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MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

MARK D. EPSTEIN, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:MARK D. EPSTEIN, M.D., P.C.
Employer identification number (EIN):113452707
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012013-01-01
0012012-01-01MARK D. EPSTEIN, M.D.2013-05-29 MARK D. EPSTEIN, M.D.2013-05-29
0012011-01-01MARK D. EPSTEIN, M.D.2012-04-20 MARK D. EPSTEIN, M.D.2012-04-20
0012009-01-01MARK EPSTEIN M D

Plan Statistics for MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0325
Total number of particpants at end of year2025-10-0325
Number of Participants With Account Balances2025-10-0325
2024: MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-1023
Total number of particpants at end of year2024-09-1025
Number of Participants With Account Balances2024-09-1025
2022: MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2719
Total number of particpants at end of year2022-06-2719
Number of Participants With Account Balances2022-06-2719
2009: MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-030
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-0320016
Net assets as of the end of the plan year2025-10-035646138
Total assets as of the beginning of the plan year2025-10-034665024
Value of plan covered by a fidelity bond2025-10-03500000
Participant contributions to plan in this plan year2025-10-0371250
Value of participant loans at end of plan year2025-10-031275
Other income to plan in this plan year2025-10-03849899
Plan net income in this plan year2025-10-03981114
Net assets as of the end of the plan year2025-10-035646138
Net assets as of the beginning of the plan year2025-10-034665024
Employer contributions to plan in this plan year2025-10-0379981
Fees paid to broker by Benefit Provider2025-10-037542
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0315820
2024 : MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-100
Total liabilities as of the end of the plan year2024-09-100
Total liabilities as of the beginning of the plan year2024-09-100
Total expenses incurred by plan in this plan year2024-09-1064070
Net assets as of the end of the plan year2024-09-104665024
Total assets as of the beginning of the plan year2024-09-103788698
Value of plan covered by a fidelity bond2024-09-10500000
Participant contributions to plan in this plan year2024-09-1078250
Other expenses paid from plan in this plan year2024-09-100
Other contributions to plan in this plan year2024-09-100
Other income to plan in this plan year2024-09-10777435
Plan net income in this plan year2024-09-10876326
Net assets as of the end of the plan year2024-09-104665024
Net assets as of the beginning of the plan year2024-09-103788698
Employer contributions to plan in this plan year2024-09-1084711
Fees paid to broker by Benefit Provider2024-09-106060
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1017793
2022 : MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-270
Total liabilities as of the end of the plan year2022-06-270
Total liabilities as of the beginning of the plan year2022-06-270
Total expenses incurred by plan in this plan year2022-06-2719727
Net assets as of the end of the plan year2022-06-274792061
Total assets as of the beginning of the plan year2022-06-273958760
Value of plan covered by a fidelity bond2022-06-27500000
Participant contributions to plan in this plan year2022-06-2763011
Other expenses paid from plan in this plan year2022-06-270
Other contributions to plan in this plan year2022-06-270
Other income to plan in this plan year2022-06-27721923
Plan net income in this plan year2022-06-27833301
Net assets as of the end of the plan year2022-06-274792061
Net assets as of the beginning of the plan year2022-06-273958760
Employer contributions to plan in this plan year2022-06-2768094
Fees paid to broker by Benefit Provider2022-06-276422
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2719303
2010 : MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$197,032
Expenses. Total of all expenses incurred2010-12-31$4,779
Benefits paid (including direct rollovers)2010-12-31$4,664
Total plan assets at end of year2010-12-31$871,665
Total plan assets at beginning of year2010-12-31$679,412
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$26,900
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$111,224
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$192,253
Net plan assets at end of year (total assets less liabilities)2010-12-31$871,665
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$679,412
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$58,908
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$115
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN

2009: MARK D. EPSTEIN, M.D., P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHJ573
Policy instance 1

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