401k Plan data: RENE G. JASO, M.D., P.A. 401(K) PLAN plan

RENE G. JASO, M.D., P.A. 401(K) PLAN 401k Plan overview

Plan Name	RENE G. JASO, M.D., P.A. 401(K) PLAN
Plan identification number	002

RENE G. JASO, M.D., P.A. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

RENE G. JASO, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: RENE G. JASO, M.D., P.A.

Employer identification number (EIN): 742123257

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

Additional information about RENE G. JASO, M.D., P.A.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1980-07-08

Company Identification Number: 0080620203

Legal Registered Office Address: 5290 S LOOP 1604 W

VON ORMY
United States of America (USA)
78073

More information about RENE G. JASO, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RENE G. JASO, M.D., P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01 JESSICA E. SIETSEMA 2021-10-06
002 2019-01-01 MERCI HEINICKEN 2020-08-28
002 2018-01-01 MERCI HEINICKEN 2019-10-02
002 2018-01-01 MERCI C. HEINICKEN 2019-12-02
002 2017-01-01
002 2017-01-01
002 2016-01-01
002 2016-01-01
002 2015-01-01
002 2015-01-01
002 2014-01-01
002 2014-01-01 RENE G. JASO MD.
002 2014-01-01
002 2013-01-01
002 2012-01-01 ALMA N. JASO
002 2011-01-01 RENE G. JASO, MD
002 2009-01-01 ALMA N. JASO

Plan Statistics for RENE G. JASO, M.D., P.A. 401(K) PLAN

401k plan membership statisitcs for RENE G. JASO, M.D., P.A. 401(K) PLAN

Measure Date Value
2020: RENE G. JASO, M.D., P.A. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RENE G. JASO, M.D., P.A. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RENE G. JASO, M.D., P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: RENE G. JASO, M.D., P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: RENE G. JASO, M.D., P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: RENE G. JASO, M.D., P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RENE G. JASO, M.D., P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RENE G. JASO, M.D., P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RENE G. JASO, M.D., P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: RENE G. JASO, M.D., P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: RENE G. JASO, M.D., P.A. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: RENE G. JASO, M.D., P.A. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RENE G. JASO, M.D., P.A. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RENE G. JASO, M.D., P.A. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: RENE G. JASO, M.D., P.A. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: RENE G. JASO, M.D., P.A. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: RENE G. JASO, M.D., P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RENE G. JASO, M.D., P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RENE G. JASO, M.D., P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RENE G. JASO, M.D., P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: RENE G. JASO, M.D., P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: RENE G. JASO, M.D., P.A. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RENE G. JASO, M.D., P.A. 401(K) PLAN

Measure	Date	Value
2020 : RENE G. JASO, M.D., P.A. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$5,413
Total plan liabilities at beginning of year	2020-12-31	$1,559
Total income from all sources	2020-12-31	$212,506
Expenses. Total of all expenses incurred	2020-12-31	$117,458
Benefits paid (including direct rollovers)	2020-12-31	$105,839
Total plan assets at end of year	2020-12-31	$832,414
Total plan assets at beginning of year	2020-12-31	$733,512
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$11,619
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$153,319
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$95,048
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$827,001
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$731,953
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$59,187
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : RENE G. JASO, M.D., P.A. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$1,559
Total plan liabilities at beginning of year	2019-12-31	$2,276
Total income from all sources	2019-12-31	$153,753
Expenses. Total of all expenses incurred	2019-12-31	$41,209
Benefits paid (including direct rollovers)	2019-12-31	$30,445
Total plan assets at end of year	2019-12-31	$733,512
Total plan assets at beginning of year	2019-12-31	$621,685
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$124,266
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$112,544
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$731,953
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$619,409
Assets. Value of participant loans	2019-12-31	$5,452
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$20,000
Total contributions received or receivable from employer(s)	2019-12-31	$29,487
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$10,764
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : RENE G. JASO, M.D., P.A. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$2,277
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-48,071
Expenses. Total of all expenses incurred	2018-12-31	$10,150
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$616,163
Total plan assets at beginning of year	2018-12-31	$672,107
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-48,071
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-58,221
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$613,886
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$672,107
Assets. Value of participant loans	2018-12-31	$49,174
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$33,645
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$10,150
2017 : RENE G. JASO, M.D., P.A. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$75,240
Expenses. Total of all expenses incurred	2017-12-31	$9,216
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$669,107
Total plan assets at beginning of year	2017-12-31	$603,083
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$75,240
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$66,024
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$669,107
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$603,083
Assets. Value of participant loans	2017-12-31	$41,626
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$51,612
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$9,216
2016 : RENE G. JASO, M.D., P.A. 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$28,977
Expenses. Total of all expenses incurred	2016-12-31	$16,069
Benefits paid (including direct rollovers)	2016-12-31	$7,665
Total plan assets at end of year	2016-12-31	$655,934
Total plan assets at beginning of year	2016-12-31	$643,026
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$26,844
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$12,908
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$655,934
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$643,026
Assets. Value of participant loans	2016-12-31	$61,627
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$65,552
Total contributions received or receivable from employer(s)	2016-12-31	$2,133
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,404
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : RENE G. JASO, M.D., P.A. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$334
Total income from all sources	2015-12-31	$11,723
Expenses. Total of all expenses incurred	2015-12-31	$10,898
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$643,026
Total plan assets at beginning of year	2015-12-31	$642,535
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$8,576
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$825
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$643,026
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$642,201
Assets. Value of participant loans	2015-12-31	$80,814
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$72,464
Total contributions received or receivable from employer(s)	2015-12-31	$3,147
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,898
2014 : RENE G. JASO, M.D., P.A. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$42,969
Expenses. Total of all expenses incurred	2014-12-31	$15,091
Benefits paid (including direct rollovers)	2014-12-31	$5,902
Total plan assets at end of year	2014-12-31	$583,628
Total plan assets at beginning of year	2014-12-31	$555,750
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$9,189
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$36,779
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$27,878
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$583,628
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$555,750
Assets. Value of participant loans	2014-12-31	$46,981
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$76,368
Total contributions received or receivable from employer(s)	2014-12-31	$6,190
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : RENE G. JASO, M.D., P.A. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$113,853
Expenses. Total of all expenses incurred	2013-12-31	$5,054
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$502,898
Total plan assets at beginning of year	2013-12-31	$394,099
Total contributions received or receivable from participants	2013-12-31	$46,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$60,646
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$108,799
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$502,898
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$394,099
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$80,935
Total contributions received or receivable from employer(s)	2013-12-31	$7,207
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,054
2012 : RENE G. JASO, M.D., P.A. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$106,890
Expenses. Total of all expenses incurred	2012-12-31	$200
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$394,099
Total plan assets at beginning of year	2012-12-31	$287,409
Total contributions received or receivable from participants	2012-12-31	$45,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$200
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Noncash contributions received	2012-12-31	$93
Net income (gross income less expenses)	2012-12-31	$106,690
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$394,099
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$287,409
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$83,412
Total contributions received or receivable from employer(s)	2012-12-31	$61,797
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : RENE G. JASO, M.D., P.A. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$54,011
Expenses. Total of all expenses incurred	2011-12-31	$2,533
Benefits paid (including direct rollovers)	2011-12-31	$2,333
Total plan assets at end of year	2011-12-31	$287,409
Total plan assets at beginning of year	2011-12-31	$235,931
Total contributions received or receivable from participants	2011-12-31	$44,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$200
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$1,089
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$51,478
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$287,409
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$235,931
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$101,662
Total contributions received or receivable from employer(s)	2011-12-31	$8,922
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : RENE G. JASO, M.D., P.A. 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$26,619
Expenses. Total of all expenses incurred	2010-12-31	$230
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$235,931
Total plan assets at beginning of year	2010-12-31	$209,542
Total contributions received or receivable from participants	2010-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$230
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$-4,234
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$26,389
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$235,931
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$209,542
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$103,930
Total contributions received or receivable from employer(s)	2010-12-31	$8,853
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for RENE G. JASO, M.D., P.A. 401(K) PLAN

2020: RENE G. JASO, M.D., P.A. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RENE G. JASO, M.D., P.A. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RENE G. JASO, M.D., P.A. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RENE G. JASO, M.D., P.A. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RENE G. JASO, M.D., P.A. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RENE G. JASO, M.D., P.A. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RENE G. JASO, M.D., P.A. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RENE G. JASO, M.D., P.A. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RENE G. JASO, M.D., P.A. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RENE G. JASO, M.D., P.A. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: RENE G. JASO, M.D., P.A. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RENE G. JASO, M.D., P.A.
Employer identification number (EIN):	742123257
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1980-07-08
Company Identification Number:	0080620203
Legal Registered Office Address:	5290 S LOOP 1604 W VON ORMY United States of America (USA) 78073

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01	JESSICA E. SIETSEMA	2021-10-06
002	2019-01-01	MERCI HEINICKEN	2020-08-28
002	2018-01-01	MERCI HEINICKEN	2019-10-02
002	2018-01-01	MERCI C. HEINICKEN	2019-12-02
002	2017-01-01
002	2017-01-01
002	2016-01-01
002	2016-01-01
002	2015-01-01
002	2015-01-01
002	2014-01-01
002	2014-01-01	RENE G. JASO MD.
002	2014-01-01
002	2013-01-01
002	2012-01-01	ALMA N. JASO
002	2011-01-01	RENE G. JASO, MD
002	2009-01-01	ALMA N. JASO