JAMES D. SHORTT, M.D., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES D. SHORTT, M.D., P.A. DEFINED BENEFIT PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2014-01-01 | JAMES D. SHORTT, MD | 2014-12-16 | | |
| 001 | 2013-01-01 | JAMES D. SHORTT OR LESLIE SHORTT | 2014-10-14 | | |
| 001 | 2012-01-01 | JAMES D. SHORTT OR LESLIE SHORTT | 2013-10-08 | | |
| 001 | 2011-01-01 | JAMES D. SHORTT OR LESLIE SHORTT | 2012-10-09 | JAMES D. SHORTT OR LESLIE SHORTT | 2012-10-09 |
| 001 | 2010-01-01 | JAMES SHORTT OR LESLIE SHORTT | | | |
| 001 | 2009-01-01 | JAMES SHORTT OR LESLIE SHORTT | | | |
| 001 | 2009-01-01 | JAMES SHORTT OR LESLIE SHORTT | | | |
| 001 | 2009-01-01 | JAMES SHORTT OR LESLIE SHORTT | | | |
| 001 | 2009-01-01 | JAMES SHORTT OR LESLIE SHORTT | | | |
401k plan membership statisitcs for JAMES D. SHORTT, M.D., P.A. DEFINED BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2010: JAMES D. SHORTT, M.D., P.A. DEFINED BENEFIT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: JAMES D. SHORTT, M.D., P.A. DEFINED BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
| 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 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 14 |
| Number of participants with account balances | 2009-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2010 : JAMES D. SHORTT, M.D., P.A. DEFINED BENEFIT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $332,830 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,633,308 |
| Total plan assets at beginning of year | 2010-12-31 | $1,300,478 |
| Value of fidelity bond covering the plan | 2010-12-31 | $160,000 |
| Other income received | 2010-12-31 | $152,830 |
| Net income (gross income less expenses) | 2010-12-31 | $332,830 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,633,308 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,300,478 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $180,000 |
| 2010: JAMES D. SHORTT, M.D., P.A. DEFINED BENEFIT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES D. SHORTT, M.D., P.A. DEFINED BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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