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JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN
Plan identification number 001

JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEFFREY LAMONT,LLC has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY LAMONT,LLC
Employer identification number (EIN):061768669
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01
0012013-01-01
0012012-01-01JEFFREY PAUL LAMONT
0012011-01-01JEFFREY PAUL LAMONT
0012009-01-01JEFFREY PAUL LAMONT

Plan Statistics for JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN

Measure Date Value
2014: JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-019
Total of all active and inactive participants2009-01-019
Total participants2009-01-019
Number of participants with account balances2009-01-017

Financial Data on JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN

Measure Date Value
2014 : JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$35,563
Expenses. Total of all expenses incurred2014-12-31$1,386
Benefits paid (including direct rollovers)2014-12-31$1,327
Total plan assets at end of year2014-12-31$403,802
Total plan assets at beginning of year2014-12-31$369,625
Total contributions received or receivable from participants2014-12-31$15,075
Other income received2014-12-31$19,239
Net income (gross income less expenses)2014-12-31$34,177
Net plan assets at end of year (total assets less liabilities)2014-12-31$403,802
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$369,625
Assets. Value of assets in partnership/joint-venture interests2014-12-31$94,558
Total contributions received or receivable from employer(s)2014-12-31$1,249
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$59
2013 : JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$72,075
Expenses. Total of all expenses incurred2013-12-31$129
Total plan assets at end of year2013-12-31$369,625
Total plan assets at beginning of year2013-12-31$297,679
Total contributions received or receivable from participants2013-12-31$17,500
Other income received2013-12-31$53,125
Net income (gross income less expenses)2013-12-31$71,946
Net plan assets at end of year (total assets less liabilities)2013-12-31$369,625
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$297,679
Assets. Value of assets in partnership/joint-venture interests2013-12-31$95,166
Total contributions received or receivable from employer(s)2013-12-31$1,450
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$129
2012 : JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$53,090
Expenses. Total of all expenses incurred2012-12-31$2,170
Total plan assets at end of year2012-12-31$297,679
Total plan assets at beginning of year2012-12-31$246,759
Total contributions received or receivable from participants2012-12-31$17,000
Other income received2012-12-31$35,369
Net income (gross income less expenses)2012-12-31$50,920
Net plan assets at end of year (total assets less liabilities)2012-12-31$297,679
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$246,759
Assets. Value of assets in partnership/joint-venture interests2012-12-31$71,980
Total contributions received or receivable from employer(s)2012-12-31$721
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,170
2011 : JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$143,779
Expenses. Total of all expenses incurred2011-12-31$28,815
Benefits paid (including direct rollovers)2011-12-31$27,062
Total plan assets at end of year2011-12-31$246,759
Total plan assets at beginning of year2011-12-31$131,795
Total contributions received or receivable from participants2011-12-31$16,500
Contributions received from other sources (not participants or employers)2011-12-31$142,023
Other income received2011-12-31$-15,544
Net income (gross income less expenses)2011-12-31$114,964
Net plan assets at end of year (total assets less liabilities)2011-12-31$246,759
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$131,795
Assets. Value of assets in partnership/joint-venture interests2011-12-31$79,267
Total contributions received or receivable from employer(s)2011-12-31$800
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,753
2010 : JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$43,240
Expenses. Total of all expenses incurred2010-12-31$29,534
Benefits paid (including direct rollovers)2010-12-31$26,965
Total plan assets at end of year2010-12-31$131,795
Total plan assets at beginning of year2010-12-31$118,089
Total contributions received or receivable from participants2010-12-31$18,350
Other income received2010-12-31$18,057
Net income (gross income less expenses)2010-12-31$13,706
Net plan assets at end of year (total assets less liabilities)2010-12-31$131,795
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$118,089
Total contributions received or receivable from employer(s)2010-12-31$6,833
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,569

Form 5500 Responses for JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN

2014: JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JEFFREY PAUL LAMONT, M.D., P.A. SAFE HARBOR PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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