JOSE ALBISU, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST
401k plan membership statisitcs for JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST
| Measure | Date | Value |
|---|
| 2015: JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| 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 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 1 |
| Number of participants with account balances | 2015-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| 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 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 2 |
| Number of participants with account balances | 2010-01-01 | 2 |
| 2009: JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| 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 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2015 : JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $77 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $9,932 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $9,907 |
| Total plan assets at end of year | 2015-12-31 | $751,681 |
| Total plan assets at beginning of year | 2015-12-31 | $761,536 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $25 |
| Other income received | 2015-12-31 | $77 |
| Net income (gross income less expenses) | 2015-12-31 | $-9,855 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $751,681 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $761,536 |
| 2014 : JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $77 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $50 |
| Total plan assets at end of year | 2014-12-31 | $761,536 |
| Total plan assets at beginning of year | 2014-12-31 | $761,509 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $50 |
| Other income received | 2014-12-31 | $77 |
| Net income (gross income less expenses) | 2014-12-31 | $27 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $761,536 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $761,509 |
| 2013 : JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $76 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $50 |
| Total plan assets at end of year | 2013-12-31 | $761,509 |
| Total plan assets at beginning of year | 2013-12-31 | $761,483 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $50 |
| Other income received | 2013-12-31 | $76 |
| Net income (gross income less expenses) | 2013-12-31 | $26 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $761,509 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $761,483 |
| 2012 : JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $76 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $49 |
| Total plan assets at end of year | 2012-12-31 | $761,483 |
| Total plan assets at beginning of year | 2012-12-31 | $761,456 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $49 |
| Other income received | 2012-12-31 | $76 |
| Net income (gross income less expenses) | 2012-12-31 | $27 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $761,483 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $761,456 |
| 2011 : JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $70 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $50 |
| Total plan assets at end of year | 2011-12-31 | $761,456 |
| Total plan assets at beginning of year | 2011-12-31 | $761,436 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $50 |
| Other income received | 2011-12-31 | $70 |
| Net income (gross income less expenses) | 2011-12-31 | $20 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $761,456 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $761,436 |
| 2010 : JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $52,299 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $50 |
| Total plan assets at end of year | 2010-12-31 | $761,436 |
| Total plan assets at beginning of year | 2010-12-31 | $709,187 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $50 |
| Other income received | 2010-12-31 | $90 |
| Net income (gross income less expenses) | 2010-12-31 | $52,249 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $761,436 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $709,187 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $52,209 |
| 2015: JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOSE A. ALBISU, M.D., S.C. PENSION PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
