401k Plan data: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN plan

GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number	002

GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 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
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

GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION

Employer identification number (EIN): 953545937

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-11-01 GEORGE HOFFMAN, M.D. 2022-08-12
002 2019-11-01 GEORGE HOFFMAN, M.D. 2021-08-13
002 2018-11-01 GEORGE HOFFMAN, MD 2020-08-14
002 2017-11-01 GEORGE S HOFFMAN 2019-08-01
002 2016-11-01
002 2015-11-01
002 2014-11-01
002 2013-11-01
002 2012-11-01 ROBERT PRESBERG 2014-08-08
002 2011-11-01 ROBERT PRESBERG 2013-08-05
002 2010-11-01 ROBERT PRESBERG 2012-08-14
002 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-11-01	GEORGE HOFFMAN, M.D.	2022-08-12
002	2019-11-01	GEORGE HOFFMAN, M.D.	2021-08-13
002	2018-11-01	GEORGE HOFFMAN, MD	2020-08-14
002	2017-11-01	GEORGE S HOFFMAN	2019-08-01
002	2016-11-01
002	2015-11-01
002	2014-11-01
002	2013-11-01
002	2012-11-01	ROBERT PRESBERG	2014-08-08
002	2011-11-01	ROBERT PRESBERG	2013-08-05
002	2010-11-01	ROBERT PRESBERG	2012-08-14
002	2008-11-01

Plan Statistics for GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-11-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-11-01 0
Number of retired or separated participants receiving benefits 2020-11-01 0
Number of other retired or separated participants entitled to future benefits 2020-11-01 0
Total of all active and inactive participants 2020-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-11-01 0
Total participants 2020-11-01 0
Number of participants with account balances 2020-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-11-01 0
2019: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 5
Number of retired or separated participants receiving benefits 2019-11-01 0
Number of other retired or separated participants entitled to future benefits 2019-11-01 4
Total of all active and inactive participants 2019-11-01 9
Total participants 2019-11-01 9
Number of participants with account balances 2019-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-11-01 0
2018: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-11-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 3
Number of retired or separated participants receiving benefits 2018-11-01 0
Number of other retired or separated participants entitled to future benefits 2018-11-01 4
Total of all active and inactive participants 2018-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-11-01 0
Total participants 2018-11-01 7
Number of participants with account balances 2018-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-11-01 0
2017: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-11-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 3
Number of retired or separated participants receiving benefits 2017-11-01 1
Number of other retired or separated participants entitled to future benefits 2017-11-01 5
Total of all active and inactive participants 2017-11-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-11-01 0
Total participants 2017-11-01 9
Number of participants with account balances 2017-11-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-11-01 0
2016: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-11-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 2
Number of retired or separated participants receiving benefits 2016-11-01 1
Number of other retired or separated participants entitled to future benefits 2016-11-01 5
Total of all active and inactive participants 2016-11-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-11-01 0
Total participants 2016-11-01 8
Number of participants with account balances 2016-11-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 1
2015: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-11-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 5
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 0
Total of all active and inactive participants 2015-11-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 5
Number of participants with account balances 2015-11-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 0
2014: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 4
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 4
Number of participants with account balances 2014-11-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0

Measure	Date	Value
2020: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-11-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-11-01	0
Number of retired or separated participants receiving benefits	2020-11-01	0
Number of other retired or separated participants entitled to future benefits	2020-11-01	0
Total of all active and inactive participants	2020-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-11-01	0
Total participants	2020-11-01	0
Number of participants with account balances	2020-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-11-01	0
2019: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	5
Number of retired or separated participants receiving benefits	2019-11-01	0
Number of other retired or separated participants entitled to future benefits	2019-11-01	4
Total of all active and inactive participants	2019-11-01	9
Total participants	2019-11-01	9
Number of participants with account balances	2019-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-11-01	0
2018: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-11-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	3
Number of retired or separated participants receiving benefits	2018-11-01	0
Number of other retired or separated participants entitled to future benefits	2018-11-01	4
Total of all active and inactive participants	2018-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-11-01	0
Total participants	2018-11-01	7
Number of participants with account balances	2018-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-11-01	0
2017: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-11-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	3
Number of retired or separated participants receiving benefits	2017-11-01	1
Number of other retired or separated participants entitled to future benefits	2017-11-01	5
Total of all active and inactive participants	2017-11-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-11-01	0
Total participants	2017-11-01	9
Number of participants with account balances	2017-11-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-11-01	0
2016: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-11-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	2
Number of retired or separated participants receiving benefits	2016-11-01	1
Number of other retired or separated participants entitled to future benefits	2016-11-01	5
Total of all active and inactive participants	2016-11-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-11-01	0
Total participants	2016-11-01	8
Number of participants with account balances	2016-11-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	1
2015: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-11-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	5
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	0
Total of all active and inactive participants	2015-11-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	5
Number of participants with account balances	2015-11-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	0
2014: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	4
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	4
Number of participants with account balances	2014-11-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0

Financial Data on GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-10-31	$260,644
Expenses. Total of all expenses incurred	2021-10-31	$3,058,320
Benefits paid (including direct rollovers)	2021-10-31	$3,057,620
Total plan assets at end of year	2021-10-31	$0
Total plan assets at beginning of year	2021-10-31	$2,797,676
Value of fidelity bond covering the plan	2021-10-31	$620,000
Expenses. Other expenses not covered elsewhere	2021-10-31	$700
Other income received	2021-10-31	$260,644
Net income (gross income less expenses)	2021-10-31	$-2,797,676
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$2,797,676
Assets. Value of real-estate (other than employer real property)	2021-10-31	$0
2020 : GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-10-31	$319,802
Expenses. Total of all expenses incurred	2020-10-31	$150,794
Benefits paid (including direct rollovers)	2020-10-31	$131,558
Total plan assets at end of year	2020-10-31	$2,797,676
Total plan assets at beginning of year	2020-10-31	$2,628,668
Value of fidelity bond covering the plan	2020-10-31	$620,000
Expenses. Other expenses not covered elsewhere	2020-10-31	$19,236
Other income received	2020-10-31	$319,802
Net income (gross income less expenses)	2020-10-31	$169,008
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$2,797,676
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$2,628,668
Assets. Value of real-estate (other than employer real property)	2020-10-31	$515,835
2019 : GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-10-31	$225,673
Expenses. Total of all expenses incurred	2019-10-31	$21,184
Benefits paid (including direct rollovers)	2019-10-31	$1,735
Total plan assets at end of year	2019-10-31	$2,628,668
Total plan assets at beginning of year	2019-10-31	$2,424,179
Value of fidelity bond covering the plan	2019-10-31	$620,000
Expenses. Other expenses not covered elsewhere	2019-10-31	$19,449
Other income received	2019-10-31	$225,673
Net income (gross income less expenses)	2019-10-31	$204,489
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$2,628,668
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$2,424,179
Assets. Value of real-estate (other than employer real property)	2019-10-31	$429,682
2017 : GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-10-31	$199,923
Expenses. Total of all expenses incurred	2017-10-31	$33,308
Benefits paid (including direct rollovers)	2017-10-31	$15,498
Total plan assets at end of year	2017-10-31	$2,395,311
Total plan assets at beginning of year	2017-10-31	$2,228,696
Value of fidelity bond covering the plan	2017-10-31	$620,000
Expenses. Other expenses not covered elsewhere	2017-10-31	$17,810
Other income received	2017-10-31	$189,353
Net income (gross income less expenses)	2017-10-31	$166,615
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$2,395,311
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$2,228,696
Assets. Value of real-estate (other than employer real property)	2017-10-31	$431,114
Total contributions received or receivable from employer(s)	2017-10-31	$10,570
2016 : GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-10-31	$134,995
Expenses. Total of all expenses incurred	2016-10-31	$16,418
Total plan assets at end of year	2016-10-31	$2,228,696
Total plan assets at beginning of year	2016-10-31	$2,110,119
Value of fidelity bond covering the plan	2016-10-31	$620,000
Expenses. Other expenses not covered elsewhere	2016-10-31	$16,418
Other income received	2016-10-31	$122,900
Net income (gross income less expenses)	2016-10-31	$118,577
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$2,228,696
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$2,110,119
Assets. Value of real-estate (other than employer real property)	2016-10-31	$427,626
Total contributions received or receivable from employer(s)	2016-10-31	$12,095
2015 : GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-10-31	$40,607
Expenses. Total of all expenses incurred	2015-10-31	$14,816
Benefits paid (including direct rollovers)	2015-10-31	$3,500
Total plan assets at end of year	2015-10-31	$2,110,119
Total plan assets at beginning of year	2015-10-31	$2,084,328
Value of fidelity bond covering the plan	2015-10-31	$611,400
Expenses. Other expenses not covered elsewhere	2015-10-31	$11,316
Other income received	2015-10-31	$29,325
Net income (gross income less expenses)	2015-10-31	$25,791
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$2,110,119
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$2,084,328
Assets. Value of real-estate (other than employer real property)	2015-10-31	$441,400
Total contributions received or receivable from employer(s)	2015-10-31	$11,282

Form 5500 Responses for GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

2020: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	This submission is the final filing	Yes
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2018: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2008: GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	GEORGE S. HOFFMAN, M.D., A MEDICAL CORPORATION
Employer identification number (EIN):	953545937
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)