JAMES E SOUTHERLAND MD PC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2013: JAMES E SOUTHERLAND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| 2012: JAMES E SOUTHERLAND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| 2011: JAMES E SOUTHERLAND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| 2009: JAMES E SOUTHERLAND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| 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 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Number of employers contributing to the scheme | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : JAMES E SOUTHERLAND 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $4,207 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,539 |
| Total plan assets at end of year | 2013-12-31 | $107,116 |
| Total plan assets at beginning of year | 2013-12-31 | $104,448 |
| Other income received | 2013-12-31 | $4,207 |
| Net income (gross income less expenses) | 2013-12-31 | $2,668 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $107,116 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $104,448 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,539 |
| 2012 : JAMES E SOUTHERLAND 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $4,207 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,539 |
| Total plan assets at end of year | 2012-12-31 | $107,116 |
| Total plan assets at beginning of year | 2012-12-31 | $104,448 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $4,207 |
| Net income (gross income less expenses) | 2012-12-31 | $2,668 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $107,116 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $104,448 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,539 |
| 2011 : JAMES E SOUTHERLAND 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $2,564 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $724 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $104,448 |
| Total plan assets at beginning of year | 2011-12-31 | $102,608 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $2,564 |
| Net income (gross income less expenses) | 2011-12-31 | $1,840 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $104,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $102,608 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $724 |
| 2010 : JAMES E SOUTHERLAND 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $14,968 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,353 |
| Total plan assets at end of year | 2010-12-31 | $102,608 |
| Total plan assets at beginning of year | 2010-12-31 | $88,993 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $14,968 |
| Net income (gross income less expenses) | 2010-12-31 | $13,615 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $102,608 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $88,993 |
| Assets. Value of employer securities | 2010-12-31 | $102,608 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,353 |
| 2013: JAMES E SOUTHERLAND 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 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: JAMES E SOUTHERLAND 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES E SOUTHERLAND 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES E SOUTHERLAND 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
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