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MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 401k Plan overview

Plan NameMARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN
Plan identification number 002

MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

MARIO R. ORTEGA, MD, FAAP, PA has sponsored the creation of one or more 401k plans.

Company Name:MARIO R. ORTEGA, MD, FAAP, PA
Employer identification number (EIN):521039658
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARIO ORTEGA2024-10-15
0022022-01-01MARIO ORTEGA2023-10-12
0022022-01-01MARIO ORTEGA2024-10-15
0022021-01-01MARIO ORTEGA2022-10-03
0022020-01-01MARIO ORTEGA2021-10-12
0022019-01-01MARIO ORTEGA2020-10-06
0022018-01-01MARIO ORTEGA2019-10-09
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01MARIO ORTEGA
0022013-01-01MARIO ORTEGA2014-07-25
0022012-01-01MARIO ORTEGA2013-07-30
0022011-01-01MARIO ORTEGA2012-06-27
0022010-01-01MARIO ORTEGA2011-09-14 MARIO ORTEGA2011-09-14

Plan Statistics for MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN

401k plan membership statisitcs for MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN

Measure Date Value
2023: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0119
Total number of active participants reported on line 7a of the Form 55002023-01-0120
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0120
Number of participants with account balances2023-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0117
Total number of active participants reported on line 7a of the Form 55002022-01-0114
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0114
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0121
Total number of active participants reported on line 7a of the Form 55002021-01-0116
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0116
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0126
Total number of active participants reported on line 7a of the Form 55002020-01-0124
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0124
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0124
Total number of active participants reported on line 7a of the Form 55002019-01-0124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0124
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0121
Total number of active participants reported on line 7a of the Form 55002018-01-0123
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0123
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0117
Total number of active participants reported on line 7a of the Form 55002017-01-0119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0119
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-0117
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0117
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0116
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0115
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN

Measure Date Value
2023 : MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$12,264
Expenses. Total of all expenses incurred2023-12-31$60,242
Benefits paid (including direct rollovers)2023-12-31$60,242
Total plan assets at end of year2023-12-31$906,744
Total plan assets at beginning of year2023-12-31$954,722
Value of fidelity bond covering the plan2023-12-31$400,000
Other income received2023-12-31$12,264
Net income (gross income less expenses)2023-12-31$-47,978
Net plan assets at end of year (total assets less liabilities)2023-12-31$906,744
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$954,722
Assets. Value of real-estate (other than employer real property)2023-12-31$3,983
2022 : MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total income from all sources2022-12-31$62,039
Expenses. Total of all expenses incurred2022-12-31$60,275
Benefits paid (including direct rollovers)2022-12-31$60,275
Total plan assets at end of year2022-12-31$1,004,245
Total plan assets at beginning of year2022-12-31$1,002,481
Value of fidelity bond covering the plan2022-12-31$400,000
Other income received2022-12-31$62,039
Net income (gross income less expenses)2022-12-31$1,764
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,004,245
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,002,481
Assets. Value of real-estate (other than employer real property)2022-12-31$5,914
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$24
2021 : MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$22,698
Expenses. Total of all expenses incurred2021-12-31$60,084
Benefits paid (including direct rollovers)2021-12-31$60,084
Total plan assets at end of year2021-12-31$1,002,481
Total plan assets at beginning of year2021-12-31$1,039,867
Value of fidelity bond covering the plan2021-12-31$400,000
Other income received2021-12-31$22,698
Net income (gross income less expenses)2021-12-31$-37,386
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,002,481
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,039,867
Assets. Value of real-estate (other than employer real property)2021-12-31$4,149
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$6,182
Expenses. Total of all expenses incurred2020-12-31$65,000
Benefits paid (including direct rollovers)2020-12-31$65,000
Total plan assets at end of year2020-12-31$1,039,867
Total plan assets at beginning of year2020-12-31$1,098,685
Value of fidelity bond covering the plan2020-12-31$400,000
Other income received2020-12-31$6,182
Net income (gross income less expenses)2020-12-31$-58,818
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,039,867
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,098,685
Assets. Value of real-estate (other than employer real property)2020-12-31$3,196
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$54,933
Expenses. Total of all expenses incurred2019-12-31$61,248
Benefits paid (including direct rollovers)2019-12-31$55,406
Total plan assets at end of year2019-12-31$1,098,685
Total plan assets at beginning of year2019-12-31$1,105,000
Value of fidelity bond covering the plan2019-12-31$400,000
Other income received2019-12-31$54,933
Net income (gross income less expenses)2019-12-31$-6,315
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,098,685
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,105,000
Assets. Value of real-estate (other than employer real property)2019-12-31$649
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5,842
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$26,979
Expenses. Total of all expenses incurred2018-12-31$60,508
Benefits paid (including direct rollovers)2018-12-31$54,920
Total plan assets at end of year2018-12-31$1,105,000
Total plan assets at beginning of year2018-12-31$1,138,529
Value of fidelity bond covering the plan2018-12-31$400,000
Noncash contributions received2018-12-31$26,979
Net income (gross income less expenses)2018-12-31$-33,529
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,105,000
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,138,529
Assets. Value of real-estate (other than employer real property)2018-12-31$649
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,588
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$59,572
Expenses. Total of all expenses incurred2017-12-31$58,347
Benefits paid (including direct rollovers)2017-12-31$52,854
Total plan assets at end of year2017-12-31$1,138,529
Total plan assets at beginning of year2017-12-31$1,137,304
Value of fidelity bond covering the plan2017-12-31$400,000
Other income received2017-12-31$59,572
Net income (gross income less expenses)2017-12-31$1,225
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,138,529
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,137,304
Assets. Value of real-estate (other than employer real property)2017-12-31$4,947
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,493
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$20,694
Expenses. Total of all expenses incurred2016-12-31$80,000
Benefits paid (including direct rollovers)2016-12-31$80,000
Total plan assets at end of year2016-12-31$1,137,304
Total plan assets at beginning of year2016-12-31$1,196,610
Value of fidelity bond covering the plan2016-12-31$400,000
Other income received2016-12-31$20,694
Net income (gross income less expenses)2016-12-31$-59,306
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,137,304
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,196,610
Assets. Value of real-estate (other than employer real property)2016-12-31$9,317
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$10,545
Expenses. Total of all expenses incurred2015-12-31$80,000
Benefits paid (including direct rollovers)2015-12-31$80,000
Total plan assets at end of year2015-12-31$1,196,610
Total plan assets at beginning of year2015-12-31$1,266,065
Value of fidelity bond covering the plan2015-12-31$400,000
Other income received2015-12-31$10,545
Net income (gross income less expenses)2015-12-31$-69,455
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,196,610
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,266,065
Assets. Value of real-estate (other than employer real property)2015-12-31$8,661
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$31,916
Expenses. Total of all expenses incurred2014-12-31$80,000
Benefits paid (including direct rollovers)2014-12-31$80,000
Total plan assets at end of year2014-12-31$1,266,065
Total plan assets at beginning of year2014-12-31$1,314,149
Value of fidelity bond covering the plan2014-12-31$400,000
Other income received2014-12-31$31,916
Net income (gross income less expenses)2014-12-31$-48,084
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,266,065
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,314,149
Assets. Value of real-estate (other than employer real property)2014-12-31$9,497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN

2023: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARIO R. ORTEGA, MD, FAAP, PA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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