401k Plan data: RONALD P. SOEFER PROFIT SHARING PLAN plan

RONALD P. SOEFER PROFIT SHARING PLAN 401k Plan overview

Plan Name	RONALD P. SOEFER PROFIT SHARING PLAN
Plan identification number	001

RONALD P. SOEFER PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

RONALD P. SOEFER, M.D. has sponsored the creation of one or more 401k plans.

Company Name: RONALD P. SOEFER, M.D.

Employer identification number (EIN): 741882039

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RONALD P. SOEFER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 RONALD P. SOEFER, M.D.
001 2018-01-01 RONALD P. SOEFER, M.D.
001 2017-01-01 RONALD P. SOEFER, M.D.
001 2016-01-01 RONALD P. SOEFER, M.D.
001 2015-01-01 RONALD P. SOEFER, M.D.
001 2014-01-01 RONALD P. SOEFER, M.D.
001 2013-01-01 RONALD P. SOEFER, M.D.
001 2012-01-01 RONALD P. SOEFER, M.D.
001 2011-01-01 RONALD P. SOEFER, M.D.
001 2009-01-01 RONALD SOEFER

Plan id#	Filing Submission Date	Name of Administrator
001	2019-01-01	RONALD P. SOEFER, M.D.
001	2018-01-01	RONALD P. SOEFER, M.D.
001	2017-01-01	RONALD P. SOEFER, M.D.
001	2016-01-01	RONALD P. SOEFER, M.D.
001	2015-01-01	RONALD P. SOEFER, M.D.
001	2014-01-01	RONALD P. SOEFER, M.D.
001	2013-01-01	RONALD P. SOEFER, M.D.
001	2012-01-01	RONALD P. SOEFER, M.D.
001	2011-01-01	RONALD P. SOEFER, M.D.
001	2009-01-01	RONALD SOEFER

Plan Statistics for RONALD P. SOEFER PROFIT SHARING PLAN

401k plan membership statisitcs for RONALD P. SOEFER PROFIT SHARING PLAN

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

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

Financial Data on RONALD P. SOEFER PROFIT SHARING PLAN

Measure	Date	Value
2019 : RONALD P. SOEFER PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-05-31	$200,863
Expenses. Total of all expenses incurred	2019-05-31	$1,615,292
Benefits paid (including direct rollovers)	2019-05-31	$1,605,168
Total plan assets at end of year	2019-05-31	$0
Total plan assets at beginning of year	2019-05-31	$1,414,429
Value of fidelity bond covering the plan	2019-05-31	$200,000
Other income received	2019-05-31	$200,863
Net income (gross income less expenses)	2019-05-31	$-1,414,429
Net plan assets at end of year (total assets less liabilities)	2019-05-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-05-31	$1,414,429
Expenses. Administrative service providers (salaries,fees and commissions)	2019-05-31	$10,124
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
2018 : RONALD P. SOEFER PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-78,222
Expenses. Total of all expenses incurred	2018-12-31	$20,416
Total plan assets at end of year	2018-12-31	$1,414,429
Total plan assets at beginning of year	2018-12-31	$1,513,067
Value of fidelity bond covering the plan	2018-12-31	$200,000
Other income received	2018-12-31	$-78,222
Net income (gross income less expenses)	2018-12-31	$-98,638
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,414,429
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,513,067
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$20,416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : RONALD P. SOEFER PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$273,224
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$1,513,067
Total plan assets at beginning of year	2017-12-31	$1,239,843
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$273,224
Net income (gross income less expenses)	2017-12-31	$273,224
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,513,067
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,239,843
Total contributions received or receivable from employer(s)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : RONALD P. SOEFER PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$56,197
Expenses. Total of all expenses incurred	2016-12-31	$15,364
Total plan assets at end of year	2016-12-31	$1,239,843
Total plan assets at beginning of year	2016-12-31	$1,199,010
Value of fidelity bond covering the plan	2016-12-31	$200,000
Other income received	2016-12-31	$56,197
Net income (gross income less expenses)	2016-12-31	$40,833
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,239,843
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,199,010
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$15,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : RONALD P. SOEFER PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-86,320
Expenses. Total of all expenses incurred	2015-12-31	$17,445
Total plan assets at end of year	2015-12-31	$1,199,010
Total plan assets at beginning of year	2015-12-31	$1,302,775
Value of fidelity bond covering the plan	2015-12-31	$200,000
Other income received	2015-12-31	$-90,099
Net income (gross income less expenses)	2015-12-31	$-103,765
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,199,010
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,302,775
Total contributions received or receivable from employer(s)	2015-12-31	$3,779
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$17,445
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : RONALD P. SOEFER PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$80,223
Expenses. Total of all expenses incurred	2014-12-31	$24,230
Benefits paid (including direct rollovers)	2014-12-31	$8,001
Total plan assets at end of year	2014-12-31	$1,302,775
Total plan assets at beginning of year	2014-12-31	$1,246,782
Value of fidelity bond covering the plan	2014-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$16,229
Other income received	2014-12-31	$39,224
Net income (gross income less expenses)	2014-12-31	$55,993
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,302,775
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,246,782
Total contributions received or receivable from employer(s)	2014-12-31	$40,999
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : RONALD P. SOEFER PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$246,066
Expenses. Total of all expenses incurred	2013-12-31	$17,532
Benefits paid (including direct rollovers)	2013-12-31	$3,606
Total plan assets at end of year	2013-12-31	$1,246,782
Total plan assets at beginning of year	2013-12-31	$1,018,248
Value of fidelity bond covering the plan	2013-12-31	$200,000
Other income received	2013-12-31	$216,066
Net income (gross income less expenses)	2013-12-31	$228,534
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,246,782
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,018,248
Total contributions received or receivable from employer(s)	2013-12-31	$30,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$13,926
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : RONALD P. SOEFER PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$74,978
Expenses. Total of all expenses incurred	2012-12-31	$13,685
Benefits paid (including direct rollovers)	2012-12-31	$2,659
Total plan assets at end of year	2012-12-31	$1,018,248
Total plan assets at beginning of year	2012-12-31	$956,955
Value of fidelity bond covering the plan	2012-12-31	$200,000
Other income received	2012-12-31	$74,978
Net income (gross income less expenses)	2012-12-31	$61,293
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,018,248
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$956,955
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$11,026
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : RONALD P. SOEFER PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$31,055
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$956,955
Total plan assets at beginning of year	2011-12-31	$925,900
Value of fidelity bond covering the plan	2011-12-31	$200,000
Other income received	2011-12-31	$12,926
Net income (gross income less expenses)	2011-12-31	$31,055
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$956,955
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$925,900
Total contributions received or receivable from employer(s)	2011-12-31	$18,129
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : RONALD P. SOEFER PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$118,144
Expenses. Total of all expenses incurred	2010-12-31	$169
Total plan assets at end of year	2010-12-31	$925,900
Total plan assets at beginning of year	2010-12-31	$807,925
Value of fidelity bond covering the plan	2010-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$169
Other income received	2010-12-31	$100,443
Net income (gross income less expenses)	2010-12-31	$117,975
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$925,900
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$807,925
Total contributions received or receivable from employer(s)	2010-12-31	$17,701
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : RONALD P. SOEFER 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

Form 5500 Responses for RONALD P. SOEFER PROFIT SHARING PLAN

2019: RONALD P. SOEFER PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RONALD P. SOEFER PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RONALD P. SOEFER PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RONALD P. SOEFER PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RONALD P. SOEFER PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RONALD P. SOEFER PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RONALD P. SOEFER PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RONALD P. SOEFER PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RONALD P. SOEFER PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: RONALD P. SOEFER 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number	7800-092531
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number	7800-092531
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number	7800-092531
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number	7800-092531
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number	7800-092531
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number	7800-092531
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 )
Policy contract number	7800-092531
Policy instance	1

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Company Name:	RONALD P. SOEFER, M.D.
Employer identification number (EIN):	741882039
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)