401k Plan data: ANIL DESAI, M.D., PENSION PLAN plan

ANIL DESAI, M.D., PENSION PLAN 401k Plan overview

Plan Name	ANIL DESAI, M.D., PENSION PLAN
Plan identification number	001

ANIL DESAI, M.D., PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ANIL DESAI, M.D., A SOLE PROPRIETOR has sponsored the creation of one or more 401k plans.

Company Name: ANIL DESAI, M.D., A SOLE PROPRIETOR

Employer identification number (EIN): 582164453

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANIL DESAI, M.D., PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-10-01 ANIL DESAI 2020-07-06
001 2018-10-01 ANIL DESAI 2020-07-05
001 2017-10-01 ANIL DESAI 2019-07-12
001 2016-10-01 ANIL DESAI 2018-07-15
001 2015-10-01 ANIL DESAI 2017-07-13
001 2014-10-01 ANIL DESAI
001 2013-10-01 ANIL DESAI
001 2012-10-01 ANIL DESAI
001 2011-10-01 KELLY THOMAS
001 2009-10-01 ANIL DESAI
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-10-01	ANIL DESAI	2020-07-06
001	2018-10-01	ANIL DESAI	2020-07-05
001	2017-10-01	ANIL DESAI	2019-07-12
001	2016-10-01	ANIL DESAI	2018-07-15
001	2015-10-01	ANIL DESAI	2017-07-13
001	2014-10-01	ANIL DESAI
001	2013-10-01	ANIL DESAI
001	2012-10-01	ANIL DESAI
001	2011-10-01	KELLY THOMAS
001	2009-10-01	ANIL DESAI
001	2008-10-01

Plan Statistics for ANIL DESAI, M.D., PENSION PLAN

401k plan membership statisitcs for ANIL DESAI, M.D., PENSION PLAN

Measure Date Value
2019: ANIL DESAI, M.D., PENSION PLAN 2019 401k membership
Market value of plan assets 2019-09-30 5,732,675
Acturial value of plan assets 2019-09-30 5,732,675
Funding target for retired participants and beneficiaries receiving payment 2019-09-30 0
Number of terminated vested participants 2019-09-30 7
Fundng target for terminated vested participants 2019-09-30 200,719
Active participant vested funding target 2019-09-30 4,552,008
Number of active participants 2019-09-30 4
Total funding liabilities for active participants 2019-09-30 4,552,008
Total participant count 2019-09-30 11
Total funding target for all participants 2019-09-30 4,752,727
Balance at beginning of prior year after applicable adjustments 2019-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-09-30 0
Prefunding balanced used to offset prior years funding requirement 2019-09-30 0
Amount remaining of carryover balance 2019-09-30 0
Amount remaining of prefunding balance 2019-09-30 0
Present value of excess contributions 2019-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-09-30 0
Reductions in caryover balances due to elections or deemed elections 2019-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-09-30 0
Balance of carryovers at beginning of current year 2019-09-30 0
Balance of prefunding at beginning of current year 2019-09-30 0
Total employer contributions 2019-09-30 0
Total employee contributions 2019-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-09-30 0
Unpaid minimum required contributions for all prior years 2019-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-09-30 0
Remaining amount of unpaid minimum required contributions 2019-09-30 0
Minimum required contributions for current year target normal cost 2019-09-30 0
Net shortfall amortization installment of oustanding balance 2019-09-30 0
Waiver amortization installment 2019-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-09-30 0
Carryover balance elected to use to offset funding requirement 2019-09-30 0
Prefunding balance elected to use to offset funding requirement 2019-09-30 0
Additional cash requirement 2019-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2019-09-30 0
Unpaid minimum required contributions for current year 2019-09-30 0
Unpaid minimum required contributions for all years 2019-09-30 0
2018: ANIL DESAI, M.D., PENSION PLAN 2018 401k membership
Market value of plan assets 2018-09-30 5,150,566
Acturial value of plan assets 2018-09-30 5,150,566
Funding target for retired participants and beneficiaries receiving payment 2018-09-30 0
Number of terminated vested participants 2018-09-30 8
Fundng target for terminated vested participants 2018-09-30 129,253
Active participant vested funding target 2018-09-30 4,234,328
Number of active participants 2018-09-30 5
Total funding liabilities for active participants 2018-09-30 4,234,328
Total participant count 2018-09-30 13
Total funding target for all participants 2018-09-30 4,363,581
Balance at beginning of prior year after applicable adjustments 2018-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-09-30 0
Prefunding balanced used to offset prior years funding requirement 2018-09-30 0
Amount remaining of carryover balance 2018-09-30 0
Amount remaining of prefunding balance 2018-09-30 0
Present value of excess contributions 2018-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-09-30 0
Reductions in caryover balances due to elections or deemed elections 2018-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-09-30 0
Balance of carryovers at beginning of current year 2018-09-30 0
Balance of prefunding at beginning of current year 2018-09-30 0
Total employer contributions 2018-09-30 0
Total employee contributions 2018-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-09-30 0
Unpaid minimum required contributions for all prior years 2018-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-09-30 0
Remaining amount of unpaid minimum required contributions 2018-09-30 0
Minimum required contributions for current year target normal cost 2018-09-30 0
Net shortfall amortization installment of oustanding balance 2018-09-30 0
Waiver amortization installment 2018-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-09-30 0
Carryover balance elected to use to offset funding requirement 2018-09-30 0
Prefunding balance elected to use to offset funding requirement 2018-09-30 0
Additional cash requirement 2018-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2018-09-30 0
Unpaid minimum required contributions for current year 2018-09-30 0
Unpaid minimum required contributions for all years 2018-09-30 0
2017: ANIL DESAI, M.D., PENSION PLAN 2017 401k membership
Market value of plan assets 2017-09-30 4,698,577
Acturial value of plan assets 2017-09-30 4,698,577
Funding target for retired participants and beneficiaries receiving payment 2017-09-30 0
Number of terminated vested participants 2017-09-30 8
Fundng target for terminated vested participants 2017-09-30 188,771
Active participant vested funding target 2017-09-30 3,828,308
Number of active participants 2017-09-30 5
Total funding liabilities for active participants 2017-09-30 3,828,308
Total participant count 2017-09-30 13
Total funding target for all participants 2017-09-30 4,017,079
Balance at beginning of prior year after applicable adjustments 2017-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-09-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-09-30 0
Prefunding balanced used to offset prior years funding requirement 2017-09-30 0
Amount remaining of carryover balance 2017-09-30 0
Amount remaining of prefunding balance 2017-09-30 0
Present value of excess contributions 2017-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-09-30 0
Balance of carryovers at beginning of current year 2017-09-30 0
Balance of prefunding at beginning of current year 2017-09-30 0
Total employer contributions 2017-09-30 0
Total employee contributions 2017-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-30 0
Unpaid minimum required contributions for all prior years 2017-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-09-30 0
Remaining amount of unpaid minimum required contributions 2017-09-30 0
Minimum required contributions for current year target normal cost 2017-09-30 0
Net shortfall amortization installment of oustanding balance 2017-09-30 0
Waiver amortization installment 2017-09-30 0
Waived amount of outstanding balance 2017-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-09-30 0
Carryover balance elected to use to offset funding requirement 2017-09-30 0
Prefunding balance elected to use to offset funding requirement 2017-09-30 0
Additional cash requirement 2017-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2017-09-30 0
Unpaid minimum required contributions for current year 2017-09-30 0
Unpaid minimum required contributions for all years 2017-09-30 0
2014: ANIL DESAI, M.D., PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 5
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 7
Total of all active and inactive participants 2014-10-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: ANIL DESAI, M.D., PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 7
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 4
Total of all active and inactive participants 2013-10-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: ANIL DESAI, M.D., PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 8
Number of retired or separated participants receiving benefits 2012-10-01 0
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: ANIL DESAI, M.D., PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 10
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: ANIL DESAI, M.D., PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 10
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 10

Measure	Date	Value
2019: ANIL DESAI, M.D., PENSION PLAN 2019 401k membership
Market value of plan assets	2019-09-30	5,732,675
Acturial value of plan assets	2019-09-30	5,732,675
Funding target for retired participants and beneficiaries receiving payment	2019-09-30	0
Number of terminated vested participants	2019-09-30	7
Fundng target for terminated vested participants	2019-09-30	200,719
Active participant vested funding target	2019-09-30	4,552,008
Number of active participants	2019-09-30	4
Total funding liabilities for active participants	2019-09-30	4,552,008
Total participant count	2019-09-30	11
Total funding target for all participants	2019-09-30	4,752,727
Balance at beginning of prior year after applicable adjustments	2019-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-09-30	0
Prefunding balanced used to offset prior years funding requirement	2019-09-30	0
Amount remaining of carryover balance	2019-09-30	0
Amount remaining of prefunding balance	2019-09-30	0
Present value of excess contributions	2019-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-09-30	0
Reductions in caryover balances due to elections or deemed elections	2019-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-09-30	0
Balance of carryovers at beginning of current year	2019-09-30	0
Balance of prefunding at beginning of current year	2019-09-30	0
Total employer contributions	2019-09-30	0
Total employee contributions	2019-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-09-30	0
Unpaid minimum required contributions for all prior years	2019-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-09-30	0
Remaining amount of unpaid minimum required contributions	2019-09-30	0
Minimum required contributions for current year target normal cost	2019-09-30	0
Net shortfall amortization installment of oustanding balance	2019-09-30	0
Waiver amortization installment	2019-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-09-30	0
Carryover balance elected to use to offset funding requirement	2019-09-30	0
Prefunding balance elected to use to offset funding requirement	2019-09-30	0
Additional cash requirement	2019-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2019-09-30	0
Unpaid minimum required contributions for current year	2019-09-30	0
Unpaid minimum required contributions for all years	2019-09-30	0
2018: ANIL DESAI, M.D., PENSION PLAN 2018 401k membership
Market value of plan assets	2018-09-30	5,150,566
Acturial value of plan assets	2018-09-30	5,150,566
Funding target for retired participants and beneficiaries receiving payment	2018-09-30	0
Number of terminated vested participants	2018-09-30	8
Fundng target for terminated vested participants	2018-09-30	129,253
Active participant vested funding target	2018-09-30	4,234,328
Number of active participants	2018-09-30	5
Total funding liabilities for active participants	2018-09-30	4,234,328
Total participant count	2018-09-30	13
Total funding target for all participants	2018-09-30	4,363,581
Balance at beginning of prior year after applicable adjustments	2018-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-09-30	0
Prefunding balanced used to offset prior years funding requirement	2018-09-30	0
Amount remaining of carryover balance	2018-09-30	0
Amount remaining of prefunding balance	2018-09-30	0
Present value of excess contributions	2018-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-09-30	0
Reductions in caryover balances due to elections or deemed elections	2018-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-09-30	0
Balance of carryovers at beginning of current year	2018-09-30	0
Balance of prefunding at beginning of current year	2018-09-30	0
Total employer contributions	2018-09-30	0
Total employee contributions	2018-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-09-30	0
Unpaid minimum required contributions for all prior years	2018-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-09-30	0
Remaining amount of unpaid minimum required contributions	2018-09-30	0
Minimum required contributions for current year target normal cost	2018-09-30	0
Net shortfall amortization installment of oustanding balance	2018-09-30	0
Waiver amortization installment	2018-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-09-30	0
Carryover balance elected to use to offset funding requirement	2018-09-30	0
Prefunding balance elected to use to offset funding requirement	2018-09-30	0
Additional cash requirement	2018-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2018-09-30	0
Unpaid minimum required contributions for current year	2018-09-30	0
Unpaid minimum required contributions for all years	2018-09-30	0
2017: ANIL DESAI, M.D., PENSION PLAN 2017 401k membership
Market value of plan assets	2017-09-30	4,698,577
Acturial value of plan assets	2017-09-30	4,698,577
Funding target for retired participants and beneficiaries receiving payment	2017-09-30	0
Number of terminated vested participants	2017-09-30	8
Fundng target for terminated vested participants	2017-09-30	188,771
Active participant vested funding target	2017-09-30	3,828,308
Number of active participants	2017-09-30	5
Total funding liabilities for active participants	2017-09-30	3,828,308
Total participant count	2017-09-30	13
Total funding target for all participants	2017-09-30	4,017,079
Balance at beginning of prior year after applicable adjustments	2017-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-09-30	0
Prefunding balanced used to offset prior years funding requirement	2017-09-30	0
Amount remaining of carryover balance	2017-09-30	0
Amount remaining of prefunding balance	2017-09-30	0
Present value of excess contributions	2017-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-30	0
Balance of carryovers at beginning of current year	2017-09-30	0
Balance of prefunding at beginning of current year	2017-09-30	0
Total employer contributions	2017-09-30	0
Total employee contributions	2017-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-30	0
Unpaid minimum required contributions for all prior years	2017-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-09-30	0
Remaining amount of unpaid minimum required contributions	2017-09-30	0
Minimum required contributions for current year target normal cost	2017-09-30	0
Net shortfall amortization installment of oustanding balance	2017-09-30	0
Waiver amortization installment	2017-09-30	0
Waived amount of outstanding balance	2017-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-09-30	0
Carryover balance elected to use to offset funding requirement	2017-09-30	0
Prefunding balance elected to use to offset funding requirement	2017-09-30	0
Additional cash requirement	2017-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for all years	2017-09-30	0
2014: ANIL DESAI, M.D., PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	5
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	7
Total of all active and inactive participants	2014-10-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: ANIL DESAI, M.D., PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	7
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	4
Total of all active and inactive participants	2013-10-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: ANIL DESAI, M.D., PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	8
Number of retired or separated participants receiving benefits	2012-10-01	0
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: ANIL DESAI, M.D., PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	10
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: ANIL DESAI, M.D., PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	10
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	10

Financial Data on ANIL DESAI, M.D., PENSION PLAN

Measure	Date	Value
2015 : ANIL DESAI, M.D., PENSION PLAN 2015 401k financial data
Transfers to/from the plan	2015-09-30	$0
Total plan liabilities at end of year	2015-09-30	$0
Total plan liabilities at beginning of year	2015-09-30	$0
Total income from all sources	2015-09-30	$-92,579
Expenses. Total of all expenses incurred	2015-09-30	$0
Benefits paid (including direct rollovers)	2015-09-30	$0
Total plan assets at end of year	2015-09-30	$4,410,382
Total plan assets at beginning of year	2015-09-30	$4,502,961
Value of fidelity bond covering the plan	2015-09-30	$500,000
Total contributions received or receivable from participants	2015-09-30	$0
Expenses. Other expenses not covered elsewhere	2015-09-30	$0
Contributions received from other sources (not participants or employers)	2015-09-30	$0
Other income received	2015-09-30	$-92,579
Noncash contributions received	2015-09-30	$0
Net income (gross income less expenses)	2015-09-30	$-92,579
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$4,410,382
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$4,502,961
Assets. Value of assets in partnership/joint-venture interests	2015-09-30	$162,000
Total contributions received or receivable from employer(s)	2015-09-30	$0
Value of certain deemed distributions of participant loans	2015-09-30	$0
Value of corrective distributions	2015-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
2014 : ANIL DESAI, M.D., PENSION PLAN 2014 401k financial data
Transfers to/from the plan	2014-09-30	$0
Total plan liabilities at end of year	2014-09-30	$0
Total plan liabilities at beginning of year	2014-09-30	$0
Total income from all sources	2014-09-30	$255,888
Expenses. Total of all expenses incurred	2014-09-30	$0
Benefits paid (including direct rollovers)	2014-09-30	$0
Total plan assets at end of year	2014-09-30	$4,502,961
Total plan assets at beginning of year	2014-09-30	$4,247,073
Total contributions received or receivable from participants	2014-09-30	$0
Expenses. Other expenses not covered elsewhere	2014-09-30	$0
Contributions received from other sources (not participants or employers)	2014-09-30	$0
Other income received	2014-09-30	$255,888
Noncash contributions received	2014-09-30	$0
Net income (gross income less expenses)	2014-09-30	$255,888
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$4,502,961
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$4,247,073
Assets. Value of assets in partnership/joint-venture interests	2014-09-30	$262,000
Total contributions received or receivable from employer(s)	2014-09-30	$0
Value of certain deemed distributions of participant loans	2014-09-30	$0
Value of corrective distributions	2014-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
2013 : ANIL DESAI, M.D., PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-09-30	$0
Total plan liabilities at end of year	2013-09-30	$0
Total plan liabilities at beginning of year	2013-09-30	$0
Total income from all sources	2013-09-30	$770,546
Expenses. Total of all expenses incurred	2013-09-30	$0
Benefits paid (including direct rollovers)	2013-09-30	$0
Total plan assets at end of year	2013-09-30	$5,033,151
Total plan assets at beginning of year	2013-09-30	$4,262,605
Total contributions received or receivable from participants	2013-09-30	$0
Expenses. Other expenses not covered elsewhere	2013-09-30	$0
Contributions received from other sources (not participants or employers)	2013-09-30	$0
Other income received	2013-09-30	$670,546
Noncash contributions received	2013-09-30	$0
Net income (gross income less expenses)	2013-09-30	$770,546
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$5,033,151
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$4,262,605
Assets. Value of assets in partnership/joint-venture interests	2013-09-30	$280,000
Total contributions received or receivable from employer(s)	2013-09-30	$100,000
Value of certain deemed distributions of participant loans	2013-09-30	$0
Value of corrective distributions	2013-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$0
2012 : ANIL DESAI, M.D., PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-09-30	$0
Total plan liabilities at end of year	2012-09-30	$0
Total plan liabilities at beginning of year	2012-09-30	$0
Total income from all sources	2012-09-30	$278,232
Expenses. Total of all expenses incurred	2012-09-30	$0
Benefits paid (including direct rollovers)	2012-09-30	$0
Total plan assets at end of year	2012-09-30	$4,262,605
Total plan assets at beginning of year	2012-09-30	$3,984,373
Total contributions received or receivable from participants	2012-09-30	$0
Expenses. Other expenses not covered elsewhere	2012-09-30	$0
Contributions received from other sources (not participants or employers)	2012-09-30	$0
Other income received	2012-09-30	$178,232
Noncash contributions received	2012-09-30	$0
Net income (gross income less expenses)	2012-09-30	$278,232
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$4,262,605
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$3,984,373
Assets. Value of assets in partnership/joint-venture interests	2012-09-30	$400,000
Total contributions received or receivable from employer(s)	2012-09-30	$100,000
Value of certain deemed distributions of participant loans	2012-09-30	$0
Value of corrective distributions	2012-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : ANIL DESAI, M.D., PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-09-30	$0
Total plan liabilities at end of year	2011-09-30	$0
Total plan liabilities at beginning of year	2011-09-30	$0
Total income from all sources	2011-09-30	$0
Expenses. Total of all expenses incurred	2011-09-30	$0
Benefits paid (including direct rollovers)	2011-09-30	$0
Total plan assets at end of year	2011-09-30	$3,851,818
Total plan assets at beginning of year	2011-09-30	$3,851,818
Total contributions received or receivable from participants	2011-09-30	$0
Expenses. Other expenses not covered elsewhere	2011-09-30	$0
Contributions received from other sources (not participants or employers)	2011-09-30	$0
Noncash contributions received	2011-09-30	$0
Net income (gross income less expenses)	2011-09-30	$0
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$3,851,818
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$3,851,818
Assets. Value of assets in partnership/joint-venture interests	2011-09-30	$625,000
Total contributions received or receivable from employer(s)	2011-09-30	$0
Value of certain deemed distributions of participant loans	2011-09-30	$0
Value of corrective distributions	2011-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$0
2010 : ANIL DESAI, M.D., PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for ANIL DESAI, M.D., PENSION PLAN

2014: ANIL DESAI, M.D., PENSION PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: ANIL DESAI, M.D., PENSION PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: ANIL DESAI, M.D., PENSION PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: ANIL DESAI, M.D., PENSION PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: ANIL DESAI, M.D., PENSION PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: ANIL DESAI, M.D., PENSION 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

Insurance Providers Used on plan

ING LIFE INSRUANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

4184, 8430

Policy instance

Insurance contract or identification number	4184, 8430
Number of Individuals Covered	2
Insurance policy start date	2014-10-01
Insurance policy end date	2015-09-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

Potentially related plans

ANIL DESAI, INC. I-401(K) PLAN [EIN = 208139341]

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Company Name:	ANIL DESAI, M.D., A SOLE PROPRIETOR
Employer identification number (EIN):	582164453
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)