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MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameMAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN
Plan identification number 001

MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • 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

MAHENDRA PATEL, MD has sponsored the creation of one or more 401k plans.

Company Name:MAHENDRA PATEL, MD
Employer identification number (EIN):113373174
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01MAHENDRA PATEL, MD2021-09-15
0012019-01-01MAHENDRA PATEL, MD2020-06-05
0012018-01-01MAHENDRA PATEL, MD2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MAHENDRA PATEL, MD
0012013-01-01MAHENDRA PATEL, MD
0012012-01-01MAHENDRA PATEL, MD
0012011-01-01MAHENDRA PATEL, MD
0012009-01-01MAHENDRA PATEL, MD MAHENDRA PATEL, MD2010-09-22

Plan Statistics for MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN

Measure Date Value
2020: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,495,824
Acturial value of plan assets2020-12-312,495,824
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-312,616,005
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-312,616,005
Total participant count2020-12-313
Total funding target for all participants2020-12-312,616,005
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31492,456
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31169,691
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31322,765
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31338,032
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-31458,213
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3191,181
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3191,181
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,380,280
Acturial value of plan assets2019-12-312,380,280
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-312,340,445
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-312,343,069
Total participant count2019-12-314
Total funding target for all participants2019-12-312,343,069
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31724,616
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31300,954
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31423,662
Present value of excess contributions2019-12-31136,265
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31119,845
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31119,845
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31492,456
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3190,036
Net shortfall amortization installment of oustanding balance2019-12-31455,245
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31169,691
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31169,691
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,536,026
Acturial value of plan assets2018-12-312,536,026
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,870,806
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-311,870,806
Total participant count2018-12-313
Total funding target for all participants2018-12-311,870,806
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31746,224
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31240,271
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31505,953
Present value of excess contributions2018-12-31144,888
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31161,376
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31161,086
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31724,616
Total employer contributions2018-12-31150,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31136,265
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31287,399
Net shortfall amortization installment of oustanding balance2018-12-3159,396
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31300,954
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31300,954
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31136,265
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-312,140,847
Acturial value of plan assets2017-12-312,140,847
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-311,450,544
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-311,450,544
Total participant count2017-12-313
Total funding target for all participants2017-12-311,450,544
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31705,765
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31705,765
Present value of excess contributions2017-12-317,461
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-317,923
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-317,923
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31746,224
Total employer contributions2017-12-31160,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31144,888
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31230,323
Net shortfall amortization installment of oustanding balance2017-12-3145,922
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31240,271
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31240,271
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31144,888
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,839,532
Acturial value of plan assets2016-12-311,839,542
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-311,130,106
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-311,143,970
Total participant count2016-12-313
Total funding target for all participants2016-12-311,143,970
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31653,615
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31653,615
Present value of excess contributions2016-12-3152,014
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3155,353
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3155,353
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31705,765
Total employer contributions2016-12-31220,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31190,096
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31179,077
Net shortfall amortization installment of oustanding balance2016-12-3110,203
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31182,635
Additional cash requirement2016-12-31182,635
Contributions allocatedtoward minimum required contributions for current year2016-12-31190,096
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN

Measure Date Value
2020 : MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$455,004
Expenses. Total of all expenses incurred2020-12-31$2,950,828
Benefits paid (including direct rollovers)2020-12-31$2,950,828
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$2,495,824
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$455,004
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-2,495,824
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,495,824
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$117,842
Expenses. Total of all expenses incurred2019-12-31$8,510
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$2,495,824
Total plan assets at beginning of year2019-12-31$2,386,492
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$8,510
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$117,842
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$109,332
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,495,824
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,386,492
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-146,179
Expenses. Total of all expenses incurred2018-12-31$10,201
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$2,386,492
Total plan assets at beginning of year2018-12-31$2,542,872
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$10,201
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-296,179
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-156,380
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,386,492
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,542,872
Total contributions received or receivable from employer(s)2018-12-31$150,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$397,089
Expenses. Total of all expenses incurred2017-12-31$4,824
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,542,872
Total plan assets at beginning of year2017-12-31$2,150,607
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$4,824
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$237,089
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$392,265
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,542,872
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,150,607
Total contributions received or receivable from employer(s)2017-12-31$160,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$299,590
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$2,150,607
Total plan assets at beginning of year2016-12-31$1,851,017
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$79,590
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$299,590
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,150,607
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,851,017
Total contributions received or receivable from employer(s)2016-12-31$220,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$242,788
Expenses. Total of all expenses incurred2015-12-31$16
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,851,017
Total plan assets at beginning of year2015-12-31$1,608,245
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$16
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-7,212
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$242,772
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,851,017
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,608,245
Total contributions received or receivable from employer(s)2015-12-31$250,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$332,564
Expenses. Total of all expenses incurred2014-12-31$8,766
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,608,245
Total plan assets at beginning of year2014-12-31$1,284,447
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$8,766
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$46,664
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$323,798
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,608,245
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,284,447
Total contributions received or receivable from employer(s)2014-12-31$285,900
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$430,585
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,284,447
Total plan assets at beginning of year2013-12-31$853,862
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$130,585
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$430,585
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,284,447
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$853,862
Total contributions received or receivable from employer(s)2013-12-31$300,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$293,223
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$853,862
Total plan assets at beginning of year2012-12-31$560,639
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$23,223
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$293,223
Net plan assets at end of year (total assets less liabilities)2012-12-31$853,862
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$560,639
Total contributions received or receivable from employer(s)2012-12-31$270,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$217,833
Expenses. Total of all expenses incurred2011-12-31$16,743
Benefits paid (including direct rollovers)2011-12-31$14,232
Total plan assets at end of year2011-12-31$560,639
Total plan assets at beginning of year2011-12-31$359,549
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$2,511
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-173
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$201,090
Net plan assets at end of year (total assets less liabilities)2011-12-31$560,639
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$359,549
Total contributions received or receivable from employer(s)2011-12-31$218,006
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$200,049
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$359,549
Total plan assets at beginning of year2010-12-31$159,500
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$6,310
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$200,049
Net plan assets at end of year (total assets less liabilities)2010-12-31$359,549
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$159,500
Total contributions received or receivable from employer(s)2010-12-31$193,739
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN

2020: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MAHENDRA PATEL, MD DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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