LEBANON INTERNAL MEDICINE ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEBANON INTERNAL MEDICINE ASSOCIATES, P.C. EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2023 : LEBANON INTERNAL MEDICINE ASSOCIATES, P.C. EMPLOYEE BENEFIT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-06-30 | $225,147 |
| Total plan liabilities at beginning of year | 2023-06-30 | $158,660 |
| Total income from all sources | 2023-06-30 | $1,107,479 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $1,153,551 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $768,617 |
| Total plan assets at end of year | 2023-06-30 | $64,267 |
| Total plan assets at beginning of year | 2023-06-30 | $43,852 |
| Value of fidelity bond covering the plan | 2023-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $370,315 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $0 |
| Other income received | 2023-06-30 | $409 |
| Net income (gross income less expenses) | 2023-06-30 | $-46,072 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $-160,880 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $-114,808 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $1,107,070 |
| Value of corrective distributions | 2023-06-30 | $-1,757 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $16,376 |
| 2022 : LEBANON INTERNAL MEDICINE ASSOCIATES, P.C. EMPLOYEE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-06-30 | $158,660 |
| Total plan liabilities at beginning of year | 2022-06-30 | $56,390 |
| Total income from all sources | 2022-06-30 | $855,953 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $1,092,738 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $714,866 |
| Total plan assets at end of year | 2022-06-30 | $43,852 |
| Total plan assets at beginning of year | 2022-06-30 | $178,367 |
| Value of fidelity bond covering the plan | 2022-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $172,879 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $285,831 |
| Other income received | 2022-06-30 | $115 |
| Net income (gross income less expenses) | 2022-06-30 | $-236,785 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $-114,808 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $121,977 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $682,959 |
| Value of corrective distributions | 2022-06-30 | $68,745 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $23,296 |
| 2021 : LEBANON INTERNAL MEDICINE ASSOCIATES, P.C. EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-06-30 | $56,390 |
| Total plan liabilities at beginning of year | 2021-06-30 | $53,428 |
| Total income from all sources | 2021-06-30 | $1,031,220 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $1,056,790 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $602,666 |
| Total plan assets at end of year | 2021-06-30 | $178,367 |
| Total plan assets at beginning of year | 2021-06-30 | $200,975 |
| Value of fidelity bond covering the plan | 2021-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $204,204 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $342,586 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $5,921 |
| Other income received | 2021-06-30 | $495 |
| Net income (gross income less expenses) | 2021-06-30 | $-25,570 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $121,977 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $147,547 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $820,600 |
| Value of corrective distributions | 2021-06-30 | $76,875 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $34,663 |
| 2020 : LEBANON INTERNAL MEDICINE ASSOCIATES, P.C. EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-06-30 | $53,428 |
| Total plan liabilities at beginning of year | 2020-06-30 | $55,052 |
| Total income from all sources | 2020-06-30 | $994,512 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $1,146,766 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $610,352 |
| Total plan assets at end of year | 2020-06-30 | $200,975 |
| Total plan assets at beginning of year | 2020-06-30 | $354,853 |
| Value of fidelity bond covering the plan | 2020-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $207,424 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $298,514 |
| Other income received | 2020-06-30 | $580 |
| Net income (gross income less expenses) | 2020-06-30 | $-152,254 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $147,547 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $299,801 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $786,508 |
| Value of corrective distributions | 2020-06-30 | $197,955 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $39,945 |
| 2022: LEBANON INTERNAL MEDICINE ASSOCIATES, P.C. EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: LEBANON INTERNAL MEDICINE ASSOCIATES, P.C. EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: LEBANON INTERNAL MEDICINE ASSOCIATES, P.C. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: LEBANON INTERNAL MEDICINE ASSOCIATES, P.C. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | 000000 |
| Policy instance | 6 |
| DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
| Policy contract number | 05108 |
| Policy instance | 1 |
| CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) |
| Policy contract number | 00505816 |
| Policy instance | 2 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 00620363 |
| Policy instance | 3 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500076 |
| Policy instance | 4 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 630483 |
| Policy instance | 5 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 630483 |
| Policy instance | 5 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500076 |
| Policy instance | 4 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 00620363 |
| Policy instance | 3 |
| CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) |
| Policy contract number | 00505816 |
| Policy instance | 2 |
| DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
| Policy contract number | 05108 |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 630483 |
| Policy instance | 5 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500076 |
| Policy instance | 4 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 00620363 |
| Policy instance | 3 |
| CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) |
| Policy contract number | 00505816 |
| Policy instance | 2 |
| DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
| Policy contract number | 05108 |
| Policy instance | 1 |
| CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) |
| Policy contract number | 00505816 |
| Policy instance | 2 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 630483 |
| Policy instance | 3 |
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | NV00566 |
| Policy instance | 4 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500076 |
| Policy instance | 5 |
| DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) |
| Policy contract number | 05108 |
| Policy instance | 1 |