401k Plan data: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN plan

ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

ROBERT M. COPE, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT M. COPE, M.D., P.C.

Employer identification number (EIN): 870495508

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT M. COPE, M.D., P.C. 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
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ROBERT COPE
001 2016-01-01 ROBERT COPE
001 2015-01-01 ROBERT COPE
001 2014-01-01 ROBERT COPE
001 2013-01-01 ROBERT COPE
001 2012-01-01 ROBERT COPE
001 2011-01-01 ROBERT COPE
001 2009-01-01 ROBERT COPE

Plan Statistics for ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 12
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 10
Total of all active and inactive participants 2022-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 22
Number of participants with account balances 2022-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 11
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 10
Total of all active and inactive participants 2021-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 21
Number of participants with account balances 2021-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
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 6
Total of all active and inactive participants 2020-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 18
Number of participants with account balances 2020-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
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 6
Total of all active and inactive participants 2019-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 16
Number of participants with account balances 2019-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
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 3
Total of all active and inactive participants 2018-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 15
Number of participants with account balances 2018-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 13
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
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 1
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
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 2
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 0
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
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 0
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	12
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	10
Total of all active and inactive participants	2022-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	22
Number of participants with account balances	2022-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	11
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	10
Total of all active and inactive participants	2021-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	21
Number of participants with account balances	2021-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
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	6
Total of all active and inactive participants	2020-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	18
Number of participants with account balances	2020-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
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	6
Total of all active and inactive participants	2019-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	16
Number of participants with account balances	2019-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
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	3
Total of all active and inactive participants	2018-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	15
Number of participants with account balances	2018-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	13
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
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	1
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
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	2
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	0
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
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	0
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,040,204
Expenses. Total of all expenses incurred	2022-12-31	$40,693
Benefits paid (including direct rollovers)	2022-12-31	$107
Total plan assets at end of year	2022-12-31	$5,157,297
Total plan assets at beginning of year	2022-12-31	$6,238,194
Value of fidelity bond covering the plan	2022-12-31	$960,000
Total contributions received or receivable from participants	2022-12-31	$68,269
Other income received	2022-12-31	$-1,149,056
Net income (gross income less expenses)	2022-12-31	$-1,080,897
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,157,297
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,238,194
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$256,503
Total contributions received or receivable from employer(s)	2022-12-31	$40,583
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$40,586
2021 : ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,122,547
Expenses. Total of all expenses incurred	2021-12-31	$402,758
Benefits paid (including direct rollovers)	2021-12-31	$360,454
Total plan assets at end of year	2021-12-31	$6,238,194
Total plan assets at beginning of year	2021-12-31	$5,518,405
Value of fidelity bond covering the plan	2021-12-31	$960,000
Total contributions received or receivable from participants	2021-12-31	$77,778
Other income received	2021-12-31	$982,076
Net income (gross income less expenses)	2021-12-31	$719,789
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,238,194
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,518,405
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$256,503
Total contributions received or receivable from employer(s)	2021-12-31	$62,693
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$42,304
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$360,000
2020 : ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,086,020
Expenses. Total of all expenses incurred	2020-12-31	$31,396
Benefits paid (including direct rollovers)	2020-12-31	$2,579
Total plan assets at end of year	2020-12-31	$5,518,405
Total plan assets at beginning of year	2020-12-31	$4,463,781
Value of fidelity bond covering the plan	2020-12-31	$960,000
Total contributions received or receivable from participants	2020-12-31	$74,279
Other income received	2020-12-31	$979,948
Net income (gross income less expenses)	2020-12-31	$1,054,624
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,518,405
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,463,781
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$616,503
Total contributions received or receivable from employer(s)	2020-12-31	$31,793
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$28,817
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,101,880
Expenses. Total of all expenses incurred	2019-12-31	$27,462
Total plan assets at end of year	2019-12-31	$4,463,781
Total plan assets at beginning of year	2019-12-31	$3,389,363
Value of fidelity bond covering the plan	2019-12-31	$850,000
Total contributions received or receivable from participants	2019-12-31	$59,243
Other income received	2019-12-31	$1,014,033
Net income (gross income less expenses)	2019-12-31	$1,074,418
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,463,781
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,389,363
Assets. Value of participant loans	2019-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$556,503
Total contributions received or receivable from employer(s)	2019-12-31	$28,604
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$27,462
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$26,649
Expenses. Total of all expenses incurred	2018-12-31	$22,673
Total plan assets at end of year	2018-12-31	$3,389,363
Total plan assets at beginning of year	2018-12-31	$3,385,387
Value of fidelity bond covering the plan	2018-12-31	$540,000
Total contributions received or receivable from participants	2018-12-31	$58,148
Assets. Value of loans (other than to participants)	2018-12-31	$0
Other income received	2018-12-31	$-42,474
Net income (gross income less expenses)	2018-12-31	$3,976
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,389,363
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,385,387
Assets. Value of participant loans	2018-12-31	$10,918
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$556,503
Total contributions received or receivable from employer(s)	2018-12-31	$10,975
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$22,673
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$801,800
Expenses. Total of all expenses incurred	2017-12-31	$287,164
Benefits paid (including direct rollovers)	2017-12-31	$275,000
Total plan assets at end of year	2017-12-31	$3,385,387
Total plan assets at beginning of year	2017-12-31	$2,870,751
Value of fidelity bond covering the plan	2017-12-31	$540,000
Total contributions received or receivable from participants	2017-12-31	$58,058
Assets. Value of loans (other than to participants)	2017-12-31	$16,730
Expenses. Other expenses not covered elsewhere	2017-12-31	$12,164
Other income received	2017-12-31	$735,666
Net income (gross income less expenses)	2017-12-31	$514,636
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,385,387
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,870,751
Assets. Value of participant loans	2017-12-31	$21,356
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$481,639
Total contributions received or receivable from employer(s)	2017-12-31	$8,076
2016 : ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$437,932
Expenses. Total of all expenses incurred	2016-12-31	$195,849
Benefits paid (including direct rollovers)	2016-12-31	$179,296
Total plan assets at end of year	2016-12-31	$2,870,751
Total plan assets at beginning of year	2016-12-31	$2,628,668
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$58,696
Assets. Value of loans (other than to participants)	2016-12-31	$37,231
Other income received	2016-12-31	$370,297
Net income (gross income less expenses)	2016-12-31	$242,083
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,870,751
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,628,668
Assets. Value of participant loans	2016-12-31	$31,336
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$451,639
Total contributions received or receivable from employer(s)	2016-12-31	$8,939
Value of certain deemed distributions of participant loans	2016-12-31	$16,553
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$9,655
Expenses. Total of all expenses incurred	2015-12-31	$16,065
Benefits paid (including direct rollovers)	2015-12-31	$1,164
Total plan assets at end of year	2015-12-31	$2,628,668
Total plan assets at beginning of year	2015-12-31	$2,635,078
Value of fidelity bond covering the plan	2015-12-31	$600,000
Total contributions received or receivable from participants	2015-12-31	$58,800
Assets. Value of loans (other than to participants)	2015-12-31	$48,696
Other income received	2015-12-31	$-78,565
Net income (gross income less expenses)	2015-12-31	$-6,410
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,628,668
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,635,078
Assets. Value of participant loans	2015-12-31	$40,878
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$275,000
Total contributions received or receivable from employer(s)	2015-12-31	$29,420
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$14,901
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$324,182
Expenses. Total of all expenses incurred	2014-12-31	$50,125
Benefits paid (including direct rollovers)	2014-12-31	$35,991
Total plan assets at end of year	2014-12-31	$2,635,078
Total plan assets at beginning of year	2014-12-31	$2,361,021
Value of fidelity bond covering the plan	2014-12-31	$600,000
Total contributions received or receivable from participants	2014-12-31	$65,779
Assets. Value of loans (other than to participants)	2014-12-31	$102,805
Other income received	2014-12-31	$245,650
Net income (gross income less expenses)	2014-12-31	$274,057
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,635,078
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,361,021
Assets. Value of participant loans	2014-12-31	$50,000
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$370,000
Total contributions received or receivable from employer(s)	2014-12-31	$12,753
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$14,134
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$269,181
Expenses. Total of all expenses incurred	2013-12-31	$22,558
Benefits paid (including direct rollovers)	2013-12-31	$9,963
Total plan assets at end of year	2013-12-31	$2,361,021
Total plan assets at beginning of year	2013-12-31	$2,114,398
Value of fidelity bond covering the plan	2013-12-31	$600,000
Total contributions received or receivable from participants	2013-12-31	$66,108
Assets. Value of loans (other than to participants)	2013-12-31	$113,506
Other income received	2013-12-31	$195,804
Net income (gross income less expenses)	2013-12-31	$246,623
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,361,021
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,114,398
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$250,000
Total contributions received or receivable from employer(s)	2013-12-31	$7,269
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,595
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$464,595
Expenses. Total of all expenses incurred	2012-12-31	$10,224
Total plan assets at end of year	2012-12-31	$2,114,398
Total plan assets at beginning of year	2012-12-31	$1,660,027
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$59,307
Assets. Value of loans (other than to participants)	2012-12-31	$117,674
Other income received	2012-12-31	$396,724
Net income (gross income less expenses)	2012-12-31	$454,371
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,114,398
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,660,027
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$359,265
Total contributions received or receivable from employer(s)	2012-12-31	$8,564
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$10,224
2011 : ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$34,015
Expenses. Total of all expenses incurred	2011-12-31	$8,169
Total plan assets at end of year	2011-12-31	$1,660,027
Total plan assets at beginning of year	2011-12-31	$1,634,181
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$58,252
Assets. Value of loans (other than to participants)	2011-12-31	$123,142
Other income received	2011-12-31	$-55,675
Net income (gross income less expenses)	2011-12-31	$25,846
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,660,027
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,634,181
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$245,125
Total contributions received or receivable from employer(s)	2011-12-31	$31,438
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,169
2010 : ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$379,550
Expenses. Total of all expenses incurred	2010-12-31	$5,843
Total plan assets at end of year	2010-12-31	$1,634,181
Total plan assets at beginning of year	2010-12-31	$1,260,474
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$60,239
Assets. Value of loans (other than to participants)	2010-12-31	$126,920
Other income received	2010-12-31	$268,044
Net income (gross income less expenses)	2010-12-31	$373,707
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,634,181
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,260,474
Assets. Value of participant loans	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$252,500
Total contributions received or receivable from employer(s)	2010-12-31	$51,267
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,843
2009 : ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN

2022: ROBERT M. COPE, M.D., P.C. 401(K) 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: ROBERT M. COPE, M.D., P.C. 401(K) 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: ROBERT M. COPE, M.D., P.C. 401(K) 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: ROBERT M. COPE, M.D., P.C. 401(K) 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: ROBERT M. COPE, M.D., P.C. 401(K) 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: ROBERT M. COPE, M.D., P.C. 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: ROBERT M. COPE, M.D., P.C. 401(K) 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: ROBERT M. COPE, M.D., P.C. 401(K) 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: ROBERT M. COPE, M.D., P.C. 401(K) 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
2013: ROBERT M. COPE, M.D., P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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
2012: ROBERT M. COPE, M.D., P.C. 401(K) 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: ROBERT M. COPE, M.D., P.C. 401(K) 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
2009: ROBERT M. COPE, M.D., P.C. 401(K) 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:	ROBERT M. COPE, M.D., P.C.
Employer identification number (EIN):	870495508
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)