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ROBERT G. FELDMAN M.D. RETIREMENT PLAN 401k Plan overview

Plan NameROBERT G. FELDMAN M.D. RETIREMENT PLAN
Plan identification number 001

ROBERT G. FELDMAN M.D. RETIREMENT 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.
  • 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 G. FELDMAN M.D. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT G. FELDMAN M.D.
Employer identification number (EIN):201637446
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 G. FELDMAN M.D. RETIREMENT 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
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ROBERT FELDMAN2013-03-18 ROBERT FELDMAN2013-03-18

Plan Statistics for ROBERT G. FELDMAN M.D. RETIREMENT PLAN

401k plan membership statisitcs for ROBERT G. FELDMAN M.D. RETIREMENT PLAN

Measure Date Value
2025: ROBERT G. FELDMAN M.D. RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-269
Total number of particpants at end of year2025-09-2611
Number of Participants With Account Balances2025-09-2611
2024: ROBERT G. FELDMAN M.D. RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-1611
Total number of particpants at end of year2024-08-1610
Number of Participants With Account Balances2024-08-169
2022: ROBERT G. FELDMAN M.D. RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-03-259
Total number of particpants at end of year2022-03-2510
Number of Participants With Account Balances2022-03-2510

Financial Data on ROBERT G. FELDMAN M.D. RETIREMENT PLAN

Measure Date Value
2025 : ROBERT G. FELDMAN M.D. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-26483853
Net assets as of the end of the plan year2025-09-26223612
Total assets as of the beginning of the plan year2025-09-26633792
Value of plan covered by a fidelity bond2025-09-2625000
Participant contributions to plan in this plan year2025-09-2638839
Other expenses paid from plan in this plan year2025-09-260
Other income to plan in this plan year2025-09-2624248
Plan net income in this plan year2025-09-26-410180
Net assets as of the end of the plan year2025-09-26223612
Net assets as of the beginning of the plan year2025-09-26633792
Employer contributions to plan in this plan year2025-09-2610586
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-262153
2024 : ROBERT G. FELDMAN M.D. RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-1626328
Net assets as of the end of the plan year2024-08-16633792
Total assets as of the beginning of the plan year2024-08-16546048
Value of plan covered by a fidelity bond2024-08-1625000
Participant contributions to plan in this plan year2024-08-1642351
Other expenses paid from plan in this plan year2024-08-163096
Other income to plan in this plan year2024-08-1659694
Plan net income in this plan year2024-08-1687744
Net assets as of the end of the plan year2024-08-16633792
Net assets as of the beginning of the plan year2024-08-16546048
Employer contributions to plan in this plan year2024-08-1612027
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-160
2022 : ROBERT G. FELDMAN M.D. RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-252931
Net assets as of the end of the plan year2022-03-25650384
Total assets as of the beginning of the plan year2022-03-25558357
Value of plan covered by a fidelity bond2022-03-2525000
Participant contributions to plan in this plan year2022-03-2537893
Other contributions to plan in this plan year2022-03-250
Other income to plan in this plan year2022-03-2545572
Plan net income in this plan year2022-03-2592027
Net assets as of the end of the plan year2022-03-25650384
Net assets as of the beginning of the plan year2022-03-25558357
Employer contributions to plan in this plan year2022-03-2511493

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