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DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameDR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST
Plan identification number 001

DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

ROBERT E. FELDMAN, M.D. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT E. FELDMAN, M.D.
Employer identification number (EIN):721203818
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01MICHAEL N. FELDMAN2022-03-25
0012020-01-01NITA DAVE2021-10-05
0012019-01-01NITA DAVE2020-05-28
0012018-01-01NITA DAVE2019-07-24
0012017-01-01NITA DAVE2018-09-04
0012016-01-01NITA DAVE2017-07-31
0012015-01-01PLAN SPONSOR2016-07-05
0012014-01-01ROBERT E. FELDMAN, M.D.
0012012-01-01ROBERT E. FELDMAN, M.D.
0012011-01-01ROBERT E FELDMAN MD
0012009-01-01ROBERT E FELDMAN MD

Plan Statistics for DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-016
Total participants2014-01-016
Number of participants with account balances2014-01-016
2012: DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2009: DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014 : DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$355,416
Expenses. Total of all expenses incurred2014-12-31$208,661
Benefits paid (including direct rollovers)2014-12-31$206,948
Total plan assets at end of year2014-12-31$4,451,914
Total plan assets at beginning of year2014-12-31$4,305,159
Other income received2014-12-31$355,416
Net income (gross income less expenses)2014-12-31$146,755
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,451,914
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,305,159
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,713
2012 : DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$465,570
Expenses. Total of all expenses incurred2012-12-31$152,878
Benefits paid (including direct rollovers)2012-12-31$152,878
Total plan assets at end of year2012-12-31$3,789,469
Total plan assets at beginning of year2012-12-31$3,476,777
Other income received2012-12-31$465,570
Net income (gross income less expenses)2012-12-31$312,692
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,789,469
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,476,777
2011 : DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$-51,870
Expenses. Total of all expenses incurred2011-12-31$156,696
Benefits paid (including direct rollovers)2011-12-31$156,696
Total plan assets at end of year2011-12-31$3,476,777
Total plan assets at beginning of year2011-12-31$3,685,343
Other income received2011-12-31$-51,870
Net income (gross income less expenses)2011-12-31$-208,566
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,476,777
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,685,343
2010 : DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$444,508
Expenses. Total of all expenses incurred2010-12-31$141,842
Benefits paid (including direct rollovers)2010-12-31$141,842
Total plan assets at end of year2010-12-31$3,685,343
Total plan assets at beginning of year2010-12-31$3,382,677
Other income received2010-12-31$409,008
Net income (gross income less expenses)2010-12-31$302,666
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,685,343
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,382,677
Total contributions received or receivable from employer(s)2010-12-31$35,500

Form 5500 Responses for DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST

2014: DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2012: DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST 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: DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST 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: DR. ROBERT FELDMAN HR10 PROFIT SHARING PLAN AND TRUST 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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