MEDICAL ASSOCIATES OF KATY, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEDICAL ASSOCIATES OF KATY 401(K) PLAN
Measure | Date | Value |
---|
2022: MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 15 |
Total of all active and inactive participants | 2022-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 26 |
Number of participants with account balances | 2022-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2020: MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 14 |
Total of all active and inactive participants | 2020-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 26 |
Number of participants with account balances | 2020-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 10 |
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 | 13 |
Total of all active and inactive participants | 2019-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 23 |
Number of participants with account balances | 2019-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 10 |
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 | 11 |
Total of all active and inactive participants | 2018-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 21 |
Number of participants with account balances | 2018-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
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 | 0 |
Total of all active and inactive participants | 2017-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 9 |
Number of participants with account balances | 2017-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
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 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 12 |
Number of participants with account balances | 2016-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
Measure | Date | Value |
---|
2022 : MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $-541,155 |
Expenses. Total of all expenses incurred | 2022-12-31 | $16,898 |
Benefits paid (including direct rollovers) | 2022-12-31 | $12,026 |
Total plan assets at end of year | 2022-12-31 | $1,854,929 |
Total plan assets at beginning of year | 2022-12-31 | $2,412,982 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $76,877 |
Other income received | 2022-12-31 | $-655,716 |
Net income (gross income less expenses) | 2022-12-31 | $-558,053 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,854,929 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,412,982 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $20,415 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $37,684 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $4,872 |
2020 : MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $588,765 |
Expenses. Total of all expenses incurred | 2020-12-31 | $29,687 |
Benefits paid (including direct rollovers) | 2020-12-31 | $29,587 |
Total plan assets at end of year | 2020-12-31 | $1,981,569 |
Total plan assets at beginning of year | 2020-12-31 | $1,422,491 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $75,542 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $453,611 |
Net income (gross income less expenses) | 2020-12-31 | $559,078 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,981,569 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,422,491 |
Assets. Value of participant loans | 2020-12-31 | $27,278 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $22,621 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $59,612 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $100 |
2019 : MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2019 401k financial data |
---|
Transfers to/from the plan | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $408,211 |
Expenses. Total of all expenses incurred | 2019-12-31 | $28,719 |
Benefits paid (including direct rollovers) | 2019-12-31 | $28,533 |
Total plan assets at end of year | 2019-12-31 | $1,422,491 |
Total plan assets at beginning of year | 2019-12-31 | $1,042,999 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $65,599 |
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 | $282,109 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $379,492 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,422,491 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,042,999 |
Assets. Value of participant loans | 2019-12-31 | $48,174 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $24,250 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $60,503 |
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 | $186 |
2018 : MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $87,082 |
Expenses. Total of all expenses incurred | 2018-12-31 | $-11,869 |
Benefits paid (including direct rollovers) | 2018-12-31 | $12,372 |
Total plan assets at end of year | 2018-12-31 | $1,042,999 |
Total plan assets at beginning of year | 2018-12-31 | $944,048 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $67,286 |
Other income received | 2018-12-31 | $-80,204 |
Net income (gross income less expenses) | 2018-12-31 | $98,951 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,042,999 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $944,048 |
Assets. Value of participant loans | 2018-12-31 | $67,838 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $100,000 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $-27,042 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,801 |
2017 : MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $245,062 |
Expenses. Total of all expenses incurred | 2017-12-31 | $13,493 |
Benefits paid (including direct rollovers) | 2017-12-31 | $9,983 |
Total plan assets at end of year | 2017-12-31 | $944,048 |
Total plan assets at beginning of year | 2017-12-31 | $712,479 |
Value of fidelity bond covering the plan | 2017-12-31 | $68,000 |
Total contributions received or receivable from participants | 2017-12-31 | $77,729 |
Other income received | 2017-12-31 | $129,818 |
Net income (gross income less expenses) | 2017-12-31 | $231,569 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $944,048 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $712,479 |
Assets. Value of participant loans | 2017-12-31 | $89,072 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $37,515 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,510 |
2016 : MEDICAL ASSOCIATES OF KATY 401(K) PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $104,027 |
Expenses. Total of all expenses incurred | 2016-12-31 | $65,543 |
Benefits paid (including direct rollovers) | 2016-12-31 | $28,944 |
Total plan assets at end of year | 2016-12-31 | $712,479 |
Total plan assets at beginning of year | 2016-12-31 | $673,995 |
Value of fidelity bond covering the plan | 2016-12-31 | $68,000 |
Total contributions received or receivable from participants | 2016-12-31 | $55,755 |
Other income received | 2016-12-31 | $32,097 |
Net income (gross income less expenses) | 2016-12-31 | $38,484 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $712,479 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $673,995 |
Assets. Value of participant loans | 2016-12-31 | $2,464 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $16,175 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $27,042 |
Value of corrective distributions | 2016-12-31 | $6,846 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,711 |