401k Plan data: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN plan

STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN
Plan identification number	001

STEVEN J. HERRON, M.D. 401(K) 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

STEVEN J. HERRON, MD has sponsored the creation of one or more 401k plans.

Company Name: STEVEN J. HERRON, MD

Employer identification number (EIN): 770220967

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 J. HERRON, M.D. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 STEVEN J. HERRON, M.D. 2022-03-23
001 2020-01-01 STEVEN J. HERRON, M.D. 2021-03-17
001 2019-01-01 STEVEN J. HERRON, M.D. 2020-03-27
001 2018-01-01
001 2017-01-01 STEVEN J. HERRON, M.D.
001 2016-01-01 STEVEN J. HERRON, M.D.
001 2015-01-01 STEVEN J. HERRON, M.D.
001 2014-01-01 STEVEN J. HERRON, M.D.
001 2013-01-01 STEVEN J. HERRON, M.D.
001 2012-01-01 STEVEN J. HERRON, M.D.
001 2011-01-01 STEVEN J. HERRON, M.D.
001 2010-01-01 STEVEN J. HERRON
001 2009-01-01 STEVEN J. HERRON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	STEVEN J. HERRON, M.D.	2022-03-23
001	2020-01-01	STEVEN J. HERRON, M.D.	2021-03-17
001	2019-01-01	STEVEN J. HERRON, M.D.	2020-03-27
001	2018-01-01
001	2017-01-01	STEVEN J. HERRON, M.D.
001	2016-01-01	STEVEN J. HERRON, M.D.
001	2015-01-01	STEVEN J. HERRON, M.D.
001	2014-01-01	STEVEN J. HERRON, M.D.
001	2013-01-01	STEVEN J. HERRON, M.D.
001	2012-01-01	STEVEN J. HERRON, M.D.
001	2011-01-01	STEVEN J. HERRON, M.D.
001	2010-01-01	STEVEN J. HERRON
001	2009-01-01	STEVEN J. HERRON

Plan Statistics for STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
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 2
Total of all active and inactive participants 2021-01-01 6
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
2020: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
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 6
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Total of all active and inactive participants 2018-01-01 5
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
2017: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
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 6
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 2
Total of all active and inactive participants 2015-01-01 7
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Total of all active and inactive participants 2014-01-01 7
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Total of all active and inactive participants 2013-01-01 7
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Total of all active and inactive participants 2010-01-01 6
Total participants 2010-01-01 6
2009: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 0
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
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	2
Total of all active and inactive participants	2021-01-01	6
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
2020: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
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	6
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Total of all active and inactive participants	2018-01-01	5
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
2017: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
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	6
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	2
Total of all active and inactive participants	2015-01-01	7
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Total of all active and inactive participants	2014-01-01	7
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Total of all active and inactive participants	2013-01-01	7
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Total of all active and inactive participants	2010-01-01	6
Total participants	2010-01-01	6
2009: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	0
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$315,452
Expenses. Total of all expenses incurred	2021-12-31	$460
Benefits paid (including direct rollovers)	2021-12-31	$295
Total plan assets at end of year	2021-12-31	$1,669,260
Total plan assets at beginning of year	2021-12-31	$1,354,268
Value of fidelity bond covering the plan	2021-12-31	$200,000
Total contributions received or receivable from participants	2021-12-31	$26,000
Assets. Value of loans (other than to participants)	2021-12-31	$0
Other income received	2021-12-31	$282,998
Net income (gross income less expenses)	2021-12-31	$314,992
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,669,260
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,354,268
Total contributions received or receivable from employer(s)	2021-12-31	$6,454
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$165
2020 : STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING 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	$229,249
Expenses. Total of all expenses incurred	2020-12-31	$912,178
Benefits paid (including direct rollovers)	2020-12-31	$912,178
Total plan assets at end of year	2020-12-31	$1,354,268
Total plan assets at beginning of year	2020-12-31	$2,037,197
Value of fidelity bond covering the plan	2020-12-31	$200,000
Total contributions received or receivable from participants	2020-12-31	$0
Assets. Value of loans (other than to participants)	2020-12-31	$50,000
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	$222,194
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-682,929
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,354,268
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,037,197
Total contributions received or receivable from employer(s)	2020-12-31	$7,055
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$331,873
Total plan assets at end of year	2019-12-31	$2,037,197
Total plan assets at beginning of year	2019-12-31	$1,705,324
Value of fidelity bond covering the plan	2019-12-31	$200,000
Assets. Value of loans (other than to participants)	2019-12-31	$50,000
Other income received	2019-12-31	$322,808
Net income (gross income less expenses)	2019-12-31	$331,873
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,037,197
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,705,324
Total contributions received or receivable from employer(s)	2019-12-31	$9,065
2018 : STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-128,167
Expenses. Total of all expenses incurred	2018-12-31	$133,589
Benefits paid (including direct rollovers)	2018-12-31	$133,464
Total plan assets at end of year	2018-12-31	$1,705,324
Total plan assets at beginning of year	2018-12-31	$1,967,080
Value of fidelity bond covering the plan	2018-12-31	$150,000
Assets. Value of loans (other than to participants)	2018-12-31	$50,000
Other income received	2018-12-31	$-138,074
Net income (gross income less expenses)	2018-12-31	$-261,756
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,705,324
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,967,080
Total contributions received or receivable from employer(s)	2018-12-31	$9,907
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$125
2017 : STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$291,815
Total plan assets at end of year	2017-12-31	$1,967,080
Total plan assets at beginning of year	2017-12-31	$1,675,265
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$24,750
Assets. Value of loans (other than to participants)	2017-12-31	$70,000
Other income received	2017-12-31	$256,122
Net income (gross income less expenses)	2017-12-31	$291,815
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,967,080
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,675,265
Total contributions received or receivable from employer(s)	2017-12-31	$10,943
2016 : STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING 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	$184,881
Expenses. Total of all expenses incurred	2016-12-31	$148,183
Benefits paid (including direct rollovers)	2016-12-31	$147,913
Total plan assets at end of year	2016-12-31	$1,675,265
Total plan assets at beginning of year	2016-12-31	$1,638,567
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$39,500
Assets. Value of loans (other than to participants)	2016-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$270
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$133,368
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$36,698
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,675,265
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,638,567
Total contributions received or receivable from employer(s)	2016-12-31	$12,013
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$47,722
Total plan assets at end of year	2015-12-31	$1,638,567
Total plan assets at beginning of year	2015-12-31	$1,590,845
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$30,275
Assets. Value of loans (other than to participants)	2015-12-31	$150,000
Other income received	2015-12-31	$4,953
Net income (gross income less expenses)	2015-12-31	$47,722
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,638,567
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,590,845
Total contributions received or receivable from employer(s)	2015-12-31	$12,494
2014 : STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$136,809
Total plan assets at end of year	2014-12-31	$1,590,845
Total plan assets at beginning of year	2014-12-31	$1,454,036
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$29,000
Assets. Value of loans (other than to participants)	2014-12-31	$150,000
Other income received	2014-12-31	$95,180
Net income (gross income less expenses)	2014-12-31	$136,809
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,590,845
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,454,036
Assets. Value of participant loans	2014-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2014-12-31	$100,000
Total contributions received or receivable from employer(s)	2014-12-31	$12,629
2013 : STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$310,674
Total plan assets at end of year	2013-12-31	$1,454,036
Total plan assets at beginning of year	2013-12-31	$1,143,362
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$29,000
Assets. Value of loans (other than to participants)	2013-12-31	$150,000
Other income received	2013-12-31	$269,243
Net income (gross income less expenses)	2013-12-31	$310,674
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,454,036
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,143,362
Assets. Value of participant loans	2013-12-31	$1,997
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2013-12-31	$100,000
Total contributions received or receivable from employer(s)	2013-12-31	$12,431
2012 : STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$160,266
Expenses. Total of all expenses incurred	2012-12-31	$4,020
Benefits paid (including direct rollovers)	2012-12-31	$4,000
Total plan assets at end of year	2012-12-31	$1,143,362
Total plan assets at beginning of year	2012-12-31	$987,116
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$6,000
Assets. Value of loans (other than to participants)	2012-12-31	$150,000
Other income received	2012-12-31	$141,912
Net income (gross income less expenses)	2012-12-31	$156,246
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,143,362
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$987,116
Assets. Value of participant loans	2012-12-31	$4,545
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-12-31	$100,000
Total contributions received or receivable from employer(s)	2012-12-31	$12,354
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$20
2011 : STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$21,212
Total plan assets at end of year	2011-12-31	$987,116
Total plan assets at beginning of year	2011-12-31	$965,904
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$28,000
Assets. Value of loans (other than to participants)	2011-12-31	$150,000
Other income received	2011-12-31	$-18,786
Net income (gross income less expenses)	2011-12-31	$21,212
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$987,116
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$965,904
Assets. Value of participant loans	2011-12-31	$6,969
Total contributions received or receivable from employer(s)	2011-12-31	$11,998
2010 : STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$152,764
Expenses. Total of all expenses incurred	2010-12-31	$16,000
Benefits paid (including direct rollovers)	2010-12-31	$16,000
Total plan assets at end of year	2010-12-31	$965,904
Total plan assets at beginning of year	2010-12-31	$829,140
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$28,125
Assets. Value of loans (other than to participants)	2010-12-31	$150,000
Other income received	2010-12-31	$113,360
Net income (gross income less expenses)	2010-12-31	$136,764
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$965,904
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$829,140
Assets. Value of participant loans	2010-12-31	$9,275
Total contributions received or receivable from employer(s)	2010-12-31	$11,279

Form 5500 Responses for STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN

2021: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STEVEN J. HERRON, M.D. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEVEN J. HERRON, MD
Employer identification number (EIN):	770220967
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)