MICHAEL SHAPIRO, MD & GAYLE SHIMOKAJI, MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL SHAPIRO, MD & GAYLE SHIMOKAJI, MD DEFINED BENEFIT PLAN
401k plan membership statisitcs for MICHAEL SHAPIRO, MD & GAYLE SHIMOKAJI, MD DEFINED BENEFIT PLAN
Measure | Date | Value |
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2022: MICHAEL SHAPIRO, MD & GAYLE SHIMOKAJI, MD DEFINED BENEFIT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MICHAEL SHAPIRO, MD & GAYLE SHIMOKAJI, MD DEFINED BENEFIT PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 5,898,652 |
Acturial value of plan assets | 2021-12-31 | 5,898,652 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 0 |
Fundng target for terminated vested participants | 2021-12-31 | 0 |
Active participant vested funding target | 2021-12-31 | 4,463,380 |
Number of active participants | 2021-12-31 | 3 |
Total funding liabilities for active participants | 2021-12-31 | 4,463,380 |
Total participant count | 2021-12-31 | 3 |
Total funding target for all participants | 2021-12-31 | 4,463,380 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 60,239 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 60,239 |
Present value of excess contributions | 2021-12-31 | 261,354 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 261,354 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 261,354 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 325,484 |
Total employer contributions | 2021-12-31 | 354,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 342,607 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 342,607 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MICHAEL SHAPIRO, MD & GAYLE SHIMOKAJI, MD DEFINED BENEFIT PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 4,661,020 |
Acturial value of plan assets | 2020-12-31 | 4,661,020 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 0 |
Fundng target for terminated vested participants | 2020-12-31 | 0 |
Active participant vested funding target | 2020-12-31 | 4,231,894 |
Number of active participants | 2020-12-31 | 4 |
Total funding liabilities for active participants | 2020-12-31 | 4,231,894 |
Total participant count | 2020-12-31 | 4 |
Total funding target for all participants | 2020-12-31 | 4,231,894 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 16,771 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 16,771 |
Present value of excess contributions | 2020-12-31 | 42,472 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 42,472 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 42,472 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 60,239 |
Total employer contributions | 2020-12-31 | 270,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 261,354 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 18,940 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 261,354 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 4 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MICHAEL SHAPIRO, MD & GAYLE SHIMOKAJI, MD DEFINED BENEFIT PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 3,933,766 |
Acturial value of plan assets | 2019-12-31 | 3,933,766 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 1 |
Fundng target for terminated vested participants | 2019-12-31 | 2,273 |
Active participant vested funding target | 2019-12-31 | 3,962,822 |
Number of active participants | 2019-12-31 | 2 |
Total funding liabilities for active participants | 2019-12-31 | 3,962,822 |
Total participant count | 2019-12-31 | 3 |
Total funding target for all participants | 2019-12-31 | 3,965,095 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 177,771 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 160,501 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 17,270 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 16,771 |
Total employer contributions | 2019-12-31 | 450,010 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 416,499 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 358,720 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 49,125 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 374,027 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 374,027 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 416,499 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
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 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MICHAEL SHAPIRO, MD & GAYLE SHIMOKAJI, MD DEFINED BENEFIT PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 3,212,617 |
Acturial value of plan assets | 2018-12-31 | 3,212,617 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 1 |
Fundng target for terminated vested participants | 2018-12-31 | 3,075 |
Active participant vested funding target | 2018-12-31 | 3,399,132 |
Number of active participants | 2018-12-31 | 2 |
Total funding liabilities for active participants | 2018-12-31 | 3,399,132 |
Total participant count | 2018-12-31 | 3 |
Total funding target for all participants | 2018-12-31 | 3,402,207 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 21,219 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 21,219 |
Present value of excess contributions | 2018-12-31 | 154,666 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 154,666 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 154,666 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 177,771 |
Total employer contributions | 2018-12-31 | 488,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 467,818 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 566,522 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 378,543 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 628,319 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 160,501 |
Additional cash requirement | 2018-12-31 | 467,818 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 467,818 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: MICHAEL SHAPIRO, MD & GAYLE SHIMOKAJI, MD DEFINED BENEFIT PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 2,715,549 |
Acturial value of plan assets | 2017-12-31 | 2,715,549 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 1 |
Fundng target for terminated vested participants | 2017-12-31 | 2,756 |
Active participant vested funding target | 2017-12-31 | 2,581,394 |
Number of active participants | 2017-12-31 | 2 |
Total funding liabilities for active participants | 2017-12-31 | 2,581,394 |
Total participant count | 2017-12-31 | 3 |
Total funding target for all participants | 2017-12-31 | 2,584,150 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 90,112 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 69,731 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 20,381 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 21,219 |
Total employer contributions | 2017-12-31 | 600,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 561,908 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 516,280 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 407,242 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 407,242 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 561,908 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: MICHAEL SHAPIRO, MD & GAYLE SHIMOKAJI, MD DEFINED BENEFIT PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 1,983,441 |
Acturial value of plan assets | 2016-12-31 | 1,983,441 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 1 |
Fundng target for terminated vested participants | 2016-12-31 | 2,170 |
Active participant vested funding target | 2016-12-31 | 1,923,354 |
Number of active participants | 2016-12-31 | 2 |
Total funding liabilities for active participants | 2016-12-31 | 1,923,354 |
Total participant count | 2016-12-31 | 3 |
Total funding target for all participants | 2016-12-31 | 1,925,524 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 314,152 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 223,469 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 90,683 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 90,112 |
Total employer contributions | 2016-12-31 | 485,902 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 469,901 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 481,145 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 36,989 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 539,632 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 69,731 |
Additional cash requirement | 2016-12-31 | 469,901 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 469,901 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Measure | Date | Value |
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2022 : MICHAEL SHAPIRO, MD & GAYLE SHIMOKAJI, MD DEFINED BENEFIT PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-661,450 |
Expenses. Total of all expenses incurred | 2022-12-31 | $5,591,202 |
Benefits paid (including direct rollovers) | 2022-12-31 | $5,491,037 |
Total plan assets at end of year | 2022-12-31 | $0 |
Total plan assets at beginning of year | 2022-12-31 | $6,252,652 |
Value of fidelity bond covering the plan | 2022-12-31 | $4,005,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $100,165 |
Other income received | 2022-12-31 | $-1,111,450 |
Net income (gross income less expenses) | 2022-12-31 | $-6,252,652 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,252,652 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $450,000 |
2021 : MICHAEL SHAPIRO, MD & GAYLE SHIMOKAJI, MD DEFINED BENEFIT PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,404,895 |
Expenses. Total of all expenses incurred | 2021-12-31 | $83,263 |
Total plan assets at end of year | 2021-12-31 | $6,252,652 |
Total plan assets at beginning of year | 2021-12-31 | $4,931,020 |
Value of fidelity bond covering the plan | 2021-12-31 | $4,005,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $83,263 |
Other income received | 2021-12-31 | $1,050,895 |
Net income (gross income less expenses) | 2021-12-31 | $1,321,632 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,252,652 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,931,020 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $4,005,000 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $354,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : MICHAEL SHAPIRO, MD & GAYLE SHIMOKAJI, MD DEFINED BENEFIT PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $664,409 |
Expenses. Total of all expenses incurred | 2020-12-31 | $117,165 |
Benefits paid (including direct rollovers) | 2020-12-31 | $5,652 |
Total plan assets at end of year | 2020-12-31 | $4,931,020 |
Total plan assets at beginning of year | 2020-12-31 | $4,383,776 |
Value of fidelity bond covering the plan | 2020-12-31 | $3,006,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $111,513 |
Other income received | 2020-12-31 | $394,409 |
Net income (gross income less expenses) | 2020-12-31 | $547,244 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,931,020 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,383,776 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $3,302,071 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $270,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : MICHAEL SHAPIRO, MD & GAYLE SHIMOKAJI, MD DEFINED BENEFIT PLAN 2019 401k financial data |
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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 | $760,502 |
Expenses. Total of all expenses incurred | 2019-12-31 | $77,343 |
Total plan assets at end of year | 2019-12-31 | $4,383,776 |
Total plan assets at beginning of year | 2019-12-31 | $3,700,617 |
Value of fidelity bond covering the plan | 2019-12-31 | $3,006,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $77,343 |
Other income received | 2019-12-31 | $310,492 |
Net income (gross income less expenses) | 2019-12-31 | $683,159 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,383,776 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,700,617 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $3,005,679 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $450,010 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |