401k Plan data: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA plan

PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 401k Plan overview

Plan Name	PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA
Plan identification number	001

PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

HARVEY A. SHUB M.D. P.A. has sponsored the creation of one or more 401k plans.

Company Name: HARVEY A. SHUB M.D. P.A.

Employer identification number (EIN): 591855475

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 FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-10-01
001 2015-10-01
001 2014-10-01
001 2013-10-01
001 2011-10-01 HARVEY SHUB
001 2009-10-01 HARVEY SHUB
001 2008-10-01

Plan Statistics for PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA

401k plan membership statisitcs for PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA

Measure Date Value
2016: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2016 401k membership
Total participants, beginning-of-year 2016-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 1
Total of all active and inactive participants 2016-10-01 1
Total participants 2016-10-01 1
Number of participants with account balances 2016-10-01 1
2015: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2015 401k membership
Total participants, beginning-of-year 2015-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 1
Total of all active and inactive participants 2015-10-01 1
Total participants 2015-10-01 1
Number of participants with account balances 2015-10-01 1
2014: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2014 401k membership
Total participants, beginning-of-year 2014-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 1
Total of all active and inactive participants 2014-10-01 1
Total participants 2014-10-01 1
Number of participants with account balances 2014-10-01 1
2013: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2013 401k membership
Total participants, beginning-of-year 2013-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 1
Total of all active and inactive participants 2013-10-01 1
Total participants 2013-10-01 1
Number of participants with account balances 2013-10-01 1
2011: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2011 401k membership
Total participants, beginning-of-year 2011-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 1
Total of all active and inactive participants 2011-10-01 1
Total participants 2011-10-01 1
Number of participants with account balances 2011-10-01 1
2009: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2009 401k membership
Total participants, beginning-of-year 2009-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 1
Total of all active and inactive participants 2009-10-01 1
Total participants 2009-10-01 1
Number of participants with account balances 2009-10-01 1

Measure	Date	Value
2016: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2016 401k membership
Total participants, beginning-of-year	2016-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	1
Total of all active and inactive participants	2016-10-01	1
Total participants	2016-10-01	1
Number of participants with account balances	2016-10-01	1
2015: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2015 401k membership
Total participants, beginning-of-year	2015-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	1
Total of all active and inactive participants	2015-10-01	1
Total participants	2015-10-01	1
Number of participants with account balances	2015-10-01	1
2014: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2014 401k membership
Total participants, beginning-of-year	2014-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	1
Total of all active and inactive participants	2014-10-01	1
Total participants	2014-10-01	1
Number of participants with account balances	2014-10-01	1
2013: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2013 401k membership
Total participants, beginning-of-year	2013-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	1
Total of all active and inactive participants	2013-10-01	1
Total participants	2013-10-01	1
Number of participants with account balances	2013-10-01	1
2011: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2011 401k membership
Total participants, beginning-of-year	2011-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	1
Total of all active and inactive participants	2011-10-01	1
Total participants	2011-10-01	1
Number of participants with account balances	2011-10-01	1
2009: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2009 401k membership
Total participants, beginning-of-year	2009-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	1
Total of all active and inactive participants	2009-10-01	1
Total participants	2009-10-01	1
Number of participants with account balances	2009-10-01	1

Financial Data on PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA

Measure	Date	Value
2017 : PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2017 401k financial data
Total income from all sources	2017-09-30	$21,522
Expenses. Total of all expenses incurred	2017-09-30	$45,000
Benefits paid (including direct rollovers)	2017-09-30	$45,000
Total plan assets at end of year	2017-09-30	$628,752
Total plan assets at beginning of year	2017-09-30	$652,230
Value of fidelity bond covering the plan	2017-09-30	$125,000
Other income received	2017-09-30	$21,522
Net income (gross income less expenses)	2017-09-30	$-23,478
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$628,752
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$652,230
2016 : PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2016 401k financial data
Total income from all sources	2016-09-30	$21,532
Expenses. Total of all expenses incurred	2016-09-30	$40,000
Benefits paid (including direct rollovers)	2016-09-30	$40,000
Total plan assets at end of year	2016-09-30	$674,490
Total plan assets at beginning of year	2016-09-30	$692,958
Value of fidelity bond covering the plan	2016-09-30	$125,000
Other income received	2016-09-30	$21,532
Net income (gross income less expenses)	2016-09-30	$-18,468
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$674,490
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$692,958
2015 : PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2015 401k financial data
Total income from all sources	2015-09-30	$16,303
Expenses. Total of all expenses incurred	2015-09-30	$45,000
Benefits paid (including direct rollovers)	2015-09-30	$45,000
Total plan assets at end of year	2015-09-30	$692,958
Total plan assets at beginning of year	2015-09-30	$721,655
Value of fidelity bond covering the plan	2015-09-30	$125,000
Other income received	2015-09-30	$16,303
Net income (gross income less expenses)	2015-09-30	$-28,697
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$692,958
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$721,655
Assets. Value of participant loans	2015-09-30	$303,658
Assets. Value of assets in partnership/joint-venture interests	2015-09-30	$22,260
2014 : PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2014 401k financial data
Total income from all sources	2014-09-30	$-7,545
Expenses. Total of all expenses incurred	2014-09-30	$30,000
Benefits paid (including direct rollovers)	2014-09-30	$30,000
Total plan assets at end of year	2014-09-30	$721,655
Total plan assets at beginning of year	2014-09-30	$759,200
Value of fidelity bond covering the plan	2014-09-30	$125,000
Other income received	2014-09-30	$-7,545
Net income (gross income less expenses)	2014-09-30	$-37,545
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$721,655
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$759,200
Assets. Value of participant loans	2014-09-30	$289,409
Assets. Value of assets in partnership/joint-venture interests	2014-09-30	$22,260
2012 : PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2012 401k financial data
Total income from all sources	2012-09-30	$28,172
Expenses. Total of all expenses incurred	2012-09-30	$93,500
Benefits paid (including direct rollovers)	2012-09-30	$93,500
Total plan assets at end of year	2012-09-30	$800,227
Total plan assets at beginning of year	2012-09-30	$865,555
Value of fidelity bond covering the plan	2012-09-30	$125,000
Other income received	2012-09-30	$28,172
Net income (gross income less expenses)	2012-09-30	$-65,328
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$800,227
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$865,555
Assets. Value of participant loans	2012-09-30	$146,223
Assets. Value of assets in partnership/joint-venture interests	2012-09-30	$22,260
2011 : PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2011 401k financial data
Total income from all sources	2011-09-30	$64,647
Expenses. Total of all expenses incurred	2011-09-30	$118,000
Benefits paid (including direct rollovers)	2011-09-30	$118,000
Total plan assets at end of year	2011-09-30	$865,555
Total plan assets at beginning of year	2011-09-30	$918,907
Value of fidelity bond covering the plan	2011-09-30	$125,000
Other income received	2011-09-30	$64,647
Net income (gross income less expenses)	2011-09-30	$-53,353
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$865,555
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$918,907
Assets. Value of participant loans	2011-09-30	$139,106
Assets. Value of assets in partnership/joint-venture interests	2011-09-30	$22,260

Form 5500 Responses for PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA

2016: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	This submission is the final filing	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: PROFIT SHARING PLAN & TRUST FOR EMPLOYEES OF HARVEY A. SHUB, MD, PA 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	HARVEY A. SHUB M.D. P.A.
Employer identification number (EIN):	591855475
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)