401k Plan data: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN plan

GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan Name	GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN
Plan identification number	001

GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GEORGE R. MORO, M.D., F.A.C.S. has sponsored the creation of one or more 401k plans.

Company Name: GEORGE R. MORO, M.D., F.A.C.S.

Employer identification number (EIN): 330428373

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01 GEORGE R. MORO, M.D., F.A.C.S. 2020-10-08
001 2018-01-01 GEORGE R. MORO, M.D., F.A.C.S. 2019-10-06
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 GEORGE R. MORO, M.D., F.A.C.S.
001 2013-01-01 GEORGE R. MORO, M.D., F.A.C.S.
001 2012-01-01 GEORGE R. MORO, M.D., F.A.C.S.
001 2011-01-01 GEORGE R. MORO, M.D., F.A.C.S.
001 2009-01-01 DOLORES HERNANDEZ

Plan Statistics for GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2019: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN

Measure	Date	Value
2019 : GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$95,863
Expenses. Total of all expenses incurred	2019-12-31	$93,079
Benefits paid (including direct rollovers)	2019-12-31	$93,079
Total plan assets at end of year	2019-12-31	$968,766
Total plan assets at beginning of year	2019-12-31	$965,982
Value of fidelity bond covering the plan	2019-12-31	$50,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$42,524
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,784
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$968,766
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$965,982
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$47,741
Total contributions received or receivable from employer(s)	2019-12-31	$53,339
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$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 securities	2019-12-31	$0
2018 : GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$54,626
Expenses. Total of all expenses incurred	2018-12-31	$37,840
Benefits paid (including direct rollovers)	2018-12-31	$37,785
Total plan assets at end of year	2018-12-31	$965,982
Total plan assets at beginning of year	2018-12-31	$949,196
Value of fidelity bond covering the plan	2018-12-31	$50,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-374
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$16,786
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$965,982
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$949,196
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$45,000
Total contributions received or receivable from employer(s)	2018-12-31	$55,000
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$55
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$108,119
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$949,196
Total plan assets at beginning of year	2017-12-31	$841,077
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$45,236
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$108,119
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$949,196
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$841,077
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$45,000
Total contributions received or receivable from employer(s)	2017-12-31	$62,883
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$95,689
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$841,077
Total plan assets at beginning of year	2016-12-31	$745,388
Value of fidelity bond covering the plan	2016-12-31	$50,000
Other income received	2016-12-31	$30,845
Net income (gross income less expenses)	2016-12-31	$95,689
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$841,077
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$745,388
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$45,000
Total contributions received or receivable from employer(s)	2016-12-31	$64,844
2015 : GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-477,502
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$737,495
Total plan assets at beginning of year	2015-12-31	$1,214,997
Value of fidelity bond covering the plan	2015-12-31	$50,000
Other income received	2015-12-31	$-534,448
Net income (gross income less expenses)	2015-12-31	$-477,502
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$737,495
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,214,997
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$45,000
Total contributions received or receivable from employer(s)	2015-12-31	$56,946
2014 : GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$68,835
Expenses. Total of all expenses incurred	2014-12-31	$7,523
Benefits paid (including direct rollovers)	2014-12-31	$7,453
Total plan assets at end of year	2014-12-31	$1,214,997
Total plan assets at beginning of year	2014-12-31	$1,153,685
Value of fidelity bond covering the plan	2014-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$70
Other income received	2014-12-31	$5,273
Net income (gross income less expenses)	2014-12-31	$61,312
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,214,997
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,153,685
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$586,917
Total contributions received or receivable from employer(s)	2014-12-31	$63,562
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$-501,322
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,153,685
Total plan assets at beginning of year	2013-12-31	$1,655,007
Value of fidelity bond covering the plan	2013-12-31	$50,000
Other income received	2013-12-31	$-563,868
Net income (gross income less expenses)	2013-12-31	$-501,322
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,153,685
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,655,007
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$586,918
Total contributions received or receivable from employer(s)	2013-12-31	$62,546
2012 : GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$0
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,527,678
Total plan assets at beginning of year	2012-12-31	$1,527,678
Value of fidelity bond covering the plan	2012-12-31	$50,000
Net income (gross income less expenses)	2012-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,527,678
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,527,678
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$1,113,466
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$411,841
Expenses. Total of all expenses incurred	2011-12-31	$8,130
Benefits paid (including direct rollovers)	2011-12-31	$8,130
Total plan assets at end of year	2011-12-31	$1,527,678
Total plan assets at beginning of year	2011-12-31	$1,123,967
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$350,864
Net income (gross income less expenses)	2011-12-31	$403,711
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,527,678
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,123,967
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$1,113,466
Total contributions received or receivable from employer(s)	2011-12-31	$60,977
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$67,572
Expenses. Total of all expenses incurred	2010-12-31	$8,130
Benefits paid (including direct rollovers)	2010-12-31	$8,130
Total plan assets at end of year	2010-12-31	$1,123,967
Total plan assets at beginning of year	2010-12-31	$1,064,525
Value of fidelity bond covering the plan	2010-12-31	$50,000
Other income received	2010-12-31	$5,917
Net income (gross income less expenses)	2010-12-31	$59,442
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,123,967
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,064,525
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$763,521
Total contributions received or receivable from employer(s)	2010-12-31	$61,655
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 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

Form 5500 Responses for GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN

2019: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GEORGE R. MORO, MD, F.A.C.S., EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GEORGE R. MORO, M.D., F.A.C.S.
Employer identification number (EIN):	330428373
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01	GEORGE R. MORO, M.D., F.A.C.S.	2020-10-08
001	2018-01-01	GEORGE R. MORO, M.D., F.A.C.S.	2019-10-06
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	GEORGE R. MORO, M.D., F.A.C.S.
001	2013-01-01	GEORGE R. MORO, M.D., F.A.C.S.
001	2012-01-01	GEORGE R. MORO, M.D., F.A.C.S.
001	2011-01-01	GEORGE R. MORO, M.D., F.A.C.S.
001	2009-01-01	DOLORES HERNANDEZ