Plan Name | JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | JAYE-JO PORTANOVA, M.D., INC. |
Employer identification number (EIN): | 330325871 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about JAYE-JO PORTANOVA, M.D., INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1989-01-01 |
Company Identification Number: | C1453710 |
Legal Registered Office Address: |
3868 Carson St. Suite 311 Torrance United States of America (USA) 90503 |
More information about JAYE-JO PORTANOVA, M.D., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2018-01-01 | ||||
001 | 2018-01-01 | JAYE-JO PORTANOVA | 2019-06-11 | JAYE-JO PORTANOVA | 2019-06-11 |
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ||||
001 | 2013-01-01 | ||||
001 | 2012-01-01 | JAYE-JO PORTANOVA | |||
001 | 2011-01-01 | JAYE-JO PORTANOVA | |||
001 | 2009-01-01 | JAYE-JO PORTANOVA, M.D. |
Measure | Date | Value |
---|---|---|
2018: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
2017: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 1 |
Number of participants with account balances | 2017-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 1 |
Number of participants with account balances | 2016-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 1 |
Number of participants with account balances | 2015-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 1 |
Number of participants with account balances | 2014-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 1 |
Number of participants with account balances | 2013-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 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 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2018 : JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-22,799 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,409,113 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,409,113 |
Total plan assets at end of year | 2018-12-31 | $0 |
Total plan assets at beginning of year | 2018-12-31 | $1,431,912 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-22,799 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-1,431,912 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,431,912 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $210,459 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $1,431,912 |
Total plan assets at beginning of year | 2017-12-31 | $1,221,453 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $210,459 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $210,459 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,431,912 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,221,453 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 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 | $119,323 |
Total plan assets at end of year | 2016-12-31 | $1,221,453 |
Total plan assets at beginning of year | 2016-12-31 | $1,102,130 |
Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
Other income received | 2016-12-31 | $75,948 |
Net income (gross income less expenses) | 2016-12-31 | $119,323 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,221,453 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,102,130 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $43,375 |
2015 : JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-5,942 |
Total plan assets at end of year | 2015-12-31 | $1,102,130 |
Total plan assets at beginning of year | 2015-12-31 | $1,108,072 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Other income received | 2015-12-31 | $-36,817 |
Net income (gross income less expenses) | 2015-12-31 | $-5,942 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,102,130 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,108,072 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $30,875 |
2014 : JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $74,934 |
Total plan assets at end of year | 2014-12-31 | $1,108,072 |
Total plan assets at beginning of year | 2014-12-31 | $1,033,138 |
Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
Other income received | 2014-12-31 | $42,434 |
Net income (gross income less expenses) | 2014-12-31 | $74,934 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,108,072 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,033,138 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $32,500 |
2013 : JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $209,397 |
Expenses. Total of all expenses incurred | 2013-12-31 | $57,493 |
Benefits paid (including direct rollovers) | 2013-12-31 | $57,493 |
Total plan assets at end of year | 2013-12-31 | $1,033,138 |
Total plan assets at beginning of year | 2013-12-31 | $881,234 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Other income received | 2013-12-31 | $191,397 |
Net income (gross income less expenses) | 2013-12-31 | $151,904 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,033,138 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $881,234 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $18,000 |
2012 : JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $105,355 |
Expenses. Total of all expenses incurred | 2012-12-31 | $43,116 |
Benefits paid (including direct rollovers) | 2012-12-31 | $43,116 |
Total plan assets at end of year | 2012-12-31 | $881,234 |
Total plan assets at beginning of year | 2012-12-31 | $818,995 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Other income received | 2012-12-31 | $99,105 |
Net income (gross income less expenses) | 2012-12-31 | $62,239 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $881,234 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $818,995 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $6,250 |
2011 : JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-37,787 |
Expenses. Total of all expenses incurred | 2011-12-31 | $5,125 |
Benefits paid (including direct rollovers) | 2011-12-31 | $5,125 |
Total plan assets at end of year | 2011-12-31 | $818,995 |
Total plan assets at beginning of year | 2011-12-31 | $861,907 |
Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
Other income received | 2011-12-31 | $-41,287 |
Net income (gross income less expenses) | 2011-12-31 | $-42,912 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $818,995 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $861,907 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $3,500 |
2010 : JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 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 | $83,534 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,635 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,635 |
Total plan assets at end of year | 2010-12-31 | $861,907 |
Total plan assets at beginning of year | 2010-12-31 | $780,008 |
Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
Other income received | 2010-12-31 | $74,784 |
Net income (gross income less expenses) | 2010-12-31 | $81,899 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $861,907 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $780,008 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $8,750 |
2018: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | Yes |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JAYE-JO PORTANOVA, M.D., INC. PROFIT SHARING PLAN AND TRUST 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 |