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ALBERT AND AUSTEIN, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameALBERT AND AUSTEIN, M.D., P.A. PROFIT SHARING PLAN
Plan identification number 002

ALBERT AND AUSTEIN, M.D., P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='521160205' AND PlanID='002'

401k Sponsoring company profile

ALBERT AND AUSTEIN, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:ALBERT AND AUSTEIN, M.D., P.A.
Employer identification number (EIN):521160205
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALBERT AND AUSTEIN, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01RICHARD TRAN2024-02-14 MELISSA SCHWARTZ2024-02-14
0022021-10-01RICHARD TRAN2023-01-31 MELISSA SCHWARTZ2023-01-31
0022020-10-01RICHARD TRAN2022-01-16
0022019-10-01RICHARD T TRAN2021-04-03
0022018-10-01MELISSA SCHWARTZ2020-01-22 MELISSA SCHWARTZ2020-01-22
0022017-10-01MELISSA SCHWARTZ2019-02-12 MELISSA SCHWARTZ2019-02-12
0022016-10-01MELISSA SCHWARTZ, M.D.2018-01-22
0022015-10-01MELISSA SCHWARTZ, M.D.2016-11-16
0022014-10-01MELISSA SCHWARTZ, M.D.2016-01-06
0022013-10-01
0022012-10-01MORRIS S. ALBERT, M.D.2014-01-10
0022011-10-01JOY A MILLER2013-01-08
0022010-10-01JOY A MILLER2011-12-10

Financial Data on ALBERT AND AUSTEIN, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2025 : ALBERT AND AUSTEIN, M.D., P.A. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-230
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-237847
Net assets as of the end of the plan year2025-07-232565298
Total assets as of the beginning of the plan year2025-07-232551662
Value of plan covered by a fidelity bond2025-07-23500000
Participant contributions to plan in this plan year2025-07-2345020
Other expenses paid from plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-23-23537
Plan net income in this plan year2025-07-2313636
Net assets as of the end of the plan year2025-07-232565298
Net assets as of the beginning of the plan year2025-07-232551662
Employer contributions to plan in this plan year2025-07-230
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-03-050
Total expenses incurred by plan in this plan year2025-03-0522092
Net assets as of the end of the plan year2025-03-052551662
Total assets as of the beginning of the plan year2025-03-051823644
Value of plan covered by a fidelity bond2025-03-05300000
Participant contributions to plan in this plan year2025-03-05162155
Other income to plan in this plan year2025-03-05477558
Plan net income in this plan year2025-03-05728018
Net assets as of the end of the plan year2025-03-052551662
Net assets as of the beginning of the plan year2025-03-051823644
Employer contributions to plan in this plan year2025-03-05110397
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-05105
2023 : ALBERT AND AUSTEIN, M.D., P.A. PROFIT SHARING PLAN 2023 401k financial data
Total liabilities as of the beginning of the plan year2023-01-310
Total expenses incurred by plan in this plan year2023-01-316105
Net assets as of the end of the plan year2023-01-311449212
Total assets as of the beginning of the plan year2023-01-311586909
Value of plan covered by a fidelity bond2023-01-31300000
Participant contributions to plan in this plan year2023-01-31123223
Other income to plan in this plan year2023-01-31-305647
Plan net income in this plan year2023-01-31-137697
Net assets as of the end of the plan year2023-01-311449212
Net assets as of the beginning of the plan year2023-01-311586909
Employer contributions to plan in this plan year2023-01-3150832
Expensese paid to adminstrative service provicers from plan in this plan year2023-01-3175

Potentially related plans

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