JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN 401k Plan overview

JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	JEFFREY M. EPSTEIN, M.D., P.C.
Employer identification number (EIN):	113084349
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Additional information about JEFFREY M. EPSTEIN, M.D., P.C.

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1991-12-30
Company Identification Number:	1599054
Legal Registered Office Address:	51 JOHN ST STE 4 BABYLON United States of America (USA) 117022928

More information about JEFFREY M. EPSTEIN, M.D., P.C.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JEFFREY EPSTEIN	2023-10-13
002	2021-01-01	JEFFREY EPSTEIN	2022-10-17
002	2020-01-01	JEFFREY EPSTEIN	2021-10-09
002	2019-01-01	JEFFREY EPSTEIN	2020-10-06
002	2018-01-01	JEFFREY EPSTEIN	2019-10-07
002	2017-01-01	JEFFREY EPSTEIN	2018-10-12
002	2016-01-01	JEFFREY EPSTEIN	2017-10-15
002	2015-01-01	JEFFREY EPSTEIN	2016-09-20
002	2014-01-01	JEFFREY EPSTEIN

Plan Statistics for JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN

Measure	Date	Value
2022: JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	946,433
Acturial value of plan assets	2022-12-31	946,433
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	761,341
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	761,341
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	761,341
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	47,833
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	47,833
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	51,770
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	878,368
Acturial value of plan assets	2021-12-31	878,368
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	3,861
Active participant vested funding target	2021-12-31	760,811
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	760,811
Total participant count	2021-12-31	5
Total funding target for all participants	2021-12-31	764,672
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	47,080
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	47,080
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	47,833
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	864,508
Acturial value of plan assets	2020-12-31	864,508
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	742,590
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	742,590
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	742,590
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	41,864
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	41,864
Present value of excess contributions	2020-12-31	6,274
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	6,520
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	47,080
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	764,720
Acturial value of plan assets	2019-12-31	764,720
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	722,856
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	722,856
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	722,856
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	439
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	439
Present value of excess contributions	2019-12-31	46,370
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	48,313
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	41,435
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	41,864
Total employer contributions	2019-12-31	6,416
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	6,274
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	6,274
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	734,504
Acturial value of plan assets	2018-12-31	734,504
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	661
Active participant vested funding target	2018-12-31	702,246
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	702,246
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	702,907
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	407
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	407
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	439
Total employer contributions	2018-12-31	49,484
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	46,370
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	5,373
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	46,370
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	685,578
Acturial value of plan assets	2017-12-31	685,578
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	926
Active participant vested funding target	2017-12-31	678,486
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	678,486
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	679,412
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	17,455
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	17,061
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	394
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	407
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	463,297
Acturial value of plan assets	2016-12-31	463,297
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	441,812
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	445,842
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	445,842
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	27,078
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	28,416
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	17,455
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	17,455
Total employer contributions	2016-12-31	210,564
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	195,227
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	212,288
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	212,288
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	17,061
Additional cash requirement	2016-12-31	195,227
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	195,227
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2014: JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2

Financial Data on JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN

Form 5500 Responses for JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN

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• JEFFREY M. SOLOMON DDS, RETIREMENT PLAN [EIN = 262553044]
• JEFFREY M. LEINASSAR, DMD, LLC RETIREMENT PROFIT SHARING PLAN [EIN = 454838655]
• JEFFREY M. SCHERR, DDS, PLLC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 453136473]
• JEFFREY M. SAGE, INC 401 K PROFIT SHARING PLAN TRUST [EIN = 954823383]
• JEFFREY M. GILBERT, DDS 401(K) PLAN [EIN = 521662438]
• JEFFREY M. DAVIDSON, M.D. 401(K) PROFIT SHARING PLAN [EIN = 943150664]
• JEFFREY M. KOTSUBO, D.D.S., INC. 401(K) PROFIT SHARING PLAN [EIN = 954706333]
• JEFFREY M. REIFF & ASSOCIATES, P.C. 401 (K) PROFIT SHARING PLAN & TRUST [EIN = 232356667]
• JEFFREY M. ADELGLASS MD PA PROFIT SHARING PLAN [EIN = 751784568]
• JEFFREY M. WARD, D.D.S., P.A. RETIREMENT PLAN & TRUST [EIN = 262389532]
• JEFFREY M. COLLURA, D.M.D., P.C. 401(K) PROFIT SHARING PLAN & TRUST [EIN = 272757055]
• JEFFREY M. WISSER, DO LLC 401(K) PROFIT SHARING PLAN [EIN = 201650950]
• JEFFREY M. ANDERSON, D.D.S., P.C. CASH BALANCE PLAN [EIN = 043256237]
• JEFFREY M. GORDON MONEY PURCHASE PLAN [EIN = 222577408]
• JEFFREY M. COLE, D.D.S., P.A. 401(K) PROFIT SHARING PLAN [EIN = 233100431]
• JEFFREY M. REIFF & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN [EIN = 232356667]
• JEFFREY M. NOVICK SELF EMPLOYED PROFIT SHARING PLAN [EIN = 112488720]
• JEFFREY M. BLAKE, M.D. 401K PROFIT SHARING PLAN [EIN = 202110092]
• JEFFREY M. KALBAN & ASSOCIATES ARCHITECTURE, INC. 401(K) PROFIT SHARING PLAN [EIN = 954767270]
• JEFFREY M. SMITH PROFIT SHARING PLAN [EIN = 581477473]
• JEFFREY M. REIFF & ASSOCIATES, P. C. CASH BALANCE PENSION PLAN [EIN = 232356667]
• JEFFREY M. RUBIN PROFIT SHARING PLAN [EIN = 133281800]
• JEFFREY M. HOWARD, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN [EIN = 953463987]
• JEFFREY M. GORDON PROFIT SHARING PLAN [EIN = 222577408]
• JEFFREY M. ZWERDLING, INC. PROFIT SHARING PLAN [EIN = 540921506]
• JEFFREY M. FALDUTO, DMD, LLC 401(K) PROFIT SHARING PLAN [EIN = 223693960]
• JEFFREY M. GOLDFARB, CFP, LLC RETIREMENT PLAN [EIN = 161597959]
• JEFFREY M. NASH DDS., INC. PROFIT SHARING PLAN [EIN = 311404297]
• JEFFREY M. AHN, M.D. PC DEFINED BENEFIT PENSION PLAN [EIN = 223409925]
• JEFFREY M. LIEBLICH MD SC PROFIT SHARING PLAN AND TRUST [EIN = 363123413]
• JEFFREY M. BOREN, A PROFESSIONAL LAW CORPORATION RETIREMENT PLAN [EIN = 954614076]
• JEFFREY M. LAUTZ, D.M.D. CASH BALANCE PLAN [EIN = 371390894]
• JEFFREY M. AHN, M.D. PC 401(K) PROFIT SHARING PLAN [EIN = 223409925]
• JEFFREY M. BOGAN INSURANCE AGENCY, INC 401(K) PLAN [EIN = 650430233]
• JEFFREY M. BLAKE, M.D. 401K PROFIT SHARING PLAN [EIN = 351862628]
• JEFFREY M. KRAMAN, D.D.S. PENSION PLAN [EIN = 060995821]
• JEFFREY M. PENN, O.D., P.A. CASH BALANCE PLAN [EIN = 760280218]
• JEFFREY M. NOVICK SELF EMPLOYED PROFIT SHARING PLAN & TRUST [EIN = 112488720]
• JEFFREY M. FRANKEL, DMD, LLC 401(K) PLAN [EIN = 223275066]
• JEFFREY M. NELSON, M.D., P.C. 401(K) PROFIT SHARING PLAN [EIN = 860817335]
• JEFFREY M. PALUSAK, DDS, INC. 401(K) PROFIT SHARING PLAN [EIN = 341940041]
• JEFFREY M. CRESPY, D.D.S. 401K PLAN [EIN = 222867788]
• JEFFREY M. LEHR, M.D., INCORPORATED PROFIT SHARING PLAN [EIN = 942321445]
• JEFFREY M. WALTON, D.D.S., P.C. 401(K) PROFIT SHARING PLAN [EIN = 204835534]
• JEFFREY M. REID 401(K) P/S PLAN [EIN = 203721595]
• JEFFREY M. BLOOM, M.D., INC. 401(K) [EIN = 462101894]
• JEFFREY M. CLARK, D.D.S. [EIN = 621810211]
• JEFFREY M. MARKS, M.D., INC. PROFIT SHARING PLAN [EIN = 341795328]
• JEFFREY M. LASKOFF, M.D., P.A. PROFIT SHARING PLAN [EIN = 591860508]
• JEFFREY M. KOLANSKY PC PROFIT SHARING PLAN [EIN = 232753678]
• JEFFREY M. HELMUS, D.D.S. 401(K) PROFIT SHARING PLAN [EIN = 260687901]
• JEFFREY M. COHEN, D.M.D., A PROFESSIONAL CORPORATION CASH BALANCE PLAN [EIN = 954646045]
• JEFFREY M. SHAARI PROFIT SHARING 401(K) PLAN [EIN = 205605418]
• JEFFREY M. BARLOW, D.D.S., P.A. CASH BALANCE PLAN AND TRUST [EIN = 200685187]
• JEFFREY M. SAGE, INC. DEFINED BENEFIT PENSION PLAN [EIN = 954823383]
• JEFFREY M. SHAPIRO MD, INC. PROFIT SHARING PLAN [EIN = 953516335]
• JEFFREY M. KRAKOWER, M.D. PROFIT SHARING PLAN [EIN = 943221549]
• JEFFREY M. BARTNICK PROFIT SHARING PLAN [EIN = 592528418]
• JEFFREY M. VERDON LAW GROUP, LLP DEFINED BENEFIT PENSION PLAN [EIN = 342064163]
• JEFFREY M. VERDON LAW GROUP, LLP 401(K) PROFIT SHARING PLAN [EIN = 342064163]
• JEFFREY M. LEITNER, DMD PROFIT SHARING PLAN [EIN = 141705783]
• JEFFREY M. RUBIN, O.D., P.C. CASH BALANCE PLAN [EIN = 133196220]
• JEFFREY M. GOTTLIEB ESQ. 401(K) PROFIT SHARING PLAN [EIN = 830452462]
• JEFFREY M. GOTTLIEB ESQ. CASH BALANCE PLAN [EIN = 830452462]
• JEFFREY M. FALDUTO, DMD, LLC 401(K) PS PLAN [EIN = 223693960]
• JEFFREY M. JOSEPH MD. INC. 401(K) PLAN [EIN = 800941692]

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