401k Plan data: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN plan

JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN
Plan identification number	003

JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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

JOHN F. O'BRIEN, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JOHN F. O'BRIEN, M.D., P.C.

Employer identification number (EIN): 043538969

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-12-01
003 2018-12-01
003 2017-12-01
003 2016-12-01 JOHN F. O'BRIEN, M.D., TRUSTEE 2018-08-22
003 2015-12-01 JOHN F. O'BRIEN, M.D., TRUSTEE
003 2014-12-01 JOHN F. O'BRIEN, M.D., TRUSTEE
003 2013-12-01 JOHN F. O'BRIEN, M.D., TRUSTEE
003 2012-12-01 JOHN F. O'BRIEN, M.D., TRUSTEE
003 2011-12-01 JOHN F. O'BRIEN, M.D., TRUSTEE
003 2009-12-01 JOHN F. O'BRIEN, M.D., TRUSTEE
003 2009-12-01 JOHN F. O'BRIEN, M.D., TRUSTEE
003 2008-12-01

Plan Statistics for JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2015: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 2
Number of other retired or separated participants entitled to future benefits 2015-12-01 1
Total of all active and inactive participants 2015-12-01 3
Total participants 2015-12-01 3
Number of participants with account balances 2015-12-01 3
2014: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 2
Number of other retired or separated participants entitled to future benefits 2014-12-01 2
Total of all active and inactive participants 2014-12-01 4
Total participants 2014-12-01 4
Number of participants with account balances 2014-12-01 4
2013: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-12-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 5
Number of other retired or separated participants entitled to future benefits 2013-12-01 6
Total of all active and inactive participants 2013-12-01 11
Total participants 2013-12-01 11
Number of participants with account balances 2013-12-01 11
2012: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-12-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 7
Number of other retired or separated participants entitled to future benefits 2012-12-01 4
Total of all active and inactive participants 2012-12-01 11
Total participants 2012-12-01 11
Number of participants with account balances 2012-12-01 11
2011: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 6
Number of other retired or separated participants entitled to future benefits 2011-12-01 4
Total of all active and inactive participants 2011-12-01 10
Total participants 2011-12-01 10
Number of participants with account balances 2011-12-01 10
2009: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 6
Number of other retired or separated participants entitled to future benefits 2009-12-01 4
Total of all active and inactive participants 2009-12-01 10
Total participants 2009-12-01 10
Number of participants with account balances 2009-12-01 10

Measure	Date	Value
2015: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	2
Number of other retired or separated participants entitled to future benefits	2015-12-01	1
Total of all active and inactive participants	2015-12-01	3
Total participants	2015-12-01	3
Number of participants with account balances	2015-12-01	3
2014: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	2
Number of other retired or separated participants entitled to future benefits	2014-12-01	2
Total of all active and inactive participants	2014-12-01	4
Total participants	2014-12-01	4
Number of participants with account balances	2014-12-01	4
2013: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-12-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	5
Number of other retired or separated participants entitled to future benefits	2013-12-01	6
Total of all active and inactive participants	2013-12-01	11
Total participants	2013-12-01	11
Number of participants with account balances	2013-12-01	11
2012: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-12-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	7
Number of other retired or separated participants entitled to future benefits	2012-12-01	4
Total of all active and inactive participants	2012-12-01	11
Total participants	2012-12-01	11
Number of participants with account balances	2012-12-01	11
2011: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	6
Number of other retired or separated participants entitled to future benefits	2011-12-01	4
Total of all active and inactive participants	2011-12-01	10
Total participants	2011-12-01	10
Number of participants with account balances	2011-12-01	10
2009: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	6
Number of other retired or separated participants entitled to future benefits	2009-12-01	4
Total of all active and inactive participants	2009-12-01	10
Total participants	2009-12-01	10
Number of participants with account balances	2009-12-01	10

Financial Data on JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2016 : JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-11-30	$9,639
Expenses. Total of all expenses incurred	2016-11-30	$20,991
Benefits paid (including direct rollovers)	2016-11-30	$20,050
Total plan assets at end of year	2016-11-30	$344,490
Total plan assets at beginning of year	2016-11-30	$355,842
Contributions received from other sources (not participants or employers)	2016-11-30	$850
Other income received	2016-11-30	$-17,211
Net income (gross income less expenses)	2016-11-30	$-11,352
Net plan assets at end of year (total assets less liabilities)	2016-11-30	$344,490
Net plan assets at beginning of year (total assets less liabilities)	2016-11-30	$355,842
Total contributions received or receivable from employer(s)	2016-11-30	$26,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-11-30	$941
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-11-30	$0
2015 : JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-11-30	$32,258
Expenses. Total of all expenses incurred	2015-11-30	$42,418
Benefits paid (including direct rollovers)	2015-11-30	$42,368
Total plan assets at end of year	2015-11-30	$355,842
Total plan assets at beginning of year	2015-11-30	$366,002
Other income received	2015-11-30	$-5,742
Net income (gross income less expenses)	2015-11-30	$-10,160
Net plan assets at end of year (total assets less liabilities)	2015-11-30	$355,842
Net plan assets at beginning of year (total assets less liabilities)	2015-11-30	$366,002
Total contributions received or receivable from employer(s)	2015-11-30	$38,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-11-30	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-11-30	$0
2014 : JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-11-30	$32,621
Expenses. Total of all expenses incurred	2014-11-30	$135,458
Benefits paid (including direct rollovers)	2014-11-30	$135,402
Total plan assets at end of year	2014-11-30	$366,002
Total plan assets at beginning of year	2014-11-30	$468,839
Other income received	2014-11-30	$18,621
Net income (gross income less expenses)	2014-11-30	$-102,837
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$366,002
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$468,839
Total contributions received or receivable from employer(s)	2014-11-30	$14,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-11-30	$56
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-11-30	$0
2013 : JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-11-30	$122,260
Expenses. Total of all expenses incurred	2013-11-30	$62
Total plan assets at end of year	2013-11-30	$468,839
Total plan assets at beginning of year	2013-11-30	$346,641
Other income received	2013-11-30	$42,260
Net income (gross income less expenses)	2013-11-30	$122,198
Net plan assets at end of year (total assets less liabilities)	2013-11-30	$468,839
Net plan assets at beginning of year (total assets less liabilities)	2013-11-30	$346,641
Total contributions received or receivable from employer(s)	2013-11-30	$80,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-11-30	$62
2012 : JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-11-30	$76,926
Expenses. Total of all expenses incurred	2012-11-30	$13,150
Total plan assets at end of year	2012-11-30	$346,641
Total plan assets at beginning of year	2012-11-30	$282,865
Other income received	2012-11-30	$26,926
Net income (gross income less expenses)	2012-11-30	$63,776
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$346,641
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$282,865
Total contributions received or receivable from employer(s)	2012-11-30	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-11-30	$13,150
2011 : JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-11-30	$11,614
Expenses. Total of all expenses incurred	2011-11-30	$7,550
Benefits paid (including direct rollovers)	2011-11-30	$7,550
Total plan assets at end of year	2011-11-30	$282,865
Total plan assets at beginning of year	2011-11-30	$278,801
Other income received	2011-11-30	$-35,686
Net income (gross income less expenses)	2011-11-30	$4,064
Net plan assets at end of year (total assets less liabilities)	2011-11-30	$282,865
Net plan assets at beginning of year (total assets less liabilities)	2011-11-30	$278,801
Total contributions received or receivable from employer(s)	2011-11-30	$47,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-11-30	$0

Form 5500 Responses for JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN

2015: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2009: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	This submission is the final filing	No
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes
2008: JOHN F. O'BRIEN, M.D., P.C. PROFIT SHARING PLAN 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

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Company Name:	JOHN F. O'BRIEN, M.D., P.C.
Employer identification number (EIN):	043538969
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-12-01
003	2018-12-01
003	2017-12-01
003	2016-12-01	JOHN F. O'BRIEN, M.D., TRUSTEE	2018-08-22
003	2015-12-01	JOHN F. O'BRIEN, M.D., TRUSTEE
003	2014-12-01	JOHN F. O'BRIEN, M.D., TRUSTEE
003	2013-12-01	JOHN F. O'BRIEN, M.D., TRUSTEE
003	2012-12-01	JOHN F. O'BRIEN, M.D., TRUSTEE
003	2011-12-01	JOHN F. O'BRIEN, M.D., TRUSTEE
003	2009-12-01	JOHN F. O'BRIEN, M.D., TRUSTEE
003	2009-12-01	JOHN F. O'BRIEN, M.D., TRUSTEE
003	2008-12-01