Logo

STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN
Plan identification number 001

STEVEN E. STEIN, M.D., P.C. 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

401k Sponsoring company profile

STEVEN E. STEIN M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:STEVEN E. STEIN M.D., P.C.
Employer identification number (EIN):383125581
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01STEVEN E STEIN
0012024-01-01STEVEN E STEIN
0012024-01-01STEVEN E STEIN
0012024-01-01STEVEN E. STEIN MD
0012024-01-01STEVEN E. STEIN M.D. P.C.
0012023-01-01
0012023-01-01STEVEN E STEIN MD
0012022-01-01
0012022-01-01STEVEN E STEIN
0012021-01-01
0012021-01-01STEVEN E STEIN MD
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVEN E STEIN2018-10-15 STEVEN E STEIN2018-10-15
0012016-01-01STEVEN E STEIN2017-10-15 STEVEN E STEIN2017-10-15
0012015-01-01STEVEN E STEIN2016-10-14 STEVEN E STEIN2016-10-14
0012014-01-01STEVEN E STEIN2015-10-13 STEVEN E STEIN2015-10-13
0012013-01-01STEVEN E STEIN2014-10-11 STEVEN E STEIN2014-10-11
0012012-01-01STEVEN E STEIN2013-10-10 STEVEN E STEIN2013-10-10
0012011-01-01STEVEN E STEIN MD2012-10-03 STEVEN E STEIN MD2012-10-03
0012009-01-01STEVEN E STEIN2010-10-04 STEVEN E STEIN2010-10-04

Financial Data on STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2023 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$9,808
Total plan assets at end of year2023-12-31$301,256
Total plan assets at beginning of year2023-12-31$291,448
Other income received2023-12-31$9,808
Net income (gross income less expenses)2023-12-31$9,808
Net plan assets at end of year (total assets less liabilities)2023-12-31$301,256
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$291,448
2022 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$3,287
Total plan assets at end of year2022-12-31$291,448
Total plan assets at beginning of year2022-12-31$288,161
Other income received2022-12-31$3,287
Net income (gross income less expenses)2022-12-31$3,287
Net plan assets at end of year (total assets less liabilities)2022-12-31$291,448
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$288,161
2021 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$3,049
Total plan assets at end of year2021-12-31$288,161
Total plan assets at beginning of year2021-12-31$285,112
Other income received2021-12-31$3,049
Net income (gross income less expenses)2021-12-31$3,049
Net plan assets at end of year (total assets less liabilities)2021-12-31$288,161
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$285,112
2020 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$16,882
Expenses. Total of all expenses incurred2020-12-31$13,139
Benefits paid (including direct rollovers)2020-12-31$13,139
Total plan assets at end of year2020-12-31$285,112
Total plan assets at beginning of year2020-12-31$281,369
Other income received2020-12-31$16,882
Net income (gross income less expenses)2020-12-31$3,743
Net plan assets at end of year (total assets less liabilities)2020-12-31$285,112
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$281,369
2019 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$25,250
Total plan assets at end of year2019-12-31$281,369
Total plan assets at beginning of year2019-12-31$256,119
Other income received2019-12-31$25,250
Net income (gross income less expenses)2019-12-31$25,250
Net plan assets at end of year (total assets less liabilities)2019-12-31$281,369
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$256,119
2018 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$8,690
Total plan assets at end of year2018-12-31$256,119
Total plan assets at beginning of year2018-12-31$247,429
Other income received2018-12-31$8,690
Net income (gross income less expenses)2018-12-31$8,690
Net plan assets at end of year (total assets less liabilities)2018-12-31$256,119
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$247,429
2017 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$15,548
Total plan assets at end of year2017-12-31$247,429
Total plan assets at beginning of year2017-12-31$231,881
Other income received2017-12-31$15,548
Net income (gross income less expenses)2017-12-31$15,548
Net plan assets at end of year (total assets less liabilities)2017-12-31$247,429
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$231,881
2016 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$18,795
Total plan assets at end of year2016-12-31$231,881
Total plan assets at beginning of year2016-12-31$213,086
Other income received2016-12-31$18,795
Net income (gross income less expenses)2016-12-31$18,795
Net plan assets at end of year (total assets less liabilities)2016-12-31$231,881
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$213,086
2015 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Expenses. Total of all expenses incurred2015-12-31$2,032
Total plan assets at end of year2015-12-31$213,086
Total plan assets at beginning of year2015-12-31$215,118
Expenses. Other expenses not covered elsewhere2015-12-31$2,032
Net income (gross income less expenses)2015-12-31$-2,032
Net plan assets at end of year (total assets less liabilities)2015-12-31$213,086
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$215,118
2014 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Expenses. Total of all expenses incurred2014-12-31$2,801
Total plan assets at end of year2014-12-31$215,118
Total plan assets at beginning of year2014-12-31$217,919
Expenses. Other expenses not covered elsewhere2014-12-31$2,801
Net income (gross income less expenses)2014-12-31$-2,801
Net plan assets at end of year (total assets less liabilities)2014-12-31$215,118
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$217,919
2013 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$23,833
Total plan assets at end of year2013-12-31$217,919
Total plan assets at beginning of year2013-12-31$194,086
Other income received2013-12-31$23,833
Net income (gross income less expenses)2013-12-31$23,833
Net plan assets at end of year (total assets less liabilities)2013-12-31$217,919
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$194,086
2012 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$8,988
Total plan assets at end of year2012-12-31$194,086
Total plan assets at beginning of year2012-12-31$185,098
Other income received2012-12-31$8,988
Net income (gross income less expenses)2012-12-31$8,988
Net plan assets at end of year (total assets less liabilities)2012-12-31$194,086
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$185,098
2011 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total plan assets at end of year2011-12-31$185,098
Total plan assets at beginning of year2011-12-31$190,188
Net plan assets at end of year (total assets less liabilities)2011-12-31$185,098
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$190,188
2010 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total plan assets at end of year2010-12-31$190,188
Total plan assets at beginning of year2010-12-31$180,503
Net plan assets at end of year (total assets less liabilities)2010-12-31$190,188
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$180,503

Form 5500 Responses for STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN

2023: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. 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
2009: STEVEN E. STEIN, M.D., P.C. 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

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