401k Plan data: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN plan

STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 401k Plan overview

Plan Name	STEVEN H. SLOAN, M.D., INC. 401(K) PLAN
Plan identification number	004

STEVEN H. SLOAN, M.D., INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STEVEN H. SLOAN, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: STEVEN H. SLOAN, M.D., INC.

Employer identification number (EIN): 753058533

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN H. SLOAN, M.D., INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 STEVEN SLOAN
004 2016-01-01 STEVEN SLOAN
004 2016-01-01 STEVEN SLOAN 2017-10-13
004 2015-01-01 RHONA EDELBAUM
004 2014-01-01 RHONA EDELBAUM
004 2013-01-01 RHONA EDELBAUM

Plan Statistics for STEVEN H. SLOAN, M.D., INC. 401(K) PLAN

401k plan membership statisitcs for STEVEN H. SLOAN, M.D., INC. 401(K) PLAN

Measure Date Value
2022: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STEVEN H. SLOAN, M.D., INC. 401(K) 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 3
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 1
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
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 1
2017: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
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 1
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
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 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: STEVEN H. SLOAN, M.D., INC. 401(K) 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 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEVEN H. SLOAN, M.D., INC. 401(K) 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 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
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: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 0
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

Measure	Date	Value
2022: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STEVEN H. SLOAN, M.D., INC. 401(K) 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	3
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	1
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
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	1
2017: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
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	1
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
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	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: STEVEN H. SLOAN, M.D., INC. 401(K) 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	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEVEN H. SLOAN, M.D., INC. 401(K) 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	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
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: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	0
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

Financial Data on STEVEN H. SLOAN, M.D., INC. 401(K) PLAN

Measure	Date	Value
2022 : STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-263,449
Expenses. Total of all expenses incurred	2022-12-31	$349
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$6,175,734
Total plan assets at beginning of year	2022-12-31	$6,439,532
Value of fidelity bond covering the plan	2022-12-31	$3,100,000
Total contributions received or receivable from participants	2022-12-31	$27,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$99
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-361,414
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-263,798
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,175,734
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,439,532
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$1,133,969
Total contributions received or receivable from employer(s)	2022-12-31	$70,965
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$250
2021 : STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$634,290
Expenses. Total of all expenses incurred	2021-12-31	$9,769
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$6,439,532
Total plan assets at beginning of year	2021-12-31	$5,815,011
Value of fidelity bond covering the plan	2021-12-31	$2,800,000
Total contributions received or receivable from participants	2021-12-31	$15,000
Assets. Value of loans (other than to participants)	2021-12-31	$1,655,648
Expenses. Other expenses not covered elsewhere	2021-12-31	$9,519
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$576,854
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$624,521
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,439,532
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,815,011
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$1,141,931
Total contributions received or receivable from employer(s)	2021-12-31	$42,436
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$250
2020 : STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$584,091
Expenses. Total of all expenses incurred	2020-12-31	$8,627
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$5,815,011
Total plan assets at beginning of year	2020-12-31	$5,239,547
Value of fidelity bond covering the plan	2020-12-31	$1,900,000
Total contributions received or receivable from participants	2020-12-31	$9,000
Assets. Value of loans (other than to participants)	2020-12-31	$1,291,505
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$556,059
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$575,464
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,815,011
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,239,547
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$596,848
Total contributions received or receivable from employer(s)	2020-12-31	$19,032
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$8,627
2019 : STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$615,712
Expenses. Total of all expenses incurred	2019-12-31	$61,406
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$5,239,547
Total plan assets at beginning of year	2019-12-31	$4,685,241
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$1,800
Assets. Value of loans (other than to participants)	2019-12-31	$2,059,850
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$613,284
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$554,306
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,239,547
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,685,241
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$372,161
Total contributions received or receivable from employer(s)	2019-12-31	$628
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$61,406
2018 : STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-9,588
Expenses. Total of all expenses incurred	2018-12-31	$8,428
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$4,685,241
Total plan assets at beginning of year	2018-12-31	$4,703,257
Value of fidelity bond covering the plan	2018-12-31	$2,200,000
Total contributions received or receivable from participants	2018-12-31	$31,650
Assets. Value of loans (other than to participants)	2018-12-31	$1,909,850
Expenses. Other expenses not covered elsewhere	2018-12-31	$28
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-66,238
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-18,016
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,685,241
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,703,257
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$250,000
Total contributions received or receivable from employer(s)	2018-12-31	$25,000
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$8,400
2017 : STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$658,646
Expenses. Total of all expenses incurred	2017-12-31	$53,533
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$4,703,257
Total plan assets at beginning of year	2017-12-31	$4,098,144
Value of fidelity bond covering the plan	2017-12-31	$1,700,000
Total contributions received or receivable from participants	2017-12-31	$34,800
Assets. Value of loans (other than to participants)	2017-12-31	$1,410,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$63
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$578,538
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$605,113
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,703,257
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,098,144
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$250,000
Total contributions received or receivable from employer(s)	2017-12-31	$45,308
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$53,470
2016 : STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$312,581
Expenses. Total of all expenses incurred	2016-12-31	$53,264
Benefits paid (including direct rollovers)	2016-12-31	$11,951
Total plan assets at end of year	2016-12-31	$4,098,144
Total plan assets at beginning of year	2016-12-31	$3,838,827
Value of fidelity bond covering the plan	2016-12-31	$1,600,000
Total contributions received or receivable from participants	2016-12-31	$19,990
Assets. Value of loans (other than to participants)	2016-12-31	$1,441,621
Expenses. Other expenses not covered elsewhere	2016-12-31	$102
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$271,991
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$259,317
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,098,144
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,838,827
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$150,000
Total contributions received or receivable from employer(s)	2016-12-31	$20,600
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$41,211
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$241,145
Expenses. Total of all expenses incurred	2015-12-31	$41,419
Benefits paid (including direct rollovers)	2015-12-31	$830
Total plan assets at end of year	2015-12-31	$3,838,827
Total plan assets at beginning of year	2015-12-31	$3,639,101
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$19,243
Assets. Value of loans (other than to participants)	2015-12-31	$281,975
Expenses. Other expenses not covered elsewhere	2015-12-31	$179
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$118,259
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$199,726
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,838,827
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,639,101
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$150,000
Total contributions received or receivable from employer(s)	2015-12-31	$103,643
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$40,410
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$560,006
Expenses. Total of all expenses incurred	2014-12-31	$86,340
Benefits paid (including direct rollovers)	2014-12-31	$60,824
Total plan assets at end of year	2014-12-31	$3,639,101
Total plan assets at beginning of year	2014-12-31	$3,165,435
Value of fidelity bond covering the plan	2014-12-31	$1,500,000
Total contributions received or receivable from participants	2014-12-31	$36,307
Assets. Value of loans (other than to participants)	2014-12-31	$911,097
Expenses. Other expenses not covered elsewhere	2014-12-31	$325
Contributions received from other sources (not participants or employers)	2014-12-31	$181,626
Other income received	2014-12-31	$257,901
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$473,666
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,639,101
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,165,435
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$150,000
Total contributions received or receivable from employer(s)	2014-12-31	$84,172
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$25,191
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$3,165,435
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$3,165,435
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$36,528
Assets. Value of loans (other than to participants)	2013-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$2,999,658
Other income received	2013-12-31	$45,588
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$3,165,435
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,165,435
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$83,661
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0

Form 5500 Responses for STEVEN H. SLOAN, M.D., INC. 401(K) PLAN

2022: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEVEN H. SLOAN, M.D., INC. 401(K) 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	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: STEVEN H. SLOAN, M.D., INC. 401(K) 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEVEN H. SLOAN, M.D., INC. 401(K) 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEVEN H. SLOAN, M.D., INC. 401(K) 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEVEN H. SLOAN, M.D., INC. 401(K) 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEVEN H. SLOAN, M.D., INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEVEN H. SLOAN, M.D., INC.
Employer identification number (EIN):	753058533
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)