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| Plan Name | JEFFREY D. GROSS, M.D., INC. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JEFFREY D. GROSS, M.D., INC. |
| Employer identification number (EIN): | 020566724 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about JEFFREY D. GROSS, M.D., INC.
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 2002-03-22 |
| Company Identification Number: | C2407491 |
| Legal Registered Office Address: |
10 Orion Way Coto De Caza United States of America (USA) 92679 |
More information about JEFFREY D. GROSS, M.D., INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | JEFFREY D. GROSS | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | JEFFREY D. GROSS | |||
| 001 | 2022-01-01 | JEFFREY D. GROSS | 2023-09-01 | ||
| 001 | 2021-01-01 | JEFFREY D. GROSS | 2022-10-13 | ||
| 001 | 2020-01-01 | JEFFREY D. GROSS | 2021-07-25 | ||
| 001 | 2019-01-01 | JEFFREY D. GROSS | 2020-10-15 | ||
| 001 | 2018-01-01 | JEFFREY D. GROSS | 2019-09-25 |
| Measure | Date | Value |
|---|---|---|
| 2023: JEFFREY D. GROSS, M.D., INC. PROFIT SHARING PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 3 |
| Number of participants with account balances | 2023-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2023 : JEFFREY D. GROSS, M.D., INC. PROFIT SHARING PLAN 2023 401k financial data | ||
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $151,200 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $280,883 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $280,883 |
| Total plan assets at end of year | 2023-12-31 | $1,114,845 |
| Total plan assets at beginning of year | 2023-12-31 | $1,244,528 |
| Value of fidelity bond covering the plan | 2023-12-31 | $140,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $80,614 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $-129,683 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,114,845 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,244,528 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $540,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $70,586 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2023: JEFFREY D. GROSS, M.D., INC. PROFIT SHARING PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |