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DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameDAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

DAVID S. ROTHBERG, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVID S. ROTHBERG, M.D., P.A.
Employer identification number (EIN):043653652
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01DR. DAVID ROTHBERG2021-09-02
0012019-01-01DR. DAVID ROTHBERG2020-10-08
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DR. DAVID ROTHBERG
0012011-01-01DAVID S. ROTHBERG
0012010-01-01DAVID S. ROTHBERG
0012009-01-01DAVID S. ROTHBERG

Plan Statistics for DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
2019: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-011
Total of all active and inactive participants2019-01-015
Total participants2019-01-015
Number of participants with account balances2019-01-015
2018: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Total of all active and inactive participants2018-01-015
Total participants2018-01-015
2017: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Total of all active and inactive participants2017-01-015
Total participants2017-01-015
2016: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
2015: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
2014: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
2013: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
2012: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
2011: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
2010: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-015
Total of all active and inactive participants2010-01-015
Total participants2010-01-015
Number of participants with account balances2010-01-015
2009: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020 : DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$408,489
Expenses. Total of all expenses incurred2020-12-31$2,468,194
Benefits paid (including direct rollovers)2020-12-31$2,467,549
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$2,059,705
Total contributions received or receivable from participants2020-12-31$33,600
Other income received2020-12-31$371,220
Net income (gross income less expenses)2020-12-31$-2,059,705
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,059,705
Total contributions received or receivable from employer(s)2020-12-31$3,669
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$645
2019 : DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$592,402
Expenses. Total of all expenses incurred2019-12-31$887
Total plan assets at end of year2019-12-31$2,059,705
Total plan assets at beginning of year2019-12-31$1,468,190
Total contributions received or receivable from participants2019-12-31$41,500
Other income received2019-12-31$547,242
Net income (gross income less expenses)2019-12-31$591,515
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,059,705
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,468,190
Total contributions received or receivable from employer(s)2019-12-31$3,660
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$887
2018 : DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$-59,099
Expenses. Total of all expenses incurred2018-12-31$824
Total plan assets at end of year2018-12-31$1,468,190
Total plan assets at beginning of year2018-12-31$1,528,113
Total contributions received or receivable from participants2018-12-31$44,212
Other income received2018-12-31$-103,311
Net income (gross income less expenses)2018-12-31$-59,923
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,468,190
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,528,113
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$824
2017 : DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$388,775
Expenses. Total of all expenses incurred2017-12-31$698
Total plan assets at end of year2017-12-31$1,528,113
Total plan assets at beginning of year2017-12-31$1,140,036
Total contributions received or receivable from participants2017-12-31$54,002
Other income received2017-12-31$334,773
Net income (gross income less expenses)2017-12-31$388,077
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,528,113
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,140,036
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$698
2016 : DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$48,024
Expenses. Total of all expenses incurred2016-12-31$511
Total plan assets at end of year2016-12-31$1,140,036
Total plan assets at beginning of year2016-12-31$1,092,523
Total contributions received or receivable from participants2016-12-31$45,580
Other income received2016-12-31$2,444
Net income (gross income less expenses)2016-12-31$47,513
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,140,036
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,092,523
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$511
2015 : DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$100,170
Expenses. Total of all expenses incurred2015-12-31$427
Total plan assets at end of year2015-12-31$1,092,523
Total plan assets at beginning of year2015-12-31$992,780
Total contributions received or receivable from participants2015-12-31$37,175
Other income received2015-12-31$59,455
Net income (gross income less expenses)2015-12-31$99,743
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,092,523
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$992,780
Total contributions received or receivable from employer(s)2015-12-31$3,540
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$427
2014 : DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$111,748
Expenses. Total of all expenses incurred2014-12-31$113
Total plan assets at end of year2014-12-31$992,780
Total plan assets at beginning of year2014-12-31$881,145
Total contributions received or receivable from participants2014-12-31$40,500
Other income received2014-12-31$67,441
Net income (gross income less expenses)2014-12-31$111,635
Net plan assets at end of year (total assets less liabilities)2014-12-31$992,780
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$881,145
Total contributions received or receivable from employer(s)2014-12-31$3,807
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$113
2013 : DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$233,700
Expenses. Total of all expenses incurred2013-12-31$143
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$881,145
Total plan assets at beginning of year2013-12-31$647,588
Total contributions received or receivable from participants2013-12-31$62,967
Other income received2013-12-31$166,005
Net income (gross income less expenses)2013-12-31$233,557
Net plan assets at end of year (total assets less liabilities)2013-12-31$881,145
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$647,588
Total contributions received or receivable from employer(s)2013-12-31$4,728
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$143
2012 : DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$130,305
Expenses. Total of all expenses incurred2012-12-31$51,103
Benefits paid (including direct rollovers)2012-12-31$49,409
Total plan assets at end of year2012-12-31$647,588
Total plan assets at beginning of year2012-12-31$568,386
Total contributions received or receivable from participants2012-12-31$60,633
Other income received2012-12-31$65,256
Net income (gross income less expenses)2012-12-31$79,202
Net plan assets at end of year (total assets less liabilities)2012-12-31$647,588
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$568,386
Total contributions received or receivable from employer(s)2012-12-31$4,416
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,694
2011 : DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$-18,426
Expenses. Total of all expenses incurred2011-12-31$3,560
Total plan assets at end of year2011-12-31$568,386
Total plan assets at beginning of year2011-12-31$590,372
Total contributions received or receivable from participants2011-12-31$64,813
Other income received2011-12-31$-87,374
Net income (gross income less expenses)2011-12-31$-21,986
Net plan assets at end of year (total assets less liabilities)2011-12-31$568,386
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$590,372
Total contributions received or receivable from employer(s)2011-12-31$4,135
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,560
2010 : DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$107,758
Expenses. Total of all expenses incurred2010-12-31$12,553
Benefits paid (including direct rollovers)2010-12-31$12,553
Total plan assets at end of year2010-12-31$590,372
Total plan assets at beginning of year2010-12-31$495,166
Total contributions received or receivable from participants2010-12-31$45,837
Other income received2010-12-31$57,786
Net income (gross income less expenses)2010-12-31$95,205
Net plan assets at end of year (total assets less liabilities)2010-12-31$590,372
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$495,166
Total contributions received or receivable from employer(s)2010-12-31$4,135

Form 5500 Responses for DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST

2020: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID S. ROTHBERG M.D. P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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