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ORLANDO J. LEON M.D., P.A. VIP PENSION PLAN & TRUST 401k Plan overview

Plan NameORLANDO J. LEON M.D., P.A. VIP PENSION PLAN & TRUST
Plan identification number 001

ORLANDO J. LEON M.D., P.A. VIP PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

ORLANDO J. LEON, M.D., P.A has sponsored the creation of one or more 401k plans.

Company Name:ORLANDO J. LEON, M.D., P.A
Employer identification number (EIN):592435274
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORLANDO J. LEON M.D., P.A. VIP PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01ORLANDO LEON2016-09-16 ORLANDO J. LEON MD2016-09-16
0012014-01-01ORLANDO LEON2015-10-14 ORLANDO LEON2015-10-14
0012013-01-01ORLANDO LEON2014-10-15
0012012-01-01ORLANDO LEON2013-10-07 ORLANDO LEON2013-10-07
0012011-01-01ORLANDO J. LEON2012-10-15

Financial Data on ORLANDO J. LEON M.D., P.A. VIP PENSION PLAN & TRUST

Measure Date Value
2010 : ORLANDO J. LEON M.D., P.A. VIP PENSION PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$151,312
Expenses. Total of all expenses incurred2010-12-31$10,984
Benefits paid (including direct rollovers)2010-12-31$10,984
Total plan assets at end of year2010-12-31$1,217,616
Total plan assets at beginning of year2010-12-31$1,077,288
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$93,412
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$140,328
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,217,616
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,077,288
Assets. Value of participant loans2010-12-31$48,000
Total contributions received or receivable from employer(s)2010-12-31$57,900
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

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