Logo

ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROGER A. MANN, MD 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ROGER A. MANN, MD, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROGER A. MANN, MD, INC.
Employer identification number (EIN):942478647
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WENDY FLORIANI2024-10-04
0012022-01-01WENDY FLORIANI2023-12-06
0012021-01-01ROGER A. MANN, MD2022-10-04
0012020-01-01ROGER A. MANN, MD2021-10-04
0012019-01-01ROGER A. MANN, MD2020-10-13
0012018-01-01ROGER A. MANN, MD2019-10-14
0012017-01-01
0012016-01-01
0012016-01-01
0012015-01-01
0012014-01-01ROGER A. MANN
0012013-01-01
0012012-01-01ROGER A. MANN, MD ROGER A. MANN, MD2013-04-17
0012011-01-01ROGER A. MANN, MD ROGER A. MANN, MD2012-10-15
0012009-01-01 ROGER MANN2010-05-03
0012009-01-01MICHAEL VORKAPICH
0012009-01-01ROGER MANN
0012009-01-01ROGER A. MANN, MD ROGER A. MANN, MD2011-07-29

Plan Statistics for ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0116
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0111
Total of all active and inactive participants2023-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0115
Number of participants with account balances2023-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0116
Number of participants with account balances2022-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0118
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0115
Number of participants with account balances2021-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0117
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0117
Number of participants with account balances2020-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0122
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0117
Number of participants with account balances2019-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0135
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0123
Number of participants with account balances2018-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0134
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0136
Number of participants with account balances2017-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0133
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0133
Number of participants with account balances2016-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0124
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0127
Number of participants with account balances2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0130
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 benefits2014-01-0113
Total of all active and inactive participants2014-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0124
Number of participants with account balances2014-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0132
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0130
Number of participants with account balances2013-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0121
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0123
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0121
Number of participants with account balances2011-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0128
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0127
Number of participants with account balances2009-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$532,718
Expenses. Total of all expenses incurred2022-12-31$643,732
Benefits paid (including direct rollovers)2022-12-31$637,702
Total plan assets at end of year2022-12-31$11,371,950
Total plan assets at beginning of year2022-12-31$11,482,964
Value of fidelity bond covering the plan2022-12-31$600,000
Total contributions received or receivable from participants2022-12-31$4,800
Other income received2022-12-31$524,973
Net income (gross income less expenses)2022-12-31$-111,014
Net plan assets at end of year (total assets less liabilities)2022-12-31$11,371,950
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$11,482,964
Assets. Value of assets in partnership/joint-venture interests2022-12-31$10,722,768
Total contributions received or receivable from employer(s)2022-12-31$2,945
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6,030
2021 : ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$2,000,666
Expenses. Total of all expenses incurred2021-12-31$719,587
Benefits paid (including direct rollovers)2021-12-31$707,180
Total plan assets at end of year2021-12-31$11,482,964
Total plan assets at beginning of year2021-12-31$10,201,885
Value of fidelity bond covering the plan2021-12-31$600,000
Total contributions received or receivable from participants2021-12-31$10,195
Other income received2021-12-31$1,985,418
Net income (gross income less expenses)2021-12-31$1,281,079
Net plan assets at end of year (total assets less liabilities)2021-12-31$11,482,964
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,201,885
Assets. Value of assets in partnership/joint-venture interests2021-12-31$10,722,768
Total contributions received or receivable from employer(s)2021-12-31$5,053
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$12,407
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$473,152
Expenses. Total of all expenses incurred2020-12-31$13,881
Total plan assets at end of year2020-12-31$10,201,885
Total plan assets at beginning of year2020-12-31$9,742,614
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$14,529
Other income received2020-12-31$452,975
Net income (gross income less expenses)2020-12-31$459,271
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,201,885
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$9,742,614
Assets. Value of assets in partnership/joint-venture interests2020-12-31$9,267,535
Total contributions received or receivable from employer(s)2020-12-31$5,648
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$13,881
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,350,024
Expenses. Total of all expenses incurred2019-12-31$473,095
Benefits paid (including direct rollovers)2019-12-31$466,540
Total plan assets at end of year2019-12-31$9,742,614
Total plan assets at beginning of year2019-12-31$8,865,685
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$12,804
Other income received2019-12-31$1,330,966
Net income (gross income less expenses)2019-12-31$876,929
Net plan assets at end of year (total assets less liabilities)2019-12-31$9,742,614
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,865,685
Assets. Value of assets in partnership/joint-venture interests2019-12-31$9,267,535
Total contributions received or receivable from employer(s)2019-12-31$6,254
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,555
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$904,570
Expenses. Total of all expenses incurred2018-12-31$601,561
Benefits paid (including direct rollovers)2018-12-31$594,382
Total plan assets at end of year2018-12-31$8,865,685
Total plan assets at beginning of year2018-12-31$8,562,676
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$12,001
Other income received2018-12-31$884,469
Net income (gross income less expenses)2018-12-31$303,009
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,865,685
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,562,676
Assets. Value of participant loans2018-12-31$1,907
Assets. Value of assets in partnership/joint-venture interests2018-12-31$8,425,032
Total contributions received or receivable from employer(s)2018-12-31$8,100
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,179
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,690,128
Expenses. Total of all expenses incurred2017-12-31$1,174,023
Benefits paid (including direct rollovers)2017-12-31$1,157,649
Total plan assets at end of year2017-12-31$8,562,676
Total plan assets at beginning of year2017-12-31$8,046,571
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$36,809
Other income received2017-12-31$1,632,525
Net income (gross income less expenses)2017-12-31$516,105
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,562,676
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$8,046,571
Assets. Value of participant loans2017-12-31$9,811
Assets. Value of assets in partnership/joint-venture interests2017-12-31$7,914,424
Total contributions received or receivable from employer(s)2017-12-31$20,794
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$16,374
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,071,911
Expenses. Total of all expenses incurred2016-12-31$425,680
Benefits paid (including direct rollovers)2016-12-31$413,948
Total plan assets at end of year2016-12-31$8,032,393
Total plan assets at beginning of year2016-12-31$7,386,162
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$93,509
Expenses. Other expenses not covered elsewhere2016-12-31$4,130
Other income received2016-12-31$941,923
Net income (gross income less expenses)2016-12-31$646,231
Net plan assets at end of year (total assets less liabilities)2016-12-31$8,032,393
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,386,162
Assets. Value of participant loans2016-12-31$21,477
Assets. Value of assets in partnership/joint-venture interests2016-12-31$6,663,434
Total contributions received or receivable from employer(s)2016-12-31$36,479
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,602
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,101,770
Expenses. Total of all expenses incurred2015-12-31$225,698
Benefits paid (including direct rollovers)2015-12-31$225,698
Total plan assets at end of year2015-12-31$7,354,632
Total plan assets at beginning of year2015-12-31$6,478,560
Value of fidelity bond covering the plan2015-12-31$600,000
Total contributions received or receivable from participants2015-12-31$99,107
Other income received2015-12-31$963,634
Net income (gross income less expenses)2015-12-31$876,072
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,354,632
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,478,560
Assets. Value of participant loans2015-12-31$32,857
Assets. Value of assets in partnership/joint-venture interests2015-12-31$6,101,766
Total contributions received or receivable from employer(s)2015-12-31$39,029
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$2,382
Total plan liabilities at beginning of year2014-12-31$42,056
Total income from all sources2014-12-31$1,078,611
Expenses. Total of all expenses incurred2014-12-31$370,414
Benefits paid (including direct rollovers)2014-12-31$363,934
Total plan assets at end of year2014-12-31$6,478,517
Total plan assets at beginning of year2014-12-31$5,809,994
Value of fidelity bond covering the plan2014-12-31$6,000,000
Total contributions received or receivable from participants2014-12-31$44,296
Expenses. Other expenses not covered elsewhere2014-12-31$6,480
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,000,547
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$708,197
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,476,135
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,767,938
Assets. Value of participant loans2014-12-31$36,852
Assets. Value of assets in partnership/joint-venture interests2014-12-31$5,394,793
Total contributions received or receivable from employer(s)2014-12-31$33,768
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 : ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$42,056
Total plan liabilities at beginning of year2013-12-31$420
Total income from all sources2013-12-31$415,875
Expenses. Total of all expenses incurred2013-12-31$297,244
Benefits paid (including direct rollovers)2013-12-31$264,317
Total plan assets at end of year2013-12-31$5,809,994
Total plan assets at beginning of year2013-12-31$5,649,727
Value of fidelity bond covering the plan2013-12-31$6,000,000
Total contributions received or receivable from participants2013-12-31$52,587
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$317,161
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$118,631
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,767,938
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,649,307
Assets. Value of participant loans2013-12-31$39,276
Assets. Value of assets in partnership/joint-venture interests2013-12-31$4,782,063
Total contributions received or receivable from employer(s)2013-12-31$46,127
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$32,927
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$420
Total plan liabilities at beginning of year2012-12-31$210
Total income from all sources2012-12-31$422,583
Expenses. Total of all expenses incurred2012-12-31$223,076
Benefits paid (including direct rollovers)2012-12-31$206,950
Total plan assets at end of year2012-12-31$5,649,727
Total plan assets at beginning of year2012-12-31$5,450,010
Value of fidelity bond covering the plan2012-12-31$6,000,000
Total contributions received or receivable from participants2012-12-31$56,912
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$320,525
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$199,507
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,649,307
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,449,800
Assets. Value of participant loans2012-12-31$14,310
Assets. Value of assets in partnership/joint-venture interests2012-12-31$4,450,168
Total contributions received or receivable from employer(s)2012-12-31$45,146
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$16,126
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$210
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$106,582
Expenses. Total of all expenses incurred2011-12-31$303,891
Benefits paid (including direct rollovers)2011-12-31$246,367
Total plan assets at end of year2011-12-31$5,450,010
Total plan assets at beginning of year2011-12-31$5,647,109
Value of fidelity bond covering the plan2011-12-31$3,000,000
Total contributions received or receivable from participants2011-12-31$60,713
Expenses. Other expenses not covered elsewhere2011-12-31$45,125
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$18,583
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-197,309
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,449,800
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,647,109
Assets. Value of participant loans2011-12-31$15,095
Assets. Value of assets in partnership/joint-venture interests2011-12-31$4,518,506
Total contributions received or receivable from employer(s)2011-12-31$27,286
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$12,399
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROGER A. MANN, MD 401(K) PROFIT SHARING 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$1,057
Total income from all sources2010-12-31$-27,481
Expenses. Total of all expenses incurred2010-12-31$432,000
Benefits paid (including direct rollovers)2010-12-31$426,716
Total plan assets at end of year2010-12-31$5,647,109
Total plan assets at beginning of year2010-12-31$6,107,647
Value of fidelity bond covering the plan2010-12-31$3,000,000
Total contributions received or receivable from participants2010-12-31$46,929
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$-109,639
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-459,481
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,647,109
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,106,590
Assets. Value of participant loans2010-12-31$9,593
Assets. Value of assets in partnership/joint-venture interests2010-12-31$4,660,188
Total contributions received or receivable from employer(s)2010-12-31$35,229
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$5,284
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ROGER A. MANN, MD 401(K) PROFIT SHARING 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 ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN

2023: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROGER A. MANN, MD 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROGER A. MANN, MD 401(K) PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROGER A. MANN, MD 401(K) PROFIT SHARING 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: ROGER A. MANN, MD 401(K) PROFIT SHARING 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: ROGER A. MANN, MD 401(K) PROFIT SHARING 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: ROGER A. MANN, MD 401(K) PROFIT SHARING 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
2009: ROGER A. MANN, MD 401(K) PROFIT SHARING 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1