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RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameRICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN
Plan identification number 001

RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

RICHARD P. MARGOLIES, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD P. MARGOLIES, M.D., P.A.
Employer identification number (EIN):651062341
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about RICHARD P. MARGOLIES, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2000-11-29
Company Identification Number: P00000111389
Legal Registered Office Address: 3355 BURNS RD

PALM BEACH GARDENS

33410

More information about RICHARD P. MARGOLIES, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RICHARD P. MARGOLIES RICHARD P. MARGOLIES2013-09-30
0012011-01-01RICHARD P. MARGOLIES RICHARD P. MARGOLIES2012-10-09
0012010-01-01RICHARD P. MARGOLIES RICHARD P. MARGOLIES2011-10-13
0012009-01-01RICHARD P. MARGOLIES RICHARD P. MARGOLIES2010-09-20

Plan Statistics for RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN

Measure Date Value
2021: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-312,351,850
Acturial value of plan assets2021-12-312,351,850
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,392,850
Number of active participants2021-12-311
Total funding liabilities for active participants2021-12-311,392,850
Total participant count2021-12-311
Total funding target for all participants2021-12-311,392,850
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31134,921
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31134,921
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31136,270
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Waived amount of outstanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-312,075,007
Acturial value of plan assets2020-12-312,075,007
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-311,299,088
Number of active participants2020-12-311
Total funding liabilities for active participants2020-12-311,299,088
Total participant count2020-12-311
Total funding target for all participants2020-12-311,299,088
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31133,585
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31133,585
Present value of excess contributions2020-12-31123,650
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31130,265
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31134,921
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2018: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-311,623,808
Acturial value of plan assets2018-12-311,623,808
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-3113,636
Active participant vested funding target2018-12-311,164,014
Number of active participants2018-12-311
Total funding liabilities for active participants2018-12-311,164,014
Total participant count2018-12-314
Total funding target for all participants2018-12-311,177,650
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31130,952
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31130,952
Present value of excess contributions2018-12-31113,531
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31120,127
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31132,262
Total employer contributions2018-12-31150,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31137,093
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31137,093
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-311,426,117
Acturial value of plan assets2017-12-311,426,117
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-315
Fundng target for terminated vested participants2017-12-3146,102
Active participant vested funding target2017-12-311,048,672
Number of active participants2017-12-311
Total funding liabilities for active participants2017-12-311,048,672
Total participant count2017-12-316
Total funding target for all participants2017-12-311,094,774
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31135,772
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31135,772
Present value of excess contributions2017-12-3190,794
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3196,251
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31130,952
Total employer contributions2017-12-31125,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31113,531
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31113,531
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-311,385,171
Acturial value of plan assets2016-12-311,385,171
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-31112,243
Active participant vested funding target2016-12-311,008,675
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-311,014,413
Total participant count2016-12-317
Total funding target for all participants2016-12-311,126,656
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31134,428
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31134,428
Present value of excess contributions2016-12-31112,798
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31119,803
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31135,772
Total employer contributions2016-12-31100,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3190,794
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3190,794
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2014: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN

Measure Date Value
2014 : RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$155,861
Expenses. Total of all expenses incurred2014-12-31$89,488
Benefits paid (including direct rollovers)2014-12-31$89,410
Total plan assets at end of year2014-12-31$1,280,798
Total plan assets at beginning of year2014-12-31$1,214,425
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$78
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$30,861
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$66,373
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,280,798
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,214,425
Total contributions received or receivable from employer(s)2014-12-31$125,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$176,021
Expenses. Total of all expenses incurred2013-12-31$62
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,214,425
Total plan assets at beginning of year2013-12-31$1,038,466
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$62
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$51,021
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$175,959
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,214,425
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,038,466
Total contributions received or receivable from employer(s)2013-12-31$125,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$135,626
Expenses. Total of all expenses incurred2012-12-31$3
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,038,466
Total plan assets at beginning of year2012-12-31$902,843
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$3
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$10,626
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$135,623
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,038,466
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$902,843
Total contributions received or receivable from employer(s)2012-12-31$125,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$129,811
Expenses. Total of all expenses incurred2011-12-31$12
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$902,843
Total plan assets at beginning of year2011-12-31$773,044
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$12
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$4,811
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$129,799
Net plan assets at end of year (total assets less liabilities)2011-12-31$902,843
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$773,044
Total contributions received or receivable from employer(s)2011-12-31$125,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 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$153,560
Expenses. Total of all expenses incurred2010-12-31$3,926
Benefits paid (including direct rollovers)2010-12-31$3,876
Total plan assets at end of year2010-12-31$773,044
Total plan assets at beginning of year2010-12-31$623,410
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$50
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$28,560
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$149,634
Net plan assets at end of year (total assets less liabilities)2010-12-31$773,044
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$623,410
Total contributions received or receivable from employer(s)2010-12-31$125,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT PLAN

2014: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT 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: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT 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: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT 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: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT 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: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT 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: RICHARD P. MARGOLIES, M.D., P.A. EMPLOYEE BENEFIT 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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