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PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 401k Plan overview

Plan NamePROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC
Plan identification number 002

PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

JEFFREY J STEVENS has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY J STEVENS
Employer identification number (EIN):860394292
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 JEFFREY J STEVENS, MD PC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-10-01JEFFREY J STEVENS
0022016-10-01JEFFREY J STEVENS
0022015-10-01JEFFREY J STEVENS
0022014-10-01JEFFREY J STEVENS
0022013-10-01JEFFREY J STEVENS
0022012-10-01NEIL THEX JEFFREY J STEVENS2014-01-17
0022011-10-01NEIL THEX JEFFREY J STEVENS2013-02-21
0022009-10-01NEIL THEX CPA JEFFREY J STEVENS2011-02-21

Plan Statistics for PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC

401k plan membership statisitcs for PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC

Measure Date Value
2017: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2017 401k membership
Total participants, beginning-of-year2017-10-012
Total number of active participants reported on line 7a of the Form 55002017-10-012
Total of all active and inactive participants2017-10-012
Total participants2017-10-012
Number of participants with account balances2017-10-012
2016: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2016 401k membership
Total participants, beginning-of-year2016-10-012
Total number of active participants reported on line 7a of the Form 55002016-10-012
Total of all active and inactive participants2016-10-012
Total participants2016-10-012
Number of participants with account balances2016-10-012
2015: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2015 401k membership
Total participants, beginning-of-year2015-10-012
Total number of active participants reported on line 7a of the Form 55002015-10-011
Number of other retired or separated participants entitled to future benefits2015-10-011
Total of all active and inactive participants2015-10-012
Total participants2015-10-012
2014: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2014 401k membership
Total participants, beginning-of-year2014-10-012
Total number of active participants reported on line 7a of the Form 55002014-10-012
Total of all active and inactive participants2014-10-012
Total participants2014-10-012
Number of participants with account balances2014-10-012
2013: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2013 401k membership
Total participants, beginning-of-year2013-10-010
Total of all active and inactive participants2013-10-010
Total participants2013-10-010
2012: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2012 401k membership
Total participants, beginning-of-year2012-10-012
Total number of active participants reported on line 7a of the Form 55002012-10-012
Total of all active and inactive participants2012-10-012
Total participants2012-10-012
Number of participants with account balances2012-10-012
2011: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2011 401k membership
Total participants, beginning-of-year2011-10-012
Total number of active participants reported on line 7a of the Form 55002011-10-012
Total of all active and inactive participants2011-10-012
Total participants2011-10-012
2009: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2009 401k membership
Total participants, beginning-of-year2009-10-012
Total number of active participants reported on line 7a of the Form 55002009-10-012
Total of all active and inactive participants2009-10-012
Total participants2009-10-012
Number of participants with account balances2009-10-012

Financial Data on PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC

Measure Date Value
2018 : PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2018 401k financial data
Total income from all sources2018-09-30$39,756
Expenses. Total of all expenses incurred2018-09-30$60,331
Benefits paid (including direct rollovers)2018-09-30$60,331
Total plan assets at end of year2018-09-30$1,672,425
Total plan assets at beginning of year2018-09-30$1,693,000
Other income received2018-09-30$39,756
Net income (gross income less expenses)2018-09-30$-20,575
Net plan assets at end of year (total assets less liabilities)2018-09-30$1,672,425
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$1,693,000
2017 : PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2017 401k financial data
Total income from all sources2017-09-30$59,146
Total plan assets at end of year2017-09-30$1,693,000
Total plan assets at beginning of year2017-09-30$1,633,854
Other income received2017-09-30$57,980
Net income (gross income less expenses)2017-09-30$59,146
Net plan assets at end of year (total assets less liabilities)2017-09-30$1,693,000
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$1,633,854
Total contributions received or receivable from employer(s)2017-09-30$1,166
2016 : PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2016 401k financial data
Total income from all sources2016-09-30$111,337
Total plan assets at end of year2016-09-30$1,633,854
Total plan assets at beginning of year2016-09-30$1,522,517
Other income received2016-09-30$100,518
Net income (gross income less expenses)2016-09-30$111,337
Net plan assets at end of year (total assets less liabilities)2016-09-30$1,633,854
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$1,522,517
Total contributions received or receivable from employer(s)2016-09-30$10,819
2015 : PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2015 401k financial data
Total income from all sources2015-09-30$7,340
Total plan assets at end of year2015-09-30$1,522,517
Total plan assets at beginning of year2015-09-30$1,515,177
Other income received2015-09-30$-10,516
Net income (gross income less expenses)2015-09-30$7,340
Net plan assets at end of year (total assets less liabilities)2015-09-30$1,522,517
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$1,515,177
Total contributions received or receivable from employer(s)2015-09-30$17,856
2014 : PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2014 401k financial data
Total income from all sources2014-09-30$109,122
Total plan assets at end of year2014-09-30$1,515,177
Total plan assets at beginning of year2014-09-30$1,406,055
Other income received2014-09-30$87,948
Net income (gross income less expenses)2014-09-30$109,122
Net plan assets at end of year (total assets less liabilities)2014-09-30$1,515,177
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,406,055
Total contributions received or receivable from employer(s)2014-09-30$21,174
2013 : PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2013 401k financial data
Total income from all sources2013-09-30$41,145
Total plan assets at end of year2013-09-30$1,406,055
Total plan assets at beginning of year2013-09-30$1,364,910
Other income received2013-09-30$25,871
Net income (gross income less expenses)2013-09-30$41,145
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,406,055
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,364,910
Total contributions received or receivable from employer(s)2013-09-30$15,274
2012 : PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2012 401k financial data
Total income from all sources2012-09-30$30,387
Total plan assets at end of year2012-09-30$1,364,910
Total plan assets at beginning of year2012-09-30$1,334,523
Other income received2012-09-30$12,163
Net income (gross income less expenses)2012-09-30$30,387
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,364,910
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,334,523
Total contributions received or receivable from employer(s)2012-09-30$18,224
2011 : PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2011 401k financial data
Total income from all sources2011-09-30$129,569
Total plan assets at end of year2011-09-30$1,334,523
Total plan assets at beginning of year2011-09-30$1,204,954
Other income received2011-09-30$108,430
Net income (gross income less expenses)2011-09-30$129,569
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,334,523
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,204,954
Total contributions received or receivable from employer(s)2011-09-30$21,139

Form 5500 Responses for PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC

2017: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – General assets of the sponsorYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – General assets of the sponsorYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – General assets of the sponsorYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – General assets of the sponsorYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – General assets of the sponsorYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – General assets of the sponsorYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – General assets of the sponsorYes
2011-10-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING PLAN OF JEFFREY J STEVENS, MD PC 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – General assets of the sponsorYes
2009-10-01Plan benefit arrangement - TrustYes

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