401k Plan data: DAVID J. FLEISS M.D. P.C. plan

DAVID J. FLEISS M.D. P.C. 401k Plan overview

Plan Name	DAVID J. FLEISS M.D. P.C.
Plan identification number	001

DAVID J. FLEISS M.D. P.C. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DAVID J. FLEISS M.D. P.C. has sponsored the creation of one or more 401k plans.

Company Name: DAVID J. FLEISS M.D. P.C.

Employer identification number (EIN): 133079983

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 J. FLEISS M.D. P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2013-01-01 DAVID FLEISS DAVID FLEISS 2014-05-15
001 2012-01-01 DAVID FLEISS DAVID FLEISS 2013-06-28
001 2011-01-01 DAVID FLEISS
001 2009-01-01 DAVID FLEISS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01
001	2014-01-01
001	2013-01-01	DAVID FLEISS	DAVID FLEISS	2014-05-15
001	2012-01-01	DAVID FLEISS	DAVID FLEISS	2013-06-28
001	2011-01-01	DAVID FLEISS
001	2009-01-01	DAVID FLEISS

Financial Data on DAVID J. FLEISS M.D. P.C.

Measure	Date	Value
2015 : DAVID J. FLEISS M.D. P.C. 2015 401k financial data
Total income from all sources	2015-12-31	$388,107
Expenses. Total of all expenses incurred	2015-12-31	$5,037,619
Benefits paid (including direct rollovers)	2015-12-31	$5,037,586
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$4,649,512
Value of fidelity bond covering the plan	2015-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$33
Other income received	2015-12-31	$388,107
Net income (gross income less expenses)	2015-12-31	$-4,649,512
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,649,512
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$0
2014 : DAVID J. FLEISS M.D. P.C. 2014 401k financial data
Total income from all sources	2014-12-31	$394,018
Expenses. Total of all expenses incurred	2014-12-31	$4,978
Benefits paid (including direct rollovers)	2014-12-31	$4,978
Total plan assets at end of year	2014-12-31	$4,649,512
Total plan assets at beginning of year	2014-12-31	$4,260,472
Value of fidelity bond covering the plan	2014-12-31	$400,000
Other income received	2014-12-31	$394,018
Net income (gross income less expenses)	2014-12-31	$389,040
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,649,512
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,260,472
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$1,057,583
2013 : DAVID J. FLEISS M.D. P.C. 2013 401k financial data
Total income from all sources	2013-12-31	$641,525
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$4,260,472
Total plan assets at beginning of year	2013-12-31	$3,618,947
Value of fidelity bond covering the plan	2013-12-31	$400,000
Other income received	2013-12-31	$641,525
Net income (gross income less expenses)	2013-12-31	$641,525
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,260,472
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,618,947
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$1,000,148
2012 : DAVID J. FLEISS M.D. P.C. 2012 401k financial data
Total income from all sources	2012-12-31	$373,148
Total plan assets at end of year	2012-12-31	$3,618,947
Total plan assets at beginning of year	2012-12-31	$3,245,799
Value of fidelity bond covering the plan	2012-12-31	$400,000
Other income received	2012-12-31	$373,148
Net income (gross income less expenses)	2012-12-31	$373,148
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,618,947
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,245,799
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$751,521
2011 : DAVID J. FLEISS M.D. P.C. 2011 401k financial data
Total income from all sources	2011-12-31	$176,819
Total plan assets at end of year	2011-12-31	$3,245,799
Total plan assets at beginning of year	2011-12-31	$3,068,980
Value of fidelity bond covering the plan	2011-12-31	$400,000
Other income received	2011-12-31	$176,819
Net income (gross income less expenses)	2011-12-31	$176,819
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,245,799
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,068,980
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$685,335
2010 : DAVID J. FLEISS M.D. P.C. 2010 401k financial data
Total income from all sources	2010-12-31	$402,799
Total plan assets at end of year	2010-12-31	$3,068,980
Total plan assets at beginning of year	2010-12-31	$2,666,181
Value of fidelity bond covering the plan	2010-12-31	$400,000
Other income received	2010-12-31	$402,799
Net income (gross income less expenses)	2010-12-31	$402,799
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,068,980
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,666,181
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$780,099
2009 : DAVID J. FLEISS M.D. P.C. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for DAVID J. FLEISS M.D. P.C.

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

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Company Name:	DAVID J. FLEISS M.D. P.C.
Employer identification number (EIN):	133079983
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)