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ROBERT M FISHMAN DO PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT M FISHMAN DO PROFIT SHARING PLAN
Plan identification number 001

ROBERT M FISHMAN DO PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ROBERT M FISHMAN DO has sponsored the creation of one or more 401k plans.

Company Name:ROBERT M FISHMAN DO
Employer identification number (EIN):222800299
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 M FISHMAN DO PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT M FISHMAN2023-07-18
0012021-01-01ROBERT M FISHMAN2022-06-21
0012020-01-01ROBERT M FISHMAN2021-07-07
0012018-01-01ROBERT M FISHMAN2019-07-22
0012017-01-01ROBERT M FISHMAN2018-07-26
0012016-01-01ROBERT M FISHMAN2017-10-13
0012015-01-01ROBERT M FISHMAN ROBERT M FISHMAN2016-06-30
0012014-01-01ROBERT M FISHMAN ROBERT M FISHMAN2015-10-02
0012013-01-01ROBERT M FISHMAN ROBERT M FISHMAN2014-10-07
0012012-01-01ROBERT M FISHMAN ROBERT M FISHMAN2013-10-09
0012011-01-01ROBERT M FISHMAN ROBERT M FISHMAN2012-07-24
0012010-01-01ROBERT M FISHMAN ROBERT M FISHMAN2011-07-21
0012009-01-01ROBERT M FISHMAN ROBERT M FISHMAN2010-07-23

Plan Statistics for ROBERT M FISHMAN DO PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT M FISHMAN DO PROFIT SHARING PLAN

Measure Date Value
2015: ROBERT M FISHMAN DO PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT M FISHMAN DO PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT M FISHMAN DO PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT M FISHMAN DO PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT M FISHMAN DO PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT M FISHMAN DO PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: ROBERT M FISHMAN DO PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on ROBERT M FISHMAN DO PROFIT SHARING PLAN

Measure Date Value
2015 : ROBERT M FISHMAN DO PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-50,083
Expenses. Total of all expenses incurred2015-12-31$16
Total plan assets at end of year2015-12-31$1,670,120
Total plan assets at beginning of year2015-12-31$1,720,219
Value of fidelity bond covering the plan2015-12-31$20,000
Other income received2015-12-31$-50,083
Net income (gross income less expenses)2015-12-31$-50,099
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,670,120
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,720,219
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$16
2014 : ROBERT M FISHMAN DO PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$470,463
Expenses. Total of all expenses incurred2014-12-31$16
Total plan assets at end of year2014-12-31$1,720,219
Total plan assets at beginning of year2014-12-31$1,249,772
Value of fidelity bond covering the plan2014-12-31$20,000
Other income received2014-12-31$470,463
Net income (gross income less expenses)2014-12-31$470,447
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,720,219
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,249,772
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$16
2013 : ROBERT M FISHMAN DO PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$86,884
Expenses. Total of all expenses incurred2013-12-31$12
Total plan assets at end of year2013-12-31$1,249,772
Total plan assets at beginning of year2013-12-31$1,162,900
Value of fidelity bond covering the plan2013-12-31$20,000
Other income received2013-12-31$86,884
Net income (gross income less expenses)2013-12-31$86,872
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,249,772
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,162,900
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$12
2012 : ROBERT M FISHMAN DO PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$275,228
Expenses. Total of all expenses incurred2012-12-31$10
Total plan assets at end of year2012-12-31$1,162,900
Total plan assets at beginning of year2012-12-31$887,682
Value of fidelity bond covering the plan2012-12-31$20,000
Other income received2012-12-31$275,228
Net income (gross income less expenses)2012-12-31$275,218
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,162,900
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$887,682
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$10
2011 : ROBERT M FISHMAN DO PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$169,412
Expenses. Total of all expenses incurred2011-12-31$16
Total plan assets at end of year2011-12-31$887,682
Total plan assets at beginning of year2011-12-31$718,286
Value of fidelity bond covering the plan2011-12-31$20,000
Expenses. Other expenses not covered elsewhere2011-12-31$16
Other income received2011-12-31$169,412
Net income (gross income less expenses)2011-12-31$169,396
Net plan assets at end of year (total assets less liabilities)2011-12-31$887,682
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$718,286
2010 : ROBERT M FISHMAN DO PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$223,741
Total plan assets at end of year2010-12-31$718,286
Total plan assets at beginning of year2010-12-31$494,545
Value of fidelity bond covering the plan2010-12-31$20,000
Other income received2010-12-31$223,741
Net income (gross income less expenses)2010-12-31$223,741
Net plan assets at end of year (total assets less liabilities)2010-12-31$718,286
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$494,545

Form 5500 Responses for ROBERT M FISHMAN DO PROFIT SHARING PLAN

2015: ROBERT M FISHMAN DO PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT M FISHMAN DO PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT M FISHMAN DO PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT M FISHMAN DO PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT M FISHMAN DO PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT M FISHMAN DO PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT M FISHMAN DO PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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