401k Plan data: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN plan

RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN
Plan identification number	001

RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.
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

SOCKOLOV & SOCKOLOV, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: SOCKOLOV & SOCKOLOV, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 204009444

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 RONALD SOCKOLOV
001 2017-01-01 RONALD SOCKOLOV
001 2016-01-01 RONALD SOCKOLOV
001 2015-01-01 RONALD SOCKOLOV
001 2014-01-01 RONALD SOCKOLOV
001 2013-01-01 NANCY JONES
001 2012-01-01 KAREN ALMEIDA
001 2011-01-01 KAREN ALMEIDA
001 2009-01-01 KAREN ALMEIDA

Plan Statistics for RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 22
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 43
Number of participants with account balances 2022-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 30
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 22
Total of all active and inactive participants 2021-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 52
Number of participants with account balances 2021-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 29
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 46
Number of participants with account balances 2020-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 31
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 11
Total of all active and inactive participants 2019-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 42
Number of participants with account balances 2019-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 28
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 38
Number of participants with account balances 2018-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 32
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 14
Total of all active and inactive participants 2017-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 46
Number of participants with account balances 2017-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 31
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 42
Number of participants with account balances 2016-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 25
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 34
Number of participants with account balances 2015-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 24
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 29
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 35
Number of participants with account balances 2013-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 29
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 36
Number of participants with account balances 2012-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 34
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 38
Number of participants with account balances 2011-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 29
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 33
Number of participants with account balances 2009-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2022: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	22
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	43
Number of participants with account balances	2022-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	30
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	22
Total of all active and inactive participants	2021-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	52
Number of participants with account balances	2021-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	29
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	46
Number of participants with account balances	2020-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	31
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	11
Total of all active and inactive participants	2019-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	42
Number of participants with account balances	2019-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	28
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	38
Number of participants with account balances	2018-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	32
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	14
Total of all active and inactive participants	2017-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	46
Number of participants with account balances	2017-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	31
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	42
Number of participants with account balances	2016-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	25
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	34
Number of participants with account balances	2015-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	24
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	29
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	35
Number of participants with account balances	2013-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	29
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	36
Number of participants with account balances	2012-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	34
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	38
Number of participants with account balances	2011-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	29
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	33
Number of participants with account balances	2009-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-674,225
Expenses. Total of all expenses incurred	2022-12-31	$274,852
Benefits paid (including direct rollovers)	2022-12-31	$237,684
Total plan assets at end of year	2022-12-31	$5,299,681
Total plan assets at beginning of year	2022-12-31	$6,248,758
Value of fidelity bond covering the plan	2022-12-31	$635,268
Total contributions received or receivable from participants	2022-12-31	$26,467
Other income received	2022-12-31	$-900,692
Net income (gross income less expenses)	2022-12-31	$-949,077
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,299,681
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,248,758
Assets. Value of participant loans	2022-12-31	$40,142
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$135,268
Total contributions received or receivable from employer(s)	2022-12-31	$200,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$37,168
2021 : RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$325
Total income from all sources	2021-12-31	$875,588
Expenses. Total of all expenses incurred	2021-12-31	$74,492
Benefits paid (including direct rollovers)	2021-12-31	$21,188
Total plan assets at end of year	2021-12-31	$6,248,758
Total plan assets at beginning of year	2021-12-31	$5,447,987
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$31,658
Other income received	2021-12-31	$718,930
Net income (gross income less expenses)	2021-12-31	$801,096
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,248,758
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,447,662
Assets. Value of participant loans	2021-12-31	$43,501
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$141,826
Total contributions received or receivable from employer(s)	2021-12-31	$125,000
Value of certain deemed distributions of participant loans	2021-12-31	$14,465
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$38,839
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$325
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$840,398
Expenses. Total of all expenses incurred	2020-12-31	$423,023
Benefits paid (including direct rollovers)	2020-12-31	$389,644
Total plan assets at end of year	2020-12-31	$5,447,987
Total plan assets at beginning of year	2020-12-31	$5,030,287
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$11,012
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$704,386
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$417,375
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,447,662
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,030,287
Assets. Value of participant loans	2020-12-31	$77,416
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$141,018
Total contributions received or receivable from employer(s)	2020-12-31	$125,000
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$33,379
2019 : RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$949,866
Expenses. Total of all expenses incurred	2019-12-31	$51,657
Benefits paid (including direct rollovers)	2019-12-31	$20,857
Total plan assets at end of year	2019-12-31	$5,030,287
Total plan assets at beginning of year	2019-12-31	$4,132,078
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$4,328
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$845,538
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$898,209
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,030,287
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,132,078
Assets. Value of participant loans	2019-12-31	$48,201
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$32,054
Total contributions received or receivable from employer(s)	2019-12-31	$100,000
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$30,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-24,893
Expenses. Total of all expenses incurred	2018-12-31	$75,442
Benefits paid (including direct rollovers)	2018-12-31	$45,333
Total plan assets at end of year	2018-12-31	$4,132,078
Total plan assets at beginning of year	2018-12-31	$4,232,413
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$11,100
Other income received	2018-12-31	$-135,993
Net income (gross income less expenses)	2018-12-31	$-100,335
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,132,078
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,232,413
Assets. Value of participant loans	2018-12-31	$63,472
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$33,413
Total contributions received or receivable from employer(s)	2018-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$30,109
2017 : RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$647,180
Expenses. Total of all expenses incurred	2017-12-31	$41,860
Benefits paid (including direct rollovers)	2017-12-31	$14,853
Total plan assets at end of year	2017-12-31	$4,232,413
Total plan assets at beginning of year	2017-12-31	$3,627,093
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$30,825
Other income received	2017-12-31	$491,355
Net income (gross income less expenses)	2017-12-31	$605,320
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,232,413
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,627,093
Assets. Value of participant loans	2017-12-31	$55,357
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$35,035
Total contributions received or receivable from employer(s)	2017-12-31	$125,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$27,007
2016 : RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$431,905
Expenses. Total of all expenses incurred	2016-12-31	$37,494
Benefits paid (including direct rollovers)	2016-12-31	$12,781
Total plan assets at end of year	2016-12-31	$3,627,093
Total plan assets at beginning of year	2016-12-31	$3,232,682
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$30,250
Other income received	2016-12-31	$276,655
Net income (gross income less expenses)	2016-12-31	$394,411
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,627,093
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,232,682
Assets. Value of participant loans	2016-12-31	$20,346
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$36,920
Total contributions received or receivable from employer(s)	2016-12-31	$125,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$24,713
2015 : RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$510
Total income from all sources	2015-12-31	$117,602
Expenses. Total of all expenses incurred	2015-12-31	$66,166
Benefits paid (including direct rollovers)	2015-12-31	$30,308
Total plan assets at end of year	2015-12-31	$3,232,682
Total plan assets at beginning of year	2015-12-31	$3,181,756
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$32,153
Other income received	2015-12-31	$-64,551
Net income (gross income less expenses)	2015-12-31	$51,436
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,232,682
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,181,246
Assets. Value of participant loans	2015-12-31	$26,212
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$38,463
Total contributions received or receivable from employer(s)	2015-12-31	$150,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$35,858
2014 : RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$510
Total plan liabilities at beginning of year	2014-12-31	$2,993
Total income from all sources	2014-12-31	$338,955
Expenses. Total of all expenses incurred	2014-12-31	$180,558
Benefits paid (including direct rollovers)	2014-12-31	$132,110
Total plan assets at end of year	2014-12-31	$3,181,756
Total plan assets at beginning of year	2014-12-31	$3,025,842
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$20,435
Other income received	2014-12-31	$166,364
Net income (gross income less expenses)	2014-12-31	$158,397
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,181,246
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,022,849
Assets. Value of participant loans	2014-12-31	$33,410
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$41,390
Total contributions received or receivable from employer(s)	2014-12-31	$152,156
Value of corrective distributions	2014-12-31	$12,605
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$35,843
2013 : RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$2,993
Total plan liabilities at beginning of year	2013-12-31	$8,331
Total income from all sources	2013-12-31	$504,894
Expenses. Total of all expenses incurred	2013-12-31	$93,833
Benefits paid (including direct rollovers)	2013-12-31	$63,136
Total plan assets at end of year	2013-12-31	$3,025,842
Total plan assets at beginning of year	2013-12-31	$2,620,119
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$35,068
Other income received	2013-12-31	$319,826
Net income (gross income less expenses)	2013-12-31	$411,061
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,022,849
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,611,788
Assets. Value of participant loans	2013-12-31	$47,523
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$44,507
Total contributions received or receivable from employer(s)	2013-12-31	$150,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$30,697
2012 : RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$8,331
Total income from all sources	2012-12-31	$415,682
Expenses. Total of all expenses incurred	2012-12-31	$153,536
Benefits paid (including direct rollovers)	2012-12-31	$126,377
Total plan assets at end of year	2012-12-31	$2,620,119
Total plan assets at beginning of year	2012-12-31	$2,349,642
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$26,866
Other income received	2012-12-31	$236,171
Net income (gross income less expenses)	2012-12-31	$262,146
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,611,788
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,349,642
Assets. Value of participant loans	2012-12-31	$48,758
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$66,484
Total contributions received or receivable from employer(s)	2012-12-31	$152,645
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$27,159
2011 : RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$150
Total income from all sources	2011-12-31	$163,016
Expenses. Total of all expenses incurred	2011-12-31	$33,565
Benefits paid (including direct rollovers)	2011-12-31	$2,904
Total plan assets at end of year	2011-12-31	$2,349,642
Total plan assets at beginning of year	2011-12-31	$2,220,341
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$29,677
Other income received	2011-12-31	$-16,661
Net income (gross income less expenses)	2011-12-31	$129,451
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,349,642
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,220,191
Assets. Value of participant loans	2011-12-31	$39,882
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$93,658
Total contributions received or receivable from employer(s)	2011-12-31	$150,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$30,661
2010 : RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$150
Total plan liabilities at beginning of year	2010-12-31	$75
Total income from all sources	2010-12-31	$376,924
Expenses. Total of all expenses incurred	2010-12-31	$77,097
Benefits paid (including direct rollovers)	2010-12-31	$54,235
Total plan assets at end of year	2010-12-31	$2,220,341
Total plan assets at beginning of year	2010-12-31	$1,920,439
Value of fidelity bond covering the plan	2010-12-31	$180,000
Total contributions received or receivable from participants	2010-12-31	$25,292
Other income received	2010-12-31	$206,632
Net income (gross income less expenses)	2010-12-31	$299,827
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,220,191
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,920,364
Assets. Value of participant loans	2010-12-31	$36,623
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$119,058
Total contributions received or receivable from employer(s)	2010-12-31	$145,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$22,862

Form 5500 Responses for RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN

2022: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 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: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: RONALD AND ALVIN SOCKOLOV, M.D.'S 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOCKOLOV & SOCKOLOV, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	204009444
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)