30 | $0 |
| Total plan liabilities at beginning of year | 2021-11-30 | $2,251 |
| Total income from all sources | 2021-11-30 | $29,099 |
| Expenses. Total of all expenses incurred | 2021-11-30 | $2,999,099 |
| Benefits paid (including direct rollovers) | 2021-11-30 | $2,999,099 |
| Total plan assets at end of year | 2021-11-30 | $0 |
| Total plan assets at beginning of year | 2021-11-30 | $2,972,251 |
| Total contributions received or receivable from participants | 2021-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-11-30 | $0 |
| Other income received | 2021-11-30 | $29,099 |
| Noncash contributions received | 2021-11-30 | $0 |
| Net income (gross income less expenses) | 2021-11-30 | $-2,970,000 |
| Net plan assets at end of year (total assets less liabilities) | 2021-11-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-11-30 | $2,970,000 |
| Total contributions received or receivable from employer(s) | 2021-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2021-11-30 | $0 |
| Value of corrective distributions | 2021-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-11-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-11-30 | $0 |
| 2020 : ATHENA PHAN, M.D., PENSION PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-11-30 | $0 |
| Total plan liabilities at end of year | 2020-11-30 | $2,251 |
| Total plan liabilities at beginning of year | 2020-11-30 | $2,251 |
| Total income from all sources | 2020-11-30 | $57,555 |
| Expenses. Total of all expenses incurred | 2020-11-30 | $307,391 |
| Benefits paid (including direct rollovers) | 2020-11-30 | $307,391 |
| Total plan assets at end of year | 2020-11-30 | $2,972,251 |
| Total plan assets at beginning of year | 2020-11-30 | $3,222,087 |
| Value of fidelity bond covering the plan | 2020-11-30 | $2,171,271 |
| Total contributions received or receivable from participants | 2020-11-30 | $0 |
| Assets. Value of loans (other than to participants) | 2020-11-30 | $912,618 |
| Expenses. Other expenses not covered elsewhere | 2020-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-11-30 | $0 |
| Other income received | 2020-11-30 | $57,555 |
| Noncash contributions received | 2020-11-30 | $0 |
| Net income (gross income less expenses) | 2020-11-30 | $-249,836 |
| Net plan assets at end of year (total assets less liabilities) | 2020-11-30 | $2,970,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-11-30 | $3,219,836 |
| Assets. Value of real-estate (other than employer real property) | 2020-11-30 | $1,160,000 |
| Total contributions received or receivable from employer(s) | 2020-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2020-11-30 | $0 |
| Value of corrective distributions | 2020-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-11-30 | $0 |
| 2019 : ATHENA PHAN, M.D., PENSION PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-11-30 | $0 |
| Total plan liabilities at end of year | 2019-11-30 | $2,251 |
| Total plan liabilities at beginning of year | 2019-11-30 | $2,251 |
| Total income from all sources | 2019-11-30 | $45,985 |
| Expenses. Total of all expenses incurred | 2019-11-30 | $52,333 |
| Benefits paid (including direct rollovers) | 2019-11-30 | $52,333 |
| Total plan assets at end of year | 2019-11-30 | $3,222,087 |
| Total plan assets at beginning of year | 2019-11-30 | $3,228,435 |
| Value of fidelity bond covering the plan | 2019-11-30 | $2,171,271 |
| Total contributions received or receivable from participants | 2019-11-30 | $0 |
| Assets. Value of loans (other than to participants) | 2019-11-30 | $772,221 |
| Expenses. Other expenses not covered elsewhere | 2019-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-11-30 | $0 |
| Other income received | 2019-11-30 | $45,985 |
| Noncash contributions received | 2019-11-30 | $0 |
| Net income (gross income less expenses) | 2019-11-30 | $-6,348 |
| Net plan assets at end of year (total assets less liabilities) | 2019-11-30 | $3,219,836 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-11-30 | $3,226,184 |
| Assets. Value of real-estate (other than employer real property) | 2019-11-30 | $1,160,000 |
| Total contributions received or receivable from employer(s) | 2019-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2019-11-30 | $0 |
| Value of corrective distributions | 2019-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-11-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-11-30 | $0 |
| 2018 : ATHENA PHAN, M.D., PENSION PLAN 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-11-30 | $0 |
| 2017 : ATHENA PHAN, M.D., PENSION PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-11-30 | $0 |
| Total plan liabilities at end of year | 2017-11-30 | $102,251 |
| Total plan liabilities at beginning of year | 2017-11-30 | $0 |
| Total income from all sources | 2017-11-30 | $132,959 |
| Expenses. Total of all expenses incurred | 2017-11-30 | $0 |
| Benefits paid (including direct rollovers) | 2017-11-30 | $0 |
| Total plan assets at end of year | 2017-11-30 | $3,450,432 |
| Total plan assets at beginning of year | 2017-11-30 | $3,215,222 |
| Value of fidelity bond covering the plan | 2017-11-30 | $2,171,271 |
| Total contributions received or receivable from participants | 2017-11-30 | $0 |
| Assets. Value of loans (other than to participants) | 2017-11-30 | $1,213,879 |
| Expenses. Other expenses not covered elsewhere | 2017-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-11-30 | $0 |
| Other income received | 2017-11-30 | $132,959 |
| Noncash contributions received | 2017-11-30 | $0 |
| Net income (gross income less expenses) | 2017-11-30 | $132,959 |
| Net plan assets at end of year (total assets less liabilities) | 2017-11-30 | $3,348,181 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-11-30 | $3,215,222 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-11-30 | $375,000 |
| Assets. Value of real-estate (other than employer real property) | 2017-11-30 | $1,240,000 |
| Total contributions received or receivable from employer(s) | 2017-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2017-11-30 | $0 |
| Value of corrective distributions | 2017-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-11-30 | $0 |
| 2016 : ATHENA PHAN, M.D., PENSION PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-11-30 | $0 |
| Total plan liabilities at end of year | 2016-11-30 | $0 |
| Total plan liabilities at beginning of year | 2016-11-30 | $0 |
| Total income from all sources | 2016-11-30 | $-262,928 |
| Expenses. Total of all expenses incurred | 2016-11-30 | $0 |
| Benefits paid (including direct rollovers) | 2016-11-30 | $0 |
| Total plan assets at end of year | 2016-11-30 | $3,215,222 |
| Total plan assets at beginning of year | 2016-11-30 | $3,478,150 |
| Value of fidelity bond covering the plan | 2016-11-30 | $2,171,271 |
| Total contributions received or receivable from participants | 2016-11-30 | $0 |
| Assets. Value of loans (other than to participants) | 2016-11-30 | $1,019,959 |
| Expenses. Other expenses not covered elsewhere | 2016-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-11-30 | $0 |
| Other income received | 2016-11-30 | $-262,928 |
| Noncash contributions received | 2016-11-30 | $0 |
| Net income (gross income less expenses) | 2016-11-30 | $-262,928 |
| Net plan assets at end of year (total assets less liabilities) | 2016-11-30 | $3,215,222 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-11-30 | $3,478,150 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-11-30 | $615,479 |
| Assets. Value of real-estate (other than employer real property) | 2016-11-30 | $625,000 |
| Total contributions received or receivable from employer(s) | 2016-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2016-11-30 | $0 |
| Value of corrective distributions | 2016-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-11-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-11-30 | $0 |
| 2015 : ATHENA PHAN, M.D., PENSION PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-11-30 | $0 |
| Total plan liabilities at end of year | 2015-11-30 | $0 |
| Total plan liabilities at beginning of year | 2015-11-30 | $0 |
| Total income from all sources | 2015-11-30 | $759,413 |
| Expenses. Total of all expenses incurred | 2015-11-30 | $0 |
| Benefits paid (including direct rollovers) | 2015-11-30 | $0 |
| Total plan assets at end of year | 2015-11-30 | $3,478,150 |
| Total plan assets at beginning of year | 2015-11-30 | $2,718,737 |
| Value of fidelity bond covering the plan | 2015-11-30 | $1,950,000 |
| Total contributions received or receivable from participants | 2015-11-30 | $0 |
| Assets. Value of loans (other than to participants) | 2015-11-30 | $1,953,897 |
| Expenses. Other expenses not covered elsewhere | 2015-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-11-30 | $0 |
| Other income received | 2015-11-30 | $759,413 |
| Noncash contributions received | 2015-11-30 | $0 |
| Net income (gross income less expenses) | 2015-11-30 | $759,413 |
| Net plan assets at end of year (total assets less liabilities) | 2015-11-30 | $3,478,150 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-11-30 | $2,718,737 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-11-30 | $576,000 |
| Assets. Value of real-estate (other than employer real property) | 2015-11-30 | $75,000 |
| Total contributions received or receivable from employer(s) | 2015-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2015-11-30 | $0 |
| Value of corrective distributions | 2015-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-11-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-11-30 | $0 |
| 2014 : ATHENA PHAN, M.D., PENSION PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-11-30 | $0 |
| Total plan liabilities at end of year | 2014-11-30 | $0 |
| Total plan liabilities at beginning of year | 2014-11-30 | $0 |
| Total income from all sources | 2014-11-30 | $-14,933 |
| Expenses. Total of all expenses incurred | 2014-11-30 | $0 |
| Benefits paid (including direct rollovers) | 2014-11-30 | $0 |
| Total plan assets at end of year | 2014-11-30 | $2,718,737 |
| Total plan assets at beginning of year | 2014-11-30 | $2,733,670 |
| Total contributions received or receivable from participants | 2014-11-30 | $0 |
| Assets. Value of loans (other than to participants) | 2014-11-30 | $578,786 |
| Expenses. Other expenses not covered elsewhere | 2014-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-11-30 | $0 |
| Other income received | 2014-11-30 | $-414,933 |
| Noncash contributions received | 2014-11-30 | $0 |
| Net income (gross income less expenses) | 2014-11-30 | $-14,933 |
| Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $2,718,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $2,733,670 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-11-30 | $1,294,784 |
| Assets. Value of real-estate (other than employer real property) | 2014-11-30 | $75,000 |
| Total contributions received or receivable from employer(s) | 2014-11-30 | $400,000 |
| Value of certain deemed distributions of participant loans | 2014-11-30 | $0 |
| Value of corrective distributions | 2014-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-11-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-11-30 | $0 |
| 2013 : ATHENA PHAN, M.D., PENSION PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-11-30 | $0 |
| Total plan liabilities at end of year | 2013-11-30 | $0 |
| Total plan liabilities at beginning of year | 2013-11-30 | $0 |
| Total income from all sources | 2013-11-30 | $396,323 |
| Expenses. Total of all expenses incurred | 2013-11-30 | $0 |
| Benefits paid (including direct rollovers) | 2013-11-30 | $0 |
| Total plan assets at end of year | 2013-11-30 | $2,733,670 |
| Total plan assets at beginning of year | 2013-11-30 | $2,337,347 |
| Total contributions received or receivable from participants | 2013-11-30 | $0 |
| Assets. Value of loans (other than to participants) | 2013-11-30 | $347,300 |
| Expenses. Other expenses not covered elsewhere | 2013-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-11-30 | $0 |
| Other income received | 2013-11-30 | $-3,677 |
| Noncash contributions received | 2013-11-30 | $0 |
| Net income (gross income less expenses) | 2013-11-30 | $396,323 |
| Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $2,733,670 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $2,337,347 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-11-30 | $1,794,784 |
| Assets. Value of real-estate (other than employer real property) | 2013-11-30 | $75,000 |
| Total contributions received or receivable from employer(s) | 2013-11-30 | $400,000 |
| Value of certain deemed distributions of participant loans | 2013-11-30 | $0 |
| Value of corrective distributions | 2013-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-11-30 | $0 |
| 2012 : ATHENA PHAN, M.D., PENSION PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-11-30 | $0 |
| Total plan liabilities at end of year | 2012-11-30 | $0 |
| Total plan liabilities at beginning of year | 2012-11-30 | $0 |
| Total income from all sources | 2012-11-30 | $923,096 |
| Expenses. Total of all expenses incurred | 2012-11-30 | $0 |
| Benefits paid (including direct rollovers) | 2012-11-30 | $0 |
| Total plan assets at end of year | 2012-11-30 | $2,337,347 |
| Total plan assets at beginning of year | 2012-11-30 | $1,714,251 |
| Total contributions received or receivable from participants | 2012-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-11-30 | $0 |
| Other income received | 2012-11-30 | $623,096 |
| Noncash contributions received | 2012-11-30 | $0 |
| Net income (gross income less expenses) | 2012-11-30 | $923,096 |
| Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $2,337,347 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $1,714,251 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-11-30 | $1,579,305 |
| Assets. Value of real-estate (other than employer real property) | 2012-11-30 | $172,300 |
| Total contributions received or receivable from employer(s) | 2012-11-30 | $300,000 |
| Value of certain deemed distributions of participant loans | 2012-11-30 | $0 |
| Value of corrective distributions | 2012-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-11-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-11-30 | $0 |
| 2011 : ATHENA PHAN, M.D., PENSION PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-11-30 | $0 |
| Total plan liabilities at end of year | 2011-11-30 | $0 |
| Total plan liabilities at beginning of year | 2011-11-30 | $0 |
| Total income from all sources | 2011-11-30 | $82,795 |
| Expenses. Total of all expenses incurred | 2011-11-30 | $0 |
| Benefits paid (including direct rollovers) | 2011-11-30 | $0 |
| Total plan assets at end of year | 2011-11-30 | $1,714,251 |
| Total plan assets at beginning of year | 2011-11-30 | $1,631,456 |
| Total contributions received or receivable from participants | 2011-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-11-30 | $0 |
| Other income received | 2011-11-30 | $-117,205 |
| Noncash contributions received | 2011-11-30 | $0 |
| Net income (gross income less expenses) | 2011-11-30 | $82,795 |
| Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $1,714,251 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $1,631,456 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-11-30 | $1,594,305 |
| Assets. Value of real-estate (other than employer real property) | 2011-11-30 | $75,000 |
| Total contributions received or receivable from employer(s) | 2011-11-30 | $200,000 |
| Value of certain deemed distributions of participant loans | 2011-11-30 | $0 |
| Value of corrective distributions | 2011-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-11-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-11-30 | $0 |
| 2010 : ATHENA PHAN, M.D., PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-11-30 | $0 |
| 2020: ATHENA PHAN, M.D., PENSION PLAN 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | Submission has been amended | No |
| 2020-12-01 | This submission is the final filing | Yes |
| 2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-12-01 | Plan is a collectively bargained plan | No |
| 2020-12-01 | Plan funding arrangement – Trust | Yes |
| 2020-12-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ATHENA PHAN, M.D., PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | Submission has been amended | No |
| 2019-12-01 | This submission is the final filing | No |
| 2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-12-01 | Plan is a collectively bargained plan | No |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan funding arrangement – Trust | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ATHENA PHAN, M.D., PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-12-01 | Type of plan entity | Single employer plan |
| 2018-12-01 | Submission has been amended | No |
| 2018-12-01 | This submission is the final filing | No |
| 2018-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-12-01 | Plan is a collectively bargained plan | No |
| 2018-12-01 | Plan funding arrangement – Insurance | Yes |
| 2018-12-01 | Plan funding arrangement – Trust | Yes |
| 2018-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-12-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ATHENA PHAN, M.D., PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-12-01 | Type of plan entity | Single employer plan |
| 2017-12-01 | Submission has been amended | No |
| 2017-12-01 | This submission is the final filing | No |
| 2017-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-12-01 | Plan is a collectively bargained plan | No |
| 2017-12-01 | Plan funding arrangement – Insurance | Yes |
| 2017-12-01 | Plan funding arrangement – Trust | Yes |
| 2017-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-12-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ATHENA PHAN, M.D., PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-12-01 | Type of plan entity | Single employer plan |
| 2016-12-01 | Submission has been amended | No |
| 2016-12-01 | This submission is the final filing | No |
| 2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-12-01 | Plan is a collectively bargained plan | No |
| 2016-12-01 | Plan funding arrangement – Insurance | Yes |
| 2016-12-01 | Plan funding arrangement – Trust | Yes |
| 2016-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-12-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ATHENA PHAN, M.D., PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-12-01 | Type of plan entity | Single employer plan |
| 2015-12-01 | Submission has been amended | No |
| 2015-12-01 | This submission is the final filing | No |
| 2015-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-12-01 | Plan is a collectively bargained plan | No |
| 2015-12-01 | Plan funding arrangement – Insurance | Yes |
| 2015-12-01 | Plan funding arrangement – Trust | Yes |
| 2015-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-12-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ATHENA PHAN, M.D., PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-12-01 | Type of plan entity | Single employer plan |
| 2014-12-01 | Submission has been amended | No |
| 2014-12-01 | This submission is the final filing | No |
| 2014-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-12-01 | Plan is a collectively bargained plan | No |
| 2014-12-01 | Plan funding arrangement – Insurance | Yes |
| 2014-12-01 | Plan funding arrangement – Trust | Yes |
| 2014-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-12-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ATHENA PHAN, M.D., PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-12-01 | Type of plan entity | Single employer plan |
| 2013-12-01 | Submission has been amended | No |
| 2013-12-01 | This submission is the final filing | No |
| 2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-12-01 | Plan is a collectively bargained plan | No |
| 2013-12-01 | Plan funding arrangement – Insurance | Yes |
| 2013-12-01 | Plan funding arrangement – Trust | Yes |
| 2013-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-12-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ATHENA PHAN, M.D., PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | Submission has been amended | No |
| 2012-12-01 | This submission is the final filing | No |
| 2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-12-01 | Plan is a collectively bargained plan | No |
| 2012-12-01 | Plan funding arrangement – Insurance | Yes |
| 2012-12-01 | Plan funding arrangement – Trust | Yes |
| 2012-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-12-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ATHENA PHAN, M.D., PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-12-01 | Type of plan entity | Single employer plan |
| 2011-12-01 | Submission has been amended | No |
| 2011-12-01 | This submission is the final filing | No |
| 2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-12-01 | Plan is a collectively bargained plan | No |
| 2011-12-01 | Plan funding arrangement – Insurance | Yes |
| 2011-12-01 | Plan funding arrangement – Trust | Yes |
| 2011-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-12-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ATHENA PHAN, M.D., PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-12-01 | Type of plan entity | Single employer plan |
| 2010-12-01 | Submission has been amended | No |
| 2010-12-01 | This submission is the final filing | No |
| 2010-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-12-01 | Plan is a collectively bargained plan | No |
| 2010-12-01 | Plan funding arrangement – Insurance | Yes |
| 2010-12-01 | Plan funding arrangement – Trust | Yes |
| 2010-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-12-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ATHENA PHAN, M.D., PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-12-01 | Type of plan entity | Single employer plan |
| 2009-12-01 | Submission has been amended | No |
| 2009-12-01 | This submission is the final filing | No |
| 2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-12-01 | Plan is a collectively bargained plan | No |
| 2009-12-01 | Plan funding arrangement – Trust | Yes |
| 2009-12-01 | Plan benefit arrangement - Trust | Yes |
| 2008: ATHENA PHAN, M.D., PENSION PLAN 2008 form 5500 responses |
|---|
| 2008-12-01 | Type of plan entity | Single employer plan |
| 2008-12-01 | Submission has been amended | No |
| 2008-12-01 | This submission is the final filing | No |
| 2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-12-01 | Plan is a collectively bargained plan | No |
