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BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN 401k Plan overview

Plan NameBRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN
Plan identification number 001

BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN Benefits

401k Plan TypeOther Pension Benefit
Plan Features/Benefits
  • 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

BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION
Employer identification number (EIN):830408692
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BRIAN J. LEBERTHON BRIAN J. LEBERTHON2013-10-04
0012011-01-01BRIAN J. LEBERTHON BRIAN J. LEBERTHON2012-07-12
0012010-01-01BRIAN J. LEBERTHON BRIAN J. LEBERTHON2011-09-23
0012009-01-01NELSON YEUNG

Plan Statistics for BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN

401k plan membership statisitcs for BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN

Measure Date Value
2015: BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
2013: BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN

Measure Date Value
2015 : BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$345,547
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,841,117
Total plan assets at beginning of year2015-12-31$2,495,570
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$31,032
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$345,547
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,841,117
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,495,570
Total contributions received or receivable from employer(s)2015-12-31$314,515
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION 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$339,215
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$2,495,570
Total plan assets at beginning of year2014-12-31$2,156,355
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$28,186
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$339,215
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,495,570
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,156,355
Total contributions received or receivable from employer(s)2014-12-31$311,029
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
2013 : BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION 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$339,087
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,156,355
Total plan assets at beginning of year2013-12-31$1,817,268
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$25,516
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$339,087
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,156,355
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,817,268
Total contributions received or receivable from employer(s)2013-12-31$313,571
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
2012 : BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION 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$521,196
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,817,268
Total plan assets at beginning of year2012-12-31$1,296,072
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$216,524
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$521,196
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,817,268
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,296,072
Total contributions received or receivable from employer(s)2012-12-31$304,672
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 : BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION 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$137,075
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,296,072
Total plan assets at beginning of year2011-12-31$1,158,997
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$0
Noncash contributions received2011-12-31$-177,510
Net income (gross income less expenses)2011-12-31$137,075
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,296,072
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,158,997
Total contributions received or receivable from employer(s)2011-12-31$314,585
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
2010 : BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION 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$321,500
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,158,997
Total plan assets at beginning of year2010-12-31$837,497
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$25,488
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$321,500
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,158,997
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$837,497
Total contributions received or receivable from employer(s)2010-12-31$296,012
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

Form 5500 Responses for BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN

2015: BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION 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 – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION 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 – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION 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 – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION 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 – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION 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 – Section 412(e)(3) insurance ContractsYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRIAN J. LEBERTHON MD, A MEDICAL CORPORATION PENSION 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 – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contract412(E)(3)
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contract412(E)(3)
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contract412(E)(3)

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