JEFFREY B. BROOKS, MD, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF JEFFREY B. BROOKS, M.D. P.A.
401k plan membership statisitcs for 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF JEFFREY B. BROOKS, M.D. P.A.
| Measure | Date | Value |
|---|
| 2009: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF JEFFREY B. BROOKS, M.D. P.A. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 8 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 1 |
| Total of all active and inactive participants | 2009-07-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 9 |
| Number of participants with account balances | 2009-07-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| 2008: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF JEFFREY B. BROOKS, M.D. P.A. 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-07-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-07-01 | 8 |
| Number of retired or separated participants receiving benefits | 2008-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-07-01 | 1 |
| Total of all active and inactive participants | 2008-07-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-07-01 | 0 |
| Total participants | 2008-07-01 | 9 |
| Number of participants with account balances | 2008-07-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2010 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF JEFFREY B. BROOKS, M.D. P.A. 2010 401k financial data |
|---|
| Total income from all sources | 2010-06-30 | $123,082 |
| Expenses. Total of all expenses incurred | 2010-06-30 | $19,332 |
| Benefits paid (including direct rollovers) | 2010-06-30 | $9,432 |
| Total plan assets at end of year | 2010-06-30 | $1,059,599 |
| Total plan assets at beginning of year | 2010-06-30 | $955,849 |
| Value of fidelity bond covering the plan | 2010-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2010-06-30 | $1,604 |
| Expenses. Other expenses not covered elsewhere | 2010-06-30 | $9,900 |
| Other income received | 2010-06-30 | $119,874 |
| Net income (gross income less expenses) | 2010-06-30 | $103,750 |
| Net plan assets at end of year (total assets less liabilities) | 2010-06-30 | $1,059,599 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-06-30 | $955,849 |
| Assets. Value of participant loans | 2010-06-30 | $26,071 |
| Total contributions received or receivable from employer(s) | 2010-06-30 | $1,604 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2009 : 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF JEFFREY B. BROOKS, M.D. P.A. 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-06-30 | $0 |
| 2009: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF JEFFREY B. BROOKS, M.D. P.A. 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| 2008: 401(K)/PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF JEFFREY B. BROOKS, M.D. P.A. 2008 form 5500 responses |
|---|
| 2008-07-01 | Type of plan entity | Single employer plan |
| 2008-07-01 | Submission has been amended | Yes |
| 2008-07-01 | This submission is the final filing | No |
| 2008-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-07-01 | Plan is a collectively bargained plan | No |
| 2008-07-01 | Plan funding arrangement – Trust | Yes |
| 2008-07-01 | Plan benefit arrangement - Trust | Yes |
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