STEPHEN MCMAHON MD has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2020: STEPHEN MCMAHON MD 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 3 |
| 2019: STEPHEN MCMAHON MD 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| 2018: STEPHEN MCMAHON MD 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Total participants | 2018-01-01 | 3 |
| Number of participants with account balances | 2018-01-01 | 3 |
| 2017: STEPHEN MCMAHON MD 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| 2016: STEPHEN MCMAHON MD 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| 2015: STEPHEN MCMAHON MD 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| 2014: STEPHEN MCMAHON MD 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| 2013: STEPHEN MCMAHON MD 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| 2012: STEPHEN MCMAHON MD 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| 2011: STEPHEN MCMAHON MD 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| 2009: STEPHEN MCMAHON MD 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2020 : STEPHEN MCMAHON MD 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $9,394 |
| Total plan assets at end of year | 2020-12-31 | $271,293 |
| Total plan assets at beginning of year | 2020-12-31 | $261,899 |
| Other income received | 2020-12-31 | $9,394 |
| Net income (gross income less expenses) | 2020-12-31 | $9,394 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $271,293 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $261,899 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $27,720 |
| 2019 : STEPHEN MCMAHON MD 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $40,488 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $722 |
| Total plan assets at end of year | 2019-12-31 | $279,800 |
| Total plan assets at beginning of year | 2019-12-31 | $240,034 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $722 |
| Other income received | 2019-12-31 | $40,488 |
| Net income (gross income less expenses) | 2019-12-31 | $39,766 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $279,800 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $240,034 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $27,720 |
| 2018 : STEPHEN MCMAHON MD 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-42,931 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $5,370 |
| Total plan assets at end of year | 2018-12-31 | $240,034 |
| Total plan assets at beginning of year | 2018-12-31 | $288,335 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $5,370 |
| Other income received | 2018-12-31 | $-42,931 |
| Net income (gross income less expenses) | 2018-12-31 | $-48,301 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $240,034 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $288,335 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $27,720 |
| 2017 : STEPHEN MCMAHON MD 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $13,632 |
| Total plan assets at end of year | 2017-12-31 | $288,335 |
| Total plan assets at beginning of year | 2017-12-31 | $274,703 |
| Other income received | 2017-12-31 | $13,632 |
| Net income (gross income less expenses) | 2017-12-31 | $13,632 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $288,335 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $274,703 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $27,720 |
| 2016 : STEPHEN MCMAHON MD 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $7,776 |
| Total plan assets at end of year | 2016-12-31 | $274,703 |
| Total plan assets at beginning of year | 2016-12-31 | $266,927 |
| Other income received | 2016-12-31 | $7,776 |
| Net income (gross income less expenses) | 2016-12-31 | $7,776 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $274,703 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $266,927 |
| 2015 : STEPHEN MCMAHON MD 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-2,881 |
| Total plan assets at end of year | 2015-12-31 | $266,927 |
| Total plan assets at beginning of year | 2015-12-31 | $269,808 |
| Other income received | 2015-12-31 | $-2,881 |
| Net income (gross income less expenses) | 2015-12-31 | $-2,881 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $266,927 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $269,808 |
| 2014 : STEPHEN MCMAHON MD 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $-52,589 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $4,611 |
| Total plan assets at end of year | 2014-12-31 | $269,808 |
| Total plan assets at beginning of year | 2014-12-31 | $327,008 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $557 |
| Other income received | 2014-12-31 | $-52,589 |
| Net income (gross income less expenses) | 2014-12-31 | $-57,200 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $269,808 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $327,008 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,054 |
| 2013 : STEPHEN MCMAHON MD 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $46,418 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,550 |
| Total plan assets at end of year | 2013-12-31 | $327,008 |
| Total plan assets at beginning of year | 2013-12-31 | $284,140 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $550 |
| Other income received | 2013-12-31 | $46,418 |
| Net income (gross income less expenses) | 2013-12-31 | $42,868 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $327,008 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $284,140 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,000 |
| 2012 : STEPHEN MCMAHON MD 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $32,464 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $3,865 |
| Total plan assets at end of year | 2012-12-31 | $284,140 |
| Total plan assets at beginning of year | 2012-12-31 | $255,541 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $548 |
| Other income received | 2012-12-31 | $32,464 |
| Net income (gross income less expenses) | 2012-12-31 | $28,599 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $284,140 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $255,541 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,317 |
| 2011 : STEPHEN MCMAHON MD 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-1,636 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,974 |
| Total plan assets at end of year | 2011-12-31 | $255,541 |
| Total plan assets at beginning of year | 2011-12-31 | $261,151 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $657 |
| Other income received | 2011-12-31 | $-1,636 |
| Net income (gross income less expenses) | 2011-12-31 | $-5,610 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $255,541 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $261,151 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $3,317 |
| 2010 : STEPHEN MCMAHON MD 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $-1,095 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,947 |
| Total plan assets at end of year | 2010-12-31 | $261,151 |
| Total plan assets at beginning of year | 2010-12-31 | $266,193 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $876 |
| Other income received | 2010-12-31 | $-1,095 |
| Net income (gross income less expenses) | 2010-12-31 | $-5,042 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $261,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $266,193 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,071 |
| 2020: STEPHEN MCMAHON MD 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: STEPHEN MCMAHON MD 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: STEPHEN MCMAHON MD 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: STEPHEN MCMAHON MD 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: STEPHEN MCMAHON MD 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: STEPHEN MCMAHON MD 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: STEPHEN MCMAHON MD 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: STEPHEN MCMAHON MD 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: STEPHEN MCMAHON MD 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STEPHEN MCMAHON MD 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STEPHEN MCMAHON MD 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 074916 |
| Policy instance | 1 |
| Insurance contract or identification number | 074916 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of fees paid to insurance company | USD $4,695 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 4695 | | Additional information about fees paid to insurance broker | LIFE INSURANCE PREMIUMS | | Insurance broker organization code? | 3 |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 074916 |
| Policy instance | 1 |
| Insurance contract or identification number | 074916 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of fees paid to insurance company | USD $4,698 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 4698 | | Additional information about fees paid to insurance broker | LIFE INSURANCE PREMIUMS | | Insurance broker organization code? | 3 |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 074916 |
| Policy instance | 1 |
| Insurance contract or identification number | 074916 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of fees paid to insurance company | USD $4,698 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 4698 | | Additional information about fees paid to insurance broker | LIFE INSURANCE PREMIUMS | | Insurance broker organization code? | 3 |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 074916 |
| Policy instance | 1 |
| Insurance contract or identification number | 074916 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of fees paid to insurance company | USD $5,004 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 5004 | | Additional information about fees paid to insurance broker | LIFE INSURANCE PREMIUMS | | Insurance broker organization code? | 3 | | Insurance broker name | J. DAVID MEGAFFIN, JR. |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 074916 |
| Policy instance | 1 |
| Insurance contract or identification number | 074916 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of fees paid to insurance company | USD $4,054 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 4054 | | Additional information about fees paid to insurance broker | LIFE INSURANCE PREMIUMS | | Insurance broker organization code? | 3 | | Insurance broker name | J. DAVID MEGAFFIN, JR. |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 074916 |
| Policy instance | 1 |
| Insurance contract or identification number | 074916 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of fees paid to insurance company | USD $4,054 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 4054 | | Additional information about fees paid to insurance broker | LIFE INSURANCE PREMIUMS | | Insurance broker organization code? | 3 | | Insurance broker name | J. DAVID MEGAFFIN, JR. |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 074916 |
| Policy instance | 1 |
| Insurance contract or identification number | 074916 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of fees paid to insurance company | USD $3,000 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3000 | | Additional information about fees paid to insurance broker | LIFE INSURANCE PREMIUMS | | Insurance broker organization code? | 3 | | Insurance broker name | J. DAVID MEGAFFIN, JR. |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 074916 |
| Policy instance | 1 |
| Insurance contract or identification number | 074916 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | LIFE INSURANCE PREMIUMS | | Insurance broker organization code? | 3 | | Insurance broker name | J. DAVID MEGAFFIN, JR. |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 074916 |
| Policy instance | 1 |
| Insurance contract or identification number | 074916 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of fees paid to insurance company | USD $3,097 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 ) |
| Policy contract number | 074916 |
| Policy instance | 1 |
| Insurance contract or identification number | 074916 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of fees paid to insurance company | USD $3,290 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
