CUSTODIO LIM MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CUSTODIO LIM PROFIT SHARING PLAN
Measure | Date | Value |
---|
2023: CUSTODIO LIM PROFIT SHARING PLAN 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
Total of all active and inactive participants | 2023-01-01 | 6 |
Total participants | 2023-01-01 | 6 |
Number of participants with account balances | 2023-01-01 | 6 |
2022: CUSTODIO LIM PROFIT SHARING PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
Total of all active and inactive participants | 2022-01-01 | 6 |
Total participants | 2022-01-01 | 6 |
Number of participants with account balances | 2022-01-01 | 0 |
2021: CUSTODIO LIM PROFIT SHARING PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 6 |
Total participants | 2021-01-01 | 6 |
Number of participants with account balances | 2021-01-01 | 6 |
2020: CUSTODIO LIM PROFIT SHARING PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
Total of all active and inactive participants | 2020-01-01 | 6 |
Total participants | 2020-01-01 | 6 |
Number of participants with account balances | 2020-01-01 | 6 |
2019: CUSTODIO LIM PROFIT SHARING PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
Total of all active and inactive participants | 2019-01-01 | 6 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 6 |
2018: CUSTODIO LIM PROFIT SHARING PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Total participants | 2018-01-01 | 6 |
2017: CUSTODIO LIM PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Total of all active and inactive participants | 2017-01-01 | 6 |
Total participants | 2017-01-01 | 6 |
2016: CUSTODIO LIM PROFIT SHARING PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 5 |
2015: CUSTODIO LIM PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 5 |
2014: CUSTODIO LIM PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Total participants | 2014-01-01 | 5 |
2013: CUSTODIO LIM PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 5 |
2012: CUSTODIO LIM PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Total participants | 2012-01-01 | 5 |
2011: CUSTODIO LIM PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 5 |
2010: CUSTODIO LIM PROFIT SHARING PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
Total of all active and inactive participants | 2010-01-01 | 4 |
Total participants | 2010-01-01 | 4 |
2009: CUSTODIO LIM PROFIT SHARING PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 4 |
Measure | Date | Value |
---|
2023 : CUSTODIO LIM PROFIT SHARING PLAN 2023 401k financial data |
---|
Total income from all sources | 2023-12-31 | $495,522 |
Total plan assets at end of year | 2023-12-31 | $3,043,108 |
Total plan assets at beginning of year | 2023-12-31 | $2,547,586 |
Other income received | 2023-12-31 | $475,064 |
Net income (gross income less expenses) | 2023-12-31 | $495,522 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,043,108 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,547,586 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $20,458 |
2022 : CUSTODIO LIM PROFIT SHARING PLAN 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $-683,202 |
Total plan assets at end of year | 2022-12-31 | $2,547,586 |
Total plan assets at beginning of year | 2022-12-31 | $3,230,788 |
Other income received | 2022-12-31 | $-704,518 |
Net income (gross income less expenses) | 2022-12-31 | $-683,202 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,547,586 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,230,788 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $21,316 |
2021 : CUSTODIO LIM PROFIT SHARING PLAN 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $432,442 |
Total plan assets at end of year | 2021-12-31 | $3,230,788 |
Total plan assets at beginning of year | 2021-12-31 | $2,798,346 |
Other income received | 2021-12-31 | $377,555 |
Net income (gross income less expenses) | 2021-12-31 | $432,442 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,230,788 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,798,346 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $54,887 |
2020 : CUSTODIO LIM PROFIT SHARING PLAN 2020 401k financial data |
---|
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $440,021 |
Total plan assets at end of year | 2020-12-31 | $2,798,346 |
Total plan assets at beginning of year | 2020-12-31 | $2,358,325 |
Other income received | 2020-12-31 | $409,904 |
Net income (gross income less expenses) | 2020-12-31 | $440,021 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,798,346 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,358,325 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $30,117 |
2019 : CUSTODIO LIM PROFIT SHARING PLAN 2019 401k financial data |
---|
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $453,399 |
Total plan assets at end of year | 2019-12-31 | $2,358,325 |
Total plan assets at beginning of year | 2019-12-31 | $1,904,926 |
Other income received | 2019-12-31 | $417,327 |
Net income (gross income less expenses) | 2019-12-31 | $453,399 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,358,325 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,904,926 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $36,072 |
2018 : CUSTODIO LIM PROFIT SHARING PLAN 2018 401k financial data |
---|
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $300,729 |
Total plan assets at end of year | 2018-12-31 | $1,904,926 |
Total plan assets at beginning of year | 2018-12-31 | $1,604,197 |
Other income received | 2018-12-31 | $275,642 |
Net income (gross income less expenses) | 2018-12-31 | $300,729 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,904,926 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,604,197 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $25,087 |
2017 : CUSTODIO LIM PROFIT SHARING PLAN 2017 401k financial data |
---|
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $-127,074 |
Total plan assets at end of year | 2017-12-31 | $1,604,197 |
Total plan assets at beginning of year | 2017-12-31 | $1,731,271 |
Other income received | 2017-12-31 | $-164,705 |
Net income (gross income less expenses) | 2017-12-31 | $-127,074 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,604,197 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,731,271 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $37,631 |
2016 : CUSTODIO LIM PROFIT SHARING PLAN 2016 401k financial data |
---|
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $-50,392 |
Total plan assets at end of year | 2016-12-31 | $1,731,271 |
Total plan assets at beginning of year | 2016-12-31 | $1,781,663 |
Other income received | 2016-12-31 | $-118,679 |
Net income (gross income less expenses) | 2016-12-31 | $-50,392 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,731,271 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,781,663 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $68,287 |
2015 : CUSTODIO LIM PROFIT SHARING PLAN 2015 401k financial data |
---|
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $115,061 |
Total plan assets at end of year | 2015-12-31 | $1,781,663 |
Total plan assets at beginning of year | 2015-12-31 | $1,666,602 |
Other income received | 2015-12-31 | $49,998 |
Net income (gross income less expenses) | 2015-12-31 | $115,061 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,781,663 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,666,602 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $65,063 |
2014 : CUSTODIO LIM PROFIT SHARING PLAN 2014 401k financial data |
---|
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $185,236 |
Total plan assets at end of year | 2014-12-31 | $1,666,602 |
Total plan assets at beginning of year | 2014-12-31 | $1,481,366 |
Other income received | 2014-12-31 | $118,509 |
Net income (gross income less expenses) | 2014-12-31 | $185,236 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,666,602 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,481,366 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $66,727 |
2013 : CUSTODIO LIM PROFIT SHARING PLAN 2013 401k financial data |
---|
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $223,940 |
Total plan assets at end of year | 2013-12-31 | $1,481,366 |
Total plan assets at beginning of year | 2013-12-31 | $1,257,426 |
Other income received | 2013-12-31 | $175,974 |
Net income (gross income less expenses) | 2013-12-31 | $223,940 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,481,366 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,257,426 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $47,966 |
2012 : CUSTODIO LIM PROFIT SHARING PLAN 2012 401k financial data |
---|
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $198,904 |
Total plan assets at end of year | 2012-12-31 | $1,257,426 |
Total plan assets at beginning of year | 2012-12-31 | $1,058,522 |
Other income received | 2012-12-31 | $128,271 |
Net income (gross income less expenses) | 2012-12-31 | $198,904 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,257,426 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,058,522 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $70,633 |
2011 : CUSTODIO LIM PROFIT SHARING PLAN 2011 401k financial data |
---|
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $39,012 |
Total plan assets at end of year | 2011-12-31 | $1,058,522 |
Total plan assets at beginning of year | 2011-12-31 | $1,019,510 |
Other income received | 2011-12-31 | $-13,251 |
Net income (gross income less expenses) | 2011-12-31 | $39,012 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,058,522 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,019,510 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $52,263 |
2010 : CUSTODIO LIM PROFIT SHARING PLAN 2010 401k financial data |
---|
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $113,177 |
Total plan assets at end of year | 2010-12-31 | $1,019,510 |
Total plan assets at beginning of year | 2010-12-31 | $906,333 |
Other income received | 2010-12-31 | $45,317 |
Net income (gross income less expenses) | 2010-12-31 | $113,177 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,019,510 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $906,333 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $67,860 |
2023: CUSTODIO LIM PROFIT SHARING PLAN 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: CUSTODIO LIM PROFIT SHARING PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CUSTODIO LIM PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CUSTODIO LIM PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CUSTODIO LIM PROFIT SHARING PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CUSTODIO LIM PROFIT SHARING PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CUSTODIO LIM PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CUSTODIO LIM PROFIT SHARING PLAN 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: CUSTODIO LIM PROFIT SHARING PLAN 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: CUSTODIO LIM PROFIT SHARING PLAN 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: CUSTODIO LIM PROFIT SHARING PLAN 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: CUSTODIO LIM PROFIT SHARING PLAN 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: CUSTODIO LIM PROFIT SHARING PLAN 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 |
2010: CUSTODIO LIM PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CUSTODIO LIM PROFIT SHARING 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 |