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MICHAEL H. BERNSTEIN, M.D., P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL H. BERNSTEIN, M.D., P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 002

MICHAEL H. BERNSTEIN, M.D., P.A. 401(K) 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
  • 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.

401k Sponsoring company profile

MICHAEL H. BERNSTEIN has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL H. BERNSTEIN
Employer identification number (EIN):222100299
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL H. BERNSTEIN, M.D., P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-07-01MICHAEL H. BERNSTEIN2017-03-14
0022015-07-01MICHAEL H. BERNSTEIN2016-10-07
0022014-07-01MICHAEL H. BERNSTEIN2016-04-12
0022013-07-01MICHAEL H. BERNSTEIN2014-12-08
0022012-07-01MICHAEL H. BERNSTEIN2014-04-14
0022011-07-01MICHAEL H. BERNSTEIN2013-04-05

Financial Data on MICHAEL H. BERNSTEIN, M.D., P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2011 : MICHAEL H. BERNSTEIN, M.D., P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$10,751
Expenses. Total of all expenses incurred2011-06-30$1,648
Benefits paid (including direct rollovers)2011-06-30$1,648
Total plan assets at end of year2011-06-30$98,018
Total plan assets at beginning of year2011-06-30$88,915
Value of fidelity bond covering the plan2011-06-30$50,000
Total contributions received or receivable from participants2011-06-30$25,534
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$-17,703
Noncash contributions received2011-06-30$0
Net income (gross income less expenses)2011-06-30$9,103
Net plan assets at end of year (total assets less liabilities)2011-06-30$98,018
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$88,915
Total contributions received or receivable from employer(s)2011-06-30$2,920
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0

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