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PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NamePHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN
Plan identification number 001

PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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 D. BOBROW, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:PHILIP D. BOBROW, M.D., P.A.
Employer identification number (EIN):521490914
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 D. BOBROW, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PHILIP D BOBROW2024-10-07 PHILIP D BOBROW2024-10-07
0012022-01-01PHILIP D BOBROW2023-10-08 PHILIP D BOBROW2023-10-08
0012021-01-01PHILIP D BOBROW2022-09-27 PHILIP D BOBROW2022-09-27
0012020-01-01PHILIP D BOBROW2021-10-05 PHILIP D BOBROW2021-10-05
0012019-01-01PHILIP D BOBROW2020-10-09 PHILIP D BOBROW2020-10-09
0012018-01-01PHILIP D BOBROW2019-10-14 PHILIP D BOBROW2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01PHILIP D BOBROW
0012011-01-01PHILIP D BOBROW
0012010-01-01PHILIP D BOBROW
0012009-01-01PHILIP D BOBROW

Financial Data on PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2023 : PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$3,042
Total plan liabilities at beginning of year2023-12-31$3,042
Total income from all sources2023-12-31$1,710,104
Expenses. Total of all expenses incurred2023-12-31$379,978
Benefits paid (including direct rollovers)2023-12-31$317,447
Total plan assets at end of year2023-12-31$9,750,756
Total plan assets at beginning of year2023-12-31$8,420,630
Value of fidelity bond covering the plan2023-12-31$200,000
Other income received2023-12-31$1,644,104
Net income (gross income less expenses)2023-12-31$1,330,126
Net plan assets at end of year (total assets less liabilities)2023-12-31$9,747,714
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$8,417,588
Assets. Value of participant loans2023-12-31$36
Assets. Value of assets in partnership/joint-venture interests2023-12-31$454,324
Total contributions received or receivable from employer(s)2023-12-31$66,000
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$62,531
2022 : PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$3,042
Total plan liabilities at beginning of year2022-12-31$3,087
Total income from all sources2022-12-31$-1,931,826
Expenses. Total of all expenses incurred2022-12-31$455,308
Benefits paid (including direct rollovers)2022-12-31$394,096
Total plan assets at end of year2022-12-31$8,420,630
Total plan assets at beginning of year2022-12-31$10,807,809
Value of fidelity bond covering the plan2022-12-31$200,000
Other income received2022-12-31$-1,951,826
Net income (gross income less expenses)2022-12-31$-2,387,134
Net plan assets at end of year (total assets less liabilities)2022-12-31$8,417,588
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$10,804,722
Assets. Value of participant loans2022-12-31$36
Assets. Value of assets in partnership/joint-venture interests2022-12-31$454,324
Total contributions received or receivable from employer(s)2022-12-31$20,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$61,212
2021 : PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$3,087
Total plan liabilities at beginning of year2021-12-31$3,087
Total income from all sources2021-12-31$1,914,582
Expenses. Total of all expenses incurred2021-12-31$61,781
Total plan assets at end of year2021-12-31$10,807,809
Total plan assets at beginning of year2021-12-31$8,955,008
Value of fidelity bond covering the plan2021-12-31$200,000
Other income received2021-12-31$1,881,582
Net income (gross income less expenses)2021-12-31$1,852,801
Net plan assets at end of year (total assets less liabilities)2021-12-31$10,804,722
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$8,951,921
Assets. Value of participant loans2021-12-31$36
Assets. Value of assets in partnership/joint-venture interests2021-12-31$570,323
Total contributions received or receivable from employer(s)2021-12-31$33,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$61,781
2020 : PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$3,087
Total plan liabilities at beginning of year2020-12-31$4,608
Total income from all sources2020-12-31$1,561,526
Expenses. Total of all expenses incurred2020-12-31$45,761
Total plan assets at end of year2020-12-31$8,955,008
Total plan assets at beginning of year2020-12-31$7,440,764
Value of fidelity bond covering the plan2020-12-31$200,000
Other income received2020-12-31$1,527,101
Net income (gross income less expenses)2020-12-31$1,515,765
Net plan assets at end of year (total assets less liabilities)2020-12-31$8,951,921
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$7,436,156
Assets. Value of participant loans2020-12-31$11,899
Assets. Value of assets in partnership/joint-venture interests2020-12-31$658,523
Total contributions received or receivable from employer(s)2020-12-31$34,425
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$45,761
2019 : PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$4,608
Total plan liabilities at beginning of year2019-12-31$45
Total income from all sources2019-12-31$1,355,373
Expenses. Total of all expenses incurred2019-12-31$38,956
Total plan assets at end of year2019-12-31$7,440,764
Total plan assets at beginning of year2019-12-31$6,119,784
Value of fidelity bond covering the plan2019-12-31$200,000
Other income received2019-12-31$1,324,123
Net income (gross income less expenses)2019-12-31$1,316,417
Net plan assets at end of year (total assets less liabilities)2019-12-31$7,436,156
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,119,739
Assets. Value of participant loans2019-12-31$28,882
Assets. Value of assets in partnership/joint-venture interests2019-12-31$944,324
Total contributions received or receivable from employer(s)2019-12-31$31,250
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$38,956
2018 : PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$45
Total plan liabilities at beginning of year2018-12-31$45
Total income from all sources2018-12-31$342,799
Expenses. Total of all expenses incurred2018-12-31$34,080
Total plan assets at end of year2018-12-31$6,119,784
Total plan assets at beginning of year2018-12-31$5,811,065
Value of fidelity bond covering the plan2018-12-31$200,000
Other income received2018-12-31$322,299
Net income (gross income less expenses)2018-12-31$308,719
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,119,739
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,811,020
Assets. Value of participant loans2018-12-31$44,877
Assets. Value of assets in partnership/joint-venture interests2018-12-31$961,030
Total contributions received or receivable from employer(s)2018-12-31$20,500
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$34,080
2017 : PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$45
Total income from all sources2017-12-31$820,196
Expenses. Total of all expenses incurred2017-12-31$29,181
Total plan assets at end of year2017-12-31$5,811,065
Total plan assets at beginning of year2017-12-31$5,020,005
Value of fidelity bond covering the plan2017-12-31$200,000
Assets. Value of loans (other than to participants)2017-12-31$0
Other income received2017-12-31$803,946
Net income (gross income less expenses)2017-12-31$791,015
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,811,020
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,020,005
Assets. Value of assets in partnership/joint-venture interests2017-12-31$921,030
Total contributions received or receivable from employer(s)2017-12-31$16,250
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$29,181
2016 : PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$3,856
Total income from all sources2016-12-31$137,004
Expenses. Total of all expenses incurred2016-12-31$19,263
Total plan assets at end of year2016-12-31$5,020,005
Total plan assets at beginning of year2016-12-31$4,906,120
Value of fidelity bond covering the plan2016-12-31$200,000
Assets. Value of loans (other than to participants)2016-12-31$11,448
Other income received2016-12-31$108,129
Net income (gross income less expenses)2016-12-31$117,741
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,020,005
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,902,264
Assets. Value of assets in partnership/joint-venture interests2016-12-31$921,030
Total contributions received or receivable from employer(s)2016-12-31$28,875
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$19,263
2015 : PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$3,856
Total plan liabilities at beginning of year2015-12-31$106
Total income from all sources2015-12-31$20,507
Expenses. Total of all expenses incurred2015-12-31$23,520
Benefits paid (including direct rollovers)2015-12-31$12,867
Total plan assets at end of year2015-12-31$4,906,120
Total plan assets at beginning of year2015-12-31$4,905,383
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$77,883
Other income received2015-12-31$-8,243
Net income (gross income less expenses)2015-12-31$-3,013
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,902,264
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,905,277
Assets. Value of participant loans2015-12-31$11,004
Assets. Value of assets in partnership/joint-venture interests2015-12-31$889,030
Total contributions received or receivable from employer(s)2015-12-31$28,750
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,653
2014 : PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$106
Total income from all sources2014-12-31$509,195
Expenses. Total of all expenses incurred2014-12-31$10,306
Total plan assets at end of year2014-12-31$4,905,383
Total plan assets at beginning of year2014-12-31$4,406,388
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$5,500
Assets. Value of loans (other than to participants)2014-12-31$235,614
Other income received2014-12-31$447,810
Net income (gross income less expenses)2014-12-31$498,889
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,905,277
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,406,388
Assets. Value of participant loans2014-12-31$11,888
Assets. Value of assets in partnership/joint-venture interests2014-12-31$861,030
Total contributions received or receivable from employer(s)2014-12-31$55,885
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,306
2013 : PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$583,960
Expenses. Total of all expenses incurred2013-12-31$43,394
Benefits paid (including direct rollovers)2013-12-31$34,616
Total plan assets at end of year2013-12-31$4,406,388
Total plan assets at beginning of year2013-12-31$3,865,822
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$5,500
Assets. Value of loans (other than to participants)2013-12-31$412,886
Other income received2013-12-31$523,114
Net income (gross income less expenses)2013-12-31$540,566
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,406,388
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,865,822
Assets. Value of participant loans2013-12-31$21,413
Assets. Value of assets in partnership/joint-venture interests2013-12-31$1,186,254
Total contributions received or receivable from employer(s)2013-12-31$55,346
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$8,778
2012 : PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$386,673
Expenses. Total of all expenses incurred2012-12-31$4,954
Total plan assets at end of year2012-12-31$3,865,822
Total plan assets at beginning of year2012-12-31$3,484,103
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$5,500
Assets. Value of loans (other than to participants)2012-12-31$470,097
Other income received2012-12-31$327,056
Net income (gross income less expenses)2012-12-31$381,719
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,865,822
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,484,103
Assets. Value of participant loans2012-12-31$32,201
Assets. Value of assets in partnership/joint-venture interests2012-12-31$1,108,254
Total contributions received or receivable from employer(s)2012-12-31$54,117
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,954
2011 : PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$91,276
Expenses. Total of all expenses incurred2011-12-31$521
Total plan assets at end of year2011-12-31$3,484,103
Total plan assets at beginning of year2011-12-31$3,393,348
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$8,500
Assets. Value of loans (other than to participants)2011-12-31$715,291
Other income received2011-12-31$31,526
Net income (gross income less expenses)2011-12-31$90,755
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,484,103
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,393,348
Assets. Value of participant loans2011-12-31$46,292
Assets. Value of assets in partnership/joint-venture interests2011-12-31$1,004,254
Total contributions received or receivable from employer(s)2011-12-31$51,250
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$521
2010 : PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$1,143
Total income from all sources2010-12-31$473,224
Expenses. Total of all expenses incurred2010-12-31$24
Total plan assets at end of year2010-12-31$3,393,348
Total plan assets at beginning of year2010-12-31$2,921,291
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$10,700
Assets. Value of loans (other than to participants)2010-12-31$446,306
Other income received2010-12-31$409,774
Net income (gross income less expenses)2010-12-31$473,200
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,393,348
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,920,148
Assets. Value of assets in partnership/joint-venture interests2010-12-31$980,254
Total contributions received or receivable from employer(s)2010-12-31$52,750
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$24

Form 5500 Responses for PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN

2023: PHILIP D. BOBROW, M.D., P.A. 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: PHILIP D. BOBROW, M.D., P.A. 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: PHILIP D. BOBROW, M.D., P.A. 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: PHILIP D. BOBROW, M.D., P.A. 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: PHILIP D. BOBROW, M.D., P.A. 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: PHILIP D. BOBROW, M.D., P.A. 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: PHILIP D. BOBROW, M.D., P.A. 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: PHILIP D. BOBROW, M.D., P.A. 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: PHILIP D. BOBROW, M.D., P.A. 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: PHILIP D. BOBROW, M.D., P.A. 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: PHILIP D. BOBROW, M.D., P.A. 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: PHILIP D. BOBROW, M.D., P.A. 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: PHILIP D. BOBROW, M.D., P.A. 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: PHILIP D. BOBROW, M.D., P.A. 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: PHILIP D. BOBROW, M.D., P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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