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CUSTODIO LIM PROFIT SHARING PLAN 401k Plan overview

Plan NameCUSTODIO LIM PROFIT SHARING PLAN
Plan identification number 001

CUSTODIO LIM PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

CUSTODIO LIM MD has sponsored the creation of one or more 401k plans.

Company Name:CUSTODIO LIM MD
Employer identification number (EIN):351719730
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUSTODIO LIM PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CUSTODIO LIM2024-09-14 CUSTODIO LIM2024-09-14
0012022-01-01CUSTODIO LIM2023-09-11 CUSTODIO LIM2023-09-11
0012021-01-01CUSTODIO LIM2022-09-14 CUSTODIO LIM2022-09-14
0012020-01-01CUSTODIO LIM2021-09-11 CUSTODIO LIM2021-09-11
0012019-01-01CUSTODIO LIM2020-09-15 CUSTODIO LIM2020-09-15
0012018-01-01CUSTODIO LIM2019-09-15 CUSTODIO LIM2019-09-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CUSTODIO LIM
0012011-01-01CUSTODIO LIM
0012010-01-01CUSTODIO LIM
0012009-01-01CUSTODIO LIM

Plan Statistics for CUSTODIO LIM PROFIT SHARING PLAN

401k plan membership statisitcs for CUSTODIO LIM PROFIT SHARING PLAN

Measure Date Value
2023: CUSTODIO LIM PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-016
Total number of active participants reported on line 7a of the Form 55002023-01-015
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-016
Total participants2023-01-016
Number of participants with account balances2023-01-016
2022: CUSTODIO LIM PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-016
Total of all active and inactive participants2022-01-016
Total participants2022-01-016
Number of participants with account balances2022-01-010
2021: CUSTODIO LIM PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-016
Total of all active and inactive participants2021-01-016
Total participants2021-01-016
Number of participants with account balances2021-01-016
2020: CUSTODIO LIM PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-016
Total of all active and inactive participants2020-01-016
Total participants2020-01-016
Number of participants with account balances2020-01-016
2019: CUSTODIO LIM PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-016
Total of all active and inactive participants2019-01-016
Total participants2019-01-016
Number of participants with account balances2019-01-016
2018: CUSTODIO LIM PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-016
Total of all active and inactive participants2018-01-016
Total participants2018-01-016
2017: CUSTODIO LIM PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-016
Total of all active and inactive participants2017-01-016
Total participants2017-01-016
2016: CUSTODIO LIM PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
2015: CUSTODIO LIM PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
2014: CUSTODIO LIM PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
2013: CUSTODIO LIM PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
2012: CUSTODIO LIM PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
2011: CUSTODIO LIM PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
2010: CUSTODIO LIM PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
2009: CUSTODIO LIM PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014

Financial Data on CUSTODIO LIM PROFIT SHARING PLAN

Measure Date Value
2023 : CUSTODIO LIM PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$495,522
Total plan assets at end of year2023-12-31$3,043,108
Total plan assets at beginning of year2023-12-31$2,547,586
Other income received2023-12-31$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$20,458
2022 : CUSTODIO LIM PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-683,202
Total plan assets at end of year2022-12-31$2,547,586
Total plan assets at beginning of year2022-12-31$3,230,788
Other income received2022-12-31$-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 sources2021-12-31$432,442
Total plan assets at end of year2021-12-31$3,230,788
Total plan assets at beginning of year2021-12-31$2,798,346
Other income received2021-12-31$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 year2020-12-31$0
Total income from all sources2020-12-31$440,021
Total plan assets at end of year2020-12-31$2,798,346
Total plan assets at beginning of year2020-12-31$2,358,325
Other income received2020-12-31$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 year2019-12-31$0
Total income from all sources2019-12-31$453,399
Total plan assets at end of year2019-12-31$2,358,325
Total plan assets at beginning of year2019-12-31$1,904,926
Other income received2019-12-31$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 year2018-12-31$0
Total income from all sources2018-12-31$300,729
Total plan assets at end of year2018-12-31$1,904,926
Total plan assets at beginning of year2018-12-31$1,604,197
Other income received2018-12-31$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 year2017-12-31$0
Total income from all sources2017-12-31$-127,074
Total plan assets at end of year2017-12-31$1,604,197
Total plan assets at beginning of year2017-12-31$1,731,271
Other income received2017-12-31$-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 year2016-12-31$0
Total income from all sources2016-12-31$-50,392
Total plan assets at end of year2016-12-31$1,731,271
Total plan assets at beginning of year2016-12-31$1,781,663
Other income received2016-12-31$-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 year2015-12-31$0
Total income from all sources2015-12-31$115,061
Total plan assets at end of year2015-12-31$1,781,663
Total plan assets at beginning of year2015-12-31$1,666,602
Other income received2015-12-31$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 year2014-12-31$0
Total income from all sources2014-12-31$185,236
Total plan assets at end of year2014-12-31$1,666,602
Total plan assets at beginning of year2014-12-31$1,481,366
Other income received2014-12-31$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 year2013-12-31$0
Total income from all sources2013-12-31$223,940
Total plan assets at end of year2013-12-31$1,481,366
Total plan assets at beginning of year2013-12-31$1,257,426
Other income received2013-12-31$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 year2012-12-31$0
Total income from all sources2012-12-31$198,904
Total plan assets at end of year2012-12-31$1,257,426
Total plan assets at beginning of year2012-12-31$1,058,522
Other income received2012-12-31$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 year2011-12-31$0
Total income from all sources2011-12-31$39,012
Total plan assets at end of year2011-12-31$1,058,522
Total plan assets at beginning of year2011-12-31$1,019,510
Other income received2011-12-31$-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 year2010-12-31$0
Total income from all sources2010-12-31$113,177
Total plan assets at end of year2010-12-31$1,019,510
Total plan assets at beginning of year2010-12-31$906,333
Other income received2010-12-31$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

Form 5500 Responses for CUSTODIO LIM PROFIT SHARING PLAN

2023: CUSTODIO LIM PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CUSTODIO LIM PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CUSTODIO LIM PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CUSTODIO LIM PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CUSTODIO LIM PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CUSTODIO LIM PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CUSTODIO LIM PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CUSTODIO LIM PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CUSTODIO LIM PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CUSTODIO LIM PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CUSTODIO LIM PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CUSTODIO LIM PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CUSTODIO LIM PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CUSTODIO LIM PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CUSTODIO LIM PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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