401k Plan data: DAVID A HERF, MD PROFIT SHARING PLAN plan

DAVID A HERF, MD PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID A HERF, MD PROFIT SHARING PLAN
Plan identification number	004

DAVID A HERF, MD PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

DAVID A HERF, MD has sponsored the creation of one or more 401k plans.

Company Name: DAVID A HERF, MD

Employer identification number (EIN): 592401819

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID A HERF, MD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01 DAVID A HERF
004 2017-01-01 DAVID A HERF
004 2016-01-01 DAVID A HERF
004 2015-01-01 DAVID A HERF
004 2014-01-01 DAVID A HERF
004 2013-01-01 DAVID A HERF
004 2012-01-01 DAVID A HERF
004 2011-01-01 DAVID A HERF
004 2010-01-01 DAVID A HERF
004 2009-01-01 DAVID A HERF DAVID A HERF 2010-08-09

Plan Statistics for DAVID A HERF, MD PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID A HERF, MD PROFIT SHARING PLAN

Measure Date Value
2023: DAVID A HERF, MD PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: DAVID A HERF, MD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: DAVID A HERF, MD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: DAVID A HERF, MD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: DAVID A HERF, MD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DAVID A HERF, MD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DAVID A HERF, MD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DAVID A HERF, MD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DAVID A HERF, MD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVID A HERF, MD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID A HERF, MD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID A HERF, MD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVID A HERF, MD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DAVID A HERF, MD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
2009: DAVID A HERF, MD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: DAVID A HERF, MD PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: DAVID A HERF, MD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: DAVID A HERF, MD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: DAVID A HERF, MD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: DAVID A HERF, MD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DAVID A HERF, MD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DAVID A HERF, MD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DAVID A HERF, MD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DAVID A HERF, MD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVID A HERF, MD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID A HERF, MD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID A HERF, MD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVID A HERF, MD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DAVID A HERF, MD PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
2009: DAVID A HERF, MD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on DAVID A HERF, MD PROFIT SHARING PLAN

Measure	Date	Value
2023 : DAVID A HERF, MD PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$66,341
Expenses. Total of all expenses incurred	2023-12-31	$100,864
Benefits paid (including direct rollovers)	2023-12-31	$98,487
Total plan assets at end of year	2023-12-31	$1,463,445
Total plan assets at beginning of year	2023-12-31	$1,497,968
Value of fidelity bond covering the plan	2023-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2023-12-31	$2,377
Other income received	2023-12-31	$66,341
Net income (gross income less expenses)	2023-12-31	$-34,523
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,463,445
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,497,968
Assets. Value of real-estate (other than employer real property)	2023-12-31	$95,250
2022 : DAVID A HERF, MD PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$2,095
Total income from all sources	2022-12-31	$86,348
Expenses. Total of all expenses incurred	2022-12-31	$43,043
Benefits paid (including direct rollovers)	2022-12-31	$39,586
Total plan assets at end of year	2022-12-31	$1,497,968
Total plan assets at beginning of year	2022-12-31	$1,456,758
Value of fidelity bond covering the plan	2022-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$3,457
Other income received	2022-12-31	$86,348
Net income (gross income less expenses)	2022-12-31	$43,305
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,497,968
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,454,663
Assets. Value of real-estate (other than employer real property)	2022-12-31	$338,951
2021 : DAVID A HERF, MD PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$2,095
Total income from all sources	2021-12-31	$23,902
Expenses. Total of all expenses incurred	2021-12-31	$45,998
Benefits paid (including direct rollovers)	2021-12-31	$41,250
Total plan assets at end of year	2021-12-31	$1,456,758
Total plan assets at beginning of year	2021-12-31	$1,476,759
Value of fidelity bond covering the plan	2021-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$3,473
Other income received	2021-12-31	$23,902
Net income (gross income less expenses)	2021-12-31	$-22,096
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,454,663
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,476,759
Assets. Value of real-estate (other than employer real property)	2021-12-31	$179,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,275
2020 : DAVID A HERF, MD PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$35,778
Expenses. Total of all expenses incurred	2020-12-31	$50,011
Benefits paid (including direct rollovers)	2020-12-31	$45,541
Total plan assets at end of year	2020-12-31	$1,476,759
Total plan assets at beginning of year	2020-12-31	$1,490,992
Value of fidelity bond covering the plan	2020-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$3,195
Other income received	2020-12-31	$35,778
Net income (gross income less expenses)	2020-12-31	$-14,233
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,476,759
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,490,992
Assets. Value of real-estate (other than employer real property)	2020-12-31	$179,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,275
2019 : DAVID A HERF, MD PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$20,085
Expenses. Total of all expenses incurred	2019-12-31	$49,796
Benefits paid (including direct rollovers)	2019-12-31	$45,253
Total plan assets at end of year	2019-12-31	$1,490,992
Total plan assets at beginning of year	2019-12-31	$1,520,703
Value of fidelity bond covering the plan	2019-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$3,343
Other income received	2019-12-31	$20,085
Net income (gross income less expenses)	2019-12-31	$-29,711
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,490,992
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,520,703
Assets. Value of real-estate (other than employer real property)	2019-12-31	$179,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,200
2018 : DAVID A HERF, MD PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$367,465
Expenses. Total of all expenses incurred	2018-12-31	$58,379
Total plan assets at end of year	2018-12-31	$1,520,703
Total plan assets at beginning of year	2018-12-31	$1,211,617
Value of fidelity bond covering the plan	2018-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$57,179
Other income received	2018-12-31	$367,465
Net income (gross income less expenses)	2018-12-31	$309,086
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,520,703
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,211,617
Assets. Value of real-estate (other than employer real property)	2018-12-31	$179,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,200
2017 : DAVID A HERF, MD PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$73,484
Expenses. Total of all expenses incurred	2017-12-31	$56,443
Total plan assets at end of year	2017-12-31	$1,211,617
Total plan assets at beginning of year	2017-12-31	$1,194,576
Value of fidelity bond covering the plan	2017-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$56,443
Other income received	2017-12-31	$73,484
Net income (gross income less expenses)	2017-12-31	$17,041
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,211,617
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,194,576
Assets. Value of real-estate (other than employer real property)	2017-12-31	$870,021
2016 : DAVID A HERF, MD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$15,207
Expenses. Total of all expenses incurred	2016-12-31	$35,847
Benefits paid (including direct rollovers)	2016-12-31	$6,609
Total plan assets at end of year	2016-12-31	$1,194,576
Total plan assets at beginning of year	2016-12-31	$1,215,216
Expenses. Other expenses not covered elsewhere	2016-12-31	$29,238
Other income received	2016-12-31	$15,207
Net income (gross income less expenses)	2016-12-31	$-20,640
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,194,576
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,215,216
2015 : DAVID A HERF, MD PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$151,937
Expenses. Total of all expenses incurred	2015-12-31	$247,491
Benefits paid (including direct rollovers)	2015-12-31	$194,250
Total plan assets at end of year	2015-12-31	$1,215,216
Total plan assets at beginning of year	2015-12-31	$1,310,770
Value of fidelity bond covering the plan	2015-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$49,441
Other income received	2015-12-31	$151,937
Net income (gross income less expenses)	2015-12-31	$-95,554
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,215,216
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,310,770
Assets. Value of real-estate (other than employer real property)	2015-12-31	$869,948
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,800
2014 : DAVID A HERF, MD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$193,533
Expenses. Total of all expenses incurred	2014-12-31	$60,723
Total plan assets at end of year	2014-12-31	$1,310,770
Total plan assets at beginning of year	2014-12-31	$1,177,960
Value of fidelity bond covering the plan	2014-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$60,723
Other income received	2014-12-31	$186,033
Net income (gross income less expenses)	2014-12-31	$132,810
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,310,770
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,177,960
Assets. Value of participant loans	2014-12-31	$3,844
Assets. Value of real-estate (other than employer real property)	2014-12-31	$769,117
Total contributions received or receivable from employer(s)	2014-12-31	$7,500
2013 : DAVID A HERF, MD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$122,419
Expenses. Total of all expenses incurred	2013-12-31	$46,132
Total plan assets at end of year	2013-12-31	$1,177,960
Total plan assets at beginning of year	2013-12-31	$1,101,673
Value of fidelity bond covering the plan	2013-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$46,132
Other income received	2013-12-31	$107,419
Net income (gross income less expenses)	2013-12-31	$76,287
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,177,960
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,101,673
Assets. Value of real-estate (other than employer real property)	2013-12-31	$648,796
Total contributions received or receivable from employer(s)	2013-12-31	$15,000
2012 : DAVID A HERF, MD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$98,844
Expenses. Total of all expenses incurred	2012-12-31	$261,296
Benefits paid (including direct rollovers)	2012-12-31	$212,323
Total plan assets at end of year	2012-12-31	$1,101,673
Total plan assets at beginning of year	2012-12-31	$1,264,125
Value of fidelity bond covering the plan	2012-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$48,973
Other income received	2012-12-31	$68,844
Net income (gross income less expenses)	2012-12-31	$-162,452
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,101,673
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,264,125
Assets. Value of real-estate (other than employer real property)	2012-12-31	$648,796
Total contributions received or receivable from employer(s)	2012-12-31	$30,000
2011 : DAVID A HERF, MD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-486,065
Expenses. Total of all expenses incurred	2011-12-31	$16,287
Benefits paid (including direct rollovers)	2011-12-31	$6,298
Total plan assets at end of year	2011-12-31	$1,264,125
Total plan assets at beginning of year	2011-12-31	$1,766,477
Expenses. Other expenses not covered elsewhere	2011-12-31	$9,989
Other income received	2011-12-31	$-516,065
Net income (gross income less expenses)	2011-12-31	$-502,352
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,264,125
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,766,477
Assets. Value of real-estate (other than employer real property)	2011-12-31	$670,250
Total contributions received or receivable from employer(s)	2011-12-31	$30,000
2010 : DAVID A HERF, MD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$168,912
Expenses. Total of all expenses incurred	2010-12-31	$59,839
Benefits paid (including direct rollovers)	2010-12-31	$6,012
Total plan assets at end of year	2010-12-31	$1,766,477
Total plan assets at beginning of year	2010-12-31	$1,657,404
Expenses. Other expenses not covered elsewhere	2010-12-31	$53,827
Contributions received from other sources (not participants or employers)	2010-12-31	$6,758
Other income received	2010-12-31	$117,154
Net income (gross income less expenses)	2010-12-31	$109,073
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,766,477
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,657,404
Assets. Value of real-estate (other than employer real property)	2010-12-31	$898,859
Total contributions received or receivable from employer(s)	2010-12-31	$45,000

Form 5500 Responses for DAVID A HERF, MD PROFIT SHARING PLAN

2023: DAVID A HERF, MD PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: DAVID A HERF, MD PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DAVID A HERF, MD PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DAVID A HERF, MD PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DAVID A HERF, MD PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVID A HERF, MD PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVID A HERF, MD PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DAVID A HERF, MD PROFIT SHARING PLAN 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: DAVID A HERF, MD PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID A HERF, MD PROFIT SHARING PLAN 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: DAVID A HERF, MD PROFIT SHARING PLAN 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: DAVID A HERF, MD PROFIT SHARING PLAN 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: DAVID A HERF, MD PROFIT SHARING PLAN 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
2010: DAVID A HERF, MD PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID A HERF, MD PROFIT SHARING PLAN 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

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Company Name:	DAVID A HERF, MD
Employer identification number (EIN):	592401819
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)