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DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameDR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN
Plan identification number 003

DR. PRAGNA PATEL DEFINED BENEFIT PENSION 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

PRAGNA P. PATEL, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:PRAGNA P. PATEL, M.D., P.C.
Employer identification number (EIN):810584053
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-12-01
0032020-12-01
0032019-12-01
0032018-12-01
0032017-12-01
0032016-12-01PRAGNA PATEL
0032015-12-01PRAGNA PATEL
0032014-12-01PRAGNA PATEL
0032013-12-01PRAGNA PATEL
0032012-12-01PRAGNA PATEL
0032011-12-01PRAGNA PATEL PRAGNA PATEL2013-09-08
0032010-12-01PRAGNA PATEL
0032009-12-01PRAGNA PATEL
0032008-12-01

Plan Statistics for DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-11-303,381,373
Acturial value of plan assets2022-11-303,381,373
Funding target for retired participants and beneficiaries receiving payment2022-11-300
Number of terminated vested participants2022-11-300
Fundng target for terminated vested participants2022-11-300
Active participant vested funding target2022-11-302,517,517
Number of active participants2022-11-303
Total funding liabilities for active participants2022-11-302,517,517
Total participant count2022-11-303
Total funding target for all participants2022-11-302,517,517
Balance at beginning of prior year after applicable adjustments2022-11-300
Prefunding balance at beginning of prior year after applicable adjustments2022-11-3036,452
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-300
Amount remaining of carryover balance2022-11-300
Amount remaining of prefunding balance2022-11-3036,452
Present value of excess contributions2022-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-300
Balance of prefunding at beginning of current year2022-11-3036,452
Total employer contributions2022-11-300
Total employee contributions2022-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-300
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-300
Net shortfall amortization installment of oustanding balance2022-11-300
Waiver amortization installment2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-300
Carryover balance elected to use to offset funding requirement2022-11-300
Prefunding balance elected to use to offset funding requirement2022-11-300
Additional cash requirement2022-11-300
Contributions allocatedtoward minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-12-013
Total number of active participants reported on line 7a of the Form 55002021-12-010
Number of retired or separated participants receiving benefits2021-12-011
Number of other retired or separated participants entitled to future benefits2021-12-010
Total of all active and inactive participants2021-12-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-010
Total participants2021-12-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-12-010
Market value of plan assets2021-11-303,008,924
Acturial value of plan assets2021-11-303,008,924
Funding target for retired participants and beneficiaries receiving payment2021-11-300
Number of terminated vested participants2021-11-301
Fundng target for terminated vested participants2021-11-3041,188
Active participant vested funding target2021-11-302,495,688
Number of active participants2021-11-303
Total funding liabilities for active participants2021-11-302,542,859
Total participant count2021-11-304
Total funding target for all participants2021-11-302,584,047
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-3033,418
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-300
Amount remaining of carryover balance2021-11-300
Amount remaining of prefunding balance2021-11-3033,418
Present value of excess contributions2021-11-3024,584
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-3025,784
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-3036,452
Total employer contributions2021-11-300
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-300
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-300
Net shortfall amortization installment of oustanding balance2021-11-300
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-300
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-300
Additional cash requirement2021-11-300
Contributions allocatedtoward minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-013
Total number of active participants reported on line 7a of the Form 55002020-12-013
Number of retired or separated participants receiving benefits2020-12-010
Number of other retired or separated participants entitled to future benefits2020-12-010
Total of all active and inactive participants2020-12-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-010
Total participants2020-12-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-010
Market value of plan assets2020-11-302,734,667
Acturial value of plan assets2020-11-302,734,667
Funding target for retired participants and beneficiaries receiving payment2020-11-300
Number of terminated vested participants2020-11-301
Fundng target for terminated vested participants2020-11-3040,474
Active participant vested funding target2020-11-302,427,548
Number of active participants2020-11-303
Total funding liabilities for active participants2020-11-302,473,241
Total participant count2020-11-304
Total funding target for all participants2020-11-302,513,715
Balance at beginning of prior year after applicable adjustments2020-11-300
Prefunding balance at beginning of prior year after applicable adjustments2020-11-3033,418
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-300
Amount remaining of carryover balance2020-11-300
Amount remaining of prefunding balance2020-11-3033,418
Present value of excess contributions2020-11-3024,695
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-3025,868
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-300
Balance of prefunding at beginning of current year2020-11-3033,418
Total employer contributions2020-11-3026,000
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-3024,584
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-300
Net shortfall amortization installment of oustanding balance2020-11-300
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-300
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-300
Additional cash requirement2020-11-300
Contributions allocatedtoward minimum required contributions for current year2020-11-3024,584
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-014
Total number of active participants reported on line 7a of the Form 55002019-12-013
Number of retired or separated participants receiving benefits2019-12-010
Number of other retired or separated participants entitled to future benefits2019-12-010
Total of all active and inactive participants2019-12-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-010
Total participants2019-12-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-010
Market value of plan assets2019-11-302,490,741
Acturial value of plan assets2019-11-302,490,741
Funding target for retired participants and beneficiaries receiving payment2019-11-300
Number of terminated vested participants2019-11-301
Fundng target for terminated vested participants2019-11-3036,268
Active participant vested funding target2019-11-302,349,412
Number of active participants2019-11-303
Total funding liabilities for active participants2019-11-302,391,663
Total participant count2019-11-304
Total funding target for all participants2019-11-302,427,931
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-3032,040
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-300
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-3032,040
Present value of excess contributions2019-11-3046,783
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-3049,001
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-3033,418
Total employer contributions2019-11-3026,000
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-3024,695
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-300
Net shortfall amortization installment of oustanding balance2019-11-300
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-300
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-300
Additional cash requirement2019-11-300
Contributions allocatedtoward minimum required contributions for current year2019-11-3024,695
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-014
Total number of active participants reported on line 7a of the Form 55002018-12-013
Number of retired or separated participants receiving benefits2018-12-010
Number of other retired or separated participants entitled to future benefits2018-12-011
Total of all active and inactive participants2018-12-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-010
Total participants2018-12-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-010
Market value of plan assets2018-11-302,394,178
Acturial value of plan assets2018-11-302,394,178
Funding target for retired participants and beneficiaries receiving payment2018-11-300
Number of terminated vested participants2018-11-301
Fundng target for terminated vested participants2018-11-3032,298
Active participant vested funding target2018-11-302,006,099
Number of active participants2018-11-303
Total funding liabilities for active participants2018-11-302,325,436
Total participant count2018-11-304
Total funding target for all participants2018-11-302,357,734
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-3028,702
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-300
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-3028,702
Present value of excess contributions2018-11-3037,952
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-3039,793
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-300
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-3032,040
Total employer contributions2018-11-3049,000
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-3046,783
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-300
Net shortfall amortization installment of oustanding balance2018-11-300
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-300
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-300
Additional cash requirement2018-11-300
Contributions allocatedtoward minimum required contributions for current year2018-11-3046,783
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-014
Total number of active participants reported on line 7a of the Form 55002017-12-013
Number of retired or separated participants receiving benefits2017-12-010
Number of other retired or separated participants entitled to future benefits2017-12-011
Total of all active and inactive participants2017-12-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-010
Total participants2017-12-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-010
Market value of plan assets2017-11-302,077,322
Acturial value of plan assets2017-11-302,077,322
Funding target for retired participants and beneficiaries receiving payment2017-11-300
Number of terminated vested participants2017-11-301
Fundng target for terminated vested participants2017-11-3028,834
Active participant vested funding target2017-11-302,194,818
Number of active participants2017-11-303
Total funding liabilities for active participants2017-11-302,209,008
Total participant count2017-11-304
Total funding target for all participants2017-11-302,237,842
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-3027,561
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-300
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-3027,561
Present value of excess contributions2017-11-3077,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-3082,085
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-300
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-3028,702
Total employer contributions2017-11-3076,000
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-3072,217
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-300
Net shortfall amortization installment of oustanding balance2017-11-30189,222
Waiver amortization installment2017-11-300
Waived amount of outstanding balance2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-3034,265
Carryover balance elected to use to offset funding requirement2017-11-300
Prefunding balance elected to use to offset funding requirement2017-11-300
Additional cash requirement2017-11-3034,265
Contributions allocatedtoward minimum required contributions for current year2017-11-3072,217
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300
2016: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-015
Total number of active participants reported on line 7a of the Form 55002016-12-013
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-011
Total of all active and inactive participants2016-12-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-010
Total participants2016-12-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-010
2015: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-015
Total number of active participants reported on line 7a of the Form 55002015-12-014
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-011
Total of all active and inactive participants2015-12-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-010
2014: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-014
Total number of active participants reported on line 7a of the Form 55002014-12-014
Number of retired or separated participants receiving benefits2014-12-010
Number of other retired or separated participants entitled to future benefits2014-12-011
Total of all active and inactive participants2014-12-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-010
Total participants2014-12-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-014
Total number of active participants reported on line 7a of the Form 55002013-12-013
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-011
Total of all active and inactive participants2013-12-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-010
2012: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-014
Total number of active participants reported on line 7a of the Form 55002012-12-013
Number of retired or separated participants receiving benefits2012-12-010
Number of other retired or separated participants entitled to future benefits2012-12-011
Total of all active and inactive participants2012-12-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-010
Total participants2012-12-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010
2011: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-017
Total number of active participants reported on line 7a of the Form 55002011-12-017
Number of retired or separated participants receiving benefits2011-12-010
Number of other retired or separated participants entitled to future benefits2011-12-010
Total of all active and inactive participants2011-12-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-010
Total participants2011-12-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-010
2010: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-017
Total number of active participants reported on line 7a of the Form 55002010-12-017
Number of retired or separated participants receiving benefits2010-12-010
Number of other retired or separated participants entitled to future benefits2010-12-010
Total of all active and inactive participants2010-12-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-010
Total participants2010-12-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-010
2009: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-017
Total number of active participants reported on line 7a of the Form 55002009-12-017
Number of retired or separated participants receiving benefits2009-12-010
Number of other retired or separated participants entitled to future benefits2009-12-010
Total of all active and inactive participants2009-12-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-010
Total participants2009-12-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-010

Financial Data on DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022 : DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Transfers to/from the plan2022-11-30$0
Total plan liabilities at end of year2022-11-30$0
Total plan liabilities at beginning of year2022-11-30$0
Total income from all sources2022-11-30$-81,768
Expenses. Total of all expenses incurred2022-11-30$3,296,583
Benefits paid (including direct rollovers)2022-11-30$3,296,583
Total plan assets at end of year2022-11-30$3,022
Total plan assets at beginning of year2022-11-30$3,381,373
Total contributions received or receivable from participants2022-11-30$0
Expenses. Other expenses not covered elsewhere2022-11-30$0
Contributions received from other sources (not participants or employers)2022-11-30$0
Other income received2022-11-30$-81,768
Noncash contributions received2022-11-30$0
Net income (gross income less expenses)2022-11-30$-3,378,351
Net plan assets at end of year (total assets less liabilities)2022-11-30$3,022
Net plan assets at beginning of year (total assets less liabilities)2022-11-30$3,381,373
Total contributions received or receivable from employer(s)2022-11-30$0
Value of certain deemed distributions of participant loans2022-11-30$0
Value of corrective distributions2022-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-11-30$0
2021 : DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year2021-11-30$0
Total plan liabilities at beginning of year2021-11-30$0
Total income from all sources2021-11-30$372,233
Expenses. Total of all expenses incurred2021-11-30$0
Benefits paid (including direct rollovers)2021-11-30$0
Total plan assets at end of year2021-11-30$3,381,373
Total plan assets at beginning of year2021-11-30$3,009,140
Total contributions received or receivable from participants2021-11-30$0
Expenses. Other expenses not covered elsewhere2021-11-30$0
Contributions received from other sources (not participants or employers)2021-11-30$0
Other income received2021-11-30$372,233
Noncash contributions received2021-11-30$0
Net income (gross income less expenses)2021-11-30$372,233
Net plan assets at end of year (total assets less liabilities)2021-11-30$3,381,373
Net plan assets at beginning of year (total assets less liabilities)2021-11-30$3,009,140
Assets. Value of real-estate (other than employer real property)2021-11-30$10,850
Total contributions received or receivable from employer(s)2021-11-30$0
Value of certain deemed distributions of participant loans2021-11-30$0
Value of corrective distributions2021-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-30$0
2020 : DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-11-30$0
Total plan liabilities at end of year2020-11-30$0
Total plan liabilities at beginning of year2020-11-30$0
Total income from all sources2020-11-30$274,342
Expenses. Total of all expenses incurred2020-11-30$0
Benefits paid (including direct rollovers)2020-11-30$0
Total plan assets at end of year2020-11-30$3,009,140
Total plan assets at beginning of year2020-11-30$2,734,798
Total contributions received or receivable from participants2020-11-30$0
Expenses. Other expenses not covered elsewhere2020-11-30$0
Contributions received from other sources (not participants or employers)2020-11-30$0
Other income received2020-11-30$248,342
Noncash contributions received2020-11-30$0
Net income (gross income less expenses)2020-11-30$274,342
Net plan assets at end of year (total assets less liabilities)2020-11-30$3,009,140
Net plan assets at beginning of year (total assets less liabilities)2020-11-30$2,734,798
Assets. Value of real-estate (other than employer real property)2020-11-30$20,000
Total contributions received or receivable from employer(s)2020-11-30$26,000
Value of certain deemed distributions of participant loans2020-11-30$0
Value of corrective distributions2020-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-11-30$0
2019 : DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-11-30$0
Total plan liabilities at end of year2019-11-30$0
Total plan liabilities at beginning of year2019-11-30$0
Total income from all sources2019-11-30$244,058
Expenses. Total of all expenses incurred2019-11-30$0
Benefits paid (including direct rollovers)2019-11-30$0
Total plan assets at end of year2019-11-30$2,734,798
Total plan assets at beginning of year2019-11-30$2,490,740
Total contributions received or receivable from participants2019-11-30$0
Expenses. Other expenses not covered elsewhere2019-11-30$0
Contributions received from other sources (not participants or employers)2019-11-30$0
Other income received2019-11-30$218,058
Noncash contributions received2019-11-30$0
Net income (gross income less expenses)2019-11-30$244,058
Net plan assets at end of year (total assets less liabilities)2019-11-30$2,734,798
Net plan assets at beginning of year (total assets less liabilities)2019-11-30$2,490,740
Assets. Value of real-estate (other than employer real property)2019-11-30$20,000
Total contributions received or receivable from employer(s)2019-11-30$26,000
Value of certain deemed distributions of participant loans2019-11-30$0
Value of corrective distributions2019-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
2018 : DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
2017 : DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-11-30$0
Total plan liabilities at end of year2017-11-30$0
Total plan liabilities at beginning of year2017-11-30$0
Total income from all sources2017-11-30$316,162
Expenses. Total of all expenses incurred2017-11-30$0
Benefits paid (including direct rollovers)2017-11-30$0
Total plan assets at end of year2017-11-30$2,394,226
Total plan assets at beginning of year2017-11-30$2,078,064
Total contributions received or receivable from participants2017-11-30$0
Expenses. Other expenses not covered elsewhere2017-11-30$0
Contributions received from other sources (not participants or employers)2017-11-30$0
Other income received2017-11-30$240,162
Noncash contributions received2017-11-30$0
Net income (gross income less expenses)2017-11-30$316,162
Net plan assets at end of year (total assets less liabilities)2017-11-30$2,394,226
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$2,078,064
Assets. Value of real-estate (other than employer real property)2017-11-30$25,000
Total contributions received or receivable from employer(s)2017-11-30$76,000
Value of certain deemed distributions of participant loans2017-11-30$0
Value of corrective distributions2017-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-11-30$0
2016 : DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-11-30$0
Total plan liabilities at end of year2016-11-30$0
Total plan liabilities at beginning of year2016-11-30$0
Total income from all sources2016-11-30$176,754
Expenses. Total of all expenses incurred2016-11-30$0
Benefits paid (including direct rollovers)2016-11-30$0
Total plan assets at end of year2016-11-30$2,078,064
Total plan assets at beginning of year2016-11-30$1,901,310
Total contributions received or receivable from participants2016-11-30$0
Expenses. Other expenses not covered elsewhere2016-11-30$0
Contributions received from other sources (not participants or employers)2016-11-30$0
Other income received2016-11-30$78,754
Noncash contributions received2016-11-30$0
Net income (gross income less expenses)2016-11-30$176,754
Net plan assets at end of year (total assets less liabilities)2016-11-30$2,078,064
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$1,901,310
Assets. Value of real-estate (other than employer real property)2016-11-30$18,980
Total contributions received or receivable from employer(s)2016-11-30$98,000
Value of certain deemed distributions of participant loans2016-11-30$0
Value of corrective distributions2016-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
2015 : DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-11-30$0
Total plan liabilities at end of year2015-11-30$0
Total plan liabilities at beginning of year2015-11-30$0
Total income from all sources2015-11-30$62,964
Expenses. Total of all expenses incurred2015-11-30$0
Benefits paid (including direct rollovers)2015-11-30$0
Total plan assets at end of year2015-11-30$1,901,310
Total plan assets at beginning of year2015-11-30$1,838,346
Total contributions received or receivable from participants2015-11-30$0
Expenses. Other expenses not covered elsewhere2015-11-30$0
Contributions received from other sources (not participants or employers)2015-11-30$0
Other income received2015-11-30$-84,036
Noncash contributions received2015-11-30$0
Net income (gross income less expenses)2015-11-30$62,964
Net plan assets at end of year (total assets less liabilities)2015-11-30$1,901,310
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$1,838,346
Assets. Value of real-estate (other than employer real property)2015-11-30$25,000
Total contributions received or receivable from employer(s)2015-11-30$147,000
Value of certain deemed distributions of participant loans2015-11-30$0
Value of corrective distributions2015-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
2014 : DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-11-30$0
Total plan liabilities at end of year2014-11-30$0
Total plan liabilities at beginning of year2014-11-30$0
Total income from all sources2014-11-30$247,317
Expenses. Total of all expenses incurred2014-11-30$0
Benefits paid (including direct rollovers)2014-11-30$0
Total plan assets at end of year2014-11-30$1,838,346
Total plan assets at beginning of year2014-11-30$1,591,029
Total contributions received or receivable from participants2014-11-30$0
Expenses. Other expenses not covered elsewhere2014-11-30$0
Contributions received from other sources (not participants or employers)2014-11-30$0
Other income received2014-11-30$91,317
Noncash contributions received2014-11-30$0
Net income (gross income less expenses)2014-11-30$247,317
Net plan assets at end of year (total assets less liabilities)2014-11-30$1,838,346
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$1,591,029
Assets. Value of real-estate (other than employer real property)2014-11-30$50,000
Total contributions received or receivable from employer(s)2014-11-30$156,000
Value of certain deemed distributions of participant loans2014-11-30$0
Value of corrective distributions2014-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-11-30$0
Total plan liabilities at end of year2013-11-30$0
Total plan liabilities at beginning of year2013-11-30$0
Total income from all sources2013-11-30$162,485
Expenses. Total of all expenses incurred2013-11-30$0
Benefits paid (including direct rollovers)2013-11-30$0
Total plan assets at end of year2013-11-30$1,591,029
Total plan assets at beginning of year2013-11-30$1,428,544
Total contributions received or receivable from participants2013-11-30$0
Expenses. Other expenses not covered elsewhere2013-11-30$0
Contributions received from other sources (not participants or employers)2013-11-30$0
Other income received2013-11-30$6,485
Noncash contributions received2013-11-30$0
Net income (gross income less expenses)2013-11-30$162,485
Net plan assets at end of year (total assets less liabilities)2013-11-30$1,591,029
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$1,428,544
Assets. Value of real-estate (other than employer real property)2013-11-30$50,000
Total contributions received or receivable from employer(s)2013-11-30$156,000
Value of certain deemed distributions of participant loans2013-11-30$0
Value of corrective distributions2013-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-11-30$0
2012 : DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-11-30$0
Total plan liabilities at end of year2012-11-30$0
Total plan liabilities at beginning of year2012-11-30$0
Total income from all sources2012-11-30$157,541
Expenses. Total of all expenses incurred2012-11-30$0
Benefits paid (including direct rollovers)2012-11-30$0
Total plan assets at end of year2012-11-30$1,428,544
Total plan assets at beginning of year2012-11-30$1,271,005
Total contributions received or receivable from participants2012-11-30$0
Expenses. Other expenses not covered elsewhere2012-11-30$0
Contributions received from other sources (not participants or employers)2012-11-30$0
Other income received2012-11-30$1,541
Noncash contributions received2012-11-30$0
Net income (gross income less expenses)2012-11-30$157,541
Net plan assets at end of year (total assets less liabilities)2012-11-30$1,428,544
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$1,271,005
Assets. Value of real-estate (other than employer real property)2012-11-30$50,000
Total contributions received or receivable from employer(s)2012-11-30$156,000
Value of certain deemed distributions of participant loans2012-11-30$0
Value of corrective distributions2012-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-11-30$0
2011 : DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-11-30$0
Total plan liabilities at end of year2011-11-30$0
Total plan liabilities at beginning of year2011-11-30$0
Total income from all sources2011-11-30$280,126
Expenses. Total of all expenses incurred2011-11-30$0
Benefits paid (including direct rollovers)2011-11-30$0
Total plan assets at end of year2011-11-30$1,271,005
Total plan assets at beginning of year2011-11-30$990,879
Total contributions received or receivable from participants2011-11-30$0
Expenses. Other expenses not covered elsewhere2011-11-30$0
Contributions received from other sources (not participants or employers)2011-11-30$0
Other income received2011-11-30$124,126
Noncash contributions received2011-11-30$0
Net income (gross income less expenses)2011-11-30$280,126
Net plan assets at end of year (total assets less liabilities)2011-11-30$1,271,005
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$990,879
Assets. Value of real-estate (other than employer real property)2011-11-30$50,000
Total contributions received or receivable from employer(s)2011-11-30$156,000
Value of certain deemed distributions of participant loans2011-11-30$0
Value of corrective distributions2011-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-11-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
2010 : DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN

2021: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Submission has been amendedNo
2021-12-01This submission is the final filingNo
2021-12-01This return/report is a short plan year return/report (less than 12 months)No
2021-12-01Plan is a collectively bargained planNo
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement - TrustYes
2020: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedNo
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planNo
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement – InsuranceYes
2020-12-01Plan benefit arrangement - TrustYes
2019: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planNo
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement – InsuranceYes
2019-12-01Plan benefit arrangement - TrustYes
2018: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement - TrustYes
2017: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement - TrustYes
2016: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement - TrustYes
2015: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes
2013: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement - TrustYes
2012: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement - TrustYes
2011: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement - TrustYes
2010: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planNo
2010-12-01Plan funding arrangement – InsuranceYes
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement – InsuranceYes
2010-12-01Plan benefit arrangement - TrustYes
2009: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes
2008: DR. PRAGNA PATEL DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0357440
Policy instance 1
Insurance contract or identification number0357440
Number of Individuals Covered2
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
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
Insurance broker organization code?3
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0357440
Policy instance 1
Insurance contract or identification number0357440
Number of Individuals Covered1
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
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
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0357440
Policy instance 1
Insurance contract or identification number0357440
Number of Individuals Covered2
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
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
Insurance broker organization code?3
NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0357440
Policy instance 1
Insurance contract or identification number0357440
Number of Individuals Covered2
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
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

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