401k Plan data: PROFIT SHARING PLAN plan

PROFIT SHARING PLAN 401k Plan overview

Plan Name	PROFIT SHARING PLAN
Plan identification number	002

PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
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.
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 MONTEVERDE MD PC has sponsored the creation of one or more 401k plans.

Company Name: RONALD MONTEVERDE MD PC

Employer identification number (EIN): 850332961

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 RONALD MONTEVERDE
002 2023-01-01
002 2023-01-01 RONALD MONTEVERDE
002 2022-01-01
002 2022-01-01 RONALD MONTEVERDE
002 2021-01-01
002 2021-01-01 RONALD MONTEVERDE
002 2020-01-01
002 2019-01-01
002 2018-01-01 RONALD MONTEVERDE RONALD MONTEVERDE 2019-07-17
002 2017-01-01
002 2016-01-01 RONALD MONTEVERDE
002 2015-01-01 RONALD MONTEVERDE
002 2015-01-01 RONALD MONTEVERDE
002 2014-01-01 RONALD MONTEVERDE
002 2012-01-01 RONALD MONTEVERDE RONALD MONTEVERDE 2013-07-24
002 2011-01-01 RONALD MONTEVERDE
002 2010-01-01 RONALD MONTEVERDE
002 2009-01-01 RONALD MONTEVERDE

Financial Data on PROFIT SHARING PLAN

Measure	Date	Value
2023 : PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$269,265
Expenses. Total of all expenses incurred	2023-12-31	$68,452
Benefits paid (including direct rollovers)	2023-12-31	$68,452
Total plan assets at end of year	2023-12-31	$1,911,254
Total plan assets at beginning of year	2023-12-31	$1,710,441
Total contributions received or receivable from participants	2023-12-31	$720
Other income received	2023-12-31	$268,545
Net income (gross income less expenses)	2023-12-31	$200,813
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,911,254
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,710,441
2022 : PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-214,448
Expenses. Total of all expenses incurred	2022-12-31	$77,565
Benefits paid (including direct rollovers)	2022-12-31	$77,565
Total plan assets at end of year	2022-12-31	$1,710,441
Total plan assets at beginning of year	2022-12-31	$2,002,454
Other income received	2022-12-31	$-215,168
Net income (gross income less expenses)	2022-12-31	$-292,013
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,710,441
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,002,454
Total contributions received or receivable from employer(s)	2022-12-31	$720
2021 : PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$380,894
Expenses. Total of all expenses incurred	2021-12-31	$67,462
Benefits paid (including direct rollovers)	2021-12-31	$67,462
Total plan assets at end of year	2021-12-31	$2,002,454
Total plan assets at beginning of year	2021-12-31	$1,689,022
Other income received	2021-12-31	$379,394
Net income (gross income less expenses)	2021-12-31	$313,432
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,002,454
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,689,022
Total contributions received or receivable from employer(s)	2021-12-31	$1,500
2020 : PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$184,104
Expenses. Total of all expenses incurred	2020-12-31	$42,698
Benefits paid (including direct rollovers)	2020-12-31	$42,698
Total plan assets at end of year	2020-12-31	$1,689,022
Total plan assets at beginning of year	2020-12-31	$1,547,616
Other income received	2020-12-31	$181,854
Net income (gross income less expenses)	2020-12-31	$141,406
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,689,022
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,547,616
Total contributions received or receivable from employer(s)	2020-12-31	$2,250
2019 : PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$300,733
Expenses. Total of all expenses incurred	2019-12-31	$55,233
Benefits paid (including direct rollovers)	2019-12-31	$55,233
Total plan assets at end of year	2019-12-31	$1,547,616
Total plan assets at beginning of year	2019-12-31	$1,302,116
Other income received	2019-12-31	$298,483
Net income (gross income less expenses)	2019-12-31	$245,500
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,547,616
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,302,116
Total contributions received or receivable from employer(s)	2019-12-31	$2,250
2018 : PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-40,000
Expenses. Total of all expenses incurred	2018-12-31	$48,473
Benefits paid (including direct rollovers)	2018-12-31	$48,473
Total plan assets at end of year	2018-12-31	$1,302,116
Total plan assets at beginning of year	2018-12-31	$1,390,589
Other income received	2018-12-31	$-42,400
Net income (gross income less expenses)	2018-12-31	$-88,473
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,302,116
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,390,589
Total contributions received or receivable from employer(s)	2018-12-31	$2,400
2016 : PROFIT SHARING PLAN 2016 401k financial data
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	$121,697
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,231,378
Total plan assets at beginning of year	2016-12-31	$1,109,681
Other income received	2016-12-31	$117,347
Net income (gross income less expenses)	2016-12-31	$121,697
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,231,378
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,109,681
Total contributions received or receivable from employer(s)	2016-12-31	$4,350
2015 : PROFIT SHARING PLAN 2015 401k financial data
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	$23,443
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,109,680
Total plan assets at beginning of year	2015-12-31	$1,086,237
Other income received	2015-12-31	$18,013
Net income (gross income less expenses)	2015-12-31	$23,443
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,109,680
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,086,237
Total contributions received or receivable from employer(s)	2015-12-31	$5,430
2014 : PROFIT SHARING PLAN 2014 401k financial data
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	$45,176
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,086,350
Total plan assets at beginning of year	2014-12-31	$1,041,174
Other income received	2014-12-31	$36,866
Net income (gross income less expenses)	2014-12-31	$45,176
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,086,350
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,041,174
Total contributions received or receivable from employer(s)	2014-12-31	$8,310
2013 : PROFIT SHARING PLAN 2013 401k financial data
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	$193,631
Expenses. Total of all expenses incurred	2013-12-31	$1,921
Benefits paid (including direct rollovers)	2013-12-31	$1,921
Total plan assets at end of year	2013-12-31	$1,043,114
Total plan assets at beginning of year	2013-12-31	$849,483
Other income received	2013-12-31	$184,979
Net income (gross income less expenses)	2013-12-31	$191,710
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,043,114
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$849,483
Total contributions received or receivable from employer(s)	2013-12-31	$8,652
2012 : PROFIT SHARING PLAN 2012 401k financial data
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	$77,017
Expenses. Total of all expenses incurred	2012-12-31	$1,924
Benefits paid (including direct rollovers)	2012-12-31	$1,924
Total plan assets at end of year	2012-12-31	$850,835
Total plan assets at beginning of year	2012-12-31	$777,185
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Other income received	2012-12-31	$73,650
Net income (gross income less expenses)	2012-12-31	$75,093
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$850,835
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$777,185
Total contributions received or receivable from employer(s)	2012-12-31	$3,367
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	$0
2011 : PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-15,321
Expenses. Total of all expenses incurred	2011-12-31	$1,884
Benefits paid (including direct rollovers)	2011-12-31	$1,884
Total plan assets at end of year	2011-12-31	$777,185
Total plan assets at beginning of year	2011-12-31	$792,506
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Other income received	2011-12-31	$-19,454
Net income (gross income less expenses)	2011-12-31	$-17,205
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$777,185
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$792,506
Total contributions received or receivable from employer(s)	2011-12-31	$4,133
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	$0
2010 : PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$56,229
Expenses. Total of all expenses incurred	2010-12-31	$710
Benefits paid (including direct rollovers)	2010-12-31	$710
Total plan assets at end of year	2010-12-31	$792,506
Total plan assets at beginning of year	2010-12-31	$736,277
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Other income received	2010-12-31	$51,984
Net income (gross income less expenses)	2010-12-31	$55,519
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$792,506
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$736,277
Total contributions received or receivable from employer(s)	2010-12-31	$4,245

Form 5500 Responses for PROFIT SHARING PLAN

2023: PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PROFIT SHARING 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: PROFIT SHARING 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: PROFIT SHARING 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: 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	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: 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PROFIT SHARING PLAN 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 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:	RONALD MONTEVERDE MD PC
Employer identification number (EIN):	850332961
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	RONALD MONTEVERDE
002	2023-01-01
002	2023-01-01	RONALD MONTEVERDE
002	2022-01-01
002	2022-01-01	RONALD MONTEVERDE
002	2021-01-01
002	2021-01-01	RONALD MONTEVERDE
002	2020-01-01
002	2019-01-01
002	2018-01-01	RONALD MONTEVERDE	RONALD MONTEVERDE	2019-07-17
002	2017-01-01
002	2016-01-01	RONALD MONTEVERDE
002	2015-01-01	RONALD MONTEVERDE
002	2015-01-01	RONALD MONTEVERDE
002	2014-01-01	RONALD MONTEVERDE
002	2012-01-01	RONALD MONTEVERDE	RONALD MONTEVERDE	2013-07-24
002	2011-01-01	RONALD MONTEVERDE
002	2010-01-01	RONALD MONTEVERDE
002	2009-01-01	RONALD MONTEVERDE