401k Plan data: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST plan

KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST
Plan identification number	001

KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

KAREN ALTAY, M.D. P.C. has sponsored the creation of one or more 401k plans.

Company Name: KAREN ALTAY, M.D. P.C.

Employer identification number (EIN): 363423905

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-03-01
001 2019-03-01
001 2018-03-01
001 2017-03-01
001 2016-03-01
001 2015-03-01
001 2013-03-01 KAREN ALTAY M.D.
001 2012-03-01 KAREN ALTAY M.D.
001 2011-03-01 KAREN ALTAY M.D.
001 2010-03-01 KAREN ALTAY M.D.
001 2009-03-01 KAREN ALTAY

Plan Statistics for KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST

Measure Date Value
2013: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 3
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 0
Total of all active and inactive participants 2013-03-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-01 0
Total participants 2013-03-01 3
Number of participants with account balances 2013-03-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 0
2012: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 3
Number of retired or separated participants receiving benefits 2012-03-01 0
Number of other retired or separated participants entitled to future benefits 2012-03-01 0
Total of all active and inactive participants 2012-03-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-03-01 0
Total participants 2012-03-01 3
Number of participants with account balances 2012-03-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 0
2011: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-03-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 3
Number of retired or separated participants receiving benefits 2011-03-01 0
Number of other retired or separated participants entitled to future benefits 2011-03-01 0
Total of all active and inactive participants 2011-03-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-03-01 0
Total participants 2011-03-01 3
Number of participants with account balances 2011-03-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 0
2010: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-03-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-03-01 4
Number of retired or separated participants receiving benefits 2010-03-01 0
Number of other retired or separated participants entitled to future benefits 2010-03-01 0
Total of all active and inactive participants 2010-03-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-03-01 0
Total participants 2010-03-01 4
Number of participants with account balances 2010-03-01 4
2009: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-03-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 4
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 0
Total of all active and inactive participants 2009-03-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 0
Total participants 2009-03-01 4
Number of participants with account balances 2009-03-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 0

Measure	Date	Value
2013: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	3
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	0
Total of all active and inactive participants	2013-03-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-01	0
Total participants	2013-03-01	3
Number of participants with account balances	2013-03-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	0
2012: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	3
Number of retired or separated participants receiving benefits	2012-03-01	0
Number of other retired or separated participants entitled to future benefits	2012-03-01	0
Total of all active and inactive participants	2012-03-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-03-01	0
Total participants	2012-03-01	3
Number of participants with account balances	2012-03-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	0
2011: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-03-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	3
Number of retired or separated participants receiving benefits	2011-03-01	0
Number of other retired or separated participants entitled to future benefits	2011-03-01	0
Total of all active and inactive participants	2011-03-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-03-01	0
Total participants	2011-03-01	3
Number of participants with account balances	2011-03-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	0
2010: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-03-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-03-01	4
Number of retired or separated participants receiving benefits	2010-03-01	0
Number of other retired or separated participants entitled to future benefits	2010-03-01	0
Total of all active and inactive participants	2010-03-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-03-01	0
Total participants	2010-03-01	4
Number of participants with account balances	2010-03-01	4
2009: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-03-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	4
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	0
Total of all active and inactive participants	2009-03-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	0
Total participants	2009-03-01	4
Number of participants with account balances	2009-03-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	0

Financial Data on KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2014 : KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-02-28	$344,265
Expenses. Total of all expenses incurred	2014-02-28	$8,212
Total plan assets at end of year	2014-02-28	$2,153,088
Total plan assets at beginning of year	2014-02-28	$1,817,035
Value of fidelity bond covering the plan	2014-02-28	$200,000
Other income received	2014-02-28	$344,265
Net income (gross income less expenses)	2014-02-28	$336,053
Net plan assets at end of year (total assets less liabilities)	2014-02-28	$2,153,088
Net plan assets at beginning of year (total assets less liabilities)	2014-02-28	$1,817,035
Expenses. Administrative service providers (salaries,fees and commissions)	2014-02-28	$8,212
2013 : KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-02-28	$173,832
Expenses. Total of all expenses incurred	2013-02-28	$7,657
Total plan assets at end of year	2013-02-28	$1,817,035
Total plan assets at beginning of year	2013-02-28	$1,650,860
Value of fidelity bond covering the plan	2013-02-28	$170,000
Other income received	2013-02-28	$173,832
Net income (gross income less expenses)	2013-02-28	$166,175
Net plan assets at end of year (total assets less liabilities)	2013-02-28	$1,817,035
Net plan assets at beginning of year (total assets less liabilities)	2013-02-28	$1,650,860
Expenses. Administrative service providers (salaries,fees and commissions)	2013-02-28	$7,657
2012 : KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-02-29	$18,172
Expenses. Total of all expenses incurred	2012-02-29	$135,977
Benefits paid (including direct rollovers)	2012-02-29	$128,884
Total plan assets at end of year	2012-02-29	$1,650,860
Total plan assets at beginning of year	2012-02-29	$1,768,665
Value of fidelity bond covering the plan	2012-02-29	$170,000
Other income received	2012-02-29	$18,172
Net income (gross income less expenses)	2012-02-29	$-117,805
Net plan assets at end of year (total assets less liabilities)	2012-02-29	$1,650,860
Net plan assets at beginning of year (total assets less liabilities)	2012-02-29	$1,768,665
Expenses. Administrative service providers (salaries,fees and commissions)	2012-02-29	$7,093
2011 : KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-02-28	$250,459
Expenses. Total of all expenses incurred	2011-02-28	$5,269
Total plan assets at end of year	2011-02-28	$1,768,665
Total plan assets at beginning of year	2011-02-28	$1,523,475
Value of fidelity bond covering the plan	2011-02-28	$170,000
Other income received	2011-02-28	$225,459
Net income (gross income less expenses)	2011-02-28	$245,190
Net plan assets at end of year (total assets less liabilities)	2011-02-28	$1,768,665
Net plan assets at beginning of year (total assets less liabilities)	2011-02-28	$1,523,475
Total contributions received or receivable from employer(s)	2011-02-28	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-02-28	$5,269

Form 5500 Responses for KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST

2013: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2010: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-03-01	Type of plan entity	Single employer plan
2010-03-01	Plan funding arrangement – Trust	Yes
2010-03-01	Plan benefit arrangement - Trust	Yes
2009: KAREN ALTAY, M.D. P.C. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Submission has been amended	No
2009-03-01	This submission is the final filing	No
2009-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-03-01	Plan is a collectively bargained plan	No
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KAREN ALTAY, M.D. P.C.
Employer identification number (EIN):	363423905
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
001	2020-03-01
001	2019-03-01
001	2018-03-01
001	2017-03-01
001	2016-03-01
001	2015-03-01
001	2013-03-01	KAREN ALTAY M.D.
001	2012-03-01	KAREN ALTAY M.D.
001	2011-03-01	KAREN ALTAY M.D.
001	2010-03-01	KAREN ALTAY M.D.
001	2009-03-01	KAREN ALTAY