MOHAN JACOB MD PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOHAN JACOB MD PA PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2017: MOHAN JACOB MD PA PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 1 |
| Number of participants with account balances | 2017-01-01 | 1 |
| 2016: MOHAN JACOB MD PA PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 1 |
| Number of participants with account balances | 2016-01-01 | 1 |
| 2015: MOHAN JACOB MD PA PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| 2014: MOHAN JACOB MD PA PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Total participants | 2014-01-01 | 5 |
| Number of participants with account balances | 2014-01-01 | 5 |
| 2013: MOHAN JACOB MD PA PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| Total of all active and inactive participants | 2013-01-01 | 6 |
| Total participants | 2013-01-01 | 6 |
| Number of participants with account balances | 2013-01-01 | 6 |
| 2012: MOHAN JACOB MD PA PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 6 |
| Total participants | 2012-01-01 | 6 |
| Number of participants with account balances | 2012-01-01 | 6 |
| 2011: MOHAN JACOB MD PA PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 6 |
| Total participants | 2011-01-01 | 6 |
| Number of participants with account balances | 2011-01-01 | 6 |
| 2010: MOHAN JACOB MD PA PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
| Total of all active and inactive participants | 2010-01-01 | 6 |
| Total participants | 2010-01-01 | 6 |
| Number of participants with account balances | 2010-01-01 | 6 |
| 2009: MOHAN JACOB MD PA PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| 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 | 7 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 7 |
| Measure | Date | Value |
|---|
| 2017 : MOHAN JACOB MD PA PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $5,276 |
| Total plan assets at end of year | 2017-12-31 | $181,636 |
| Total plan assets at beginning of year | 2017-12-31 | $176,360 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Other income received | 2017-12-31 | $5,276 |
| Net income (gross income less expenses) | 2017-12-31 | $5,276 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $181,636 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $176,360 |
| 2016 : MOHAN JACOB MD PA PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $-35,483 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,085,876 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,085,806 |
| Total plan assets at end of year | 2016-12-31 | $176,360 |
| Total plan assets at beginning of year | 2016-12-31 | $1,297,719 |
| Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $70 |
| Other income received | 2016-12-31 | $-35,483 |
| Net income (gross income less expenses) | 2016-12-31 | $-1,121,359 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $176,360 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,297,719 |
| 2015 : MOHAN JACOB MD PA PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $5,000 |
| Total income from all sources | 2015-12-31 | $10,612 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $16,645 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $16,535 |
| Total plan assets at end of year | 2015-12-31 | $1,297,719 |
| Total plan assets at beginning of year | 2015-12-31 | $1,308,752 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $110 |
| Other income received | 2015-12-31 | $10,612 |
| Net income (gross income less expenses) | 2015-12-31 | $-6,033 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,297,719 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,303,752 |
| Value of corrective distributions | 2015-12-31 | $0 |
| 2014 : MOHAN JACOB MD PA PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $5,000 |
| Total income from all sources | 2014-12-31 | $56,196 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $113,536 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $112,869 |
| Total plan assets at end of year | 2014-12-31 | $1,308,752 |
| Total plan assets at beginning of year | 2014-12-31 | $1,361,092 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $120 |
| Other income received | 2014-12-31 | $56,196 |
| Net income (gross income less expenses) | 2014-12-31 | $-57,340 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,303,752 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,361,092 |
| Value of corrective distributions | 2014-12-31 | $547 |
| 2013 : MOHAN JACOB MD PA PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $-175,334 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $657 |
| Total plan assets at end of year | 2013-12-31 | $1,370,330 |
| Total plan assets at beginning of year | 2013-12-31 | $1,546,321 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $110 |
| Other income received | 2013-12-31 | $-193,572 |
| Net income (gross income less expenses) | 2013-12-31 | $-175,991 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,370,330 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,546,321 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $18,238 |
| Value of corrective distributions | 2013-12-31 | $547 |
| 2012 : MOHAN JACOB MD PA PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $208,376 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $557 |
| Total plan assets at end of year | 2012-12-31 | $1,546,321 |
| Total plan assets at beginning of year | 2012-12-31 | $1,338,502 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $10 |
| Other income received | 2012-12-31 | $189,204 |
| Net income (gross income less expenses) | 2012-12-31 | $207,819 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,546,321 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,338,502 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $19,172 |
| Value of corrective distributions | 2012-12-31 | $547 |
| 2011 : MOHAN JACOB MD PA PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $9,000 |
| Total income from all sources | 2011-12-31 | $24,582 |
| Total plan assets at end of year | 2011-12-31 | $1,338,502 |
| Total plan assets at beginning of year | 2011-12-31 | $1,322,921 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Other income received | 2011-12-31 | $4,927 |
| Net income (gross income less expenses) | 2011-12-31 | $24,582 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,338,502 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,313,921 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $19,655 |
| 2010 : MOHAN JACOB MD PA PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $9,000 |
| Total income from all sources | 2010-12-31 | $124,753 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $247 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $221 |
| Total plan assets at end of year | 2010-12-31 | $1,322,921 |
| Total plan assets at beginning of year | 2010-12-31 | $1,189,415 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Other income received | 2010-12-31 | $105,979 |
| Net income (gross income less expenses) | 2010-12-31 | $124,506 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,313,921 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,189,415 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $18,774 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $26 |
| 2017: MOHAN JACOB MD PA PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | Yes |
| 2017-01-01 | This submission is the final filing | Yes |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MOHAN JACOB MD PA PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MOHAN JACOB MD PA PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MOHAN JACOB MD PA PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MOHAN JACOB MD PA PROFIT SHARING 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 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MOHAN JACOB MD PA PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MOHAN JACOB MD PA PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MOHAN JACOB MD PA PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MOHAN JACOB MD PA PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 058690 |
| Policy instance | 1 |
| Insurance contract or identification number | 058690 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID SOON CHUNG CLU CHFC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 058690 |
| Policy instance | 1 |
| Insurance contract or identification number | 058690 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID SOON CHUNG CLU CHFC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 058690 |
| Policy instance | 1 |
| Insurance contract or identification number | 058690 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $139 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $139 | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID SOON CHUNG CLU CHFC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 058690 |
| Policy instance | 1 |
| Insurance contract or identification number | 058690 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $784 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $784 | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID SOON CHUNG CLU CHFC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 ) |
| Policy contract number | 058690 |
| Policy instance | 1 |
| Insurance contract or identification number | 058690 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,058 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,058 | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID SOON CHUNG CLU CHFC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 ) |
| Policy contract number | 058690 |
| Policy instance | 1 |
| Insurance contract or identification number | 058690 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $775 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 ) |
| Policy contract number | 058690 |
| Policy instance | 1 |
| Insurance contract or identification number | 058690 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $868 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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