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

Plan NamePROFIT 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 TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01
0022016-01-01JONATHAN L. LISS, MD
0022015-01-01JONATHAN L. LISS, MD
0022015-01-01JONATHAN L. LISS, MD
0022015-01-01
0022014-01-01JONATHAN L. LISS, MD
0022013-01-01JONATHAN L. LISS, MD
0022012-01-01JONATHAN L. LISS, MD
0022011-01-01JONATHAN L LISS MD
0022009-01-01JONATHAN L LISS MD

Plan Statistics for PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC

401k plan membership statisitcs for 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 membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Number of participants with account balances2018-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Total of all active and inactive participants2016-01-0110
Total participants2016-01-0110
Number of participants with account balances2016-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-016
Total of all active and inactive participants2014-01-016
Total participants2014-01-016
Number of participants with account balances2014-01-018
2013: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-018
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
Number of participants with account balances2013-01-018
2012: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-017
Total of all active and inactive participants2012-01-017
Total participants2012-01-017
Number of participants with account balances2012-01-013
2011: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-013
2009: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-015

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 year2018-12-31$39,400
Total plan liabilities at beginning of year2018-12-31$49,035
Total income from all sources2018-12-31$112,493
Expenses. Total of all expenses incurred2018-12-31$4,575
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,491,755
Total plan assets at beginning of year2018-12-31$1,393,472
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-3,720
Noncash contributions received2018-12-31$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 loans2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$116,213
Value of certain deemed distributions of participant loans2018-12-31$4,575
Value of corrective distributions2018-12-31$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 year2017-12-31$49,035
Total plan liabilities at beginning of year2017-12-31$23,133
Total income from all sources2017-12-31$160,325
Expenses. Total of all expenses incurred2017-12-31$9,440
Benefits paid (including direct rollovers)2017-12-31$9,440
Total plan assets at end of year2017-12-31$1,393,472
Total plan assets at beginning of year2017-12-31$1,216,685
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$32,658
Noncash contributions received2017-12-31$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 loans2017-12-31$22,250
Total contributions received or receivable from employer(s)2017-12-31$127,667
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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 securities2017-12-31$0
2016 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2016 401k financial data
Total plan liabilities at end of year2016-12-31$23,133
Total income from all sources2016-12-31$167,866
Expenses. Total of all expenses incurred2016-12-31$6,909
Benefits paid (including direct rollovers)2016-12-31$6,778
Total plan assets at end of year2016-12-31$1,216,685
Total plan assets at beginning of year2016-12-31$1,032,595
Value of fidelity bond covering the plan2016-12-31$100,000
Expenses. Other expenses not covered elsewhere2016-12-31$131
Other income received2016-12-31$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 loans2016-12-31$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 year2015-12-31$60,000
Total plan liabilities at beginning of year2015-12-31$9,279
Total income from all sources2015-12-31$-35,907
Expenses. Total of all expenses incurred2015-12-31$961
Benefits paid (including direct rollovers)2015-12-31$833
Total plan assets at end of year2015-12-31$998,010
Total plan assets at beginning of year2015-12-31$984,157
Value of fidelity bond covering the plan2015-12-31$100,000
Expenses. Other expenses not covered elsewhere2015-12-31$961
Other income received2015-12-31$-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 loans2015-12-31$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 year2014-12-31$9,279
Total income from all sources2014-12-31$93,474
Expenses. Total of all expenses incurred2014-12-31$114
Total plan assets at end of year2014-12-31$984,157
Total plan assets at beginning of year2014-12-31$881,518
Value of fidelity bond covering the plan2014-12-31$100,000
Expenses. Other expenses not covered elsewhere2014-12-31$114
Other income received2014-12-31$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 loans2014-12-31$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 sources2013-12-31$47,566
Expenses. Total of all expenses incurred2013-12-31$147
Total plan assets at end of year2013-12-31$881,518
Total plan assets at beginning of year2013-12-31$834,099
Value of fidelity bond covering the plan2013-12-31$100,000
Expenses. Other expenses not covered elsewhere2013-12-31$147
Other income received2013-12-31$-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 loans2013-12-31$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 sources2012-12-31$65,517
Expenses. Total of all expenses incurred2012-12-31$19,834
Total plan assets at end of year2012-12-31$834,099
Total plan assets at beginning of year2012-12-31$788,416
Value of fidelity bond covering the plan2012-12-31$100,000
Expenses. Other expenses not covered elsewhere2012-12-31$100
Other income received2012-12-31$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 loans2012-12-31$1,200
Value of certain deemed distributions of participant loans2012-12-31$19,734
2011 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2011 401k financial data
Total income from all sources2011-12-31$25,043
Expenses. Total of all expenses incurred2011-12-31$22,304
Benefits paid (including direct rollovers)2011-12-31$3,943
Total plan assets at end of year2011-12-31$788,416
Total plan assets at beginning of year2011-12-31$785,677
Value of fidelity bond covering the plan2011-12-31$100,000
Expenses. Other expenses not covered elsewhere2011-12-31$751
Other income received2011-12-31$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 loans2011-12-31$17,610
2010 : PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2010 401k financial data
Total income from all sources2010-12-31$131,672
Expenses. Total of all expenses incurred2010-12-31$710
Total plan assets at end of year2010-12-31$785,677
Total plan assets at beginning of year2010-12-31$654,715
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$710
Other income received2010-12-31$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
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 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: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 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: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 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: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 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: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 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: PROFIT SHARING PLAN & TRUST OF JONATHAN L. LISS, MD, NEUROLOGY, PC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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