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| Plan Name | ROBERT J. ALLEN, M.D. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ROBERT J. ALLEN, M.D., APMC |
| Employer identification number (EIN): | 721084074 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | DEBORAH FRAZIER | 2023-01-18 | ||
| 001 | 2021-01-01 | DEBORAH FRAZIER | 2022-10-03 | ||
| 001 | 2020-01-01 | DEBORAH FRAZIER | 2021-09-27 | ||
| 001 | 2019-01-01 | DEBORAH FRAZIER | 2020-08-31 | ||
| 001 | 2018-01-01 | DEBORAH FRAZIER | 2019-10-02 | ||
| 001 | 2017-01-01 | DEBORAH FRAZIER | 2018-08-20 | ||
| 001 | 2016-01-01 | DEBORAH FRAZIER | 2017-09-05 | ||
| 001 | 2015-01-01 | DEBORAH FRAZIER | 2016-10-17 | ||
| 001 | 2014-01-01 | DEBORAH FRAZIER | 2015-05-27 | ||
| 001 | 2013-01-01 | DEBORAH FRAZIER | 2014-08-29 | ||
| 001 | 2012-01-01 | DEBORAH FRAZIER | 2013-09-17 | ||
| 001 | 2011-01-01 | DEBORAH FRAZIER | 2012-06-14 | ||
| 001 | 2010-01-01 | DEBORAH FRAZIER | 2011-04-12 | ||
| 001 | 2009-01-01 | ROBERT ALLEN |
| Measure | Date | Value |
|---|---|---|
| 2022 : ROBERT J. ALLEN, M.D. PROFIT SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-03 | 1196864 |
| Net assets as of the end of the plan year | 2022-10-03 | 8495644 |
| Total assets as of the beginning of the plan year | 2022-10-03 | 8093785 |
| Value of plan covered by a fidelity bond | 2022-10-03 | 500000 |
| Other income to plan in this plan year | 2022-10-03 | 1598723 |
| Plan net income in this plan year | 2022-10-03 | 401859 |
| Net assets as of the end of the plan year | 2022-10-03 | 8495644 |
| Net assets as of the beginning of the plan year | 2022-10-03 | 8093785 |
| 2009 : ROBERT J. ALLEN, M.D. PROFIT SHARING PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2009: ROBERT J. ALLEN, M.D. PROFIT SHARING PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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