401k Plan data: PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC plan

PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 401k Plan overview

Plan Name	PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC
Plan identification number	001

PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 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
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

JOEL H GOLDSTEIN MD FACS PC has sponsored the creation of one or more 401k plans.

Company Name: JOEL H GOLDSTEIN MD FACS PC

Employer identification number (EIN): 840680823

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 JOEL GOLDSTEIN
001 2011-01-01 JOEL GOLDSTEIN
001 2010-01-01 JOEL GOLDSTEIN
001 2009-01-01 JOEL GOLDSTEIN

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	JOEL GOLDSTEIN
001	2011-01-01	JOEL GOLDSTEIN
001	2010-01-01	JOEL GOLDSTEIN
001	2009-01-01	JOEL GOLDSTEIN

Plan Statistics for PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC

401k plan membership statisitcs for PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC

Measure Date Value
2012: PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
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 5
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
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 5
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2012: PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
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	5
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
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	5
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC

Measure	Date	Value
2012 : PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$69,208
Expenses. Total of all expenses incurred	2012-12-31	$732,600
Benefits paid (including direct rollovers)	2012-12-31	$719,365
Total plan assets at end of year	2012-12-31	$17,291
Total plan assets at beginning of year	2012-12-31	$680,683
Value of fidelity bond covering the plan	2012-12-31	$68,068
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$69,208
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-663,392
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$17,291
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$680,683
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$16,478
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$13,235
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-75,778
Expenses. Total of all expenses incurred	2011-12-31	$15,068
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$680,683
Total plan assets at beginning of year	2011-12-31	$771,529
Value of fidelity bond covering the plan	2011-12-31	$77,153
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-75,778
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-90,846
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$680,683
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$771,529
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$7,876
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$15,068
2010 : PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$80,334
Expenses. Total of all expenses incurred	2010-12-31	$14,074
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$771,529
Total plan assets at beginning of year	2010-12-31	$705,269
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$80,334
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$66,260
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$771,529
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$705,269
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$7,757
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$14,074

Form 5500 Responses for PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC

2012: PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 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: PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN OF JOEL H GOLDSTEIN MD FACS PC 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOEL H GOLDSTEIN MD FACS PC
Employer identification number (EIN):	840680823
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)