Logo

NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameNARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN
Plan identification number 004

NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined 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

NARENDRA K. MAHESHWARI, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:NARENDRA K. MAHESHWARI, M.D., P.A.
Employer identification number (EIN):650495596
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about NARENDRA K. MAHESHWARI, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1994-04-04
Company Identification Number: P94000025402
Legal Registered Office Address: 5540 NE 33RD AVENUE

FORT LAUDERDALE

33308

More information about NARENDRA K. MAHESHWARI, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042018-01-01NARENDRA K. MAHESHWARI
0042017-01-01NARENDRA K. MAHESHWARI
0042016-01-01NARENDRA K. MAHESHWARI
0042015-01-01NARENDRA K. MAHESHWARI
0042014-01-01NARENDRA K. MAHESHWARI
0042013-01-01NARENDRA K. MAHESHWARI
0042012-01-01NARENDRA K. MAHESHWARI
0042011-01-01NARENDRA K. MAHESHWARI
0042010-01-01NARENDRA MAHESHWARI

Plan Statistics for NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN

401k plan membership statisitcs for NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN

Measure Date Value
2018: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-313,203,983
Acturial value of plan assets2018-12-313,203,983
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-312,985,609
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-312,985,609
Total participant count2018-12-312
Total funding target for all participants2018-12-312,985,609
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31196,793
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31196,793
Present value of excess contributions2018-12-3197,637
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31102,773
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31102,773
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3125,502
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31306,771
Total employer contributions2018-12-31393,500
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31372,869
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3142,008
Net shortfall amortization installment of oustanding balance2018-12-31263,898
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3195,115
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3195,115
Contributions allocatedtoward minimum required contributions for current year2018-12-31372,869
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-312,706,018
Acturial value of plan assets2017-12-312,706,018
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-3195,114
Active participant vested funding target2017-12-312,712,242
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-312,716,020
Total participant count2017-12-315
Total funding target for all participants2017-12-312,811,134
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31171,834
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31171,834
Present value of excess contributions2017-12-3124,214
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3125,492
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3125,492
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31196,793
Total employer contributions2017-12-31250,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31226,636
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3175,892
Net shortfall amortization installment of oustanding balance2017-12-31301,909
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31128,999
Additional cash requirement2017-12-31128,999
Contributions allocatedtoward minimum required contributions for current year2017-12-31226,636
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-312,362,269
Acturial value of plan assets2016-12-312,362,269
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-312,372,081
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-312,372,081
Total participant count2016-12-315
Total funding target for all participants2016-12-312,372,081
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31155,362
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31155,362
Present value of excess contributions2016-12-3111,048
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3111,733
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3111,733
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31171,834
Total employer contributions2016-12-31350,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31321,541
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31267,315
Net shortfall amortization installment of oustanding balance2016-12-31181,646
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31297,327
Additional cash requirement2016-12-31297,327
Contributions allocatedtoward minimum required contributions for current year2016-12-31321,541
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT 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
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN

Measure Date Value
2018 : NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$378,013
Expenses. Total of all expenses incurred2018-12-31$3,588,988
Benefits paid (including direct rollovers)2018-12-31$3,586,610
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$3,210,975
Total contributions received or receivable from participants2018-12-31$0
Assets. Value of loans (other than to participants)2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$331
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-15,487
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-3,210,975
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$3,210,975
Total contributions received or receivable from employer(s)2018-12-31$393,500
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,047
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$683,584
Expenses. Total of all expenses incurred2017-12-31$190,109
Benefits paid (including direct rollovers)2017-12-31$173,191
Total plan assets at end of year2017-12-31$3,210,975
Total plan assets at beginning of year2017-12-31$2,717,500
Value of fidelity bond covering the plan2017-12-31$100,000
Assets. Value of loans (other than to participants)2017-12-31$450,000
Expenses. Other expenses not covered elsewhere2017-12-31$325
Other income received2017-12-31$433,584
Net income (gross income less expenses)2017-12-31$493,475
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,210,975
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,717,500
Total contributions received or receivable from employer(s)2017-12-31$250,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$16,593
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$357,720
Expenses. Total of all expenses incurred2016-12-31$14,392
Total plan assets at end of year2016-12-31$2,717,500
Total plan assets at beginning of year2016-12-31$2,374,172
Value of fidelity bond covering the plan2016-12-31$100,000
Assets. Value of loans (other than to participants)2016-12-31$716,625
Expenses. Other expenses not covered elsewhere2016-12-31$325
Other income received2016-12-31$7,720
Net income (gross income less expenses)2016-12-31$343,328
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,717,500
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,374,172
Total contributions received or receivable from employer(s)2016-12-31$350,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$14,067
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$360,310
Expenses. Total of all expenses incurred2015-12-31$14,834
Total plan assets at end of year2015-12-31$2,374,172
Total plan assets at beginning of year2015-12-31$2,028,696
Value of fidelity bond covering the plan2015-12-31$100,000
Assets. Value of loans (other than to participants)2015-12-31$314,972
Other income received2015-12-31$70,310
Net income (gross income less expenses)2015-12-31$345,476
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,374,172
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,028,696
Total contributions received or receivable from employer(s)2015-12-31$290,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$14,834
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$449,415
Expenses. Total of all expenses incurred2014-12-31$48,520
Benefits paid (including direct rollovers)2014-12-31$40,337
Total plan assets at end of year2014-12-31$2,028,696
Total plan assets at beginning of year2014-12-31$1,627,801
Value of fidelity bond covering the plan2014-12-31$100,000
Assets. Value of loans (other than to participants)2014-12-31$314,972
Other income received2014-12-31$149,415
Net income (gross income less expenses)2014-12-31$400,895
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,028,696
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,627,801
Total contributions received or receivable from employer(s)2014-12-31$300,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$8,183
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$321,566
Expenses. Total of all expenses incurred2013-12-31$5,953
Total plan assets at end of year2013-12-31$1,627,801
Total plan assets at beginning of year2013-12-31$1,312,188
Value of fidelity bond covering the plan2013-12-31$100,000
Assets. Value of loans (other than to participants)2013-12-31$518,491
Other income received2013-12-31$121,566
Net income (gross income less expenses)2013-12-31$315,613
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,627,801
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,312,188
Total contributions received or receivable from employer(s)2013-12-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,953
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$329,654
Expenses. Total of all expenses incurred2012-12-31$6,434
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,312,188
Total plan assets at beginning of year2012-12-31$988,968
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$526,162
Expenses. Other expenses not covered elsewhere2012-12-31$0
Other income received2012-12-31$79,654
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$323,220
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,312,188
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$988,968
Total contributions received or receivable from employer(s)2012-12-31$250,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,434
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$293,265
Expenses. Total of all expenses incurred2011-12-31$6,325
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$988,968
Total plan assets at beginning of year2011-12-31$702,028
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$284,961
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-6,735
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$286,940
Net plan assets at end of year (total assets less liabilities)2011-12-31$988,968
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$702,028
Total contributions received or receivable from employer(s)2011-12-31$300,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$208,175
Expenses. Total of all expenses incurred2010-12-31$5,749
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$702,028
Total plan assets at beginning of year2010-12-31$499,602
Value of fidelity bond covering the plan2010-12-31$20,000
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$141,121
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$43,175
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$202,426
Net plan assets at end of year (total assets less liabilities)2010-12-31$702,028
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$499,602
Total contributions received or receivable from employer(s)2010-12-31$165,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,749

Form 5500 Responses for NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN

2018: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NARENDRA K. MAHESHWARI, M.D., P.A. DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0917505
Policy instance 1
Insurance contract or identification numberE0917505
Number of Individuals Covered2
Insurance policy start date2017-10-16
Insurance policy end date2018-10-15
Total amount of commissions paid to insurance brokerUSD $315
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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?No
Commission paid to Insurance BrokerUSD $315
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0917505
Policy instance 1
Insurance contract or identification numberE0917505
Number of Individuals Covered2
Insurance policy start date2016-10-16
Insurance policy end date2017-10-15
Total amount of commissions paid to insurance brokerUSD $304
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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?No
Commission paid to Insurance BrokerUSD $304
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0917505
Policy instance 1
Insurance contract or identification numberE0917505
Number of Individuals Covered1
Insurance policy start date2014-10-16
Insurance policy end date2015-10-15
Total amount of commissions paid to insurance brokerUSD $315
Total amount of fees paid to insurance companyUSD $157
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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?No
Commission paid to Insurance BrokerUSD $315
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0917505
Policy instance 1
Insurance contract or identification numberE0917505
Number of Individuals Covered1
Insurance policy start date2013-10-16
Insurance policy end date2014-10-15
Total amount of commissions paid to insurance brokerUSD $287
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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?No
Commission paid to Insurance BrokerUSD $212
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameJEAN-PHILIPPE GARCY
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0917505
Policy instance 1
Insurance contract or identification numberE0917505
Number of Individuals Covered1
Insurance policy start date2012-10-16
Insurance policy end date2013-10-15
Total amount of commissions paid to insurance brokerUSD $263
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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?No
Commission paid to Insurance BrokerUSD $263
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBIMAL K. SHAH
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0917505
Policy instance 1
Insurance contract or identification numberE0917505
Number of Individuals Covered1
Insurance policy start date2011-10-16
Insurance policy end date2012-10-15
Total amount of commissions paid to insurance brokerUSD $277
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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?No
Commission paid to Insurance BrokerUSD $277
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBIMAL K. SHAH
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberE0917505
Policy instance 1
Insurance contract or identification numberE0917505
Number of Individuals Covered1
Insurance policy start date2010-10-16
Insurance policy end date2011-10-15
Total amount of commissions paid to insurance brokerUSD $4,611
Total amount of fees paid to insurance companyUSD $33
Are there contracts with allocated funds for individual policies?Yes
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1