Logo

ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN 401k Plan overview

Plan NameELIZABETH V. LENER, MD, INC. RETIREMENT PLAN
Plan identification number 001

ELIZABETH V. LENER, MD, INC. RETIREMENT 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ELIZABETH V. LENER, MD, INC. has sponsored the creation of one or more 401k plans.

Company Name:ELIZABETH V. LENER, MD, INC.
Employer identification number (EIN):201666218
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GARY GRIMM2018-07-30
0012016-01-01GARY GRIMM2017-07-18
0012015-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2016-02-10
0012014-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2015-02-26
0012013-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2014-04-09
0012012-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2013-05-13
0012011-01-01MICHAEL E. FLANAGAN MICHAEL E. FLANAGAN2012-07-28
0012010-01-01MICHAEL E. FLANAGAN2011-02-23 MICHAEL E. FLANAGAN2011-02-23

Plan Statistics for ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN

401k plan membership statisitcs for ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN

Measure Date Value
2015: ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0114
Number of participants with account balances2015-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113
Number of participants with account balances2014-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0113
Number of participants with account balances2013-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-0110
Total of all active and inactive participants2012-01-0115
Total participants2012-01-0115
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0118
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0118
Number of participants with account balances2011-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN

Measure Date Value
2015 : ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$80,665
Expenses. Total of all expenses incurred2015-12-31$4,960
Benefits paid (including direct rollovers)2015-12-31$4,960
Total plan assets at end of year2015-12-31$1,440,846
Total plan assets at beginning of year2015-12-31$1,365,141
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$36,000
Other income received2015-12-31$-37,069
Net income (gross income less expenses)2015-12-31$75,705
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,440,846
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,365,141
Total contributions received or receivable from employer(s)2015-12-31$81,734
2014 : ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$158,436
Expenses. Total of all expenses incurred2014-12-31$1,943
Benefits paid (including direct rollovers)2014-12-31$1,943
Total plan assets at end of year2014-12-31$1,365,141
Total plan assets at beginning of year2014-12-31$1,208,648
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$43,649
Other income received2014-12-31$31,400
Net income (gross income less expenses)2014-12-31$156,493
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,365,141
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,208,648
Total contributions received or receivable from employer(s)2014-12-31$83,387
2013 : ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$268,231
Expenses. Total of all expenses incurred2013-12-31$39,168
Benefits paid (including direct rollovers)2013-12-31$39,168
Total plan assets at end of year2013-12-31$1,208,648
Total plan assets at beginning of year2013-12-31$979,585
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$43,777
Other income received2013-12-31$131,587
Net income (gross income less expenses)2013-12-31$229,063
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,208,648
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$979,585
Total contributions received or receivable from employer(s)2013-12-31$92,867
2012 : ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$219,629
Expenses. Total of all expenses incurred2012-12-31$14,094
Benefits paid (including direct rollovers)2012-12-31$12,107
Total plan assets at end of year2012-12-31$979,585
Total plan assets at beginning of year2012-12-31$774,050
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$38,888
Expenses. Other expenses not covered elsewhere2012-12-31$1,987
Other income received2012-12-31$97,523
Net income (gross income less expenses)2012-12-31$205,535
Net plan assets at end of year (total assets less liabilities)2012-12-31$979,585
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$774,050
Total contributions received or receivable from employer(s)2012-12-31$83,218
2011 : ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$97,713
Expenses. Total of all expenses incurred2011-12-31$14,233
Benefits paid (including direct rollovers)2011-12-31$4,072
Total plan assets at end of year2011-12-31$774,050
Total plan assets at beginning of year2011-12-31$690,570
Value of fidelity bond covering the plan2011-12-31$80,000
Total contributions received or receivable from participants2011-12-31$39,020
Other income received2011-12-31$-25,629
Net income (gross income less expenses)2011-12-31$83,480
Net plan assets at end of year (total assets less liabilities)2011-12-31$774,050
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$690,570
Total contributions received or receivable from employer(s)2011-12-31$84,322
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$10,161

Form 5500 Responses for ELIZABETH V. LENER, MD, INC. RETIREMENT PLAN

2015: ELIZABETH V. LENER, MD, INC. RETIREMENT 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ELIZABETH V. LENER, MD, INC. RETIREMENT 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ELIZABETH V. LENER, MD, INC. RETIREMENT 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ELIZABETH V. LENER, MD, INC. RETIREMENT 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ELIZABETH V. LENER, MD, INC. RETIREMENT 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47875
Policy instance 1
Insurance contract or identification number47875
Number of Individuals Covered14
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47875
Policy instance 1
Insurance contract or identification number47875
Number of Individuals Covered13
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
Contracts With Unallocated Funds Deposit Administration1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47875
Policy instance 1
Insurance contract or identification number47875
Number of Individuals Covered13
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
Contracts With Unallocated Funds Deposit Administration1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47875
Policy instance 1
Insurance contract or identification number47875
Number of Individuals Covered14
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
Contracts With Unallocated Funds Deposit Administration1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47875
Policy instance 1
Insurance contract or identification number47875
Number of Individuals Covered18
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1

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