STEVEN LEE CASE, M.D., PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN
401k plan membership statisitcs for STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2008: STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 1 |
| Total of all active and inactive participants | 2008-01-01 | 3 |
| Total participants | 2008-01-01 | 3 |
| 2007: STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 1 |
| Total of all active and inactive participants | 2007-01-01 | 3 |
| Total participants | 2007-01-01 | 3 |
| 2006: STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 1 |
| Total of all active and inactive participants | 2006-01-01 | 3 |
| Total participants | 2006-01-01 | 3 |
| 2005: STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 3 |
| Total of all active and inactive participants | 2005-01-01 | 3 |
| Total participants | 2005-01-01 | 3 |
| 2004: STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-01-01 | 3 |
| Total of all active and inactive participants | 2004-01-01 | 3 |
| Total participants | 2004-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2004-01-01 | 6 |
| Measure | Date | Value |
|---|
| 2008 : STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2008 401k financial data |
|---|
| Transfers to/from the plan | 2008-12-31 | $0 |
| Total income from all sources | 2008-12-31 | $-61,598 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $1,800 |
| Total plan assets at end of year | 2008-12-31 | $128,270 |
| Total plan assets at beginning of year | 2008-12-31 | $191,668 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $1,800 |
| Other income received | 2008-12-31 | $-61,598 |
| Net income (gross income less expenses) | 2008-12-31 | $-63,398 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $128,270 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $191,668 |
| 2007 : STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2007 401k financial data |
|---|
| Transfers to/from the plan | 2007-12-31 | $0 |
| Total income from all sources | 2007-12-31 | $10,428 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $1,464 |
| Total plan assets at end of year | 2007-12-31 | $191,668 |
| Total plan assets at beginning of year | 2007-12-31 | $182,704 |
| Expenses. Other expenses not covered elsewhere | 2007-12-31 | $1,464 |
| Other income received | 2007-12-31 | $10,428 |
| Net income (gross income less expenses) | 2007-12-31 | $8,964 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $191,668 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $182,704 |
| 2006 : STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2006 401k financial data |
|---|
| Transfers to/from the plan | 2006-12-31 | $0 |
| Total income from all sources | 2006-12-31 | $8,980 |
| Expenses. Total of all expenses incurred | 2006-12-31 | $1,767 |
| Total plan assets at end of year | 2006-12-31 | $182,704 |
| Total plan assets at beginning of year | 2006-12-31 | $175,491 |
| Expenses. Other expenses not covered elsewhere | 2006-12-31 | $1,767 |
| Other income received | 2006-12-31 | $8,980 |
| Net income (gross income less expenses) | 2006-12-31 | $7,213 |
| Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $182,704 |
| Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $175,491 |
| 2005 : STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2005 401k financial data |
|---|
| Transfers to/from the plan | 2005-12-31 | $0 |
| Total income from all sources | 2005-12-31 | $4,359 |
| Expenses. Total of all expenses incurred | 2005-12-31 | $1,732 |
| Total plan assets at end of year | 2005-12-31 | $175,491 |
| Total plan assets at beginning of year | 2005-12-31 | $172,864 |
| Expenses. Other expenses not covered elsewhere | 2005-12-31 | $1,732 |
| Other income received | 2005-12-31 | $4,359 |
| Net income (gross income less expenses) | 2005-12-31 | $2,627 |
| Net plan assets at end of year (total assets less liabilities) | 2005-12-31 | $175,491 |
| Net plan assets at beginning of year (total assets less liabilities) | 2005-12-31 | $172,864 |
| 2004 : STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2004 401k financial data |
|---|
| Transfers to/from the plan | 2004-12-31 | $0 |
| Total income from all sources | 2004-12-31 | $-1,186 |
| Expenses. Total of all expenses incurred | 2004-12-31 | $477 |
| Total plan assets at end of year | 2004-12-31 | $172,864 |
| Total plan assets at beginning of year | 2004-12-31 | $174,527 |
| Expenses. Other expenses not covered elsewhere | 2004-12-31 | $477 |
| Other income received | 2004-12-31 | $-1,186 |
| Net income (gross income less expenses) | 2004-12-31 | $-1,663 |
| Net plan assets at end of year (total assets less liabilities) | 2004-12-31 | $172,864 |
| Net plan assets at beginning of year (total assets less liabilities) | 2004-12-31 | $174,527 |
| 2008: STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | First time form 5500 has been submitted | Yes |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | First time form 5500 has been submitted | Yes |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | First time form 5500 has been submitted | Yes |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| 2005: STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | First time form 5500 has been submitted | Yes |
| 2005-01-01 | Submission has been amended | No |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Trust | Yes |
| 2005-01-01 | Plan benefit arrangement - Trust | Yes |
| 2004: STEVEN L. CASE, M.D., PA DBA NAPLES ORTHOPAEDICS & SPORTS MEDICINE PROFIT SHARING PLAN 2004 form 5500 responses |
|---|
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | First time form 5500 has been submitted | Yes |
| 2004-01-01 | Submission has been amended | No |
| 2004-01-01 | This submission is the final filing | No |
| 2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-01-01 | Plan is a collectively bargained plan | No |
| 2004-01-01 | Plan funding arrangement – Trust | Yes |
| 2004-01-01 | Plan benefit arrangement - Trust | Yes |
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
