Plan Name | MICHAEL D CALABRESE PHYSICIAN 401K PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | MICHAEL D CALABRESE PHYSICIAN |
Employer identification number (EIN): | 161568888 |
NAIC Classification: | 621391 |
NAIC Description: | Offices of Podiatrists |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | MICHAEL CALABRESE | 2024-06-24 | ||
001 | 2022-01-01 | LISA ACHTZIGER | 2023-05-11 | ||
001 | 2021-01-01 | MICHAEL D. CALABRESE | 2022-05-23 | ||
001 | 2020-01-01 | MICHAEL D. CALABRESE | 2021-07-22 | ||
001 | 2019-01-01 | MICHAEL D. CALABRESE | 2020-09-30 | ||
001 | 2018-01-01 | MICHAEL D. CALABRESE | 2019-07-29 | ||
001 | 2017-01-01 | MICHAEL CALABRESE | 2018-06-26 | ||
001 | 2016-01-01 | MICHAEL CALABRESE | 2018-06-26 | ||
001 | 2015-01-01 | MICHAEL CALABRESE | 2016-10-19 | ||
001 | 2014-01-01 | MICHAEL CALABRESE | 2015-05-12 | ||
001 | 2013-01-01 | MICHAEL CALABRESE | 2014-04-23 | ||
001 | 2012-01-01 | MICHAEL CALABRESE | 2013-06-25 | ||
001 | 2011-01-01 | MICHAEL CALABRESE | 2012-05-17 | ||
001 | 2009-01-01 | MICHAEL CALABRESE |
Measure | Date | Value |
---|---|---|
2009: MICHAEL D CALABRESE PHYSICIAN 401K PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 24 |
Number of participants with account balances | 2009-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : MICHAEL D CALABRESE PHYSICIAN 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $112,537 |
Expenses. Total of all expenses incurred | 2010-12-31 | $6,973 |
Benefits paid (including direct rollovers) | 2010-12-31 | $6,973 |
Total plan assets at end of year | 2010-12-31 | $397,436 |
Total plan assets at beginning of year | 2010-12-31 | $291,872 |
Value of fidelity bond covering the plan | 2010-12-31 | $22,005 |
Total contributions received or receivable from participants | 2010-12-31 | $51,942 |
Other income received | 2010-12-31 | $36,732 |
Net income (gross income less expenses) | 2010-12-31 | $105,564 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $397,436 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $291,872 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $23,863 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : MICHAEL D CALABRESE PHYSICIAN 401K PROFIT SHARING PLAN & TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2009: MICHAEL D CALABRESE PHYSICIAN 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 84536 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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