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ROGER A. MARRERO, MD KEOGH PLAN 401k Plan overview

Plan NameROGER A. MARRERO, MD KEOGH PLAN
Plan identification number 003

ROGER A. MARRERO, MD KEOGH PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ROGER MARRERO, MD has sponsored the creation of one or more 401k plans.

Company Name:ROGER MARRERO, MD
Employer identification number (EIN):232495733
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGER A. MARRERO, MD KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01
0032018-01-01
0032017-01-01ROGER MARRERO ROGER MARRERO2018-10-15
0032016-01-01ROGER MARRERO ROGER MARRERO2017-10-16
0032015-01-01ROGER MARRERO ROGER MARRERO2016-10-17
0032014-01-01ROGER MARRERO ROGER MARRERO2015-10-12
0032013-01-01ROGER MARRERO ROGER MARRERO2014-10-12
0032012-01-01ROGER MARRERO ROGER MARRERO2013-10-15
0032011-01-01ROGER MARRERO ROGER MARRERO2012-10-14
0032010-01-01ROGER MARRERO
0032009-01-01ROGER MARRERO ROGER MARRERO2010-10-15

Plan Statistics for ROGER A. MARRERO, MD KEOGH PLAN

401k plan membership statisitcs for ROGER A. MARRERO, MD KEOGH PLAN

Measure Date Value
2019: ROGER A. MARRERO, MD KEOGH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
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 benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROGER A. MARRERO, MD KEOGH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
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 participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
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: ROGER A. MARRERO, MD KEOGH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
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 participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
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: ROGER A. MARRERO, MD KEOGH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
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 participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROGER A. MARRERO, MD KEOGH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
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 participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROGER A. MARRERO, MD KEOGH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
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 participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROGER A. MARRERO, MD KEOGH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
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 participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: ROGER A. MARRERO, MD KEOGH 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
Number of participants with account balances2012-01-011
2011: ROGER A. MARRERO, MD KEOGH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
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 benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROGER A. MARRERO, MD KEOGH PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011
Number of participants with account balances2010-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROGER A. MARRERO, MD KEOGH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
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 participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROGER A. MARRERO, MD KEOGH PLAN

Measure Date Value
2019 : ROGER A. MARRERO, MD KEOGH PLAN 2019 401k financial data
Total income from all sources2019-12-31$15,807
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$326,775
Total plan assets at beginning of year2019-12-31$310,968
Other income received2019-12-31$15,654
Net income (gross income less expenses)2019-12-31$15,807
Net plan assets at end of year (total assets less liabilities)2019-12-31$326,775
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$310,968
Total contributions received or receivable from employer(s)2019-12-31$153
2018 : ROGER A. MARRERO, MD KEOGH PLAN 2018 401k financial data
Total income from all sources2018-12-31$5,795
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$310,968
Total plan assets at beginning of year2018-12-31$305,173
Other income received2018-12-31$4,880
Net income (gross income less expenses)2018-12-31$5,795
Net plan assets at end of year (total assets less liabilities)2018-12-31$310,968
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$305,173
Total contributions received or receivable from employer(s)2018-12-31$915
2017 : ROGER A. MARRERO, MD KEOGH PLAN 2017 401k financial data
Total income from all sources2017-12-31$6,188
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$305,173
Total plan assets at beginning of year2017-12-31$298,985
Other income received2017-12-31$2,300
Net income (gross income less expenses)2017-12-31$6,188
Net plan assets at end of year (total assets less liabilities)2017-12-31$305,173
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$298,985
Total contributions received or receivable from employer(s)2017-12-31$3,888
2016 : ROGER A. MARRERO, MD KEOGH PLAN 2016 401k financial data
Total income from all sources2016-12-31$8,814
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$298,985
Total plan assets at beginning of year2016-12-31$290,171
Other income received2016-12-31$3,548
Net income (gross income less expenses)2016-12-31$8,814
Net plan assets at end of year (total assets less liabilities)2016-12-31$298,985
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$290,171
Total contributions received or receivable from employer(s)2016-12-31$5,266
2015 : ROGER A. MARRERO, MD KEOGH PLAN 2015 401k financial data
Total income from all sources2015-12-31$14,189
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$290,171
Total plan assets at beginning of year2015-12-31$275,982
Other income received2015-12-31$5,390
Net income (gross income less expenses)2015-12-31$14,189
Net plan assets at end of year (total assets less liabilities)2015-12-31$290,171
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$275,982
Total contributions received or receivable from employer(s)2015-12-31$8,799
2014 : ROGER A. MARRERO, MD KEOGH PLAN 2014 401k financial data
Total income from all sources2014-12-31$8,045
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$275,982
Total plan assets at beginning of year2014-12-31$267,937
Other income received2014-12-31$-6,143
Net income (gross income less expenses)2014-12-31$8,045
Net plan assets at end of year (total assets less liabilities)2014-12-31$275,982
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$267,937
Total contributions received or receivable from employer(s)2014-12-31$14,188
2013 : ROGER A. MARRERO, MD KEOGH PLAN 2013 401k financial data
Total income from all sources2013-12-31$14,277
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$267,937
Total plan assets at beginning of year2013-12-31$253,660
Noncash contributions received2013-12-31$6,232
Net income (gross income less expenses)2013-12-31$14,277
Net plan assets at end of year (total assets less liabilities)2013-12-31$267,937
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$253,660
Total contributions received or receivable from employer(s)2013-12-31$8,045
2012 : ROGER A. MARRERO, MD KEOGH PLAN 2012 401k financial data
Total income from all sources2012-12-31$14,258
Expenses. Total of all expenses incurred2012-12-31$1,845
Total plan assets at end of year2012-12-31$253,660
Total plan assets at beginning of year2012-12-31$241,247
Expenses. Other expenses not covered elsewhere2012-12-31$1,845
Net income (gross income less expenses)2012-12-31$12,413
Net plan assets at end of year (total assets less liabilities)2012-12-31$253,660
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$241,247
Total contributions received or receivable from employer(s)2012-12-31$14,258
2011 : ROGER A. MARRERO, MD KEOGH PLAN 2011 401k financial data
Total income from all sources2011-12-31$12,387
Expenses. Total of all expenses incurred2011-12-31$791
Total plan assets at end of year2011-12-31$241,247
Total plan assets at beginning of year2011-12-31$229,651
Expenses. Other expenses not covered elsewhere2011-12-31$791
Other income received2011-12-31$0
Net income (gross income less expenses)2011-12-31$11,596
Net plan assets at end of year (total assets less liabilities)2011-12-31$241,247
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$229,651
Total contributions received or receivable from employer(s)2011-12-31$12,387
2010 : ROGER A. MARRERO, MD KEOGH PLAN 2010 401k financial data
Total income from all sources2010-12-31$11,800
Total plan assets at end of year2010-12-31$229,651
Total plan assets at beginning of year2010-12-31$217,851
Other income received2010-12-31$229
Net income (gross income less expenses)2010-12-31$11,800
Net plan assets at end of year (total assets less liabilities)2010-12-31$229,651
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$217,851
Total contributions received or receivable from employer(s)2010-12-31$11,571

Form 5500 Responses for ROGER A. MARRERO, MD KEOGH PLAN

2019: ROGER A. MARRERO, MD KEOGH 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: ROGER A. MARRERO, MD KEOGH 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: ROGER A. MARRERO, MD KEOGH 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: ROGER A. MARRERO, MD KEOGH 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: ROGER A. MARRERO, MD KEOGH 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: ROGER A. MARRERO, MD KEOGH 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: ROGER A. MARRERO, MD KEOGH 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: ROGER A. MARRERO, MD KEOGH 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: ROGER A. MARRERO, MD KEOGH 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
2010: ROGER A. MARRERO, MD KEOGH PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROGER A. MARRERO, MD KEOGH PLAN 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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