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RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN
Plan identification number 001

RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

RICHARD B PESIKOFF MD PA has sponsored the creation of one or more 401k plans.

Company Name:RICHARD B PESIKOFF MD PA
Employer identification number (EIN):741699313
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01RICHARD B PESIKOFF MD
0012023-01-01
0012023-01-01RICHARD B PESIKOFF MD
0012022-01-01
0012022-01-01RICHARD B PESIKOFF MD
0012021-01-01
0012021-01-01RICHARD B PESIKOFF MD
0012020-01-01
0012019-01-01
0012018-01-01RICHARD B PESIKOFF MD RICHARD B PESIKOFF MD2019-07-03
0012017-01-01RICHARD B PESIKOFF MD RICHARD B PESIKOFF MD2018-08-27
0012016-01-01 RICHARD B PESIKOFF MD2017-08-21
0012015-01-01RICHARD B PESIKOFF MD RICHARD B PESIKOFF MD2016-10-17
0012014-01-01RICHARD B PESIKOFF MD
0012013-01-01RICHARD B PESIKOFF MD
0012012-01-01RICHARD B PESIKOFF MD
0012011-01-01RICHARD B PESIKOFF MD
0012010-01-01RICHARD B PESIKOFF MD
0012009-01-01RICHARD B PESIKOFF MD

Financial Data on RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2023 : RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$543,369
Expenses. Total of all expenses incurred2023-12-31$336,037
Benefits paid (including direct rollovers)2023-12-31$331,319
Total plan assets at end of year2023-12-31$6,150,110
Total plan assets at beginning of year2023-12-31$5,942,778
Other income received2023-12-31$543,369
Net income (gross income less expenses)2023-12-31$207,332
Net plan assets at end of year (total assets less liabilities)2023-12-31$6,150,110
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,942,778
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$4,718
2022 : RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-787,166
Expenses. Total of all expenses incurred2022-12-31$402,016
Benefits paid (including direct rollovers)2022-12-31$380,705
Total plan assets at end of year2022-12-31$5,946,551
Total plan assets at beginning of year2022-12-31$7,135,733
Other income received2022-12-31$-787,166
Net income (gross income less expenses)2022-12-31$-1,189,182
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,946,551
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,135,733
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$21,311
2021 : RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$279,723
Expenses. Total of all expenses incurred2021-12-31$484,158
Benefits paid (including direct rollovers)2021-12-31$475,000
Total plan assets at end of year2021-12-31$7,135,733
Total plan assets at beginning of year2021-12-31$7,340,168
Other income received2021-12-31$260,448
Net income (gross income less expenses)2021-12-31$-204,435
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,135,733
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,340,168
Total contributions received or receivable from employer(s)2021-12-31$19,275
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$9,158
2020 : RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$-424,931
Expenses. Total of all expenses incurred2020-12-31$508,056
Benefits paid (including direct rollovers)2020-12-31$507,958
Total plan assets at end of year2020-12-31$7,340,168
Total plan assets at beginning of year2020-12-31$8,273,155
Other income received2020-12-31$-446,418
Net income (gross income less expenses)2020-12-31$-932,987
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,340,168
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,273,155
Total contributions received or receivable from employer(s)2020-12-31$21,487
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$98
2019 : RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$2,142,054
Expenses. Total of all expenses incurred2019-12-31$446,403
Benefits paid (including direct rollovers)2019-12-31$436,100
Total plan assets at end of year2019-12-31$8,273,155
Total plan assets at beginning of year2019-12-31$6,577,504
Other income received2019-12-31$2,121,597
Net income (gross income less expenses)2019-12-31$1,695,651
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,273,155
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,577,504
Total contributions received or receivable from employer(s)2019-12-31$20,457
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,303
2018 : RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-282,638
Expenses. Total of all expenses incurred2018-12-31$366,025
Benefits paid (including direct rollovers)2018-12-31$359,831
Total plan assets at end of year2018-12-31$6,577,505
Total plan assets at beginning of year2018-12-31$7,226,168
Other income received2018-12-31$-298,957
Net income (gross income less expenses)2018-12-31$-648,663
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,577,505
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,226,168
Total contributions received or receivable from employer(s)2018-12-31$16,319
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,194
2017 : RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$613,688
Expenses. Total of all expenses incurred2017-12-31$379,079
Benefits paid (including direct rollovers)2017-12-31$370,000
Total plan assets at end of year2017-12-31$7,226,168
Total plan assets at beginning of year2017-12-31$6,991,559
Other income received2017-12-31$597,647
Net income (gross income less expenses)2017-12-31$234,609
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,226,168
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,991,559
Total contributions received or receivable from employer(s)2017-12-31$16,041
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$9,079
2016 : RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$620,968
Expenses. Total of all expenses incurred2016-12-31$325,684
Benefits paid (including direct rollovers)2016-12-31$315,000
Total plan assets at end of year2016-12-31$6,991,559
Total plan assets at beginning of year2016-12-31$6,696,275
Other income received2016-12-31$604,925
Net income (gross income less expenses)2016-12-31$295,284
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,991,559
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,696,275
Total contributions received or receivable from employer(s)2016-12-31$16,043
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$10,684
2015 : RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-117,161
Expenses. Total of all expenses incurred2015-12-31$418,450
Benefits paid (including direct rollovers)2015-12-31$409,510
Total plan assets at end of year2015-12-31$6,696,275
Total plan assets at beginning of year2015-12-31$7,231,886
Other income received2015-12-31$-129,617
Net income (gross income less expenses)2015-12-31$-535,611
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,696,275
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,231,886
Total contributions received or receivable from employer(s)2015-12-31$12,456
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$8,940
2014 : RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$716,083
Expenses. Total of all expenses incurred2014-12-31$414,613
Benefits paid (including direct rollovers)2014-12-31$400,000
Total plan assets at end of year2014-12-31$7,231,886
Total plan assets at beginning of year2014-12-31$6,930,416
Other income received2014-12-31$704,721
Net income (gross income less expenses)2014-12-31$301,470
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,231,886
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,930,416
Total contributions received or receivable from employer(s)2014-12-31$11,362
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$14,613
2013 : RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$449,783
Expenses. Total of all expenses incurred2013-12-31$309,190
Benefits paid (including direct rollovers)2013-12-31$304,000
Total plan assets at end of year2013-12-31$6,930,416
Total plan assets at beginning of year2013-12-31$6,789,823
Other income received2013-12-31$429,880
Net income (gross income less expenses)2013-12-31$140,593
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,930,416
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,789,823
Total contributions received or receivable from employer(s)2013-12-31$19,903
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,190
2012 : RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$548,495
Expenses. Total of all expenses incurred2012-12-31$522,073
Benefits paid (including direct rollovers)2012-12-31$510,938
Total plan assets at end of year2012-12-31$6,789,823
Total plan assets at beginning of year2012-12-31$6,763,401
Other income received2012-12-31$529,586
Net income (gross income less expenses)2012-12-31$26,422
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,789,823
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,763,401
Total contributions received or receivable from employer(s)2012-12-31$18,909
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$11,135
2011 : RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$805,040
Expenses. Total of all expenses incurred2011-12-31$236,828
Benefits paid (including direct rollovers)2011-12-31$233,500
Total plan assets at end of year2011-12-31$6,763,401
Total plan assets at beginning of year2011-12-31$6,195,189
Other income received2011-12-31$785,253
Net income (gross income less expenses)2011-12-31$568,212
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,763,401
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,195,189
Total contributions received or receivable from employer(s)2011-12-31$19,787
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,328
2010 : RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$634,410
Expenses. Total of all expenses incurred2010-12-31$222,988
Benefits paid (including direct rollovers)2010-12-31$211,000
Total plan assets at end of year2010-12-31$6,195,189
Total plan assets at beginning of year2010-12-31$5,783,767
Other income received2010-12-31$615,578
Net income (gross income less expenses)2010-12-31$411,422
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,195,189
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,783,767
Total contributions received or receivable from employer(s)2010-12-31$18,832
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$11,988

Form 5500 Responses for RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN

2023: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 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: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RICHARD B PESIKOFF MD AND ASSOCIATES PROFIT SHARING PLAN 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

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