E.M. ROSS, M.D. & K.M.H. LEE, M.D. P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN
401k plan membership statisitcs for ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2014: ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 2 |
| Total of all active and inactive participants | 2014-10-01 | 0 |
| Total participants | 2014-10-01 | 0 |
| 2013: ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 2 |
| Total of all active and inactive participants | 2013-10-01 | 2 |
| Total participants | 2013-10-01 | 2 |
| 2012: ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 1 |
| Total of all active and inactive participants | 2012-10-01 | 8 |
| Total participants | 2012-10-01 | 8 |
| 2011: ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 1 |
| Total of all active and inactive participants | 2011-10-01 | 8 |
| Total participants | 2011-10-01 | 8 |
| 2010: ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 8 |
| Total of all active and inactive participants | 2010-10-01 | 8 |
| Total participants | 2010-10-01 | 8 |
| 2009: ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 8 |
| Total of all active and inactive participants | 2009-10-01 | 8 |
| Total participants | 2009-10-01 | 8 |
| Number of participants with account balances | 2009-10-01 | 8 |
| Measure | Date | Value |
|---|
| 2015 : ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $35,461 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $587,175 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $585,240 |
| Total plan assets at end of year | 2015-09-30 | $0 |
| Total plan assets at beginning of year | 2015-09-30 | $551,714 |
| Value of fidelity bond covering the plan | 2015-09-30 | $150,000 |
| Other income received | 2015-09-30 | $35,461 |
| Net income (gross income less expenses) | 2015-09-30 | $-551,714 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $551,714 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $1,935 |
| 2014 : ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-09-30 | $118,450 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $711,338 |
| Benefits paid (including direct rollovers) | 2014-09-30 | $701,532 |
| Total plan assets at end of year | 2014-09-30 | $551,714 |
| Total plan assets at beginning of year | 2014-09-30 | $1,144,602 |
| Value of fidelity bond covering the plan | 2014-09-30 | $150,000 |
| Other income received | 2014-09-30 | $118,450 |
| Net income (gross income less expenses) | 2014-09-30 | $-592,888 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $551,714 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $1,144,602 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $9,806 |
| 2013 : ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $139,365 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $9,143 |
| Total plan assets at end of year | 2013-09-30 | $1,144,602 |
| Total plan assets at beginning of year | 2013-09-30 | $1,014,380 |
| Value of fidelity bond covering the plan | 2013-09-30 | $150,000 |
| Other income received | 2013-09-30 | $79,365 |
| Net income (gross income less expenses) | 2013-09-30 | $130,222 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $1,144,602 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,014,380 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $60,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $9,143 |
| 2012 : ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-09-30 | $-75,132 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $3,569 |
| Total plan assets at end of year | 2012-09-30 | $1,014,380 |
| Total plan assets at beginning of year | 2012-09-30 | $1,093,080 |
| Value of fidelity bond covering the plan | 2012-09-30 | $100,000 |
| Other income received | 2012-09-30 | $-124,334 |
| Net income (gross income less expenses) | 2012-09-30 | $-78,701 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,014,380 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $1,093,080 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $49,202 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $3,569 |
| 2011 : ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $-27,068 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $12,650 |
| Total plan assets at end of year | 2011-09-30 | $1,093,080 |
| Total plan assets at beginning of year | 2011-09-30 | $1,132,798 |
| Value of fidelity bond covering the plan | 2011-09-30 | $100,000 |
| Other income received | 2011-09-30 | $-27,068 |
| Net income (gross income less expenses) | 2011-09-30 | $-39,718 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $1,093,080 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $1,132,798 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $12,650 |
| 2014: ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | This submission is the final filing | Yes |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Submission has been amended | Yes |
| 2013-10-01 | Plan funding arrangement – Trust | Yes |
| 2013-10-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Plan funding arrangement – Trust | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Submission has been amended | Yes |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Plan funding arrangement – Trust | Yes |
| 2010-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | Yes |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| 2008: ELIZABETH M. ROSS, M.D. & KENNETH M. H. LEE, M.D., P.C. PROFIT SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-10-01 | Type of plan entity | Single employer plan |
| 2008-10-01 | Submission has been amended | No |
| 2008-10-01 | This submission is the final filing | No |
| 2008-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-10-01 | Plan is a collectively bargained plan | No |
