DR. LEONARD GOLDMAN, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2022: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
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 | 2 |
Total of all active and inactive participants | 2022-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 7 |
Number of participants with account balances | 2022-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
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 | 1 |
Total of all active and inactive participants | 2021-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 7 |
Number of participants with account balances | 2021-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
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 | 1 |
Total of all active and inactive participants | 2020-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 7 |
Number of participants with account balances | 2020-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
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 | 0 |
Total of all active and inactive participants | 2018-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 5 |
Number of participants with account balances | 2018-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 5 |
Number of participants with account balances | 2017-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
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 | 1 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
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 | 2 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2022 : DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
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 | $-939,856 |
Expenses. Total of all expenses incurred | 2022-12-31 | $2,096 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $5,252,043 |
Total plan assets at beginning of year | 2022-12-31 | $6,193,995 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-978,052 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-941,952 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,252,043 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,193,995 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $38,196 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,096 |
2021 : DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
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 | $876,309 |
Expenses. Total of all expenses incurred | 2021-12-31 | $2,161 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $6,193,995 |
Total plan assets at beginning of year | 2021-12-31 | $5,319,847 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $795,787 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $874,148 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,193,995 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,319,847 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $80,522 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,161 |
2020 : DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 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 | $722,021 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,731 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $5,319,847 |
Total plan assets at beginning of year | 2020-12-31 | $4,599,557 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $644,221 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $720,290 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,319,847 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,599,557 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $77,800 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,731 |
2019 : DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
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 | $877,752 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,609 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $4,599,557 |
Total plan assets at beginning of year | 2019-12-31 | $3,723,414 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
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 | $800,380 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $876,143 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,599,557 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,723,414 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $77,372 |
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 | $1,609 |
2018 : DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-76,629 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $3,723,414 |
Total plan assets at beginning of year | 2018-12-31 | $3,800,043 |
Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-110,138 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-76,629 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,723,414 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,800,043 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $33,509 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
2017 : DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $631,089 |
Expenses. Total of all expenses incurred | 2017-12-31 | $5,072 |
Benefits paid (including direct rollovers) | 2017-12-31 | $3,685 |
Total plan assets at end of year | 2017-12-31 | $3,800,043 |
Total plan assets at beginning of year | 2017-12-31 | $3,174,026 |
Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $598,390 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $626,017 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,800,043 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,174,026 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $32,699 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,387 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $350,834 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,199 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $3,174,026 |
Total plan assets at beginning of year | 2016-12-31 | $2,824,391 |
Value of fidelity bond covering the plan | 2016-12-31 | $350,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $317,447 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $349,635 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,174,026 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,824,391 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $33,387 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,199 |
2015 : DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-5,380 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,165 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $2,824,391 |
Total plan assets at beginning of year | 2015-12-31 | $2,830,936 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-38,010 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-6,545 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,824,391 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,830,936 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $32,630 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,165 |
2014 : DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $330,330 |
Expenses. Total of all expenses incurred | 2014-12-31 | $20,118 |
Benefits paid (including direct rollovers) | 2014-12-31 | $18,999 |
Total plan assets at end of year | 2014-12-31 | $2,830,936 |
Total plan assets at beginning of year | 2014-12-31 | $2,520,724 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $299,316 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $310,212 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,830,936 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,520,724 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $31,014 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,119 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $479,340 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,024 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $2,520,724 |
Total plan assets at beginning of year | 2013-12-31 | $2,042,408 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $449,973 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $478,316 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,520,724 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,042,408 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $29,367 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,024 |
2012 : DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $261,160 |
Expenses. Total of all expenses incurred | 2012-12-31 | $71,529 |
Benefits paid (including direct rollovers) | 2012-12-31 | $70,690 |
Total plan assets at end of year | 2012-12-31 | $2,042,408 |
Total plan assets at beginning of year | 2012-12-31 | $1,852,777 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $235,719 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $189,631 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,042,408 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,852,777 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $25,441 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $839 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $96,910 |
Expenses. Total of all expenses incurred | 2011-12-31 | $22,356 |
Benefits paid (including direct rollovers) | 2011-12-31 | $21,577 |
Total plan assets at end of year | 2011-12-31 | $1,852,777 |
Total plan assets at beginning of year | 2011-12-31 | $1,778,223 |
Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $67,426 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $74,554 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,852,777 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,778,223 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $29,484 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $779 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $284,522 |
Expenses. Total of all expenses incurred | 2010-12-31 | $669 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $1,778,223 |
Total plan assets at beginning of year | 2010-12-31 | $1,494,370 |
Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $195,527 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $283,853 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,778,223 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,494,370 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $88,995 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $669 |
2009 : DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST 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 |