401k Plan data: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN plan

ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

ROBERT M. LOWEN, M.D., INC. 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.
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.
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.
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

ROBERT M. LOWEN, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT M. LOWEN, M.D., INC.

Employer identification number (EIN): 942521444

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. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-09-01
002 2017-09-01
002 2016-09-01 ROBERT LOWEN MD 2019-04-29
002 2015-09-01 ROBERT LOWEN
002 2014-09-01 ROBERT M LOWEN, MD
002 2013-09-01 ROBERT M LOWEN, MD
002 2012-09-01 ROBERT M LOWEN, MD
002 2011-09-01 ROBERT M LOWEN, MD
002 2010-09-01 ROBERT M LOWEN, MD
002 2009-09-01 ROBERT M LOWEN, MD
002 2009-09-01 ROBERT M LOWEN, MD

Plan Statistics for ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 3
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 1
Total of all active and inactive participants 2018-09-01 4
Total participants 2018-09-01 4
Number of participants with account balances 2018-09-01 2
2017: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 1
Number of retired or separated participants receiving benefits 2017-09-01 0
Number of other retired or separated participants entitled to future benefits 2017-09-01 1
Total of all active and inactive participants 2017-09-01 2
Total participants 2017-09-01 2
Number of participants with account balances 2017-09-01 2
2016: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 2
Number of retired or separated participants receiving benefits 2016-09-01 0
Number of other retired or separated participants entitled to future benefits 2016-09-01 1
Total of all active and inactive participants 2016-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 3
Number of participants with account balances 2016-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 1
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 2
Total of all active and inactive participants 2015-09-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 3
Number of participants with account balances 2015-09-01 3
2014: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 4
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 1
Total of all active and inactive participants 2014-09-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 5
Number of participants with account balances 2014-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 1
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 1
Total of all active and inactive participants 2013-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 2
Number of participants with account balances 2013-09-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 1
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 1
Total of all active and inactive participants 2012-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 2
Number of participants with account balances 2012-09-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 1
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 1
Total of all active and inactive participants 2011-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 2
Number of participants with account balances 2011-09-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2010: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 1
Number of retired or separated participants receiving benefits 2010-09-01 0
Number of other retired or separated participants entitled to future benefits 2010-09-01 1
Total of all active and inactive participants 2010-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 0
Total participants 2010-09-01 2
Number of participants with account balances 2010-09-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 0
2009: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 1
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 1
Total of all active and inactive participants 2009-09-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 2
Number of participants with account balances 2009-09-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2018: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	3
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	1
Total of all active and inactive participants	2018-09-01	4
Total participants	2018-09-01	4
Number of participants with account balances	2018-09-01	2
2017: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	1
Number of retired or separated participants receiving benefits	2017-09-01	0
Number of other retired or separated participants entitled to future benefits	2017-09-01	1
Total of all active and inactive participants	2017-09-01	2
Total participants	2017-09-01	2
Number of participants with account balances	2017-09-01	2
2016: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	2
Number of retired or separated participants receiving benefits	2016-09-01	0
Number of other retired or separated participants entitled to future benefits	2016-09-01	1
Total of all active and inactive participants	2016-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	3
Number of participants with account balances	2016-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	1
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	2
Total of all active and inactive participants	2015-09-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	3
Number of participants with account balances	2015-09-01	3
2014: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	4
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	1
Total of all active and inactive participants	2014-09-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	5
Number of participants with account balances	2014-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	1
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	1
Total of all active and inactive participants	2013-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	2
Number of participants with account balances	2013-09-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	1
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	1
Total of all active and inactive participants	2012-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	2
Number of participants with account balances	2012-09-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	1
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	1
Total of all active and inactive participants	2011-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	2
Number of participants with account balances	2011-09-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2010: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	1
Number of retired or separated participants receiving benefits	2010-09-01	0
Number of other retired or separated participants entitled to future benefits	2010-09-01	1
Total of all active and inactive participants	2010-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	0
Total participants	2010-09-01	2
Number of participants with account balances	2010-09-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	0
2009: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	1
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	1
Total of all active and inactive participants	2009-09-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	2
Number of participants with account balances	2009-09-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2019 : ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-08-31	$173,201
Expenses. Total of all expenses incurred	2019-08-31	$41,500
Benefits paid (including direct rollovers)	2019-08-31	$41,500
Total plan assets at end of year	2019-08-31	$1,300,371
Total plan assets at beginning of year	2019-08-31	$1,168,670
Value of fidelity bond covering the plan	2019-08-31	$300,000
Assets. Value of tangible personal property	2019-08-31	$19,277
Total contributions received or receivable from participants	2019-08-31	$25,000
Other income received	2019-08-31	$139,764
Net income (gross income less expenses)	2019-08-31	$131,701
Net plan assets at end of year (total assets less liabilities)	2019-08-31	$1,300,371
Net plan assets at beginning of year (total assets less liabilities)	2019-08-31	$1,168,670
Total contributions received or receivable from employer(s)	2019-08-31	$8,437
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-08-31	$0
2018 : ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-31	$0
2016 : ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-08-31	$82,470
Total plan assets at end of year	2016-08-31	$991,454
Total plan assets at beginning of year	2016-08-31	$908,984
Value of fidelity bond covering the plan	2016-08-31	$300,000
Assets. Value of tangible personal property	2016-08-31	$4,566
Total contributions received or receivable from participants	2016-08-31	$29,046
Other income received	2016-08-31	$40,221
Net income (gross income less expenses)	2016-08-31	$82,470
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$991,454
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$908,984
Total contributions received or receivable from employer(s)	2016-08-31	$13,203
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-08-31	$0
2015 : ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-08-31	$0
Total plan liabilities at beginning of year	2015-08-31	$0
Total income from all sources	2015-08-31	$19,040
Expenses. Total of all expenses incurred	2015-08-31	$57,000
Benefits paid (including direct rollovers)	2015-08-31	$57,000
Total plan assets at end of year	2015-08-31	$908,984
Total plan assets at beginning of year	2015-08-31	$946,944
Value of fidelity bond covering the plan	2015-08-31	$300,000
Assets. Value of tangible personal property	2015-08-31	$5,401
Total contributions received or receivable from participants	2015-08-31	$8,265
Assets. Value of loans (other than to participants)	2015-08-31	$0
Expenses. Other expenses not covered elsewhere	2015-08-31	$0
Contributions received from other sources (not participants or employers)	2015-08-31	$0
Other income received	2015-08-31	$6,117
Noncash contributions received	2015-08-31	$0
Net income (gross income less expenses)	2015-08-31	$-37,960
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$908,984
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$946,944
Assets. Value of participant loans	2015-08-31	$0
Total contributions received or receivable from employer(s)	2015-08-31	$4,658
Value of certain deemed distributions of participant loans	2015-08-31	$0
Value of corrective distributions	2015-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
2014 : ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-08-31	$0
Total plan liabilities at end of year	2014-08-31	$0
Total plan liabilities at beginning of year	2014-08-31	$0
Total income from all sources	2014-08-31	$88,211
Expenses. Total of all expenses incurred	2014-08-31	$0
Benefits paid (including direct rollovers)	2014-08-31	$0
Total plan assets at end of year	2014-08-31	$946,944
Total plan assets at beginning of year	2014-08-31	$858,733
Value of fidelity bond covering the plan	2014-08-31	$300,000
Assets. Value of tangible personal property	2014-08-31	$12,401
Total contributions received or receivable from participants	2014-08-31	$0
Expenses. Other expenses not covered elsewhere	2014-08-31	$0
Contributions received from other sources (not participants or employers)	2014-08-31	$0
Other income received	2014-08-31	$88,211
Noncash contributions received	2014-08-31	$0
Net income (gross income less expenses)	2014-08-31	$88,211
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$946,944
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$858,733
Assets. Value of participant loans	2014-08-31	$4,685
Total contributions received or receivable from employer(s)	2014-08-31	$0
Value of certain deemed distributions of participant loans	2014-08-31	$0
Value of corrective distributions	2014-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
2013 : ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-08-31	$0
Total plan liabilities at end of year	2013-08-31	$0
Total plan liabilities at beginning of year	2013-08-31	$0
Total income from all sources	2013-08-31	$59,675
Expenses. Total of all expenses incurred	2013-08-31	$0
Benefits paid (including direct rollovers)	2013-08-31	$0
Total plan assets at end of year	2013-08-31	$858,733
Total plan assets at beginning of year	2013-08-31	$799,058
Value of fidelity bond covering the plan	2013-08-31	$300,000
Assets. Value of tangible personal property	2013-08-31	$12,401
Total contributions received or receivable from participants	2013-08-31	$5,000
Expenses. Other expenses not covered elsewhere	2013-08-31	$0
Contributions received from other sources (not participants or employers)	2013-08-31	$0
Other income received	2013-08-31	$53,356
Noncash contributions received	2013-08-31	$0
Net income (gross income less expenses)	2013-08-31	$59,675
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$858,733
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$799,058
Assets. Value of participant loans	2013-08-31	$15,520
Total contributions received or receivable from employer(s)	2013-08-31	$1,319
Value of certain deemed distributions of participant loans	2013-08-31	$0
Value of corrective distributions	2013-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
2012 : ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-08-31	$0
Total plan liabilities at end of year	2012-08-31	$0
Total plan liabilities at beginning of year	2012-08-31	$0
Total income from all sources	2012-08-31	$31,086
Expenses. Total of all expenses incurred	2012-08-31	$20,415
Benefits paid (including direct rollovers)	2012-08-31	$20,000
Total plan assets at end of year	2012-08-31	$799,058
Total plan assets at beginning of year	2012-08-31	$788,387
Value of fidelity bond covering the plan	2012-08-31	$300,000
Assets. Value of tangible personal property	2012-08-31	$12,401
Total contributions received or receivable from participants	2012-08-31	$0
Expenses. Other expenses not covered elsewhere	2012-08-31	$0
Contributions received from other sources (not participants or employers)	2012-08-31	$0
Other income received	2012-08-31	$31,086
Noncash contributions received	2012-08-31	$0
Net income (gross income less expenses)	2012-08-31	$10,671
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$799,058
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$788,387
Assets. Value of participant loans	2012-08-31	$25,802
Total contributions received or receivable from employer(s)	2012-08-31	$0
Value of certain deemed distributions of participant loans	2012-08-31	$0
Value of corrective distributions	2012-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
2011 : ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-08-31	$0
Total plan liabilities at end of year	2011-08-31	$0
Total plan liabilities at beginning of year	2011-08-31	$0
Total income from all sources	2011-08-31	$41,913
Expenses. Total of all expenses incurred	2011-08-31	$10,179
Benefits paid (including direct rollovers)	2011-08-31	$10,000
Total plan assets at end of year	2011-08-31	$788,387
Total plan assets at beginning of year	2011-08-31	$756,653
Value of fidelity bond covering the plan	2011-08-31	$500,000
Assets. Value of tangible personal property	2011-08-31	$12,401
Total contributions received or receivable from participants	2011-08-31	$0
Expenses. Other expenses not covered elsewhere	2011-08-31	$0
Contributions received from other sources (not participants or employers)	2011-08-31	$0
Other income received	2011-08-31	$41,913
Noncash contributions received	2011-08-31	$0
Net income (gross income less expenses)	2011-08-31	$31,734
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$788,387
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$756,653
Assets. Value of participant loans	2011-08-31	$35,559
Total contributions received or receivable from employer(s)	2011-08-31	$0
Value of certain deemed distributions of participant loans	2011-08-31	$0
Value of corrective distributions	2011-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-08-31	$179
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0
2010 : ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-08-31	$0

Form 5500 Responses for ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN

2018: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	No
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Submission has been amended	No
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT M. LOWEN, M.D., INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT M. LOWEN, M.D., INC.
Employer identification number (EIN):	942521444
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)