401k Plan data: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC plan

PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 401k Plan overview

Plan Name	PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC
Plan identification number	002

PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JONATHAN L. LISS, MD, NEUROLOGY, PC has sponsored the creation of one or more 401k plans.

Company Name: JONATHAN L. LISS, MD, NEUROLOGY, PC

Employer identification number (EIN): 582420720

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01
002 2016-01-01 JONATHAN L. LISS, MD
002 2015-01-01 JONATHAN L. LISS, MD
002 2015-01-01 JONATHAN L. LISS, MD
002 2015-01-01
002 2014-01-01 JONATHAN L. LISS, MD
002 2013-01-01 JONATHAN L. LISS, MD
002 2012-01-01 JONATHAN L. LISS, MD
002 2011-01-01 JONATHAN L LISS MD
002 2009-01-01 JONATHAN L LISS MD

Financial Data on PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC

Measure	Date	Value
2018 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$39,400
Total plan liabilities at beginning of year	2018-12-31	$49,035
Total income from all sources	2018-12-31	$112,493
Expenses. Total of all expenses incurred	2018-12-31	$4,575
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,491,755
Total plan assets at beginning of year	2018-12-31	$1,393,472
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-3,720
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$107,918
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,452,355
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,344,437
Assets. Value of participant loans	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$116,213
Value of certain deemed distributions of participant loans	2018-12-31	$4,575
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$49,035
Total plan liabilities at beginning of year	2017-12-31	$23,133
Total income from all sources	2017-12-31	$160,325
Expenses. Total of all expenses incurred	2017-12-31	$9,440
Benefits paid (including direct rollovers)	2017-12-31	$9,440
Total plan assets at end of year	2017-12-31	$1,393,472
Total plan assets at beginning of year	2017-12-31	$1,216,685
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$32,658
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$150,885
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,344,437
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,193,552
Assets. Value of participant loans	2017-12-31	$22,250
Total contributions received or receivable from employer(s)	2017-12-31	$127,667
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$23,133
Total income from all sources	2016-12-31	$167,866
Expenses. Total of all expenses incurred	2016-12-31	$6,909
Benefits paid (including direct rollovers)	2016-12-31	$6,778
Total plan assets at end of year	2016-12-31	$1,216,685
Total plan assets at beginning of year	2016-12-31	$1,032,595
Value of fidelity bond covering the plan	2016-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$131
Other income received	2016-12-31	$55,584
Net income (gross income less expenses)	2016-12-31	$160,957
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,193,552
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,032,595
Assets. Value of participant loans	2016-12-31	$231,200
Total contributions received or receivable from employer(s)	2016-12-31	$112,282
2015 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$60,000
Total plan liabilities at beginning of year	2015-12-31	$9,279
Total income from all sources	2015-12-31	$-35,907
Expenses. Total of all expenses incurred	2015-12-31	$961
Benefits paid (including direct rollovers)	2015-12-31	$833
Total plan assets at end of year	2015-12-31	$998,010
Total plan assets at beginning of year	2015-12-31	$984,157
Value of fidelity bond covering the plan	2015-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$961
Other income received	2015-12-31	$-35,907
Net income (gross income less expenses)	2015-12-31	$-36,868
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$938,010
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$974,878
Assets. Value of participant loans	2015-12-31	$42,200
Total contributions received or receivable from employer(s)	2015-12-31	$94,585
2014 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$9,279
Total income from all sources	2014-12-31	$93,474
Expenses. Total of all expenses incurred	2014-12-31	$114
Total plan assets at end of year	2014-12-31	$984,157
Total plan assets at beginning of year	2014-12-31	$881,518
Value of fidelity bond covering the plan	2014-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$114
Other income received	2014-12-31	$7,430
Net income (gross income less expenses)	2014-12-31	$93,360
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$974,878
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$881,518
Assets. Value of participant loans	2014-12-31	$42,200
Total contributions received or receivable from employer(s)	2014-12-31	$86,044
2013 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2013 401k financial data
Total income from all sources	2013-12-31	$47,566
Expenses. Total of all expenses incurred	2013-12-31	$147
Total plan assets at end of year	2013-12-31	$881,518
Total plan assets at beginning of year	2013-12-31	$834,099
Value of fidelity bond covering the plan	2013-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$147
Other income received	2013-12-31	$-38,478
Net income (gross income less expenses)	2013-12-31	$47,419
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$881,518
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$834,099
Assets. Value of participant loans	2013-12-31	$109,200
Total contributions received or receivable from employer(s)	2013-12-31	$86,044
2012 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2012 401k financial data
Total income from all sources	2012-12-31	$65,517
Expenses. Total of all expenses incurred	2012-12-31	$19,834
Total plan assets at end of year	2012-12-31	$834,099
Total plan assets at beginning of year	2012-12-31	$788,416
Value of fidelity bond covering the plan	2012-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$100
Other income received	2012-12-31	$65,517
Net income (gross income less expenses)	2012-12-31	$45,683
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$834,099
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$788,416
Assets. Value of participant loans	2012-12-31	$1,200
Value of certain deemed distributions of participant loans	2012-12-31	$19,734
2011 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2011 401k financial data
Total income from all sources	2011-12-31	$25,043
Expenses. Total of all expenses incurred	2011-12-31	$22,304
Benefits paid (including direct rollovers)	2011-12-31	$3,943
Total plan assets at end of year	2011-12-31	$788,416
Total plan assets at beginning of year	2011-12-31	$785,677
Value of fidelity bond covering the plan	2011-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$751
Other income received	2011-12-31	$25,043
Net income (gross income less expenses)	2011-12-31	$2,739
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$788,416
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$785,677
Value of certain deemed distributions of participant loans	2011-12-31	$17,610
2010 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2010 401k financial data
Total income from all sources	2010-12-31	$131,672
Expenses. Total of all expenses incurred	2010-12-31	$710
Total plan assets at end of year	2010-12-31	$785,677
Total plan assets at beginning of year	2010-12-31	$654,715
Value of fidelity bond covering the plan	2010-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$710
Other income received	2010-12-31	$49,128
Net income (gross income less expenses)	2010-12-31	$130,962
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$785,677
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$654,715
Total contributions received or receivable from employer(s)	2010-12-31	$82,544

Form 5500 Responses for PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC

2018: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	JONATHAN L. LISS, MD, NEUROLOGY, PC
Employer identification number (EIN):	582420720
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)