401k Plan data: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN plan

PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

PETER J. ISAAC, D.O. has sponsored the creation of one or more 401k plans.

Company Name: PETER J. ISAAC, D.O.

Employer identification number (EIN): 208090737

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 MATTHEW BISPECK
001 2010-01-01 PETER ISAAC
001 2009-01-01 PETER ISAAC

Plan Statistics for PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
2015: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
2014: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
2013: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
2012: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
2010: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 0
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
2015: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
2014: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
2013: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
2012: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
2010: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	0
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$203,361
Expenses. Total of all expenses incurred	2020-12-31	$9,000
Total plan assets at end of year	2020-12-31	$674,904
Total plan assets at beginning of year	2020-12-31	$480,543
Value of fidelity bond covering the plan	2020-12-31	$70,000
Other income received	2020-12-31	$203,361
Net income (gross income less expenses)	2020-12-31	$194,361
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$674,904
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$480,543
Value of certain deemed distributions of participant loans	2020-12-31	$9,000
2015 : PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$6,814
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$223,125
Total plan assets at beginning of year	2015-12-31	$216,311
Value of fidelity bond covering the plan	2015-12-31	$30,000
Other income received	2015-12-31	$6,814
Net income (gross income less expenses)	2015-12-31	$6,814
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$223,125
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$216,311
2014 : PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$15,939
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$216,311
Total plan assets at beginning of year	2014-12-31	$200,372
Value of fidelity bond covering the plan	2014-12-31	$30,000
Other income received	2014-12-31	$15,939
Net income (gross income less expenses)	2014-12-31	$15,939
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$216,311
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$200,372
2013 : PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$56,564
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$200,372
Total plan assets at beginning of year	2013-12-31	$143,808
Value of fidelity bond covering the plan	2013-12-31	$30,000
Other income received	2013-12-31	$56,564
Net income (gross income less expenses)	2013-12-31	$56,564
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$200,372
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$143,808
2012 : PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$11,251
Expenses. Total of all expenses incurred	2012-12-31	$8,169
Benefits paid (including direct rollovers)	2012-12-31	$8,169
Total plan assets at end of year	2012-12-31	$143,808
Total plan assets at beginning of year	2012-12-31	$140,726
Value of fidelity bond covering the plan	2012-12-31	$30,000
Other income received	2012-12-31	$11,251
Net income (gross income less expenses)	2012-12-31	$3,082
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$143,808
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$140,726
2010 : PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$27,215
Total plan assets at end of year	2010-12-31	$147,483
Total plan assets at beginning of year	2010-12-31	$120,268
Value of fidelity bond covering the plan	2010-12-31	$30,000
Other income received	2010-12-31	$8,221
Net income (gross income less expenses)	2010-12-31	$27,215
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$147,483
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$120,268
Total contributions received or receivable from employer(s)	2010-12-31	$18,994

Form 5500 Responses for PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN

2020: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2015: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PETER J. ISAAC, D.O. LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PETER J. ISAAC, D.O.
Employer identification number (EIN):	208090737
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)