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LARRY M MASON MD PROFIT SHARING PLAN 401k Plan overview

Plan NameLARRY M MASON MD PROFIT SHARING PLAN
Plan identification number 001

LARRY M MASON MD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

LARRY M MASON MD has sponsored the creation of one or more 401k plans.

Company Name:LARRY M MASON MD
Employer identification number (EIN):581470411
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LARRY M MASON MD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012019-01-01
0012018-01-01GINA MASON
0012017-01-01GINA MASON
0012016-01-01GINA MASON
0012015-01-01GINA MASON
0012014-01-01GINA MASON
0012013-01-01GINA MASON
0012012-01-01GINA MASON
0012011-01-01GINA MASON
0012010-01-01GINA MASON
0012009-01-01GINA MASON

Plan Statistics for LARRY M MASON MD PROFIT SHARING PLAN

401k plan membership statisitcs for LARRY M MASON MD PROFIT SHARING PLAN

Measure Date Value
2019: LARRY M MASON MD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: LARRY M MASON MD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
2017: LARRY M MASON MD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0121
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
2016: LARRY M MASON MD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0124
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Total of all active and inactive participants2016-01-0121
Total participants2016-01-0121
Number of participants with account balances2016-01-0121
2015: LARRY M MASON MD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0125
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Total of all active and inactive participants2015-01-0124
Total participants2015-01-0124
Number of participants with account balances2015-01-0124
2014: LARRY M MASON MD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0125
Total number of active participants reported on line 7a of the Form 55002014-01-0125
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 participants2014-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0125
Number of participants with account balances2014-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LARRY M MASON MD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0128
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0125
Number of participants with account balances2013-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LARRY M MASON MD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0128
Number of participants with account balances2012-01-0128
2011: LARRY M MASON MD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0129
Total number of active participants reported on line 7a of the Form 55002011-01-0127
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0127
Number of participants with account balances2011-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LARRY M MASON MD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0136
Total number of active participants reported on line 7a of the Form 55002010-01-0129
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0129
Number of participants with account balances2010-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LARRY M MASON MD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0139
Total number of active participants reported on line 7a of the Form 55002009-01-0129
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0136
Number of participants with account balances2009-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LARRY M MASON MD PROFIT SHARING PLAN

Measure Date Value
2019 : LARRY M MASON MD PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$1,009,565
Total plan liabilities at beginning of year2019-12-31$925,891
Total income from all sources2019-12-31$680,367
Expenses. Total of all expenses incurred2019-12-31$667,513
Benefits paid (including direct rollovers)2019-12-31$419,000
Total plan assets at end of year2019-12-31$9,066,157
Total plan assets at beginning of year2019-12-31$8,969,629
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$248,513
Other income received2019-12-31$680,367
Net income (gross income less expenses)2019-12-31$12,854
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,056,592
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,043,738
Assets. Value of assets in partnership/joint-venture interests2019-12-31$29,310
Assets. Value of real-estate (other than employer real property)2019-12-31$8,634,500
2018 : LARRY M MASON MD PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$925,891
Total plan liabilities at beginning of year2018-12-31$688,604
Total income from all sources2018-12-31$345,403
Expenses. Total of all expenses incurred2018-12-31$813,977
Benefits paid (including direct rollovers)2018-12-31$400,000
Total plan assets at end of year2018-12-31$8,969,629
Total plan assets at beginning of year2018-12-31$9,200,916
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$413,977
Other income received2018-12-31$345,403
Net income (gross income less expenses)2018-12-31$-468,574
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,043,738
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,512,312
Assets. Value of assets in partnership/joint-venture interests2018-12-31$29,310
Assets. Value of real-estate (other than employer real property)2018-12-31$8,674,500
2017 : LARRY M MASON MD PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$688,604
Total plan liabilities at beginning of year2017-12-31$1,000,952
Total income from all sources2017-12-31$530,623
Expenses. Total of all expenses incurred2017-12-31$698,685
Benefits paid (including direct rollovers)2017-12-31$520,689
Total plan assets at end of year2017-12-31$9,200,916
Total plan assets at beginning of year2017-12-31$9,681,326
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$177,996
Other income received2017-12-31$530,623
Net income (gross income less expenses)2017-12-31$-168,062
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,512,312
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$8,680,374
Assets. Value of assets in partnership/joint-venture interests2017-12-31$30,711
Assets. Value of real-estate (other than employer real property)2017-12-31$8,900,050
2016 : LARRY M MASON MD PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$1,000,952
Total plan liabilities at beginning of year2016-12-31$1,229,942
Total income from all sources2016-12-31$437,063
Expenses. Total of all expenses incurred2016-12-31$412,886
Benefits paid (including direct rollovers)2016-12-31$178,476
Total plan assets at end of year2016-12-31$9,681,326
Total plan assets at beginning of year2016-12-31$9,886,139
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$234,410
Other income received2016-12-31$437,063
Net income (gross income less expenses)2016-12-31$24,177
Net plan assets at end of year (total assets less liabilities)2016-12-31$8,680,374
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,656,197
Assets. Value of assets in partnership/joint-venture interests2016-12-31$32,208
Assets. Value of real-estate (other than employer real property)2016-12-31$8,995,950
2015 : LARRY M MASON MD PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$1,229,942
Total plan liabilities at beginning of year2015-12-31$1,493,718
Total income from all sources2015-12-31$257,863
Expenses. Total of all expenses incurred2015-12-31$119,691
Benefits paid (including direct rollovers)2015-12-31$119,691
Total plan assets at end of year2015-12-31$9,886,139
Total plan assets at beginning of year2015-12-31$10,011,743
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$257,863
Net income (gross income less expenses)2015-12-31$138,172
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,656,197
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,518,025
Assets. Value of assets in partnership/joint-venture interests2015-12-31$100,926
Assets. Value of real-estate (other than employer real property)2015-12-31$8,717,450
2014 : LARRY M MASON MD PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$1,493,718
Total plan liabilities at beginning of year2014-12-31$2,397,069
Total income from all sources2014-12-31$230,661
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$10,011,743
Total plan assets at beginning of year2014-12-31$10,684,433
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$230,661
Net income (gross income less expenses)2014-12-31$230,661
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,518,025
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,287,364
Assets. Value of assets in partnership/joint-venture interests2014-12-31$124,447
Assets. Value of real-estate (other than employer real property)2014-12-31$8,717,450
2013 : LARRY M MASON MD PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$2,397,069
Total plan liabilities at beginning of year2013-12-31$2,501,832
Total income from all sources2013-12-31$266,765
Expenses. Total of all expenses incurred2013-12-31$5,318
Benefits paid (including direct rollovers)2013-12-31$5,318
Total plan assets at end of year2013-12-31$10,684,433
Total plan assets at beginning of year2013-12-31$10,527,749
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$266,765
Net income (gross income less expenses)2013-12-31$261,447
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,287,364
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,025,917
Assets. Value of assets in partnership/joint-venture interests2013-12-31$118,465
Assets. Value of real-estate (other than employer real property)2013-12-31$9,497,450
2012 : LARRY M MASON MD PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$2,501,832
Total plan liabilities at beginning of year2012-12-31$2,477,062
Total income from all sources2012-12-31$378,093
Expenses. Total of all expenses incurred2012-12-31$87,590
Benefits paid (including direct rollovers)2012-12-31$87,590
Total plan assets at end of year2012-12-31$10,527,749
Total plan assets at beginning of year2012-12-31$10,212,477
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$378,093
Net income (gross income less expenses)2012-12-31$290,503
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,025,917
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,735,415
Assets. Value of assets in partnership/joint-venture interests2012-12-31$92,879
Assets. Value of real-estate (other than employer real property)2012-12-31$9,077,450
2011 : LARRY M MASON MD PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$2,477,062
Total plan liabilities at beginning of year2011-12-31$1,633,580
Total income from all sources2011-12-31$433,410
Expenses. Total of all expenses incurred2011-12-31$211,388
Benefits paid (including direct rollovers)2011-12-31$21,661
Total plan assets at end of year2011-12-31$10,212,477
Total plan assets at beginning of year2011-12-31$9,146,973
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$189,727
Other income received2011-12-31$433,410
Net income (gross income less expenses)2011-12-31$222,022
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,735,415
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,513,393
Assets. Value of assets in partnership/joint-venture interests2011-12-31$117,394
Assets. Value of real-estate (other than employer real property)2011-12-31$8,827,450
2010 : LARRY M MASON MD PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$1,633,580
Total plan liabilities at beginning of year2010-12-31$1,703,358
Total income from all sources2010-12-31$449,690
Expenses. Total of all expenses incurred2010-12-31$440,926
Benefits paid (including direct rollovers)2010-12-31$213,086
Total plan assets at end of year2010-12-31$9,146,973
Total plan assets at beginning of year2010-12-31$9,207,987
Value of fidelity bond covering the plan2010-12-31$500,000
Expenses. Other expenses not covered elsewhere2010-12-31$227,840
Other income received2010-12-31$415,191
Net income (gross income less expenses)2010-12-31$8,764
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,513,393
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,504,629
Assets. Value of assets in partnership/joint-venture interests2010-12-31$132,367
Assets. Value of real-estate (other than employer real property)2010-12-31$7,693,850
Total contributions received or receivable from employer(s)2010-12-31$34,499

Form 5500 Responses for LARRY M MASON MD PROFIT SHARING PLAN

2019: LARRY M MASON MD 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: LARRY M MASON MD 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: LARRY M MASON MD PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: LARRY M MASON MD 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: LARRY M MASON MD 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: LARRY M MASON MD 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
2013: LARRY M MASON MD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LARRY M MASON MD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LARRY M MASON MD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LARRY M MASON MD PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LARRY M MASON MD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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