BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN
401k plan membership statisitcs for BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN
Measure | Date | Value |
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2023: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2023 401k membership |
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Market value of plan assets | 2023-03-31 | 154,522 |
Acturial value of plan assets | 2023-03-31 | 154,522 |
Funding target for retired participants and beneficiaries receiving payment | 2023-03-31 | 0 |
Number of terminated vested participants | 2023-03-31 | 2 |
Fundng target for terminated vested participants | 2023-03-31 | 33,742 |
Active participant vested funding target | 2023-03-31 | 81,199 |
Number of active participants | 2023-03-31 | 1 |
Total funding liabilities for active participants | 2023-03-31 | 81,199 |
Total participant count | 2023-03-31 | 3 |
Total funding target for all participants | 2023-03-31 | 114,941 |
Balance at beginning of prior year after applicable adjustments | 2023-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-03-31 | 57,504 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-03-31 | 0 |
Amount remaining of carryover balance | 2023-03-31 | 0 |
Amount remaining of prefunding balance | 2023-03-31 | 57,504 |
Present value of excess contributions | 2023-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-03-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-03-31 | 0 |
Balance of carryovers at beginning of current year | 2023-03-31 | 0 |
Balance of prefunding at beginning of current year | 2023-03-31 | 57,504 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2023-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-03-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2023-03-31 | 0 |
Waiver amortization installment | 2023-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2023-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-03-31 | 0 |
Additional cash requirement | 2023-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-03-31 | 0 |
Unpaid minimum required contributions for current year | 2023-03-31 | 0 |
Unpaid minimum required contributions for all years | 2023-03-31 | 0 |
2022: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-04-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 3 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
Total of all active and inactive participants | 2022-04-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 0 |
Total participants | 2022-04-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 0 |
Market value of plan assets | 2022-03-31 | 186,522 |
Acturial value of plan assets | 2022-03-31 | 186,522 |
Funding target for retired participants and beneficiaries receiving payment | 2022-03-31 | 0 |
Number of terminated vested participants | 2022-03-31 | 2 |
Fundng target for terminated vested participants | 2022-03-31 | 31,311 |
Active participant vested funding target | 2022-03-31 | 101,968 |
Number of active participants | 2022-03-31 | 1 |
Total funding liabilities for active participants | 2022-03-31 | 101,968 |
Total participant count | 2022-03-31 | 3 |
Total funding target for all participants | 2022-03-31 | 133,279 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-03-31 | 57,504 |
Amount remaining of prefunding balance | 2022-03-31 | 57,504 |
Reductions in prefunding balances due to elections or deemed elections | 2022-03-31 | 0 |
Balance of prefunding at beginning of current year | 2022-03-31 | 57,504 |
2021: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-04-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 3 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 0 |
Total of all active and inactive participants | 2021-04-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-04-01 | 0 |
Total participants | 2021-04-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 0 |
Market value of plan assets | 2021-03-31 | 198,599 |
Acturial value of plan assets | 2021-03-31 | 198,599 |
Funding target for retired participants and beneficiaries receiving payment | 2021-03-31 | 0 |
Number of terminated vested participants | 2021-03-31 | 2 |
Fundng target for terminated vested participants | 2021-03-31 | 29,126 |
Active participant vested funding target | 2021-03-31 | 105,575 |
Number of active participants | 2021-03-31 | 1 |
Total funding liabilities for active participants | 2021-03-31 | 105,575 |
Total participant count | 2021-03-31 | 3 |
Total funding target for all participants | 2021-03-31 | 134,701 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-03-31 | 57,504 |
Amount remaining of prefunding balance | 2021-03-31 | 57,504 |
Reductions in prefunding balances due to elections or deemed elections | 2021-03-31 | 0 |
Balance of prefunding at beginning of current year | 2021-03-31 | 57,504 |
2020: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-04-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 3 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
Total of all active and inactive participants | 2020-04-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 0 |
Total participants | 2020-04-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 0 |
Market value of plan assets | 2020-03-31 | 242,639 |
Acturial value of plan assets | 2020-03-31 | 242,639 |
Funding target for retired participants and beneficiaries receiving payment | 2020-03-31 | 0 |
Number of terminated vested participants | 2020-03-31 | 2 |
Fundng target for terminated vested participants | 2020-03-31 | 28,251 |
Active participant vested funding target | 2020-03-31 | 137,557 |
Number of active participants | 2020-03-31 | 1 |
Total funding liabilities for active participants | 2020-03-31 | 137,557 |
Total participant count | 2020-03-31 | 3 |
Total funding target for all participants | 2020-03-31 | 165,808 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-03-31 | 52,035 |
Amount remaining of prefunding balance | 2020-03-31 | 52,035 |
Reductions in prefunding balances due to elections or deemed elections | 2020-03-31 | 0 |
Balance of prefunding at beginning of current year | 2020-03-31 | 57,504 |
2019: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-04-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 3 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 0 |
Total of all active and inactive participants | 2019-04-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 0 |
Total participants | 2019-04-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 0 |
Market value of plan assets | 2019-03-31 | 364,639 |
Acturial value of plan assets | 2019-03-31 | 364,639 |
Funding target for retired participants and beneficiaries receiving payment | 2019-03-31 | 0 |
Number of terminated vested participants | 2019-03-31 | 2 |
Fundng target for terminated vested participants | 2019-03-31 | 26,083 |
Active participant vested funding target | 2019-03-31 | 252,507 |
Number of active participants | 2019-03-31 | 1 |
Total funding liabilities for active participants | 2019-03-31 | 252,507 |
Total participant count | 2019-03-31 | 3 |
Total funding target for all participants | 2019-03-31 | 278,590 |
Balance at beginning of prior year after applicable adjustments | 2019-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-03-31 | 202,035 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-03-31 | 0 |
Amount remaining of carryover balance | 2019-03-31 | 0 |
Amount remaining of prefunding balance | 2019-03-31 | 202,035 |
Present value of excess contributions | 2019-03-31 | 753 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-03-31 | 753 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-03-31 | 150,000 |
Balance of carryovers at beginning of current year | 2019-03-31 | 0 |
Balance of prefunding at beginning of current year | 2019-03-31 | 52,035 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-03-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-03-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-03-31 | 0 |
Waiver amortization installment | 2019-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-03-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-03-31 | 0 |
Additional cash requirement | 2019-03-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-03-31 | 0 |
Unpaid minimum required contributions for current year | 2019-03-31 | 0 |
Unpaid minimum required contributions for all years | 2019-03-31 | 0 |
2018: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-04-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 3 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 0 |
Total of all active and inactive participants | 2018-04-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-04-01 | 0 |
Total participants | 2018-04-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-04-01 | 0 |
Market value of plan assets | 2018-03-31 | 491,449 |
Acturial value of plan assets | 2018-03-31 | 491,449 |
Funding target for retired participants and beneficiaries receiving payment | 2018-03-31 | 0 |
Number of terminated vested participants | 2018-03-31 | 1 |
Fundng target for terminated vested participants | 2018-03-31 | 2,454 |
Active participant vested funding target | 2018-03-31 | 427,919 |
Number of active participants | 2018-03-31 | 2 |
Total funding liabilities for active participants | 2018-03-31 | 427,919 |
Total participant count | 2018-03-31 | 3 |
Total funding target for all participants | 2018-03-31 | 430,373 |
Balance at beginning of prior year after applicable adjustments | 2018-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-03-31 | 197,958 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-03-31 | 0 |
Amount remaining of carryover balance | 2018-03-31 | 0 |
Amount remaining of prefunding balance | 2018-03-31 | 197,958 |
Present value of excess contributions | 2018-03-31 | 4,037 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-03-31 | 4,037 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-03-31 | 4,037 |
Reductions in caryover balances due to elections or deemed elections | 2018-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-03-31 | 0 |
Balance of carryovers at beginning of current year | 2018-03-31 | 0 |
Balance of prefunding at beginning of current year | 2018-03-31 | 202,035 |
Total employer contributions | 2018-03-31 | 22,000 |
Total employee contributions | 2018-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-03-31 | 20,432 |
Unpaid minimum required contributions for all prior years | 2018-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-03-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-03-31 | 72,715 |
Waiver amortization installment | 2018-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-03-31 | 19,679 |
Carryover balance elected to use to offset funding requirement | 2018-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-03-31 | 0 |
Additional cash requirement | 2018-03-31 | 19,679 |
Contributions allocatedtoward minimum required contributions for current year | 2018-03-31 | 20,432 |
Unpaid minimum required contributions for current year | 2018-03-31 | 0 |
Unpaid minimum required contributions for all years | 2018-03-31 | 0 |
2017: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-04-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 0 |
Total of all active and inactive participants | 2017-04-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
Total participants | 2017-04-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 1 |
Market value of plan assets | 2017-03-31 | 702,449 |
Acturial value of plan assets | 2017-03-31 | 702,449 |
Funding target for retired participants and beneficiaries receiving payment | 2017-03-31 | 0 |
Number of terminated vested participants | 2017-03-31 | 1 |
Fundng target for terminated vested participants | 2017-03-31 | 3,930 |
Active participant vested funding target | 2017-03-31 | 606,570 |
Number of active participants | 2017-03-31 | 2 |
Total funding liabilities for active participants | 2017-03-31 | 606,570 |
Total participant count | 2017-03-31 | 3 |
Total funding target for all participants | 2017-03-31 | 610,500 |
Balance at beginning of prior year after applicable adjustments | 2017-03-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-03-31 | 207,217 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-03-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-03-31 | 19,358 |
Amount remaining of carryover balance | 2017-03-31 | 0 |
Amount remaining of prefunding balance | 2017-03-31 | 187,859 |
Present value of excess contributions | 2017-03-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-03-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-03-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-03-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-03-31 | 0 |
Balance of carryovers at beginning of current year | 2017-03-31 | 0 |
Balance of prefunding at beginning of current year | 2017-03-31 | 187,859 |
Total employer contributions | 2017-03-31 | 24,000 |
Total employee contributions | 2017-03-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-03-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-03-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-03-31 | 23,693 |
Unpaid minimum required contributions for all prior years | 2017-03-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-03-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-03-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-03-31 | 6,803 |
Net shortfall amortization installment of oustanding balance | 2017-03-31 | 61,660 |
Waiver amortization installment | 2017-03-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-03-31 | 21,345 |
Carryover balance elected to use to offset funding requirement | 2017-03-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-03-31 | 0 |
Additional cash requirement | 2017-03-31 | 21,345 |
Contributions allocatedtoward minimum required contributions for current year | 2017-03-31 | 23,693 |
Unpaid minimum required contributions for current year | 2017-03-31 | 0 |
Unpaid minimum required contributions for all years | 2017-03-31 | 0 |
2016: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-04-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 3 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 0 |
Total of all active and inactive participants | 2016-04-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 0 |
Total participants | 2016-04-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 0 |
2015: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-04-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 3 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 0 |
Total of all active and inactive participants | 2015-04-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
Total participants | 2015-04-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 1 |
2014: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 0 |
Total of all active and inactive participants | 2014-04-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
Total participants | 2014-04-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
2013: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 0 |
Total of all active and inactive participants | 2013-04-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 3 |
Number of participants with account balances | 2013-04-01 | 0 |
2012: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 0 |
Total of all active and inactive participants | 2012-04-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
Total participants | 2012-04-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
2011: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 4 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 0 |
Total of all active and inactive participants | 2011-04-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
Total participants | 2011-04-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 1 |
2009: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-04-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 0 |
Total of all active and inactive participants | 2009-04-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
Total participants | 2009-04-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
2007: BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2007 401k membership |
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Total participants, beginning-of-year | 2007-04-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-04-01 | 3 |
Number of retired or separated participants receiving benefits | 2007-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-04-01 | 0 |
Total of all active and inactive participants | 2007-04-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-04-01 | 0 |
Total participants | 2007-04-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-04-01 | 0 |
Measure | Date | Value |
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2023 : BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-03-31 | $0 |
Total plan liabilities at end of year | 2023-03-31 | $0 |
Total plan liabilities at beginning of year | 2023-03-31 | $0 |
Total income from all sources | 2023-03-31 | $0 |
Expenses. Total of all expenses incurred | 2023-03-31 | $32,000 |
Benefits paid (including direct rollovers) | 2023-03-31 | $32,000 |
Total plan assets at end of year | 2023-03-31 | $154,522 |
Total plan assets at beginning of year | 2023-03-31 | $186,522 |
Value of fidelity bond covering the plan | 2023-03-31 | $25,000 |
Total contributions received or receivable from participants | 2023-03-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-03-31 | $0 |
Other income received | 2023-03-31 | $0 |
Noncash contributions received | 2023-03-31 | $0 |
Net income (gross income less expenses) | 2023-03-31 | $-32,000 |
Net plan assets at end of year (total assets less liabilities) | 2023-03-31 | $154,522 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-03-31 | $186,522 |
Total contributions received or receivable from employer(s) | 2023-03-31 | $0 |
Value of certain deemed distributions of participant loans | 2023-03-31 | $0 |
Value of corrective distributions | 2023-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-03-31 | $0 |
2022 : BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-03-31 | $0 |
Total plan liabilities at beginning of year | 2022-03-31 | $0 |
Expenses. Total of all expenses incurred | 2022-03-31 | $12,077 |
Benefits paid (including direct rollovers) | 2022-03-31 | $12,077 |
Total plan assets at end of year | 2022-03-31 | $186,522 |
Total plan assets at beginning of year | 2022-03-31 | $198,599 |
Value of fidelity bond covering the plan | 2022-03-31 | $100,000 |
Net income (gross income less expenses) | 2022-03-31 | $-12,077 |
Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $186,522 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $198,599 |
2021 : BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-03-31 | $0 |
Total plan liabilities at beginning of year | 2021-03-31 | $0 |
Expenses. Total of all expenses incurred | 2021-03-31 | $44,040 |
Benefits paid (including direct rollovers) | 2021-03-31 | $44,040 |
Total plan assets at end of year | 2021-03-31 | $198,599 |
Total plan assets at beginning of year | 2021-03-31 | $242,639 |
Value of fidelity bond covering the plan | 2021-03-31 | $300,000 |
Net income (gross income less expenses) | 2021-03-31 | $-44,040 |
Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $198,599 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $242,639 |
2020 : BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-03-31 | $0 |
Total plan liabilities at beginning of year | 2020-03-31 | $0 |
Total income from all sources | 2020-03-31 | $-122,000 |
Total plan assets at end of year | 2020-03-31 | $242,639 |
Total plan assets at beginning of year | 2020-03-31 | $364,639 |
Value of fidelity bond covering the plan | 2020-03-31 | $100,000 |
Other income received | 2020-03-31 | $-122,000 |
Net income (gross income less expenses) | 2020-03-31 | $-122,000 |
Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $242,639 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $364,639 |
2019 : BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-03-31 | $0 |
Total plan liabilities at end of year | 2019-03-31 | $0 |
Total plan liabilities at beginning of year | 2019-03-31 | $0 |
Total income from all sources | 2019-03-31 | $51,189 |
Expenses. Total of all expenses incurred | 2019-03-31 | $200,000 |
Benefits paid (including direct rollovers) | 2019-03-31 | $200,000 |
Total plan assets at end of year | 2019-03-31 | $364,639 |
Total plan assets at beginning of year | 2019-03-31 | $513,450 |
Value of fidelity bond covering the plan | 2019-03-31 | $100,000 |
Total contributions received or receivable from participants | 2019-03-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-03-31 | $0 |
Other income received | 2019-03-31 | $51,189 |
Noncash contributions received | 2019-03-31 | $0 |
Net income (gross income less expenses) | 2019-03-31 | $-148,811 |
Net plan assets at end of year (total assets less liabilities) | 2019-03-31 | $364,639 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-03-31 | $513,450 |
Total contributions received or receivable from employer(s) | 2019-03-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-03-31 | $0 |
Value of corrective distributions | 2019-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-03-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-03-31 | $0 |
2018 : BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-03-31 | $0 |
Total plan liabilities at end of year | 2018-03-31 | $0 |
Total plan liabilities at beginning of year | 2018-03-31 | $0 |
Total income from all sources | 2018-03-31 | $22,001 |
Expenses. Total of all expenses incurred | 2018-03-31 | $235,000 |
Benefits paid (including direct rollovers) | 2018-03-31 | $235,000 |
Total plan assets at end of year | 2018-03-31 | $513,450 |
Total plan assets at beginning of year | 2018-03-31 | $726,449 |
Value of fidelity bond covering the plan | 2018-03-31 | $100,000 |
Total contributions received or receivable from participants | 2018-03-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-03-31 | $0 |
Other income received | 2018-03-31 | $1 |
Noncash contributions received | 2018-03-31 | $0 |
Net income (gross income less expenses) | 2018-03-31 | $-212,999 |
Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $513,450 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $726,449 |
Total contributions received or receivable from employer(s) | 2018-03-31 | $22,000 |
Value of certain deemed distributions of participant loans | 2018-03-31 | $0 |
Value of corrective distributions | 2018-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-03-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $0 |
2017 : BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-03-31 | $0 |
Total plan liabilities at end of year | 2017-03-31 | $0 |
Total plan liabilities at beginning of year | 2017-03-31 | $0 |
Total income from all sources | 2017-03-31 | $24,127 |
Expenses. Total of all expenses incurred | 2017-03-31 | $65,000 |
Benefits paid (including direct rollovers) | 2017-03-31 | $65,000 |
Total plan assets at end of year | 2017-03-31 | $726,449 |
Total plan assets at beginning of year | 2017-03-31 | $767,322 |
Value of fidelity bond covering the plan | 2017-03-31 | $100,000 |
Total contributions received or receivable from participants | 2017-03-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-03-31 | $0 |
Other income received | 2017-03-31 | $127 |
Noncash contributions received | 2017-03-31 | $0 |
Net income (gross income less expenses) | 2017-03-31 | $-40,873 |
Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $726,449 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $767,322 |
Total contributions received or receivable from employer(s) | 2017-03-31 | $24,000 |
Value of certain deemed distributions of participant loans | 2017-03-31 | $0 |
Value of corrective distributions | 2017-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-03-31 | $0 |
2016 : BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-03-31 | $0 |
Total plan liabilities at beginning of year | 2016-03-31 | $0 |
Total income from all sources | 2016-03-31 | $-12 |
Expenses. Total of all expenses incurred | 2016-03-31 | $65,000 |
Benefits paid (including direct rollovers) | 2016-03-31 | $65,000 |
Total plan assets at end of year | 2016-03-31 | $767,322 |
Total plan assets at beginning of year | 2016-03-31 | $832,334 |
Value of fidelity bond covering the plan | 2016-03-31 | $100,000 |
Other income received | 2016-03-31 | $-12 |
Net income (gross income less expenses) | 2016-03-31 | $-65,012 |
Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $767,322 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $832,334 |
2015 : BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-03-31 | $0 |
Total plan liabilities at beginning of year | 2015-03-31 | $0 |
Total income from all sources | 2015-03-31 | $1,762 |
Expenses. Total of all expenses incurred | 2015-03-31 | $100,000 |
Benefits paid (including direct rollovers) | 2015-03-31 | $100,000 |
Total plan assets at end of year | 2015-03-31 | $832,334 |
Total plan assets at beginning of year | 2015-03-31 | $930,572 |
Value of fidelity bond covering the plan | 2015-03-31 | $100,000 |
Other income received | 2015-03-31 | $1,762 |
Net income (gross income less expenses) | 2015-03-31 | $-98,238 |
Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $832,334 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $930,572 |
2014 : BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-03-31 | $0 |
Total plan liabilities at beginning of year | 2014-03-31 | $0 |
Total income from all sources | 2014-03-31 | $11,310 |
Expenses. Total of all expenses incurred | 2014-03-31 | $250,000 |
Benefits paid (including direct rollovers) | 2014-03-31 | $250,000 |
Total plan assets at end of year | 2014-03-31 | $930,572 |
Total plan assets at beginning of year | 2014-03-31 | $1,169,262 |
Value of fidelity bond covering the plan | 2014-03-31 | $150,000 |
Other income received | 2014-03-31 | $11,310 |
Net income (gross income less expenses) | 2014-03-31 | $-238,690 |
Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $930,572 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $1,169,262 |
2013 : BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-03-31 | $0 |
Total plan liabilities at beginning of year | 2013-03-31 | $0 |
Total income from all sources | 2013-03-31 | $-15,081 |
Expenses. Total of all expenses incurred | 2013-03-31 | $161 |
Total plan assets at end of year | 2013-03-31 | $1,169,262 |
Total plan assets at beginning of year | 2013-03-31 | $1,184,504 |
Value of fidelity bond covering the plan | 2013-03-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2013-03-31 | $161 |
Other income received | 2013-03-31 | $-15,081 |
Net income (gross income less expenses) | 2013-03-31 | $-15,242 |
Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $1,169,262 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $1,184,504 |
2012 : BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-03-31 | $0 |
Total plan liabilities at beginning of year | 2012-03-31 | $0 |
Total income from all sources | 2012-03-31 | $195,483 |
Total plan assets at end of year | 2012-03-31 | $1,184,504 |
Total plan assets at beginning of year | 2012-03-31 | $989,021 |
Value of fidelity bond covering the plan | 2012-03-31 | $200,000 |
Other income received | 2012-03-31 | $1,483 |
Net income (gross income less expenses) | 2012-03-31 | $195,483 |
Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $1,184,504 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $989,021 |
Total contributions received or receivable from employer(s) | 2012-03-31 | $194,000 |
2011 : BRUCE B. MCLUCAS, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-03-31 | $0 |
Total plan liabilities at beginning of year | 2011-03-31 | $0 |
Total income from all sources | 2011-03-31 | $157,157 |
Total plan assets at end of year | 2011-03-31 | $989,021 |
Total plan assets at beginning of year | 2011-03-31 | $831,864 |
Value of fidelity bond covering the plan | 2011-03-31 | $10,000 |
Other income received | 2011-03-31 | $-49,843 |
Net income (gross income less expenses) | 2011-03-31 | $157,157 |
Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $989,021 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $831,864 |
Total contributions received or receivable from employer(s) | 2011-03-31 | $207,000 |