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PROFIT SHARING PLAN FOR THE BENEFIT OF STEPHEN A. SIEGEL AND EMPLOYEES 401k Plan overview

Plan NamePROFIT SHARING PLAN FOR THE BENEFIT OF STEPHEN A. SIEGEL AND EMPLOYEES
Plan identification number 001

PROFIT SHARING PLAN FOR THE BENEFIT OF STEPHEN A. SIEGEL AND EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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

STEPHEN A. SIEGEL has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN A. SIEGEL
Employer identification number (EIN):133275180
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN FOR THE BENEFIT OF STEPHEN A. SIEGEL AND EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEPHEN A. SIEGEL2024-10-07 STEPHEN A. SIEGEL2024-10-07
0012022-01-01STEPHEN A. SIEGEL2023-10-10 STEPHEN A. SIEGEL2023-10-10
0012021-01-01STEPHEN A. SIEGEL2022-10-05 STEPHEN A. SIEGEL2022-10-05
0012020-01-01STEPHEN A. SIEGEL2021-10-12 STEPHEN A. SIEGEL2021-10-12
0012019-01-01STEPHEN A. SIEGEL2020-10-08 STEPHEN A. SIEGEL2020-10-08
0012018-01-01STEPHEN A. SIEGEL2019-10-07 STEPHEN A. SIEGEL2019-10-07
0012017-01-01STEPHEN A. SIEGEL2018-07-20 STEPHEN A. SIEGEL2018-07-20
0012016-01-01STEPHEN A. SIEGEL2017-10-09 STEPHEN A. SIEGEL2017-10-09
0012015-01-01STEPHEN A. SIEGEL2016-10-13 STEPHEN A. SIEGEL2016-10-13
0012014-01-01STEPHEN A. SIEGEL2015-10-13 STEPHEN A. SIEGEL2015-10-13
0012013-01-01STEPHEN A. SIEGEL2014-10-14 STEPHEN A. SIEGEL2014-10-14
0012012-01-01STEPHEN A. SIEGEL2013-10-10 STEPHEN A. SIEGEL2013-10-10
0012011-01-01STEPHEN A. SIEGEL2012-10-12 STEPHEN A. SIEGEL2012-10-12
0012010-01-01STEPHEN A. SIEGEL2011-10-05 STEPHEN A. SIEGEL2011-10-05

Financial Data on PROFIT SHARING PLAN FOR THE BENEFIT OF STEPHEN A. SIEGEL AND EMPLOYEES

Measure Date Value
2025 : PROFIT SHARING PLAN FOR THE BENEFIT OF STEPHEN A. SIEGEL AND EMPLOYEES 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1570377
Net assets as of the end of the plan year2025-10-151925041
Total assets as of the beginning of the plan year2025-10-151801699
Value of plan covered by a fidelity bond2025-10-15195000
Other income to plan in this plan year2025-10-15193719
Plan net income in this plan year2025-10-15123342
Net assets as of the end of the plan year2025-10-151925041
Net assets as of the beginning of the plan year2025-10-151801699
2024 : PROFIT SHARING PLAN FOR THE BENEFIT OF STEPHEN A. SIEGEL AND EMPLOYEES 2024 401k financial data
Net assets as of the end of the plan year2024-10-071801699
Total assets as of the beginning of the plan year2024-10-071609474
Value of plan covered by a fidelity bond2024-10-07195000
Other income to plan in this plan year2024-10-07192225
Plan net income in this plan year2024-10-07192225
Net assets as of the end of the plan year2024-10-071801699
Net assets as of the beginning of the plan year2024-10-071609474
2022 : PROFIT SHARING PLAN FOR THE BENEFIT OF STEPHEN A. SIEGEL AND EMPLOYEES 2022 401k financial data
Net assets as of the end of the plan year2022-10-051796291
Total assets as of the beginning of the plan year2022-10-051541636
Value of plan covered by a fidelity bond2022-10-05195000
Other income to plan in this plan year2022-10-05254655
Plan net income in this plan year2022-10-05254655
Net assets as of the end of the plan year2022-10-051796291
Net assets as of the beginning of the plan year2022-10-051541636

Potentially related plans

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