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ROBERT JOSEPHBERG, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT JOSEPHBERG, M.D. PROFIT SHARING PLAN
Plan identification number 001

ROBERT JOSEPHBERG, M.D. 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
  • 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

ROBERT JOSEPHBERG, M.D. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT JOSEPHBERG, M.D.
Employer identification number (EIN):133288357
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT JOSEPHBERG, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT JOSEPHBERG2024-03-27
0012022-01-01ROBERT JOSEPHBERG2023-04-26
0012021-01-01ROBERT JOSEPHBERG2022-05-01
0012020-01-01ROBERT JOSEPHBERG2021-05-12 ROBERT JOSEPHBERG2021-05-12
0012019-01-01ROBERT JOSEPHBERG2020-04-22
0012018-01-01ROBERT JOSEPHBERG2019-05-31 ROBERT JOSEPHBERG2019-05-31
0012017-01-01ROBERT JOSEPHBERG2018-04-20
0012016-01-01ROBERT JOSEPHBERG2017-03-31 ROBERT JOSEPHBERG2017-03-31
0012015-01-01ROBERT JOSEPHBERG2016-06-10
0012014-01-01ROBERT JOSEPHBERG2015-06-10
0012013-01-01ROBERT JOSEPHBERG2014-07-11
0012012-01-01ROBERT JOSEPHBERG2013-06-27
0012011-01-01ROBERT JOSEPHBERG2012-03-30
0012010-01-01ROBERT JOSEPHBERG2011-03-11

Financial Data on ROBERT JOSEPHBERG, M.D. PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERT JOSEPHBERG, M.D. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-040
Total liabilities as of the end of the plan year2025-06-040
Total liabilities as of the beginning of the plan year2025-06-040
Total expenses incurred by plan in this plan year2025-06-04250019
Net assets as of the end of the plan year2025-06-046308472
Total assets as of the beginning of the plan year2025-06-045288046
Value of plan covered by a fidelity bond2025-06-04500000
Participant contributions to plan in this plan year2025-06-040
Other expenses paid from plan in this plan year2025-06-040
Other contributions to plan in this plan year2025-06-040
Other income to plan in this plan year2025-06-041240445
Plan net income in this plan year2025-06-041020426
Net assets as of the end of the plan year2025-06-046308472
Net assets as of the beginning of the plan year2025-06-045288046
Employer contributions to plan in this plan year2025-06-0430000
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-040
2024 : ROBERT JOSEPHBERG, M.D. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-270
Total liabilities as of the end of the plan year2024-03-270
Total liabilities as of the beginning of the plan year2024-03-270
Total expenses incurred by plan in this plan year2024-03-27163717
Net assets as of the end of the plan year2024-03-275288046
Total assets as of the beginning of the plan year2024-03-274330759
Value of plan covered by a fidelity bond2024-03-27500000
Participant contributions to plan in this plan year2024-03-270
Other expenses paid from plan in this plan year2024-03-270
Other contributions to plan in this plan year2024-03-270
Other income to plan in this plan year2024-03-271091004
Plan net income in this plan year2024-03-27957287
Net assets as of the end of the plan year2024-03-275288046
Net assets as of the beginning of the plan year2024-03-274330759
Employer contributions to plan in this plan year2024-03-2730000
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-270
2022 : ROBERT JOSEPHBERG, M.D. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-030
Total liabilities as of the end of the plan year2022-05-030
Total liabilities as of the beginning of the plan year2022-05-030
Total expenses incurred by plan in this plan year2022-05-030
Net assets as of the end of the plan year2022-05-035450896
Total assets as of the beginning of the plan year2022-05-034498161
Value of plan covered by a fidelity bond2022-05-03500000
Participant contributions to plan in this plan year2022-05-030
Other expenses paid from plan in this plan year2022-05-030
Other contributions to plan in this plan year2022-05-030
Other income to plan in this plan year2022-05-03922735
Plan net income in this plan year2022-05-03952735
Net assets as of the end of the plan year2022-05-035450896
Net assets as of the beginning of the plan year2022-05-034498161
Employer contributions to plan in this plan year2022-05-0330000
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-030

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