JM NAFTALIS MD PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JM NAFTALIS MD PA PROFIT SHARING PLAN
Measure | Date | Value |
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2019: JM NAFTALIS MD PA PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: JM NAFTALIS MD PA PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: JM NAFTALIS MD PA PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 3 |
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 | 0 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: JM NAFTALIS MD PA PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JM NAFTALIS MD PA PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 3 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JM NAFTALIS MD PA PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 3 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 3 |
Number of participants with account balances | 2014-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: JM NAFTALIS MD PA PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
2012: JM NAFTALIS MD PA PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 3 |
Number of participants with account balances | 2012-01-01 | 3 |
2011: JM NAFTALIS MD PA PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
2010: JM NAFTALIS MD PA PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 3 |
Total participants | 2010-01-01 | 3 |
Number of participants with account balances | 2010-01-01 | 3 |
2009: JM NAFTALIS MD PA PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Measure | Date | Value |
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2019 : JM NAFTALIS MD PA PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,545,870 |
Expenses. Total of all expenses incurred | 2019-12-31 | $363,732 |
Benefits paid (including direct rollovers) | 2019-12-31 | $363,732 |
Total plan assets at end of year | 2019-12-31 | $6,223,795 |
Total plan assets at beginning of year | 2019-12-31 | $5,041,657 |
Other income received | 2019-12-31 | $1,545,870 |
Net income (gross income less expenses) | 2019-12-31 | $1,182,138 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,223,795 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,041,657 |
2018 : JM NAFTALIS MD PA PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-345,924 |
Expenses. Total of all expenses incurred | 2018-12-31 | $397,676 |
Benefits paid (including direct rollovers) | 2018-12-31 | $397,676 |
Total plan assets at end of year | 2018-12-31 | $5,041,657 |
Total plan assets at beginning of year | 2018-12-31 | $5,785,257 |
Other income received | 2018-12-31 | $-345,924 |
Net income (gross income less expenses) | 2018-12-31 | $-743,600 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,041,657 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,785,257 |
2017 : JM NAFTALIS MD PA PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $767,946 |
Expenses. Total of all expenses incurred | 2017-12-31 | $952,341 |
Benefits paid (including direct rollovers) | 2017-12-31 | $952,341 |
Total plan assets at end of year | 2017-12-31 | $5,785,257 |
Total plan assets at beginning of year | 2017-12-31 | $5,969,652 |
Other income received | 2017-12-31 | $767,946 |
Net income (gross income less expenses) | 2017-12-31 | $-184,395 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,785,257 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,969,652 |
2016 : JM NAFTALIS MD PA PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $564,275 |
Expenses. Total of all expenses incurred | 2016-12-31 | $327,446 |
Benefits paid (including direct rollovers) | 2016-12-31 | $327,446 |
Total plan assets at end of year | 2016-12-31 | $5,969,652 |
Total plan assets at beginning of year | 2016-12-31 | $5,732,823 |
Other income received | 2016-12-31 | $564,275 |
Net income (gross income less expenses) | 2016-12-31 | $236,829 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,969,652 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,732,823 |
2015 : JM NAFTALIS MD PA PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-861,758 |
Expenses. Total of all expenses incurred | 2015-12-31 | $412,410 |
Benefits paid (including direct rollovers) | 2015-12-31 | $412,410 |
Total plan assets at end of year | 2015-12-31 | $5,732,823 |
Total plan assets at beginning of year | 2015-12-31 | $7,006,991 |
Other income received | 2015-12-31 | $-861,758 |
Net income (gross income less expenses) | 2015-12-31 | $-1,274,168 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,732,823 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,006,991 |
2014 : JM NAFTALIS MD PA PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $591,652 |
Expenses. Total of all expenses incurred | 2014-12-31 | $381,991 |
Benefits paid (including direct rollovers) | 2014-12-31 | $381,991 |
Total plan assets at end of year | 2014-12-31 | $7,006,991 |
Total plan assets at beginning of year | 2014-12-31 | $6,797,330 |
Other income received | 2014-12-31 | $591,652 |
Net income (gross income less expenses) | 2014-12-31 | $209,661 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,006,991 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,797,330 |
2013 : JM NAFTALIS MD PA PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $1,260,116 |
Expenses. Total of all expenses incurred | 2013-12-31 | $314,980 |
Benefits paid (including direct rollovers) | 2013-12-31 | $314,980 |
Total plan assets at end of year | 2013-12-31 | $6,797,330 |
Total plan assets at beginning of year | 2013-12-31 | $5,852,194 |
Other income received | 2013-12-31 | $1,260,116 |
Net income (gross income less expenses) | 2013-12-31 | $945,136 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $6,797,330 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,852,194 |
2012 : JM NAFTALIS MD PA PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $579,532 |
Expenses. Total of all expenses incurred | 2012-12-31 | $286,595 |
Benefits paid (including direct rollovers) | 2012-12-31 | $286,595 |
Total plan assets at end of year | 2012-12-31 | $5,852,194 |
Total plan assets at beginning of year | 2012-12-31 | $5,559,257 |
Other income received | 2012-12-31 | $579,532 |
Net income (gross income less expenses) | 2012-12-31 | $292,937 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,852,194 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,559,257 |
2011 : JM NAFTALIS MD PA PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $408,913 |
Expenses. Total of all expenses incurred | 2011-12-31 | $333,352 |
Benefits paid (including direct rollovers) | 2011-12-31 | $271,464 |
Total plan assets at end of year | 2011-12-31 | $5,559,257 |
Total plan assets at beginning of year | 2011-12-31 | $5,483,696 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $61,888 |
Other income received | 2011-12-31 | $408,913 |
Net income (gross income less expenses) | 2011-12-31 | $75,561 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,559,257 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,483,696 |
2010 : JM NAFTALIS MD PA PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,063,934 |
Expenses. Total of all expenses incurred | 2010-12-31 | $260,440 |
Benefits paid (including direct rollovers) | 2010-12-31 | $207,174 |
Total plan assets at end of year | 2010-12-31 | $5,483,696 |
Total plan assets at beginning of year | 2010-12-31 | $4,680,202 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $53,266 |
Other income received | 2010-12-31 | $1,063,934 |
Net income (gross income less expenses) | 2010-12-31 | $803,494 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,483,696 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,680,202 |
2019: JM NAFTALIS MD PA PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JM NAFTALIS MD PA PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JM NAFTALIS MD PA PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JM NAFTALIS MD PA PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JM NAFTALIS MD PA PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JM NAFTALIS MD PA PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JM NAFTALIS MD PA PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JM NAFTALIS MD PA PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JM NAFTALIS MD PA PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: JM NAFTALIS MD PA PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JM NAFTALIS MD PA PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |