Plan Name | MICHAEL K. MCKINNEY, M.D., P.A. PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MICHAEL K. MCKINNEY, M.D., P.A. |
Employer identification number (EIN): | 760232673 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2011-01-01 | MICHAEL K. MCKINNEY, M.D. | 2012-02-01 | ||
002 | 2009-01-01 | MICHAEL K. MCKINNEY, M.D. |
Measure | Date | Value |
---|---|---|
2009: MICHAEL K. MCKINNEY, M.D., P.A. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2010 : MICHAEL K. MCKINNEY, M.D., P.A. PROFIT SHARING PLAN 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $84,637 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $849,270 |
Total plan assets at beginning of year | 2010-12-31 | $764,633 |
Value of fidelity bond covering the plan | 2010-12-31 | $130,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $84,637 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $84,637 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $849,270 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $764,633 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $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 securities | 2010-12-31 | $0 |
2009 : MICHAEL K. MCKINNEY, M.D., P.A. PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2009: MICHAEL K. MCKINNEY, M.D., P.A. PROFIT SHARING PLAN 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 |
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92738 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 649639 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | KA13026532-01 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 66-6650-007246 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
GREAT AMERICAN (National Association of Insurance Commissioners NAIC id number: 63312 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 1195004030 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
AMERICAN EQUITY INV. LIFE CO. (National Association of Insurance Commissioners NAIC id number: 92738 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 673202 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | FE0909687 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 6 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | FE0909685 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 7 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|