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| Plan Name | R&J BALAGOT MD ASSOCIATES DEFINED BENEFIT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | R&J BALAGOT MD ASSOCIATES, PC |
| Employer identification number (EIN): | 113304383 |
| 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 | 2012-01-01 | ROMEO BALAGOT, MD | 2013-10-15 | ||
| 002 | 2011-01-01 | ROMEO BALAGOT, MD | 2012-10-15 | ||
| 002 | 2009-01-01 | ROMEO BALAGOT |
| Measure | Date | Value |
|---|---|---|
| 2009: R&J BALAGOT MD ASSOCIATES DEFINED BENEFIT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| 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 | 2 |
| Total participants | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2010 : R&J BALAGOT MD ASSOCIATES DEFINED BENEFIT 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 | $150,000 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $23,672 |
| Total plan assets at end of year | 2010-12-31 | $824,849 |
| Total plan assets at beginning of year | 2010-12-31 | $698,521 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $23,672 |
| Net income (gross income less expenses) | 2010-12-31 | $126,328 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $824,849 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $698,521 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $150,000 |
| 2009: R&J BALAGOT MD ASSOCIATES DEFINED BENEFIT PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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