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DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN
Plan identification number 001

DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

DAVID E. BANK, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:DAVID E. BANK, M.D., P.C.
Employer identification number (EIN):133910753
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about DAVID E. BANK, M.D., P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1996-11-19
Company Identification Number: 2085612
Legal Registered Office Address: 118 N BEDFORD RD
Westchester
MOUNT KISCO
United States of America (USA)
10549

More information about DAVID E. BANK, M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-06-06
0012022-01-01
0012021-01-01DAVID E. BANK, M.D., TRUSTEE2022-10-05 DAVID E. BANK, M.D., PRESIDENT2022-10-05
0012020-01-01DAVID E. BANK, M.D., TRUSTEE2021-08-06 DAVID E. BANK, M.D., PRESIDENT2021-08-06
0012019-01-01DAVID E. BANK, M.D., TRUSTEE2020-10-10 DAVID E. BANK, M.D., PRESIDENT2020-10-10
0012018-01-01DAVID E. BANK, M.D., TRUSTEE2019-06-17 DAVID E. BANK, M.D., PRESIDENT2019-06-17
0012017-01-01DAVID E. BANK, M.D., TRUSTEE2018-07-30 DAVID E. BANK, M.D., PRESIDENT2018-07-30
0012016-01-01DAVID E. BANK, M.D., TRUSTEE2017-07-17 DAVID E. BANK, M.D., PRESIDENT2017-07-17
0012015-01-01DAVID E. BANK, M.D., TRUSTEE DAVID E. BANK, M.D., PRESIDENT2016-10-13
0012014-01-01DAVID E. BANK, M.D., TRUSTEE DAVID E. BANK, M.D., PRESIDENT2015-04-13
0012013-01-01DAVID E. BANK, M.D., TRUSTEE DAVID E. BANK, M.D., PRESIDENT2014-06-13
0012012-01-01DAVID E. BANK, M.D., TRUSTEE DAVID E. BANK, M.D., PRESIDENT2013-08-13
0012011-01-01DAVID E. BANK, M.D., TRUSTEE DAVID E. BANK, M.D., PRESIDENT2012-10-12
0012010-01-01DAVID E. BANK, M.D., TRUSTEE DAVID E. BANK, M.D., PRESIDENT2011-07-21
0012009-01-01DAVID E. BANK, M.D., TRUSTEE DAVID E. BANK, M.D., PRESIDENT2010-08-02

Financial Data on DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-224388323
Total liabilities as of the end of the plan year2025-04-220
Total liabilities as of the beginning of the plan year2025-04-220
Total expenses incurred by plan in this plan year2025-04-223754662
Net assets as of the end of the plan year2025-04-22894115
Total assets as of the beginning of the plan year2025-04-224646
Participant contributions to plan in this plan year2025-04-2259679
Other expenses paid from plan in this plan year2025-04-220
Other contributions to plan in this plan year2025-04-220
Other income to plan in this plan year2025-04-22115227
Plan net income in this plan year2025-04-22-3498854
Net assets as of the end of the plan year2025-04-22894115
Net assets as of the beginning of the plan year2025-04-224646
Employer contributions to plan in this plan year2025-04-2280902
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2210412
2024 : DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-060
Total liabilities as of the end of the plan year2024-06-060
Total liabilities as of the beginning of the plan year2024-06-060
Total expenses incurred by plan in this plan year2024-06-062
Net assets as of the end of the plan year2024-06-064646
Total assets as of the beginning of the plan year2024-06-060
Participant contributions to plan in this plan year2024-06-062802
Other expenses paid from plan in this plan year2024-06-060
Other contributions to plan in this plan year2024-06-060
Other income to plan in this plan year2024-06-06188
Plan net income in this plan year2024-06-064646
Net assets as of the end of the plan year2024-06-064646
Net assets as of the beginning of the plan year2024-06-060
Employer contributions to plan in this plan year2024-06-061658
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-062
2022 : DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-050
Total liabilities as of the end of the plan year2022-10-050
Total liabilities as of the beginning of the plan year2022-10-050
Total expenses incurred by plan in this plan year2022-10-050
Net assets as of the end of the plan year2022-10-053985661
Total assets as of the beginning of the plan year2022-10-053176852
Value of plan covered by a fidelity bond2022-10-05300000
Participant contributions to plan in this plan year2022-10-050
Other expenses paid from plan in this plan year2022-10-050
Other contributions to plan in this plan year2022-10-050
Other income to plan in this plan year2022-10-05726369
Plan net income in this plan year2022-10-05808809
Net assets as of the end of the plan year2022-10-053985661
Net assets as of the beginning of the plan year2022-10-053176852
Employer contributions to plan in this plan year2022-10-0582440
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-050
2015 : DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$10,567
Expenses. Total of all expenses incurred2015-12-31$591,851
Benefits paid (including direct rollovers)2015-12-31$591,851
Total plan assets at end of year2015-12-31$1,756,083
Total plan assets at beginning of year2015-12-31$2,337,367
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-31,433
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-581,284
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,756,083
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,337,367
Total contributions received or receivable from employer(s)2015-12-31$42,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$251,569
Expenses. Total of all expenses incurred2014-12-31$24,756
Benefits paid (including direct rollovers)2014-12-31$24,756
Total plan assets at end of year2014-12-31$2,337,367
Total plan assets at beginning of year2014-12-31$2,110,554
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$201,569
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$226,813
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,337,367
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,110,554
Total contributions received or receivable from employer(s)2014-12-31$50,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$389,141
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,110,554
Total plan assets at beginning of year2013-12-31$1,721,413
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$339,141
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$389,141
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,110,554
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,721,413
Total contributions received or receivable from employer(s)2013-12-31$50,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$199,208
Expenses. Total of all expenses incurred2012-12-31$1,952
Benefits paid (including direct rollovers)2012-12-31$1,952
Total plan assets at end of year2012-12-31$1,721,413
Total plan assets at beginning of year2012-12-31$1,524,157
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$149,208
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$197,256
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,721,413
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,524,157
Total contributions received or receivable from employer(s)2012-12-31$50,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$67,110
Expenses. Total of all expenses incurred2011-12-31$13,292
Benefits paid (including direct rollovers)2011-12-31$13,292
Total plan assets at end of year2011-12-31$1,524,157
Total plan assets at beginning of year2011-12-31$1,470,339
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$67,110
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$53,818
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,524,157
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,470,339
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DAVID E. BANK, M.D., P.C. 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$165,793
Expenses. Total of all expenses incurred2010-12-31$11,075
Benefits paid (including direct rollovers)2010-12-31$11,075
Total plan assets at end of year2010-12-31$1,470,339
Total plan assets at beginning of year2010-12-31$1,315,621
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$0
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$115,793
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$154,718
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,470,339
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,315,621
Total contributions received or receivable from employer(s)2010-12-31$50,000
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DAVID E. BANK, M.D., P.C. 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 DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN

2015: DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID E. BANK, M.D., P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID E. BANK, M.D., P.C. 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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