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ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST
Plan identification number 001

ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing

401k Sponsoring company profile

ROBERT B ROOK M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT B ROOK M.D., P.A.
Employer identification number (EIN):710582094
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01JOHN HARWOOD
0012016-01-01JOHN HARWOOD
0012015-01-01
0012014-01-01
0012013-01-01JOHN HARWOOD
0012012-01-01JOHN HARWOOD
0012011-01-01JOHN HARWOOD
0012009-01-01ROBERT B. ROOK
0012008-01-01ROBERT B. ROOK
0012007-01-01ROBERT B. ROOK

Plan Statistics for ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST

Measure Date Value
2019: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-010
2018: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
2017: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
2016: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
2015: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
2014: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
2013: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
2012: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
2011: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
2009: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012
2008: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-012
Total number of active participants reported on line 7a of the Form 55002008-01-012
Total of all active and inactive participants2008-01-012
Total participants2008-01-012
Number of participants with account balances2008-01-012
2007: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-012
Total number of active participants reported on line 7a of the Form 55002007-01-012
Total of all active and inactive participants2007-01-012
Total participants2007-01-012
Number of participants with account balances2007-01-012

Financial Data on ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST

Measure Date Value
2019 : ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$44,297
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$2,665,445
Total plan assets at beginning of year2019-12-31$2,621,148
Other income received2019-12-31$44,297
Net income (gross income less expenses)2019-12-31$44,297
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,665,445
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,621,148
Assets. Value of participant loans2019-12-31$2,665,445
2017 : ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$303,335
Expenses. Total of all expenses incurred2017-12-31$175,000
Benefits paid (including direct rollovers)2017-12-31$175,000
Total plan assets at end of year2017-12-31$2,818,076
Total plan assets at beginning of year2017-12-31$2,689,741
Other income received2017-12-31$303,335
Net income (gross income less expenses)2017-12-31$128,335
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,818,076
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,689,741
Assets. Value of participant loans2017-12-31$2,818,076
2016 : ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$619,937
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$2,689,741
Total plan assets at beginning of year2016-12-31$2,069,804
Other income received2016-12-31$619,937
Net income (gross income less expenses)2016-12-31$619,937
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,689,741
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,069,804
Assets. Value of participant loans2016-12-31$1,899,970
2015 : ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$179,720
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$2,069,805
Total plan assets at beginning of year2015-12-31$1,890,085
Other income received2015-12-31$179,720
Net income (gross income less expenses)2015-12-31$179,720
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,069,805
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,890,085
Assets. Value of participant loans2015-12-31$565,150
2014 : ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$284,612
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$1,890,085
Total plan assets at beginning of year2014-12-31$1,605,473
Other income received2014-12-31$284,612
Net income (gross income less expenses)2014-12-31$284,612
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,890,085
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,605,473
Assets. Value of participant loans2014-12-31$555,750
2013 : ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$73,766
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,605,473
Total plan assets at beginning of year2013-12-31$1,531,707
Other income received2013-12-31$73,766
Net income (gross income less expenses)2013-12-31$73,766
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,605,473
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,531,707
Assets. Value of participant loans2013-12-31$535,133
2012 : ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$276,833
Total plan assets at end of year2012-12-31$1,531,707
Total plan assets at beginning of year2012-12-31$1,254,874
Other income received2012-12-31$276,833
Net income (gross income less expenses)2012-12-31$276,833
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,531,707
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,254,874
Assets. Value of participant loans2012-12-31$365,880
2011 : ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$263,630
Expenses. Total of all expenses incurred2011-12-31$12,400
Benefits paid (including direct rollovers)2011-12-31$12,400
Total plan assets at end of year2011-12-31$1,254,874
Total plan assets at beginning of year2011-12-31$1,003,644
Other income received2011-12-31$263,630
Net income (gross income less expenses)2011-12-31$251,230
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,254,874
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,003,644
Assets. Value of participant loans2011-12-31$73,749
2010 : ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$30,823
Expenses. Total of all expenses incurred2010-12-31$12,400
Benefits paid (including direct rollovers)2010-12-31$12,400
Total plan assets at end of year2010-12-31$1,003,644
Total plan assets at beginning of year2010-12-31$985,221
Other income received2010-12-31$30,823
Net income (gross income less expenses)2010-12-31$18,423
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,003,644
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$985,221
Assets. Value of participant loans2010-12-31$73,749

Form 5500 Responses for ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST

2019: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 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: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 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: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 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
2008: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: ROBERT B ROOK, MD PA PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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