Logo

ROBERT G. BEITMAN, M.D., P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT G. BEITMAN, M.D., P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 003

ROBERT G. BEITMAN, 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.
  • 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. BEITMAN, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT G. BEITMAN, M.D., P.A.
Employer identification number (EIN):222411510
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. BEITMAN, 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
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01CHRISTINA MAYER2013-07-22
0032011-01-01CHAD SHERMAN
0032010-01-01INTA EZERINS
0032009-01-01INTA EZERINS

Financial Data on ROBERT G. BEITMAN, M.D., P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERT G. BEITMAN, M.D., P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-060
Total liabilities as of the end of the plan year2025-10-060
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-061073649
Net assets as of the end of the plan year2025-10-060
Total assets as of the beginning of the plan year2025-10-061029549
Value of plan covered by a fidelity bond2025-10-0610295
Participant contributions to plan in this plan year2025-10-060
Other expenses paid from plan in this plan year2025-10-060
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-0644100
Plan net income in this plan year2025-10-06-1029549
Net assets as of the end of the plan year2025-10-060
Net assets as of the beginning of the plan year2025-10-061029549
Employer contributions to plan in this plan year2025-10-060
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-061032
Total transfers to/from plan in this plan year2025-03-170
Total liabilities as of the end of the plan year2025-03-170
Total liabilities as of the beginning of the plan year2025-03-170
Total expenses incurred by plan in this plan year2025-03-173393858
Net assets as of the end of the plan year2025-03-171029549
Total assets as of the beginning of the plan year2025-03-174078038
Value of plan covered by a fidelity bond2025-03-1710295
Participant contributions to plan in this plan year2025-03-170
Other expenses paid from plan in this plan year2025-03-170
Other contributions to plan in this plan year2025-03-170
Other income to plan in this plan year2025-03-17341033
Plan net income in this plan year2025-03-17-3048489
Net assets as of the end of the plan year2025-03-171029549
Net assets as of the beginning of the plan year2025-03-174078038
Employer contributions to plan in this plan year2025-03-174336
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-1729346
2024 : ROBERT G. BEITMAN, M.D., P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-02-220
Total liabilities as of the end of the plan year2024-02-220
Total liabilities as of the beginning of the plan year2024-02-220
Total expenses incurred by plan in this plan year2024-02-22171153
Net assets as of the end of the plan year2024-02-224078038
Total assets as of the beginning of the plan year2024-02-223698684
Value of plan covered by a fidelity bond2024-02-22407804
Participant contributions to plan in this plan year2024-02-2230000
Other expenses paid from plan in this plan year2024-02-220
Other contributions to plan in this plan year2024-02-220
Other income to plan in this plan year2024-02-22467290
Plan net income in this plan year2024-02-22379354
Net assets as of the end of the plan year2024-02-224078038
Net assets as of the beginning of the plan year2024-02-223698684
Employer contributions to plan in this plan year2024-02-2253217
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-2227020
2022 : ROBERT G. BEITMAN, M.D., P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-220
Total liabilities as of the end of the plan year2022-03-220
Total liabilities as of the beginning of the plan year2022-03-220
Total expenses incurred by plan in this plan year2022-03-22206845
Net assets as of the end of the plan year2022-03-224553080
Total assets as of the beginning of the plan year2022-03-224342701
Value of plan covered by a fidelity bond2022-03-22455308
Participant contributions to plan in this plan year2022-03-2226000
Other expenses paid from plan in this plan year2022-03-220
Other contributions to plan in this plan year2022-03-220
Other income to plan in this plan year2022-03-22347873
Plan net income in this plan year2022-03-22210379
Net assets as of the end of the plan year2022-03-224553080
Net assets as of the beginning of the plan year2022-03-224342701
Employer contributions to plan in this plan year2022-03-2243351
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-2234225
2011 : ROBERT G. BEITMAN, M.D., P.A. 401(K) 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$59,796
Expenses. Total of all expenses incurred2011-12-31$13,368
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,356,683
Total plan assets at beginning of year2011-12-31$1,310,255
Value of fidelity bond covering the plan2011-12-31$220,487
Total contributions received or receivable from participants2011-12-31$22,000
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$3,758
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$46,428
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,356,683
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,310,255
Total contributions received or receivable from employer(s)2011-12-31$34,038
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$13,368
2010 : ROBERT G. BEITMAN, M.D., P.A. 401(K) 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$154,702
Expenses. Total of all expenses incurred2010-12-31$11,804
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,310,255
Total plan assets at beginning of year2010-12-31$1,167,357
Value of fidelity bond covering the plan2010-12-31$219,194
Total contributions received or receivable from participants2010-12-31$22,000
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$116,266
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$142,898
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,310,255
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,167,357
Total contributions received or receivable from employer(s)2010-12-31$16,436
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$11,804
2009 : ROBERT G. BEITMAN, M.D., P.A. 401(K) 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 ROBERT G. BEITMAN, M.D., P.A. 401(K) PROFIT SHARING PLAN

2011: ROBERT G. BEITMAN, M.D., P.A. 401(K) 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: ROBERT G. BEITMAN, M.D., P.A. 401(K) 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: ROBERT G. BEITMAN, M.D., P.A. 401(K) 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1