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JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan NameJOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
Plan identification number 001

JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • Profit-sharing
  • 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

JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION
Employer identification number (EIN):953668715
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-09-01
0012021-09-01
0012020-09-01
0012019-09-01JOEL D. EPSTEIN2021-06-11
0012018-09-01JOEL D. EPSTEIN2020-07-15
0012018-09-01JOEL D. EPSTEIN2020-10-29
0012017-09-01JOEL D. EPSTEIN2019-06-17
0012016-09-01
0012015-09-01
0012014-09-01
0012014-09-01
0012013-09-01
0012012-09-01JOEL D. EPSTEIN
0012011-09-01JOEL D. EPSTEIN
0012010-09-01JOEL D. EPSTEIN

Financial Data on JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

Measure Date Value
2025 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-160
Total liabilities as of the beginning of the plan year2025-06-160
Total expenses incurred by plan in this plan year2025-06-1620000
Net assets as of the end of the plan year2025-06-16147388
Total assets as of the beginning of the plan year2025-06-16159398
Participant contributions to plan in this plan year2025-06-160
Value of participant loans at end of plan year2025-06-1623210
Other income to plan in this plan year2025-06-167990
Plan net income in this plan year2025-06-16-12010
Net assets as of the end of the plan year2025-06-16147388
Net assets as of the beginning of the plan year2025-06-16159398
Employer contributions to plan in this plan year2025-06-160
2020 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-08-31$0
Total plan liabilities at beginning of year2020-08-31$0
Total income from all sources2020-08-31$1,834
Total plan assets at end of year2020-08-31$154,958
Total plan assets at beginning of year2020-08-31$153,124
Other income received2020-08-31$1,834
Net income (gross income less expenses)2020-08-31$1,834
Net plan assets at end of year (total assets less liabilities)2020-08-31$154,958
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$153,124
Assets. Value of participant loans2020-08-31$9,233
2019 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-08-31$0
Total plan liabilities at beginning of year2019-08-31$0
Total income from all sources2019-08-31$-369,489
Total plan assets at end of year2019-08-31$368,124
Total plan assets at beginning of year2019-08-31$737,613
Value of fidelity bond covering the plan2019-08-31$215,000
Total contributions received or receivable from participants2019-08-31$0
Contributions received from other sources (not participants or employers)2019-08-31$0
Other income received2019-08-31$-369,489
Noncash contributions received2019-08-31$0
Net income (gross income less expenses)2019-08-31$-369,489
Net plan assets at end of year (total assets less liabilities)2019-08-31$368,124
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$737,613
Assets. Value of participant loans2019-08-31$16,134
Assets. Value of assets in partnership/joint-venture interests2019-08-31$215,000
Total contributions received or receivable from employer(s)2019-08-31$0
2017 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-08-31$1,233
Total income from all sources2017-08-31$25,954
Expenses. Total of all expenses incurred2017-08-31$0
Benefits paid (including direct rollovers)2017-08-31$0
Total plan assets at end of year2017-08-31$695,735
Total plan assets at beginning of year2017-08-31$668,548
Value of fidelity bond covering the plan2017-08-31$620,000
Total contributions received or receivable from participants2017-08-31$0
Assets. Value of loans (other than to participants)2017-08-31$620,000
Expenses. Other expenses not covered elsewhere2017-08-31$0
Contributions received from other sources (not participants or employers)2017-08-31$0
Other income received2017-08-31$25,954
Noncash contributions received2017-08-31$0
Net income (gross income less expenses)2017-08-31$25,954
Net plan assets at end of year (total assets less liabilities)2017-08-31$694,502
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$668,548
Assets. Value of participant loans2017-08-31$24,189
Total contributions received or receivable from employer(s)2017-08-31$0
Value of certain deemed distributions of participant loans2017-08-31$0
Value of corrective distributions2017-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-31$0
2016 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-08-31$63,072
Expenses. Total of all expenses incurred2016-08-31$625
Total plan assets at end of year2016-08-31$668,548
Total plan assets at beginning of year2016-08-31$606,101
Value of fidelity bond covering the plan2016-08-31$480,000
Total contributions received or receivable from participants2016-08-31$0
Assets. Value of loans (other than to participants)2016-08-31$580,000
Expenses. Other expenses not covered elsewhere2016-08-31$625
Contributions received from other sources (not participants or employers)2016-08-31$0
Other income received2016-08-31$63,072
Noncash contributions received2016-08-31$0
Net income (gross income less expenses)2016-08-31$62,447
Net plan assets at end of year (total assets less liabilities)2016-08-31$668,548
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$606,101
Assets. Value of participant loans2016-08-31$38,667
Total contributions received or receivable from employer(s)2016-08-31$0
2015 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-08-31$0
Total plan liabilities at beginning of year2015-08-31$0
Total income from all sources2015-08-31$5,672
Expenses. Total of all expenses incurred2015-08-31$500
Benefits paid (including direct rollovers)2015-08-31$26,505
Total plan assets at end of year2015-08-31$590,000
Total plan assets at beginning of year2015-08-31$584,828
Value of fidelity bond covering the plan2015-08-31$480,000
Assets. Value of loans (other than to participants)2015-08-31$480,000
Expenses. Other expenses not covered elsewhere2015-08-31$500
Contributions received from other sources (not participants or employers)2015-08-31$0
Other income received2015-08-31$5,672
Noncash contributions received2015-08-31$0
Net income (gross income less expenses)2015-08-31$5,172
Net plan assets at end of year (total assets less liabilities)2015-08-31$590,000
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$584,828
Assets. Value of participant loans2015-08-31$28,150
Total contributions received or receivable from employer(s)2015-08-31$0
2014 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-08-31$0
Total plan liabilities at beginning of year2014-08-31$0
Total income from all sources2014-08-31$69,409
Expenses. Total of all expenses incurred2014-08-31$495
Benefits paid (including direct rollovers)2014-08-31$0
Total plan assets at end of year2014-08-31$584,828
Total plan assets at beginning of year2014-08-31$515,914
Value of fidelity bond covering the plan2014-08-31$480,000
Total contributions received or receivable from participants2014-08-31$0
Assets. Value of loans (other than to participants)2014-08-31$480,000
Expenses. Other expenses not covered elsewhere2014-08-31$495
Contributions received from other sources (not participants or employers)2014-08-31$0
Other income received2014-08-31$69,409
Noncash contributions received2014-08-31$0
Net income (gross income less expenses)2014-08-31$68,914
Net plan assets at end of year (total assets less liabilities)2014-08-31$584,828
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$515,914
Assets. Value of participant loans2014-08-31$33,027
Total contributions received or receivable from employer(s)2014-08-31$0
Value of certain deemed distributions of participant loans2014-08-31$0
Value of corrective distributions2014-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-08-31$0
2013 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-08-31$0
Total plan liabilities at end of year2013-08-31$0
Total plan liabilities at beginning of year2013-08-31$0
Total income from all sources2013-08-31$48,973
Expenses. Total of all expenses incurred2013-08-31$0
Benefits paid (including direct rollovers)2013-08-31$0
Total plan assets at end of year2013-08-31$515,914
Total plan assets at beginning of year2013-08-31$466,941
Value of fidelity bond covering the plan2013-08-31$400,000
Total contributions received or receivable from participants2013-08-31$0
Expenses. Other expenses not covered elsewhere2013-08-31$0
Contributions received from other sources (not participants or employers)2013-08-31$0
Other income received2013-08-31$48,973
Noncash contributions received2013-08-31$0
Net income (gross income less expenses)2013-08-31$48,973
Net plan assets at end of year (total assets less liabilities)2013-08-31$515,914
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$466,941
Assets. Value of participant loans2013-08-31$26,921
Total contributions received or receivable from employer(s)2013-08-31$0
Value of certain deemed distributions of participant loans2013-08-31$0
Value of corrective distributions2013-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-08-31$0
2012 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-08-31$0
Total plan liabilities at beginning of year2012-08-31$0
Total income from all sources2012-08-31$32,410
Expenses. Total of all expenses incurred2012-08-31$270
Benefits paid (including direct rollovers)2012-08-31$0
Total plan assets at end of year2012-08-31$466,941
Total plan assets at beginning of year2012-08-31$434,801
Value of fidelity bond covering the plan2012-08-31$50,000
Total contributions received or receivable from participants2012-08-31$0
Assets. Value of loans (other than to participants)2012-08-31$385,000
Expenses. Other expenses not covered elsewhere2012-08-31$0
Contributions received from other sources (not participants or employers)2012-08-31$0
Other income received2012-08-31$32,410
Noncash contributions received2012-08-31$0
Net income (gross income less expenses)2012-08-31$32,140
Net plan assets at end of year (total assets less liabilities)2012-08-31$466,941
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$434,801
Assets. Value of participant loans2012-08-31$36,768
Total contributions received or receivable from employer(s)2012-08-31$0
Value of certain deemed distributions of participant loans2012-08-31$0
Value of corrective distributions2012-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-08-31$270
2011 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-08-31$48,297
Expenses. Total of all expenses incurred2011-08-31$1,150
Total plan assets at end of year2011-08-31$434,801
Total plan assets at beginning of year2011-08-31$387,654
Value of fidelity bond covering the plan2011-08-31$50,000
Assets. Value of loans (other than to participants)2011-08-31$200,000
Other income received2011-08-31$48,297
Net income (gross income less expenses)2011-08-31$47,147
Net plan assets at end of year (total assets less liabilities)2011-08-31$434,801
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$387,654
Assets. Value of participant loans2011-08-31$31,934
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$1,150

Form 5500 Responses for JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

2019: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes

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