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SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 401k Plan overview

Plan NameSARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO
Plan identification number 002

SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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

SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION
Employer identification number (EIN):953917282
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-02-01SARBPAUL S. BHALLA, M.D.2023-08-10
0022021-02-01SARBPAUL S. BHALLA, M.D.2022-10-13
0022020-02-01SARBPAUL S. BHALLA, M.D.2021-11-10
0022019-02-01SARBPAUL S. BHALLA, M.D.2020-10-06
0022018-02-01SARBPAUL S. BHALLA, M.D.2019-09-09
0022017-02-01
0022016-02-01SARBPAUL S. BHALLA, M.D.
0022015-02-01SARBPAUL S. BHALLA, M.D.
0022014-02-01SARBPAUL S. BHALLA, M.D.
0022013-02-01SARBPAUL S. BHALLA, M.D.
0022012-02-01SARBPAUL S. BHALLA, M.D.
0022011-02-01SARBPAUL BHALLA
0022009-02-01
0022009-02-01SARBPAUL BHALLA

Plan Statistics for SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO

401k plan membership statisitcs for SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO

Measure Date Value
2022: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2022 401k membership
Total participants, beginning-of-year2022-02-013
Total number of active participants reported on line 7a of the Form 55002022-02-012
Number of retired or separated participants receiving benefits2022-02-010
Number of other retired or separated participants entitled to future benefits2022-02-012
Total of all active and inactive participants2022-02-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-010
Total participants2022-02-014
Number of participants with account balances2022-02-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-010
2021: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2021 401k membership
Total participants, beginning-of-year2021-02-013
Total number of active participants reported on line 7a of the Form 55002021-02-012
Number of retired or separated participants receiving benefits2021-02-010
Number of other retired or separated participants entitled to future benefits2021-02-011
Total of all active and inactive participants2021-02-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-010
Total participants2021-02-013
Number of participants with account balances2021-02-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-010
2020: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2020 401k membership
Total participants, beginning-of-year2020-02-014
Total number of active participants reported on line 7a of the Form 55002020-02-012
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-011
Total of all active and inactive participants2020-02-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-010
Total participants2020-02-013
Number of participants with account balances2020-02-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-010
2019: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2019 401k membership
Total participants, beginning-of-year2019-02-014
Total number of active participants reported on line 7a of the Form 55002019-02-012
Number of retired or separated participants receiving benefits2019-02-010
Number of other retired or separated participants entitled to future benefits2019-02-011
Total of all active and inactive participants2019-02-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-010
Total participants2019-02-013
Number of participants with account balances2019-02-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-010
2018: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2018 401k membership
Total participants, beginning-of-year2018-02-016
Total number of active participants reported on line 7a of the Form 55002018-02-012
Number of retired or separated participants receiving benefits2018-02-010
Number of other retired or separated participants entitled to future benefits2018-02-012
Total of all active and inactive participants2018-02-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-010
Total participants2018-02-014
Number of participants with account balances2018-02-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-010
2017: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2017 401k membership
Total participants, beginning-of-year2017-02-015
Total number of active participants reported on line 7a of the Form 55002017-02-013
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-013
Total of all active and inactive participants2017-02-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-010
Total participants2017-02-016
Number of participants with account balances2017-02-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-010
2016: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2016 401k membership
Total participants, beginning-of-year2016-02-015
Total number of active participants reported on line 7a of the Form 55002016-02-013
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-012
Total of all active and inactive participants2016-02-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-015
Number of participants with account balances2016-02-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-011
2015: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2015 401k membership
Total participants, beginning-of-year2015-02-015
Total number of active participants reported on line 7a of the Form 55002015-02-015
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-010
Total of all active and inactive participants2015-02-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-010
Total participants2015-02-015
Number of participants with account balances2015-02-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
2014: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2014 401k membership
Total participants, beginning-of-year2014-02-015
Total number of active participants reported on line 7a of the Form 55002014-02-015
Number of retired or separated participants receiving benefits2014-02-010
Number of other retired or separated participants entitled to future benefits2014-02-010
Total of all active and inactive participants2014-02-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-015
Number of participants with account balances2014-02-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-010
2013: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2013 401k membership
Total participants, beginning-of-year2013-02-014
Total number of active participants reported on line 7a of the Form 55002013-02-015
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-010
Total of all active and inactive participants2013-02-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-015
Number of participants with account balances2013-02-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-010
2012: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2012 401k membership
Total participants, beginning-of-year2012-02-014
Total number of active participants reported on line 7a of the Form 55002012-02-014
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-010
Total of all active and inactive participants2012-02-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-014
Number of participants with account balances2012-02-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-010
2011: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2011 401k membership
Total participants, beginning-of-year2011-02-014
Total number of active participants reported on line 7a of the Form 55002011-02-014
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-014
Number of participants with account balances2011-02-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
2009: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2009 401k membership
Total participants, beginning-of-year2009-02-015
Total number of active participants reported on line 7a of the Form 55002009-02-014
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-010
Total of all active and inactive participants2009-02-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-014
Number of participants with account balances2009-02-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-011

Financial Data on SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO

Measure Date Value
2023 : SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2023 401k financial data
Transfers to/from the plan2023-01-31$0
Total plan liabilities at end of year2023-01-31$0
Total plan liabilities at beginning of year2023-01-31$0
Total income from all sources2023-01-31$-337,868
Expenses. Total of all expenses incurred2023-01-31$316,119
Benefits paid (including direct rollovers)2023-01-31$316,119
Total plan assets at end of year2023-01-31$7,565,509
Total plan assets at beginning of year2023-01-31$8,219,496
Value of fidelity bond covering the plan2023-01-31$500,000
Total contributions received or receivable from participants2023-01-31$0
Expenses. Other expenses not covered elsewhere2023-01-31$0
Contributions received from other sources (not participants or employers)2023-01-31$0
Other income received2023-01-31$-337,868
Noncash contributions received2023-01-31$0
Net income (gross income less expenses)2023-01-31$-653,987
Net plan assets at end of year (total assets less liabilities)2023-01-31$7,565,509
Net plan assets at beginning of year (total assets less liabilities)2023-01-31$8,219,496
Assets. Value of participant loans2023-01-31$38,433
Assets. Value of assets in partnership/joint-venture interests2023-01-31$97,154
Total contributions received or receivable from employer(s)2023-01-31$0
Value of certain deemed distributions of participant loans2023-01-31$0
Value of corrective distributions2023-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-01-31$0
2022 : SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2022 401k financial data
Transfers to/from the plan2022-01-31$0
Total plan liabilities at end of year2022-01-31$0
Total plan liabilities at beginning of year2022-01-31$0
Total income from all sources2022-01-31$1,389,165
Expenses. Total of all expenses incurred2022-01-31$282,895
Benefits paid (including direct rollovers)2022-01-31$282,895
Total plan assets at end of year2022-01-31$8,219,496
Total plan assets at beginning of year2022-01-31$7,113,226
Value of fidelity bond covering the plan2022-01-31$500,000
Total contributions received or receivable from participants2022-01-31$0
Expenses. Other expenses not covered elsewhere2022-01-31$0
Contributions received from other sources (not participants or employers)2022-01-31$0
Other income received2022-01-31$1,389,165
Noncash contributions received2022-01-31$0
Net income (gross income less expenses)2022-01-31$1,106,270
Net plan assets at end of year (total assets less liabilities)2022-01-31$8,219,496
Net plan assets at beginning of year (total assets less liabilities)2022-01-31$7,113,226
Assets. Value of assets in partnership/joint-venture interests2022-01-31$615,147
Total contributions received or receivable from employer(s)2022-01-31$0
Value of certain deemed distributions of participant loans2022-01-31$0
Value of corrective distributions2022-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-01-31$0
2021 : SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2021 401k financial data
Total plan liabilities at end of year2021-01-31$0
Total plan liabilities at beginning of year2021-01-31$0
Total income from all sources2021-01-31$378,964
Expenses. Total of all expenses incurred2021-01-31$640,915
Benefits paid (including direct rollovers)2021-01-31$640,915
Total plan assets at end of year2021-01-31$7,113,226
Total plan assets at beginning of year2021-01-31$7,375,177
Value of fidelity bond covering the plan2021-01-31$500,000
Total contributions received or receivable from participants2021-01-31$0
Expenses. Other expenses not covered elsewhere2021-01-31$0
Contributions received from other sources (not participants or employers)2021-01-31$0
Other income received2021-01-31$366,303
Noncash contributions received2021-01-31$0
Net income (gross income less expenses)2021-01-31$-261,951
Net plan assets at end of year (total assets less liabilities)2021-01-31$7,113,226
Net plan assets at beginning of year (total assets less liabilities)2021-01-31$7,375,177
Assets. Value of assets in partnership/joint-venture interests2021-01-31$533,669
Total contributions received or receivable from employer(s)2021-01-31$12,661
Value of certain deemed distributions of participant loans2021-01-31$0
Value of corrective distributions2021-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-01-31$0
2020 : SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2020 401k financial data
Total plan liabilities at end of year2020-01-31$0
Total plan liabilities at beginning of year2020-01-31$0
Total income from all sources2020-01-31$758,554
Expenses. Total of all expenses incurred2020-01-31$443,849
Benefits paid (including direct rollovers)2020-01-31$443,849
Total plan assets at end of year2020-01-31$7,375,177
Total plan assets at beginning of year2020-01-31$7,060,472
Value of fidelity bond covering the plan2020-01-31$500,000
Total contributions received or receivable from participants2020-01-31$0
Expenses. Other expenses not covered elsewhere2020-01-31$0
Contributions received from other sources (not participants or employers)2020-01-31$0
Other income received2020-01-31$700,922
Noncash contributions received2020-01-31$0
Net income (gross income less expenses)2020-01-31$314,705
Net plan assets at end of year (total assets less liabilities)2020-01-31$7,375,177
Net plan assets at beginning of year (total assets less liabilities)2020-01-31$7,060,472
Assets. Value of assets in partnership/joint-venture interests2020-01-31$950,559
Total contributions received or receivable from employer(s)2020-01-31$57,632
Value of certain deemed distributions of participant loans2020-01-31$0
Value of corrective distributions2020-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-01-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-01-31$0
2019 : SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2019 401k financial data
Total plan liabilities at end of year2019-01-31$0
Total plan liabilities at beginning of year2019-01-31$0
Total income from all sources2019-01-31$-206,561
Expenses. Total of all expenses incurred2019-01-31$77,298
Benefits paid (including direct rollovers)2019-01-31$77,298
Total plan assets at end of year2019-01-31$7,060,472
Total plan assets at beginning of year2019-01-31$7,344,331
Value of fidelity bond covering the plan2019-01-31$500,000
Total contributions received or receivable from participants2019-01-31$0
Expenses. Other expenses not covered elsewhere2019-01-31$0
Contributions received from other sources (not participants or employers)2019-01-31$0
Other income received2019-01-31$-264,597
Noncash contributions received2019-01-31$0
Net income (gross income less expenses)2019-01-31$-283,859
Net plan assets at end of year (total assets less liabilities)2019-01-31$7,060,472
Net plan assets at beginning of year (total assets less liabilities)2019-01-31$7,344,331
Assets. Value of assets in partnership/joint-venture interests2019-01-31$734,821
Total contributions received or receivable from employer(s)2019-01-31$58,036
Value of certain deemed distributions of participant loans2019-01-31$0
Value of corrective distributions2019-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-01-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-01-31$0
2018 : SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2018 401k financial data
Transfers to/from the plan2018-01-31$0
Total plan liabilities at end of year2018-01-31$0
Total plan liabilities at beginning of year2018-01-31$0
Total income from all sources2018-01-31$1,135,628
Expenses. Total of all expenses incurred2018-01-31$0
Benefits paid (including direct rollovers)2018-01-31$0
Total plan assets at end of year2018-01-31$7,344,331
Total plan assets at beginning of year2018-01-31$6,208,703
Value of fidelity bond covering the plan2018-01-31$500,000
Total contributions received or receivable from participants2018-01-31$0
Expenses. Other expenses not covered elsewhere2018-01-31$0
Contributions received from other sources (not participants or employers)2018-01-31$0
Other income received2018-01-31$1,109,628
Noncash contributions received2018-01-31$0
Net income (gross income less expenses)2018-01-31$1,135,628
Net plan assets at end of year (total assets less liabilities)2018-01-31$7,344,331
Net plan assets at beginning of year (total assets less liabilities)2018-01-31$6,208,703
Assets. Value of assets in partnership/joint-venture interests2018-01-31$766,565
Total contributions received or receivable from employer(s)2018-01-31$26,000
Value of certain deemed distributions of participant loans2018-01-31$0
Value of corrective distributions2018-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-01-31$0
2017 : SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2017 401k financial data
Total plan liabilities at end of year2017-01-31$0
Total plan liabilities at beginning of year2017-01-31$0
Total income from all sources2017-01-31$678,496
Expenses. Total of all expenses incurred2017-01-31$0
Benefits paid (including direct rollovers)2017-01-31$0
Total plan assets at end of year2017-01-31$6,208,703
Total plan assets at beginning of year2017-01-31$5,530,207
Value of fidelity bond covering the plan2017-01-31$500,000
Total contributions received or receivable from participants2017-01-31$0
Expenses. Other expenses not covered elsewhere2017-01-31$0
Contributions received from other sources (not participants or employers)2017-01-31$0
Other income received2017-01-31$620,363
Noncash contributions received2017-01-31$0
Net income (gross income less expenses)2017-01-31$678,496
Net plan assets at end of year (total assets less liabilities)2017-01-31$6,208,703
Net plan assets at beginning of year (total assets less liabilities)2017-01-31$5,530,207
Assets. Value of assets in partnership/joint-venture interests2017-01-31$814,151
Total contributions received or receivable from employer(s)2017-01-31$58,133
Value of certain deemed distributions of participant loans2017-01-31$0
Value of corrective distributions2017-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-01-31$0
2016 : SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2016 401k financial data
Transfers to/from the plan2016-01-31$0
Total plan liabilities at end of year2016-01-31$0
Total plan liabilities at beginning of year2016-01-31$0
Total income from all sources2016-01-31$-155,629
Expenses. Total of all expenses incurred2016-01-31$0
Benefits paid (including direct rollovers)2016-01-31$0
Total plan assets at end of year2016-01-31$5,530,207
Total plan assets at beginning of year2016-01-31$5,685,836
Value of fidelity bond covering the plan2016-01-31$500,000
Total contributions received or receivable from participants2016-01-31$0
Expenses. Other expenses not covered elsewhere2016-01-31$0
Contributions received from other sources (not participants or employers)2016-01-31$0
Other income received2016-01-31$-269,146
Noncash contributions received2016-01-31$0
Net income (gross income less expenses)2016-01-31$-155,629
Net plan assets at end of year (total assets less liabilities)2016-01-31$5,530,207
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$5,685,836
Assets. Value of assets in partnership/joint-venture interests2016-01-31$875,273
Total contributions received or receivable from employer(s)2016-01-31$113,517
Value of certain deemed distributions of participant loans2016-01-31$0
Value of corrective distributions2016-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-01-31$0
2015 : SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2015 401k financial data
Transfers to/from the plan2015-01-31$0
Total plan liabilities at end of year2015-01-31$0
Total plan liabilities at beginning of year2015-01-31$0
Total income from all sources2015-01-31$460,242
Expenses. Total of all expenses incurred2015-01-31$3,969
Benefits paid (including direct rollovers)2015-01-31$0
Total plan assets at end of year2015-01-31$5,685,836
Total plan assets at beginning of year2015-01-31$5,229,563
Value of fidelity bond covering the plan2015-01-31$500,000
Total contributions received or receivable from participants2015-01-31$0
Expenses. Other expenses not covered elsewhere2015-01-31$3,969
Contributions received from other sources (not participants or employers)2015-01-31$0
Other income received2015-01-31$350,720
Noncash contributions received2015-01-31$0
Net income (gross income less expenses)2015-01-31$456,273
Net plan assets at end of year (total assets less liabilities)2015-01-31$5,685,836
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$5,229,563
Assets. Value of assets in partnership/joint-venture interests2015-01-31$877,273
Total contributions received or receivable from employer(s)2015-01-31$109,522
Value of certain deemed distributions of participant loans2015-01-31$0
Value of corrective distributions2015-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-01-31$0
2014 : SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2014 401k financial data
Transfers to/from the plan2014-01-31$0
Total plan liabilities at end of year2014-01-31$0
Total plan liabilities at beginning of year2014-01-31$0
Total income from all sources2014-01-31$646,609
Expenses. Total of all expenses incurred2014-01-31$2,570
Benefits paid (including direct rollovers)2014-01-31$0
Total plan assets at end of year2014-01-31$5,229,563
Total plan assets at beginning of year2014-01-31$4,585,524
Total contributions received or receivable from participants2014-01-31$0
Expenses. Other expenses not covered elsewhere2014-01-31$2,570
Contributions received from other sources (not participants or employers)2014-01-31$0
Other income received2014-01-31$541,414
Noncash contributions received2014-01-31$0
Net income (gross income less expenses)2014-01-31$644,039
Net plan assets at end of year (total assets less liabilities)2014-01-31$5,229,563
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$4,585,524
Assets. Value of assets in partnership/joint-venture interests2014-01-31$877,627
Total contributions received or receivable from employer(s)2014-01-31$105,195
Value of certain deemed distributions of participant loans2014-01-31$0
Value of corrective distributions2014-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-01-31$0
2013 : SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2013 401k financial data
Total plan liabilities at end of year2013-01-31$0
Total plan liabilities at beginning of year2013-01-31$0
Total income from all sources2013-01-31$464,764
Expenses. Total of all expenses incurred2013-01-31$0
Total plan assets at end of year2013-01-31$4,585,524
Total plan assets at beginning of year2013-01-31$4,120,760
Other income received2013-01-31$354,273
Net income (gross income less expenses)2013-01-31$464,764
Net plan assets at end of year (total assets less liabilities)2013-01-31$4,585,524
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$4,120,760
Assets. Value of assets in partnership/joint-venture interests2013-01-31$419,156
Total contributions received or receivable from employer(s)2013-01-31$110,491
2012 : SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2012 401k financial data
Transfers to/from the plan2012-01-31$0
Total plan liabilities at end of year2012-01-31$0
Total plan liabilities at beginning of year2012-01-31$0
Total income from all sources2012-01-31$135,280
Expenses. Total of all expenses incurred2012-01-31$78,436
Benefits paid (including direct rollovers)2012-01-31$69,904
Total plan assets at end of year2012-01-31$4,120,760
Total plan assets at beginning of year2012-01-31$4,063,916
Value of fidelity bond covering the plan2012-01-31$100,000
Total contributions received or receivable from participants2012-01-31$0
Expenses. Other expenses not covered elsewhere2012-01-31$0
Contributions received from other sources (not participants or employers)2012-01-31$0
Other income received2012-01-31$26,256
Noncash contributions received2012-01-31$0
Net income (gross income less expenses)2012-01-31$56,844
Net plan assets at end of year (total assets less liabilities)2012-01-31$4,120,760
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$4,063,916
Assets. Value of participant loans2012-01-31$14,633
Assets. Value of assets in partnership/joint-venture interests2012-01-31$427,814
Total contributions received or receivable from employer(s)2012-01-31$109,024
Value of certain deemed distributions of participant loans2012-01-31$0
Value of corrective distributions2012-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-01-31$8,532
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
2011 : SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2011 401k financial data
Total plan liabilities at end of year2011-01-31$0
Total plan liabilities at beginning of year2011-01-31$0
Total income from all sources2011-01-31$412,092
Expenses. Total of all expenses incurred2011-01-31$137
Benefits paid (including direct rollovers)2011-01-31$0
Total plan assets at end of year2011-01-31$4,063,916
Total plan assets at beginning of year2011-01-31$3,651,961
Value of fidelity bond covering the plan2011-01-31$100,000
Total contributions received or receivable from participants2011-01-31$0
Expenses. Other expenses not covered elsewhere2011-01-31$0
Contributions received from other sources (not participants or employers)2011-01-31$0
Other income received2011-01-31$345,592
Noncash contributions received2011-01-31$0
Net income (gross income less expenses)2011-01-31$411,955
Net plan assets at end of year (total assets less liabilities)2011-01-31$4,063,916
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$3,651,961
Assets. Value of participant loans2011-01-31$14,633
Assets. Value of assets in partnership/joint-venture interests2011-01-31$444,283
Total contributions received or receivable from employer(s)2011-01-31$66,500
Value of certain deemed distributions of participant loans2011-01-31$0
Value of corrective distributions2011-01-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-01-31$137
2010 : SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0

Form 5500 Responses for SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO

2022: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Submission has been amendedNo
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planNo
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement - TrustYes
2021: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planNo
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement - TrustYes
2020: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planNo
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planNo
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2009: SARBPAUL S. BHALLA, M.D., A MEDICAL CORPORATION RETIREMENT PLAN TWO 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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