401k Plan data: PHILIP LESORGEN, M.D. PROFIT SHARING PLAN plan

PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan Name	PHILIP LESORGEN, M.D. PROFIT SHARING PLAN
Plan identification number	001

PHILIP LESORGEN, M.D. 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
Plan covering Self-Employed individuals.
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

PHILIP LESORGEN, M.D. has sponsored the creation of one or more 401k plans.

Company Name: PHILIP LESORGEN, M.D.

Employer identification number (EIN): 222661718

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP LESORGEN, M.D. 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 RANDI LESORGEN 2023-02-21
001 2021-01-01 RANDI LESORGEN 2022-06-09
001 2020-01-01
001 2019-01-01
001 2018-01-01 RANDI LESORGEN
001 2017-01-01 RANDI LESORGEN
001 2016-01-01 RANDI LESORGEN
001 2015-01-01 RANDI LESORGEN
001 2014-01-01 RANDI LESORGEN
001 2013-01-01 RANDI LESORGEN
001 2012-01-01 RANDI LESORGEN
001 2011-01-01 RANDI LESORGEN
001 2010-01-01 RANDI LESORGEN
001 2009-01-01 RANDI LESORGEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	RANDI LESORGEN	2023-02-21
001	2021-01-01	RANDI LESORGEN	2022-06-09
001	2020-01-01
001	2019-01-01
001	2018-01-01	RANDI LESORGEN
001	2017-01-01	RANDI LESORGEN
001	2016-01-01	RANDI LESORGEN
001	2015-01-01	RANDI LESORGEN
001	2014-01-01	RANDI LESORGEN
001	2013-01-01	RANDI LESORGEN
001	2012-01-01	RANDI LESORGEN
001	2011-01-01	RANDI LESORGEN
001	2010-01-01	RANDI LESORGEN
001	2009-01-01	RANDI LESORGEN

Financial Data on PHILIP LESORGEN, M.D. PROFIT SHARING PLAN

Measure	Date	Value
2022 : PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-09	0
Net assets as of the end of the plan year	2022-06-09	3667325
Total assets as of the beginning of the plan year	2022-06-09	3286055
Value of plan covered by a fidelity bond	2022-06-09	300500
Other income to plan in this plan year	2022-06-09	324270
Plan net income in this plan year	2022-06-09	381270
Net assets as of the end of the plan year	2022-06-09	3667325
Net assets as of the beginning of the plan year	2022-06-09	3286055
Employer contributions to plan in this plan year	2022-06-09	57000
Fees paid to broker by Benefit Provider	2022-06-09	1927
2020 : PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$285,799
Expenses. Total of all expenses incurred	2020-12-31	$3,277
Benefits paid (including direct rollovers)	2020-12-31	$2,977
Total plan assets at end of year	2020-12-31	$3,286,055
Total plan assets at beginning of year	2020-12-31	$3,003,533
Value of fidelity bond covering the plan	2020-12-31	$250,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$300
Other income received	2020-12-31	$228,058
Net income (gross income less expenses)	2020-12-31	$282,522
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,286,055
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,003,533
Total contributions received or receivable from employer(s)	2020-12-31	$57,741
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$353,627
Expenses. Total of all expenses incurred	2019-12-31	$23,863
Benefits paid (including direct rollovers)	2019-12-31	$23,563
Total plan assets at end of year	2019-12-31	$3,003,533
Total plan assets at beginning of year	2019-12-31	$2,673,769
Value of fidelity bond covering the plan	2019-12-31	$250,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$300
Other income received	2019-12-31	$298,433
Net income (gross income less expenses)	2019-12-31	$329,764
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,003,533
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,673,769
Total contributions received or receivable from employer(s)	2019-12-31	$55,194
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-27,970
Expenses. Total of all expenses incurred	2018-12-31	$32,143
Benefits paid (including direct rollovers)	2018-12-31	$30,175
Total plan assets at end of year	2018-12-31	$2,673,769
Total plan assets at beginning of year	2018-12-31	$2,733,882
Value of fidelity bond covering the plan	2018-12-31	$250,000
Other income received	2018-12-31	$-91,717
Net income (gross income less expenses)	2018-12-31	$-60,113
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,673,769
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,733,882
Total contributions received or receivable from employer(s)	2018-12-31	$63,747
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,968
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$298,600
Expenses. Total of all expenses incurred	2017-12-31	$10,000
Benefits paid (including direct rollovers)	2017-12-31	$10,000
Total plan assets at end of year	2017-12-31	$2,733,882
Total plan assets at beginning of year	2017-12-31	$2,445,282
Value of fidelity bond covering the plan	2017-12-31	$250,000
Other income received	2017-12-31	$235,086
Net income (gross income less expenses)	2017-12-31	$288,600
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,733,882
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,445,282
Total contributions received or receivable from employer(s)	2017-12-31	$63,514
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$176,534
Expenses. Total of all expenses incurred	2016-12-31	$10,175
Benefits paid (including direct rollovers)	2016-12-31	$10,000
Total plan assets at end of year	2016-12-31	$2,445,282
Total plan assets at beginning of year	2016-12-31	$2,278,923
Value of fidelity bond covering the plan	2016-12-31	$250,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$175
Other income received	2016-12-31	$113,898
Net income (gross income less expenses)	2016-12-31	$166,359
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,445,282
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,278,923
Total contributions received or receivable from employer(s)	2016-12-31	$62,636
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-9,643
Expenses. Total of all expenses incurred	2015-12-31	$72,000
Benefits paid (including direct rollovers)	2015-12-31	$72,000
Total plan assets at end of year	2015-12-31	$2,278,923
Total plan assets at beginning of year	2015-12-31	$2,360,566
Value of fidelity bond covering the plan	2015-12-31	$150,000
Other income received	2015-12-31	$-72,281
Net income (gross income less expenses)	2015-12-31	$-81,643
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,278,923
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,360,566
Total contributions received or receivable from employer(s)	2015-12-31	$62,638
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$131,747
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,360,566
Total plan assets at beginning of year	2014-12-31	$2,228,819
Value of fidelity bond covering the plan	2014-12-31	$150,000
Other income received	2014-12-31	$69,138
Net income (gross income less expenses)	2014-12-31	$131,747
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,360,566
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,228,819
Assets. Value of participant loans	2014-12-31	$349
Total contributions received or receivable from employer(s)	2014-12-31	$62,609
2013 : PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$331,349
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,278,819
Total plan assets at beginning of year	2013-12-31	$1,947,470
Value of fidelity bond covering the plan	2013-12-31	$150,000
Other income received	2013-12-31	$271,295
Net income (gross income less expenses)	2013-12-31	$331,349
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,278,819
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,947,470
Assets. Value of participant loans	2013-12-31	$7,408
Total contributions received or receivable from employer(s)	2013-12-31	$60,054
2012 : PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$210,443
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,947,470
Total plan assets at beginning of year	2012-12-31	$1,737,027
Value of fidelity bond covering the plan	2012-12-31	$150,000
Other income received	2012-12-31	$151,574
Net income (gross income less expenses)	2012-12-31	$210,443
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,947,470
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,737,027
Assets. Value of participant loans	2012-12-31	$14,244
Total contributions received or receivable from employer(s)	2012-12-31	$58,869
2011 : PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$40,039
Expenses. Total of all expenses incurred	2011-12-31	$38,286
Benefits paid (including direct rollovers)	2011-12-31	$38,286
Total plan assets at end of year	2011-12-31	$1,737,027
Total plan assets at beginning of year	2011-12-31	$1,735,274
Value of fidelity bond covering the plan	2011-12-31	$150,000
Other income received	2011-12-31	$-17,606
Net income (gross income less expenses)	2011-12-31	$1,753
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,737,027
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,735,274
Assets. Value of participant loans	2011-12-31	$23,095
Total contributions received or receivable from employer(s)	2011-12-31	$57,645
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$111,045
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,735,274
Total plan assets at beginning of year	2010-12-31	$1,624,229
Value of fidelity bond covering the plan	2010-12-31	$150,000
Other income received	2010-12-31	$53,887
Net income (gross income less expenses)	2010-12-31	$111,045
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,735,274
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,624,229
Assets. Value of participant loans	2010-12-31	$32,429
Total contributions received or receivable from employer(s)	2010-12-31	$57,158
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for PHILIP LESORGEN, M.D. PROFIT SHARING PLAN

2020: PHILIP LESORGEN, M.D. 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
2019: PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PHILIP LESORGEN, M.D. 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: PHILIP LESORGEN, M.D. 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: PHILIP LESORGEN, M.D. 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: PHILIP LESORGEN, M.D. 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
2011: PHILIP LESORGEN, M.D. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PHILIP LESORGEN, M.D. 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: PHILIP LESORGEN, M.D. 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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	016286417
Policy instance	1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	016286417
Policy instance	1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	016286417
Policy instance	1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	016286417
Policy instance	1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	020H08802802
Policy instance	1
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number	01DA06137
Policy instance	1
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number	01DA06137
Policy instance	1
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )
Policy contract number	01DA06137
Policy instance	1

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Company Name:	PHILIP LESORGEN, M.D.
Employer identification number (EIN):	222661718
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)