A.D. MORGANOFF, M.D., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN
401k plan membership statisitcs for A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-12-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-12-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-12-01 | 0 |
| Total of all active and inactive participants | 2022-12-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-12-01 | 0 |
| Total participants | 2022-12-01 | 0 |
| Number of participants with account balances | 2022-12-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-12-01 | 0 |
| 2021: A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-12-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-12-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-12-01 | 2 |
| Total of all active and inactive participants | 2021-12-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-12-01 | 0 |
| Total participants | 2021-12-01 | 3 |
| Number of participants with account balances | 2021-12-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-12-01 | 0 |
| 2020: A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-12-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-12-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 2 |
| Total of all active and inactive participants | 2020-12-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-12-01 | 0 |
| Total participants | 2020-12-01 | 3 |
| Number of participants with account balances | 2020-12-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-12-01 | 0 |
| 2019: A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 1 |
| Total of all active and inactive participants | 2019-12-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-12-01 | 0 |
| Total participants | 2019-12-01 | 3 |
| Number of participants with account balances | 2019-12-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-12-01 | 1 |
| 2018: A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-12-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 3 |
| Number of retired or separated participants receiving benefits | 2018-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-12-01 | 0 |
| Total of all active and inactive participants | 2018-12-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-12-01 | 0 |
| Total participants | 2018-12-01 | 3 |
| Number of participants with account balances | 2018-12-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-12-01 | 0 |
| 2017: A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-12-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2017-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-12-01 | 1 |
| Total of all active and inactive participants | 2017-12-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-12-01 | 0 |
| Total participants | 2017-12-01 | 3 |
| Number of participants with account balances | 2017-12-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-12-01 | 1 |
| 2016: A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-12-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 3 |
| Number of retired or separated participants receiving benefits | 2016-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-12-01 | 0 |
| Total of all active and inactive participants | 2016-12-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-12-01 | 0 |
| Total participants | 2016-12-01 | 3 |
| Number of participants with account balances | 2016-12-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-12-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-03-31 | $0 |
| Total plan liabilities at beginning of year | 2023-03-31 | $0 |
| Total income from all sources | 2023-03-31 | $16,793 |
| Expenses. Total of all expenses incurred | 2023-03-31 | $850,883 |
| Benefits paid (including direct rollovers) | 2023-03-31 | $850,883 |
| Total plan assets at end of year | 2023-03-31 | $0 |
| Total plan assets at beginning of year | 2023-03-31 | $834,090 |
| Value of fidelity bond covering the plan | 2023-03-31 | $120,000 |
| Total contributions received or receivable from participants | 2023-03-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-03-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-03-31 | $0 |
| Other income received | 2023-03-31 | $16,793 |
| Noncash contributions received | 2023-03-31 | $0 |
| Net income (gross income less expenses) | 2023-03-31 | $-834,090 |
| Net plan assets at end of year (total assets less liabilities) | 2023-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-03-31 | $834,090 |
| Total contributions received or receivable from employer(s) | 2023-03-31 | $0 |
| Value of certain deemed distributions of participant loans | 2023-03-31 | $0 |
| Value of corrective distributions | 2023-03-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-03-31 | $0 |
| 2022 : A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2022-11-30 | $0 |
| Total income from all sources | 2022-11-30 | $-467,250 |
| Expenses. Total of all expenses incurred | 2022-11-30 | $590,666 |
| Benefits paid (including direct rollovers) | 2022-11-30 | $590,666 |
| Total plan assets at end of year | 2022-11-30 | $834,090 |
| Total plan assets at beginning of year | 2022-11-30 | $1,892,006 |
| Value of fidelity bond covering the plan | 2022-11-30 | $120,000 |
| Total contributions received or receivable from participants | 2022-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-11-30 | $0 |
| Other income received | 2022-11-30 | $-467,250 |
| Noncash contributions received | 2022-11-30 | $0 |
| Net income (gross income less expenses) | 2022-11-30 | $-1,057,916 |
| Net plan assets at end of year (total assets less liabilities) | 2022-11-30 | $834,090 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-11-30 | $1,892,006 |
| Total contributions received or receivable from employer(s) | 2022-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2022-11-30 | $0 |
| Value of corrective distributions | 2022-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-11-30 | $0 |
| 2021 : A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-11-30 | $0 |
| Total income from all sources | 2021-11-30 | $287,379 |
| Expenses. Total of all expenses incurred | 2021-11-30 | $43,912 |
| Benefits paid (including direct rollovers) | 2021-11-30 | $27,891 |
| Total plan assets at end of year | 2021-11-30 | $1,892,006 |
| Total plan assets at beginning of year | 2021-11-30 | $1,648,539 |
| Value of fidelity bond covering the plan | 2021-11-30 | $120,000 |
| Total contributions received or receivable from participants | 2021-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-11-30 | $0 |
| Other income received | 2021-11-30 | $287,379 |
| Noncash contributions received | 2021-11-30 | $0 |
| Net income (gross income less expenses) | 2021-11-30 | $243,467 |
| Net plan assets at end of year (total assets less liabilities) | 2021-11-30 | $1,892,006 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-11-30 | $1,648,539 |
| Total contributions received or receivable from employer(s) | 2021-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2021-11-30 | $0 |
| Value of corrective distributions | 2021-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-11-30 | $16,021 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-11-30 | $0 |
| 2020 : A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2020-11-30 | $0 |
| Total income from all sources | 2020-11-30 | $306,083 |
| Expenses. Total of all expenses incurred | 2020-11-30 | $0 |
| Benefits paid (including direct rollovers) | 2020-11-30 | $0 |
| Total plan assets at end of year | 2020-11-30 | $1,648,539 |
| Total plan assets at beginning of year | 2020-11-30 | $1,342,456 |
| Value of fidelity bond covering the plan | 2020-11-30 | $120,000 |
| Total contributions received or receivable from participants | 2020-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-11-30 | $0 |
| Other income received | 2020-11-30 | $252,442 |
| Noncash contributions received | 2020-11-30 | $0 |
| Net income (gross income less expenses) | 2020-11-30 | $306,083 |
| Net plan assets at end of year (total assets less liabilities) | 2020-11-30 | $1,648,539 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-11-30 | $1,342,456 |
| Total contributions received or receivable from employer(s) | 2020-11-30 | $53,641 |
| Value of certain deemed distributions of participant loans | 2020-11-30 | $0 |
| Value of corrective distributions | 2020-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-11-30 | $0 |
| 2019 : A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-11-30 | $0 |
| Total plan liabilities at beginning of year | 2019-11-30 | $0 |
| Total income from all sources | 2019-11-30 | $109,102 |
| Expenses. Total of all expenses incurred | 2019-11-30 | $0 |
| Benefits paid (including direct rollovers) | 2019-11-30 | $0 |
| Total plan assets at end of year | 2019-11-30 | $1,342,456 |
| Total plan assets at beginning of year | 2019-11-30 | $1,233,354 |
| Value of fidelity bond covering the plan | 2019-11-30 | $120,000 |
| Total contributions received or receivable from participants | 2019-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-11-30 | $0 |
| Other income received | 2019-11-30 | $71,658 |
| Noncash contributions received | 2019-11-30 | $0 |
| Net income (gross income less expenses) | 2019-11-30 | $109,102 |
| Net plan assets at end of year (total assets less liabilities) | 2019-11-30 | $1,342,456 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-11-30 | $1,233,354 |
| Total contributions received or receivable from employer(s) | 2019-11-30 | $37,444 |
| Value of certain deemed distributions of participant loans | 2019-11-30 | $0 |
| Value of corrective distributions | 2019-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-11-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-11-30 | $0 |
| 2018 : A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-11-30 | $0 |
| 2017 : A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-11-30 | $151,022 |
| Expenses. Total of all expenses incurred | 2017-11-30 | $0 |
| Total plan assets at end of year | 2017-11-30 | $1,155,181 |
| Total plan assets at beginning of year | 2017-11-30 | $1,004,159 |
| Other income received | 2017-11-30 | $101,480 |
| Net income (gross income less expenses) | 2017-11-30 | $151,022 |
| Net plan assets at end of year (total assets less liabilities) | 2017-11-30 | $1,155,181 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-11-30 | $1,004,159 |
| Total contributions received or receivable from employer(s) | 2017-11-30 | $49,542 |
| 2022: A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-12-01 | Type of plan entity | Single employer plan |
| 2022-12-01 | Submission has been amended | No |
| 2022-12-01 | This submission is the final filing | Yes |
| 2022-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-12-01 | Plan is a collectively bargained plan | No |
| 2022-12-01 | Plan funding arrangement – Trust | Yes |
| 2022-12-01 | Plan benefit arrangement - Trust | Yes |
| 2021: A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-12-01 | Type of plan entity | Single employer plan |
| 2021-12-01 | Submission has been amended | No |
| 2021-12-01 | This submission is the final filing | No |
| 2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-12-01 | Plan is a collectively bargained plan | No |
| 2021-12-01 | Plan funding arrangement – Trust | Yes |
| 2021-12-01 | Plan benefit arrangement - Trust | Yes |
| 2020: A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | Submission has been amended | No |
| 2020-12-01 | This submission is the final filing | No |
| 2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-12-01 | Plan is a collectively bargained plan | No |
| 2020-12-01 | Plan funding arrangement – Trust | Yes |
| 2020-12-01 | Plan benefit arrangement - Trust | Yes |
| 2019: A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | Submission has been amended | No |
| 2019-12-01 | This submission is the final filing | No |
| 2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-12-01 | Plan is a collectively bargained plan | No |
| 2019-12-01 | Plan funding arrangement – Trust | Yes |
| 2019-12-01 | Plan benefit arrangement - Trust | Yes |
| 2018: A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-12-01 | Type of plan entity | Single employer plan |
| 2018-12-01 | Submission has been amended | No |
| 2018-12-01 | This submission is the final filing | No |
| 2018-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-12-01 | Plan is a collectively bargained plan | No |
| 2018-12-01 | Plan funding arrangement – Trust | Yes |
| 2018-12-01 | Plan benefit arrangement - Trust | Yes |
| 2017: A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-12-01 | Type of plan entity | Single employer plan |
| 2017-12-01 | Submission has been amended | No |
| 2017-12-01 | This submission is the final filing | No |
| 2017-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-12-01 | Plan is a collectively bargained plan | No |
| 2017-12-01 | Plan funding arrangement – Trust | Yes |
| 2017-12-01 | Plan benefit arrangement - Trust | Yes |
| 2016: A.D. MORGANOFF, M.D. , P.A. PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-12-01 | Type of plan entity | Single employer plan |
| 2016-12-01 | First time form 5500 has been submitted | Yes |
| 2016-12-01 | Submission has been amended | No |
| 2016-12-01 | This submission is the final filing | No |
| 2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-12-01 | Plan is a collectively bargained plan | No |
| 2016-12-01 | Plan funding arrangement – Trust | Yes |
| 2016-12-01 | Plan benefit arrangement - Trust | Yes |
