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ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 401k Plan overview

Plan NameROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST
Plan identification number 001

ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

ROBERT J. ANDERSON, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. ANDERSON, M.D., P.A.
Employer identification number (EIN):201811709
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ROBERT J. ANDERSON, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1997-04-09
Company Identification Number: P97000032420
Legal Registered Office Address: 3370 BURNS ROAD #206

PALM BEACH GARDENS

33410

More information about ROBERT J. ANDERSON, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT J. ANDERSON, M.D.
0012016-01-01ROBERT J. ANDERSON, M.D.
0012015-01-01ROBERT J. ANDERSON, M.D.
0012014-01-01ROBERT J. ANDERSON, M.D.
0012013-01-01ROBERT J. ANDERSON, M.D.
0012012-01-01ROBERT J. ANDERSON, M.D.
0012009-01-01ROBERT J. ANDERSON, M.D.

Plan Statistics for ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST

401k plan membership statisitcs for ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST

Measure Date Value
2023: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-013
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2022 401k membership
Market value of plan assets2022-12-312,233,553
Acturial value of plan assets2022-12-312,233,553
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-311
Fundng target for terminated vested participants2022-12-31594,335
Active participant vested funding target2022-12-312,679,656
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-312,685,625
Total participant count2022-12-313
Total funding target for all participants2022-12-313,279,960
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-311,465
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,545
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31150,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31137,832
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-314,974
Net shortfall amortization installment of oustanding balance2022-12-311,046,407
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31112,662
Additional cash requirement2022-12-31112,662
Contributions allocatedtoward minimum required contributions for current year2022-12-31137,832
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2021 401k membership
Market value of plan assets2021-12-312,125,106
Acturial value of plan assets2021-12-312,125,106
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-311,078,265
Active participant vested funding target2021-12-312,691,245
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-312,690,022
Total participant count2021-12-313
Total funding target for all participants2021-12-313,768,287
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-311,738
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,833
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31182,365
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31164,282
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-316,006
Net shortfall amortization installment of oustanding balance2021-12-311,643,181
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31162,817
Additional cash requirement2021-12-31162,817
Contributions allocatedtoward minimum required contributions for current year2021-12-31164,282
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2020 401k membership
Market value of plan assets2020-12-312,905,349
Acturial value of plan assets2020-12-312,905,349
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-311,045,561
Active participant vested funding target2020-12-312,709,587
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-312,713,647
Total participant count2020-12-313
Total funding target for all participants2020-12-313,759,208
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3116,372
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3117,186
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 year2020-12-310
Total employer contributions2020-12-3198,624
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 date2020-12-3186,979
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 cost2020-12-315,075
Net shortfall amortization installment of oustanding balance2020-12-31853,859
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3185,241
Additional cash requirement2020-12-3185,241
Contributions allocatedtoward minimum required contributions for current year2020-12-3186,979
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2019 401k membership
Market value of plan assets2019-12-312,202,706
Acturial value of plan assets2019-12-312,202,706
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 target2019-12-313,337,886
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-313,337,886
Total participant count2019-12-312
Total funding target for all participants2019-12-313,337,886
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-310
Total employer contributions2019-12-31341,710
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 date2019-12-31315,068
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 cost2019-12-3126,044
Net shortfall amortization installment of oustanding balance2019-12-311,135,180
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31298,696
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31298,696
Contributions allocatedtoward minimum required contributions for current year2019-12-31315,068
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2018 401k membership
Market value of plan assets2018-12-312,730,254
Acturial value of plan assets2018-12-312,730,254
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 target2018-12-312,883,248
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-312,883,248
Total participant count2018-12-312
Total funding target for all participants2018-12-312,883,248
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-310
Total employer contributions2018-12-31147,252
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 date2018-12-31122,296
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 cost2018-12-3126,032
Net shortfall amortization installment of oustanding balance2018-12-31152,994
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31122,296
Additional cash requirement2018-12-31122,296
Contributions allocatedtoward minimum required contributions for current year2018-12-31122,296
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
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 participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
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: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2017 401k membership
Market value of plan assets2017-12-311,614,835
Acturial value of plan assets2017-12-311,614,835
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 target2017-12-312,162,508
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-312,162,508
Total participant count2017-12-312
Total funding target for all participants2017-12-312,162,508
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31118
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31124
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-310
Total employer contributions2017-12-31226,010
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 date2017-12-31205,947
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 cost2017-12-3165,660
Net shortfall amortization installment of oustanding balance2017-12-31547,673
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31205,947
Additional cash requirement2017-12-31205,947
Contributions allocatedtoward minimum required contributions for current year2017-12-31205,947
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
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 participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2016 401k membership
Market value of plan assets2016-12-311,600,984
Acturial value of plan assets2016-12-311,600,984
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 target2016-12-313,145,900
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-313,145,900
Total participant count2016-12-312
Total funding target for all participants2016-12-313,145,900
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-314,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-314,371
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-310
Total employer contributions2016-12-31314,710
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 date2016-12-31295,046
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 cost2016-12-3122,371
Net shortfall amortization installment of oustanding balance2016-12-311,544,916
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31294,928
Additional cash requirement2016-12-31294,928
Contributions allocatedtoward minimum required contributions for current year2016-12-31295,046
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
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 participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
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 participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
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 participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012
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: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
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 participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2009: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
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 participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012

Financial Data on ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST

Measure Date Value
2023 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$356,287
Expenses. Total of all expenses incurred2023-12-31$208,596
Benefits paid (including direct rollovers)2023-12-31$208,596
Total plan assets at end of year2023-12-31$1,992,520
Total plan assets at beginning of year2023-12-31$1,844,829
Value of fidelity bond covering the plan2023-12-31$184,500
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$173,583
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$147,691
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,992,520
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,844,829
Total contributions received or receivable from employer(s)2023-12-31$182,704
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-185,770
Expenses. Total of all expenses incurred2022-12-31$208,596
Benefits paid (including direct rollovers)2022-12-31$208,596
Total plan assets at end of year2022-12-31$1,844,829
Total plan assets at beginning of year2022-12-31$2,239,195
Value of fidelity bond covering the plan2022-12-31$224,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-335,770
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-394,366
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,844,829
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,239,195
Total contributions received or receivable from employer(s)2022-12-31$150,000
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,097,338
Expenses. Total of all expenses incurred2021-12-31$986,743
Benefits paid (including direct rollovers)2021-12-31$986,743
Total plan assets at end of year2021-12-31$2,239,195
Total plan assets at beginning of year2021-12-31$2,128,600
Value of fidelity bond covering the plan2021-12-31$212,900
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$914,973
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$110,595
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,239,195
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,128,600
Total contributions received or receivable from employer(s)2021-12-31$182,365
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total income from all sources2020-12-31$-577,886
Expenses. Total of all expenses incurred2020-12-31$206,681
Benefits paid (including direct rollovers)2020-12-31$206,681
Total plan assets at end of year2020-12-31$2,128,600
Total plan assets at beginning of year2020-12-31$2,913,167
Value of fidelity bond covering the plan2020-12-31$292,000
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$0
Other income received2020-12-31$-676,510
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-784,567
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,128,600
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,913,167
Total contributions received or receivable from employer(s)2020-12-31$98,624
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 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$921,260
Expenses. Total of all expenses incurred2019-12-31$214,760
Benefits paid (including direct rollovers)2019-12-31$214,760
Total plan assets at end of year2019-12-31$2,913,167
Total plan assets at beginning of year2019-12-31$2,206,667
Value of fidelity bond covering the plan2019-12-31$220,700
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$579,550
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$706,500
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,913,167
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,206,667
Total contributions received or receivable from employer(s)2019-12-31$341,710
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 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 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$0
Total income from all sources2018-12-31$-528,510
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$2,206,667
Total plan assets at beginning of year2018-12-31$2,735,177
Value of fidelity bond covering the plan2018-12-31$273,600
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-675,762
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-528,510
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,206,667
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,735,177
Total contributions received or receivable from employer(s)2018-12-31$147,252
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 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 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$1,116,263
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,735,177
Total plan assets at beginning of year2017-12-31$1,618,914
Value of fidelity bond covering the plan2017-12-31$161,900
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$890,253
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,116,263
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,735,177
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,618,914
Total contributions received or receivable from employer(s)2017-12-31$226,010
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 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$17,839
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$1,618,914
Total plan assets at beginning of year2016-12-31$1,601,075
Value of fidelity bond covering the plan2016-12-31$161,000
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$0
Other income received2016-12-31$-296,871
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$17,839
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,618,914
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,601,075
Total contributions received or receivable from employer(s)2016-12-31$314,710
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 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-288,111
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,601,075
Total plan assets at beginning of year2015-12-31$1,889,186
Value of fidelity bond covering the plan2015-12-31$189,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-538,857
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-288,111
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,601,075
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,889,186
Total contributions received or receivable from employer(s)2015-12-31$250,746
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 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-870,257
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$1,889,186
Total plan assets at beginning of year2014-12-31$2,759,443
Value of fidelity bond covering the plan2014-12-31$276,000
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-970,257
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-870,257
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,889,186
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,759,443
Total contributions received or receivable from employer(s)2014-12-31$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 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$571,362
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$2,769,443
Total plan assets at beginning of year2013-12-31$2,198,081
Value of fidelity bond covering the plan2013-12-31$219,900
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$457,449
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$571,362
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,769,443
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,198,081
Total contributions received or receivable from employer(s)2013-12-31$113,913
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 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$409,785
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$2,198,081
Total plan assets at beginning of year2012-12-31$1,788,296
Value of fidelity bond covering the plan2012-12-31$219,900
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$189,285
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$409,785
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,198,081
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,788,296
Total contributions received or receivable from employer(s)2012-12-31$220,500
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 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-24,560
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$1,788,296
Total plan assets at beginning of year2011-12-31$1,812,856
Value of fidelity bond covering the plan2011-12-31$178,900
Other income received2011-12-31$-204,560
Net income (gross income less expenses)2011-12-31$-24,560
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,788,296
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,812,856
Total contributions received or receivable from employer(s)2011-12-31$180,000
2010 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2010 401k financial data
Total income from all sources2010-12-31$537,027
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,812,856
Total plan assets at beginning of year2010-12-31$1,275,829
Other income received2010-12-31$297,027
Net income (gross income less expenses)2010-12-31$537,027
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,812,856
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,275,829
Total contributions received or receivable from employer(s)2010-12-31$240,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 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 ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST

2023: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 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 filingNo
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: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 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: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 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: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 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: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 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: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 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: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 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: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 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: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 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
2009: ROBERT J. ANDERSON, M.D., P.A. DEFINED BENEFIT PENSION TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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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