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| Plan Name | ANTHONY J. LEO, MD, SELF-EMPLOYED RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | LEO, ANTHONY J. MD |
| Employer identification number (EIN): | 421318118 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | DR. ANTHONY LEO, MD | 2016-07-16 | ||
| 001 | 2014-01-01 | DR. ANTHONY LEO, MD | 2015-07-22 | ||
| 001 | 2013-01-01 | DR. ANTHONY LEO, MD | 2014-07-15 | DR. ANTHONY LEO, MD | 2014-07-15 |
| 001 | 2012-01-01 | DR. ANTHONY LEO, MD | 2013-07-22 | DR. ANTHONY LEO, MD | 2013-07-22 |
| 001 | 2011-01-01 | DR. ANTHONY LEO, MD | 2012-07-30 | ||
| 001 | 2009-01-01 | DR. ANTHONY LEO, MD |
| Measure | Date | Value |
|---|---|---|
| 2009: ANTHONY J. LEO, MD, SELF-EMPLOYED RETIREMENT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : ANTHONY J. LEO, MD, SELF-EMPLOYED RETIREMENT PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $151,642 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $714,451 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $714,451 |
| Total plan assets at end of year | 2010-12-31 | $636,288 |
| Total plan assets at beginning of year | 2010-12-31 | $1,199,097 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $3,725 |
| Other income received | 2010-12-31 | $89,816 |
| Net income (gross income less expenses) | 2010-12-31 | $-562,809 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $636,288 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,199,097 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $58,101 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009: ANTHONY J. LEO, MD, SELF-EMPLOYED RETIREMENT 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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