LIEBER & MOORE CARDIOLOGY ASSOC., P .A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LIEBER & MOORE CARDIOLOGY 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for LIEBER & MOORE CARDIOLOGY 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2023: LIEBER & MOORE CARDIOLOGY 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 29 |
| Total of all active and inactive participants | 2023-01-01 | 81 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 81 |
| Number of participants with account balances | 2023-01-01 | 81 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 11 |
| 2022: LIEBER & MOORE CARDIOLOGY 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 18 |
| Total of all active and inactive participants | 2022-01-01 | 49 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 49 |
| Number of participants with account balances | 2022-01-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| 2009: LIEBER & MOORE CARDIOLOGY 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 30 |
| 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 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 30 |
| Number of participants with account balances | 2009-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : LIEBER & MOORE CARDIOLOGY 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $910,994 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $86,540 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $81,978 |
| Total plan assets at end of year | 2023-12-31 | $3,573,810 |
| Total plan assets at beginning of year | 2023-12-31 | $2,749,356 |
| Value of fidelity bond covering the plan | 2023-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $172,439 |
| Other income received | 2023-12-31 | $484,254 |
| Net income (gross income less expenses) | 2023-12-31 | $824,454 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,573,810 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,749,356 |
| Assets. Value of participant loans | 2023-12-31 | $2,240 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $11,078 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $254,301 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $4,562 |
| 2022 : LIEBER & MOORE CARDIOLOGY 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-68,871 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $85,818 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $79,999 |
| Total plan assets at end of year | 2022-12-31 | $2,749,356 |
| Total plan assets at beginning of year | 2022-12-31 | $2,904,045 |
| Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $146,978 |
| Other income received | 2022-12-31 | $-488,051 |
| Net income (gross income less expenses) | 2022-12-31 | $-154,689 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,749,356 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,904,045 |
| Assets. Value of participant loans | 2022-12-31 | $8,875 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $272,202 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $5,819 |
| 2009 : LIEBER & MOORE CARDIOLOGY 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: LIEBER & MOORE CARDIOLOGY 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: LIEBER & MOORE CARDIOLOGY 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LIEBER & MOORE CARDIOLOGY 401(K) PROFIT SHARING PLAN & TRUST 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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