GERRY F. EMMANUEL, MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN
| Measure | Date | Value |
|---|
| 2023 : GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $77,704 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $197,954 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $197,954 |
| Total plan assets at end of year | 2023-12-31 | $1,814,046 |
| Total plan assets at beginning of year | 2023-12-31 | $1,934,296 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $870,000 |
| Other income received | 2023-12-31 | $77,704 |
| Net income (gross income less expenses) | 2023-12-31 | $-120,250 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,814,046 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,934,296 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $22,000 |
| 2022 : GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-6,485 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $872,518 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $872,518 |
| Total plan assets at end of year | 2022-12-31 | $1,934,296 |
| Total plan assets at beginning of year | 2022-12-31 | $2,813,299 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $870,000 |
| Other income received | 2022-12-31 | $-6,485 |
| Net income (gross income less expenses) | 2022-12-31 | $-879,003 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,934,296 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,813,299 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $25,000 |
| 2021 : GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $226,640 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,616,218 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,616,218 |
| Total plan assets at end of year | 2021-12-31 | $2,813,299 |
| Total plan assets at beginning of year | 2021-12-31 | $4,202,877 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $915,000 |
| Other income received | 2021-12-31 | $226,640 |
| Net income (gross income less expenses) | 2021-12-31 | $-1,389,578 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,813,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,202,877 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $36,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
| 2020 : GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $147,896 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $724,437 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $724,437 |
| Total plan assets at end of year | 2020-12-31 | $4,202,877 |
| Total plan assets at beginning of year | 2020-12-31 | $4,779,418 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $1,239,000 |
| Other income received | 2020-12-31 | $147,896 |
| Net income (gross income less expenses) | 2020-12-31 | $-576,541 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,202,877 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,779,418 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $256,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
| 2019 : GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $263,435 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $170,000 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $170,000 |
| Total plan assets at end of year | 2019-12-31 | $4,779,418 |
| Total plan assets at beginning of year | 2019-12-31 | $4,685,983 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $1,429,000 |
| Other income received | 2019-12-31 | $263,435 |
| Net income (gross income less expenses) | 2019-12-31 | $93,435 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,779,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,685,983 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $292,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
| 2018 : GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $122,314 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $140,000 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $140,000 |
| Total plan assets at end of year | 2018-12-31 | $4,685,983 |
| Total plan assets at beginning of year | 2018-12-31 | $4,703,669 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $1,643,000 |
| Other income received | 2018-12-31 | $122,314 |
| Net income (gross income less expenses) | 2018-12-31 | $-17,686 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,685,983 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,703,669 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $292,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| 2017 : GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $387,042 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $93,500 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $93,500 |
| Total plan assets at end of year | 2017-12-31 | $4,703,669 |
| Total plan assets at beginning of year | 2017-12-31 | $4,410,127 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $1,785,000 |
| Other income received | 2017-12-31 | $387,042 |
| Net income (gross income less expenses) | 2017-12-31 | $293,542 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,703,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,410,127 |
| Assets. Value of participant loans | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $292,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
| 2023: GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: GERRY F. EMMANUEL, MD MONEY PURCHASE PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
