401k Plan data: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN plan

PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN
Plan identification number	002

PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

PAUL LEITNER, M.D. has sponsored the creation of one or more 401k plans.

Company Name: PAUL LEITNER, M.D.

Employer identification number (EIN): 954195704

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01
002 2015-01-01
002 2014-01-01 PAUL LEITNER, M.D.
002 2013-01-01 PAUL LEITNER, M.D.
002 2012-01-01 PAUL LEITNER, M.D.
002 2011-01-01 PAUL LEITNER, M.D.
002 2009-01-01 PAUL LEITNER, M.D.

Plan Statistics for PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN

Measure Date Value
2016: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN

Measure	Date	Value
2016 : PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$272,088
Expenses. Total of all expenses incurred	2016-12-31	$4,082,771
Benefits paid (including direct rollovers)	2016-12-31	$4,056,442
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$3,810,683
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$272,088
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-3,810,683
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,810,683
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$26,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$142,217
Expenses. Total of all expenses incurred	2015-12-31	$22,049
Total plan assets at end of year	2015-12-31	$3,810,683
Total plan assets at beginning of year	2015-12-31	$3,690,515
Value of fidelity bond covering the plan	2015-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$-1,779
Other income received	2015-12-31	$-4,039
Net income (gross income less expenses)	2015-12-31	$120,168
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,810,683
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,690,515
Total contributions received or receivable from employer(s)	2015-12-31	$146,256
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$23,828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$333,399
Expenses. Total of all expenses incurred	2014-12-31	$28,252
Total plan assets at end of year	2014-12-31	$3,690,515
Total plan assets at beginning of year	2014-12-31	$3,385,368
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$185,076
Net income (gross income less expenses)	2014-12-31	$305,147
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,690,515
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,385,368
Total contributions received or receivable from employer(s)	2014-12-31	$148,323
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$28,252
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$462,191
Expenses. Total of all expenses incurred	2013-12-31	$24,835
Total plan assets at end of year	2013-12-31	$3,385,368
Total plan assets at beginning of year	2013-12-31	$2,948,012
Value of fidelity bond covering the plan	2013-12-31	$300,000
Other income received	2013-12-31	$232,181
Net income (gross income less expenses)	2013-12-31	$437,356
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,385,368
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,948,012
Total contributions received or receivable from employer(s)	2013-12-31	$230,010
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$24,835
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$453,264
Expenses. Total of all expenses incurred	2012-12-31	$22,809
Total plan assets at end of year	2012-12-31	$2,948,012
Total plan assets at beginning of year	2012-12-31	$2,517,557
Value of fidelity bond covering the plan	2012-12-31	$300,000
Other income received	2012-12-31	$233,264
Net income (gross income less expenses)	2012-12-31	$430,455
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,948,012
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,517,557
Total contributions received or receivable from employer(s)	2012-12-31	$220,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$22,809
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$181,438
Expenses. Total of all expenses incurred	2011-12-31	$27,969
Total plan assets at end of year	2011-12-31	$2,517,557
Total plan assets at beginning of year	2011-12-31	$2,364,088
Value of fidelity bond covering the plan	2011-12-31	$300,000
Other income received	2011-12-31	$-35,618
Net income (gross income less expenses)	2011-12-31	$153,469
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,517,557
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,364,088
Total contributions received or receivable from employer(s)	2011-12-31	$217,056
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$27,969
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2010 401k financial data
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	$458,107
Expenses. Total of all expenses incurred	2010-12-31	$27,027
Benefits paid (including direct rollovers)	2010-12-31	$5,239
Total plan assets at end of year	2010-12-31	$2,364,088
Total plan assets at beginning of year	2010-12-31	$1,933,008
Value of fidelity bond covering the plan	2010-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$15,304
Other income received	2010-12-31	$241,932
Net income (gross income less expenses)	2010-12-31	$431,080
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,364,088
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,933,008
Total contributions received or receivable from employer(s)	2010-12-31	$216,175
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$6,484
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PAUL LEITNER, M.D. CASH BALANCE PENSION 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

Form 5500 Responses for PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN

2016: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PAUL LEITNER, M.D. CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PAUL LEITNER, M.D. CASH BALANCE PENSION 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 – 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

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Company Name:	PAUL LEITNER, M.D.
Employer identification number (EIN):	954195704
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)