401k Plan data: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC plan

PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 401k Plan overview

Plan Name	PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC
Plan identification number	002

PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 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
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

L. JOEL KESSLER, MD, APC has sponsored the creation of one or more 401k plans.

Company Name: L. JOEL KESSLER, MD, APC

Employer identification number (EIN): 953947816

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-09-01
002 2021-09-01
002 2020-09-01
002 2019-09-01
002 2018-09-01
002 2017-09-01
002 2016-09-01 L. JOEL KESSLER, MD
002 2015-09-01 L. JOEL KESSLER, MD
002 2014-09-01 L. JOEL KESSLER, MD
002 2013-09-01 L. JOEL KESSLER, MD
002 2012-09-01 L. JOEL KESSLER, MD
002 2011-09-01 L. JOEL KESSLER, MD
002 2009-09-01 L. JOEL KESSLER, MD
002 2009-09-01 L. JOEL KESSLER, MD

Plan Statistics for PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC

401k plan membership statisitcs for PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC

Measure Date Value
2022: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2022 401k membership
Total participants, beginning-of-year 2022-09-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 4
Number of retired or separated participants receiving benefits 2022-09-01 0
Number of other retired or separated participants entitled to future benefits 2022-09-01 2
Total of all active and inactive participants 2022-09-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-09-01 0
Total participants 2022-09-01 6
Number of participants with account balances 2022-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-09-01 0
2021: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2021 401k membership
Total participants, beginning-of-year 2021-09-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 4
Number of retired or separated participants receiving benefits 2021-09-01 0
Number of other retired or separated participants entitled to future benefits 2021-09-01 1
Total of all active and inactive participants 2021-09-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 1
Total participants 2021-09-01 6
Number of participants with account balances 2021-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-09-01 0
2020: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2020 401k membership
Total participants, beginning-of-year 2020-09-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 4
Number of retired or separated participants receiving benefits 2020-09-01 0
Number of other retired or separated participants entitled to future benefits 2020-09-01 2
Total of all active and inactive participants 2020-09-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 0
Total participants 2020-09-01 6
Number of participants with account balances 2020-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-01 0
2019: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2019 401k membership
Total participants, beginning-of-year 2019-09-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 3
Number of retired or separated participants receiving benefits 2019-09-01 0
Number of other retired or separated participants entitled to future benefits 2019-09-01 2
Total of all active and inactive participants 2019-09-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 0
Total participants 2019-09-01 5
Number of participants with account balances 2019-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2018 401k membership
Total participants, beginning-of-year 2018-09-01 5
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 2
Total of all active and inactive participants 2018-09-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 5
Number of participants with account balances 2018-09-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2017 401k membership
Total participants, beginning-of-year 2017-09-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 5
Number of participants with account balances 2017-09-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
2016: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2016 401k membership
Total participants, beginning-of-year 2016-09-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 5
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 6
Number of participants with account balances 2016-09-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2015 401k membership
Total participants, beginning-of-year 2015-09-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 7
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 9
Number of participants with account balances 2015-09-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2014 401k membership
Total participants, beginning-of-year 2014-09-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 8
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2013 401k membership
Total participants, beginning-of-year 2013-09-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 7
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 8
Number of participants with account balances 2013-09-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2012 401k membership
Total participants, beginning-of-year 2012-09-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 7
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 8
Number of participants with account balances 2012-09-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2011 401k membership
Total participants, beginning-of-year 2011-09-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 7
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 8
Number of participants with account balances 2011-09-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2009: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2009 401k membership
Total participants, beginning-of-year 2009-09-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 7
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 8
Number of participants with account balances 2009-09-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2022: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2022 401k membership
Total participants, beginning-of-year	2022-09-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	4
Number of retired or separated participants receiving benefits	2022-09-01	0
Number of other retired or separated participants entitled to future benefits	2022-09-01	2
Total of all active and inactive participants	2022-09-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-09-01	0
Total participants	2022-09-01	6
Number of participants with account balances	2022-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-09-01	0
2021: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2021 401k membership
Total participants, beginning-of-year	2021-09-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	4
Number of retired or separated participants receiving benefits	2021-09-01	0
Number of other retired or separated participants entitled to future benefits	2021-09-01	1
Total of all active and inactive participants	2021-09-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	1
Total participants	2021-09-01	6
Number of participants with account balances	2021-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-09-01	0
2020: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2020 401k membership
Total participants, beginning-of-year	2020-09-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	4
Number of retired or separated participants receiving benefits	2020-09-01	0
Number of other retired or separated participants entitled to future benefits	2020-09-01	2
Total of all active and inactive participants	2020-09-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	0
Total participants	2020-09-01	6
Number of participants with account balances	2020-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-01	0
2019: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2019 401k membership
Total participants, beginning-of-year	2019-09-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	3
Number of retired or separated participants receiving benefits	2019-09-01	0
Number of other retired or separated participants entitled to future benefits	2019-09-01	2
Total of all active and inactive participants	2019-09-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	0
Total participants	2019-09-01	5
Number of participants with account balances	2019-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2018 401k membership
Total participants, beginning-of-year	2018-09-01	5
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	2
Total of all active and inactive participants	2018-09-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	5
Number of participants with account balances	2018-09-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2017 401k membership
Total participants, beginning-of-year	2017-09-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	5
Number of participants with account balances	2017-09-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
2016: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2016 401k membership
Total participants, beginning-of-year	2016-09-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	5
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	6
Number of participants with account balances	2016-09-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2015 401k membership
Total participants, beginning-of-year	2015-09-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	7
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	9
Number of participants with account balances	2015-09-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2014 401k membership
Total participants, beginning-of-year	2014-09-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	8
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2013 401k membership
Total participants, beginning-of-year	2013-09-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	7
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	8
Number of participants with account balances	2013-09-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2012 401k membership
Total participants, beginning-of-year	2012-09-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	7
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	8
Number of participants with account balances	2012-09-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2011 401k membership
Total participants, beginning-of-year	2011-09-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	7
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	8
Number of participants with account balances	2011-09-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2009: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2009 401k membership
Total participants, beginning-of-year	2009-09-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	7
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	8
Number of participants with account balances	2009-09-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC

Measure	Date	Value
2023 : PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2023 401k financial data
Transfers to/from the plan	2023-08-31	$0
Total plan liabilities at end of year	2023-08-31	$0
Total plan liabilities at beginning of year	2023-08-31	$0
Total income from all sources	2023-08-31	$338,055
Expenses. Total of all expenses incurred	2023-08-31	$185,676
Benefits paid (including direct rollovers)	2023-08-31	$180,215
Total plan assets at end of year	2023-08-31	$4,103,745
Total plan assets at beginning of year	2023-08-31	$3,951,366
Value of fidelity bond covering the plan	2023-08-31	$475,000
Total contributions received or receivable from participants	2023-08-31	$0
Expenses. Other expenses not covered elsewhere	2023-08-31	$0
Contributions received from other sources (not participants or employers)	2023-08-31	$0
Other income received	2023-08-31	$338,055
Noncash contributions received	2023-08-31	$0
Net income (gross income less expenses)	2023-08-31	$152,379
Net plan assets at end of year (total assets less liabilities)	2023-08-31	$4,103,745
Net plan assets at beginning of year (total assets less liabilities)	2023-08-31	$3,951,366
Assets. Value of assets in partnership/joint-venture interests	2023-08-31	$73,270
Assets. Value of real-estate (other than employer real property)	2023-08-31	$125,000
Total contributions received or receivable from employer(s)	2023-08-31	$0
Value of certain deemed distributions of participant loans	2023-08-31	$0
Value of corrective distributions	2023-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-08-31	$5,461
2022 : PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2022 401k financial data
Total plan liabilities at beginning of year	2022-08-31	$0
Total income from all sources	2022-08-31	$-729,733
Expenses. Total of all expenses incurred	2022-08-31	$4,209
Benefits paid (including direct rollovers)	2022-08-31	$0
Total plan assets at end of year	2022-08-31	$3,951,366
Total plan assets at beginning of year	2022-08-31	$4,685,308
Value of fidelity bond covering the plan	2022-08-31	$250,000
Total contributions received or receivable from participants	2022-08-31	$0
Expenses. Other expenses not covered elsewhere	2022-08-31	$0
Contributions received from other sources (not participants or employers)	2022-08-31	$0
Other income received	2022-08-31	$-729,733
Noncash contributions received	2022-08-31	$0
Net income (gross income less expenses)	2022-08-31	$-733,942
Net plan assets at end of year (total assets less liabilities)	2022-08-31	$3,951,366
Net plan assets at beginning of year (total assets less liabilities)	2022-08-31	$4,685,308
Assets. Value of assets in partnership/joint-venture interests	2022-08-31	$65,081
Assets. Value of real-estate (other than employer real property)	2022-08-31	$125,000
Total contributions received or receivable from employer(s)	2022-08-31	$0
Value of certain deemed distributions of participant loans	2022-08-31	$0
Value of corrective distributions	2022-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-08-31	$4,209
2021 : PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2021 401k financial data
Transfers to/from the plan	2021-08-31	$0
Total plan liabilities at end of year	2021-08-31	$0
Total income from all sources	2021-08-31	$861,228
Expenses. Total of all expenses incurred	2021-08-31	$3,694
Benefits paid (including direct rollovers)	2021-08-31	$0
Total plan assets at end of year	2021-08-31	$4,685,308
Total plan assets at beginning of year	2021-08-31	$3,827,774
Value of fidelity bond covering the plan	2021-08-31	$250,000
Total contributions received or receivable from participants	2021-08-31	$0
Expenses. Other expenses not covered elsewhere	2021-08-31	$0
Contributions received from other sources (not participants or employers)	2021-08-31	$0
Other income received	2021-08-31	$861,228
Noncash contributions received	2021-08-31	$0
Net income (gross income less expenses)	2021-08-31	$857,534
Net plan assets at end of year (total assets less liabilities)	2021-08-31	$4,685,308
Net plan assets at beginning of year (total assets less liabilities)	2021-08-31	$3,827,774
Assets. Value of assets in partnership/joint-venture interests	2021-08-31	$62,756
Assets. Value of real-estate (other than employer real property)	2021-08-31	$125,000
Total contributions received or receivable from employer(s)	2021-08-31	$0
Value of certain deemed distributions of participant loans	2021-08-31	$0
Value of corrective distributions	2021-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-08-31	$3,694
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-08-31	$0
2020 : PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2020 401k financial data
Total plan liabilities at beginning of year	2020-08-31	$1,592
Total income from all sources	2020-08-31	$384,743
Expenses. Total of all expenses incurred	2020-08-31	$3,227
Benefits paid (including direct rollovers)	2020-08-31	$0
Total plan assets at end of year	2020-08-31	$3,827,774
Total plan assets at beginning of year	2020-08-31	$3,447,850
Value of fidelity bond covering the plan	2020-08-31	$344,785
Total contributions received or receivable from participants	2020-08-31	$0
Expenses. Other expenses not covered elsewhere	2020-08-31	$0
Contributions received from other sources (not participants or employers)	2020-08-31	$0
Other income received	2020-08-31	$384,743
Noncash contributions received	2020-08-31	$0
Net income (gross income less expenses)	2020-08-31	$381,516
Net plan assets at end of year (total assets less liabilities)	2020-08-31	$3,827,774
Net plan assets at beginning of year (total assets less liabilities)	2020-08-31	$3,446,258
Assets. Value of assets in partnership/joint-venture interests	2020-08-31	$67,055
Assets. Value of real-estate (other than employer real property)	2020-08-31	$125,000
Total contributions received or receivable from employer(s)	2020-08-31	$0
Value of certain deemed distributions of participant loans	2020-08-31	$0
Value of corrective distributions	2020-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-08-31	$3,227
2019 : PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2019 401k financial data
Total plan liabilities at end of year	2019-08-31	$1,592
Total plan liabilities at beginning of year	2019-08-31	$0
Total income from all sources	2019-08-31	$270,558
Expenses. Total of all expenses incurred	2019-08-31	$7,447
Benefits paid (including direct rollovers)	2019-08-31	$4,111
Total plan assets at end of year	2019-08-31	$3,447,850
Total plan assets at beginning of year	2019-08-31	$3,183,147
Value of fidelity bond covering the plan	2019-08-31	$318,315
Total contributions received or receivable from participants	2019-08-31	$0
Expenses. Other expenses not covered elsewhere	2019-08-31	$0
Contributions received from other sources (not participants or employers)	2019-08-31	$0
Other income received	2019-08-31	$270,558
Noncash contributions received	2019-08-31	$0
Net income (gross income less expenses)	2019-08-31	$263,111
Net plan assets at end of year (total assets less liabilities)	2019-08-31	$3,446,258
Net plan assets at beginning of year (total assets less liabilities)	2019-08-31	$3,183,147
Assets. Value of assets in partnership/joint-venture interests	2019-08-31	$67,882
Assets. Value of real-estate (other than employer real property)	2019-08-31	$125,000
Total contributions received or receivable from employer(s)	2019-08-31	$0
Value of certain deemed distributions of participant loans	2019-08-31	$0
Value of corrective distributions	2019-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-08-31	$3,336
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-08-31	$0
2018 : PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 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
2017 : PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2017 401k financial data
Transfers to/from the plan	2017-08-31	$0
Total plan liabilities at end of year	2017-08-31	$0
Total plan liabilities at beginning of year	2017-08-31	$0
Total income from all sources	2017-08-31	$238,812
Expenses. Total of all expenses incurred	2017-08-31	$11,636
Benefits paid (including direct rollovers)	2017-08-31	$9,841
Total plan assets at end of year	2017-08-31	$3,001,105
Total plan assets at beginning of year	2017-08-31	$2,773,929
Value of fidelity bond covering the plan	2017-08-31	$277,393
Total contributions received or receivable from participants	2017-08-31	$0
Assets. Value of loans (other than to participants)	2017-08-31	$50,000
Expenses. Other expenses not covered elsewhere	2017-08-31	$0
Contributions received from other sources (not participants or employers)	2017-08-31	$0
Other income received	2017-08-31	$238,812
Net income (gross income less expenses)	2017-08-31	$227,176
Net plan assets at end of year (total assets less liabilities)	2017-08-31	$3,001,105
Net plan assets at beginning of year (total assets less liabilities)	2017-08-31	$2,773,929
Assets. Value of assets in partnership/joint-venture interests	2017-08-31	$74,727
Total contributions received or receivable from employer(s)	2017-08-31	$0
Value of certain deemed distributions of participant loans	2017-08-31	$0
Value of corrective distributions	2017-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-08-31	$1,795
2016 : PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2016 401k financial data
Transfers to/from the plan	2016-08-31	$0
Total plan liabilities at end of year	2016-08-31	$0
Total plan liabilities at beginning of year	2016-08-31	$0
Total income from all sources	2016-08-31	$224,814
Expenses. Total of all expenses incurred	2016-08-31	$150
Benefits paid (including direct rollovers)	2016-08-31	$0
Total plan assets at end of year	2016-08-31	$2,773,929
Total plan assets at beginning of year	2016-08-31	$2,549,265
Value of fidelity bond covering the plan	2016-08-31	$254,927
Total contributions received or receivable from participants	2016-08-31	$0
Assets. Value of loans (other than to participants)	2016-08-31	$50,000
Expenses. Other expenses not covered elsewhere	2016-08-31	$0
Contributions received from other sources (not participants or employers)	2016-08-31	$0
Other income received	2016-08-31	$224,814
Noncash contributions received	2016-08-31	$0
Net income (gross income less expenses)	2016-08-31	$224,664
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$2,773,929
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$2,549,265
Assets. Value of assets in partnership/joint-venture interests	2016-08-31	$49,295
Total contributions received or receivable from employer(s)	2016-08-31	$0
Value of certain deemed distributions of participant loans	2016-08-31	$0
Value of corrective distributions	2016-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-08-31	$150
2015 : PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2015 401k financial data
Transfers to/from the plan	2015-08-31	$0
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	$-32,657
Expenses. Total of all expenses incurred	2015-08-31	$150
Benefits paid (including direct rollovers)	2015-08-31	$0
Total plan assets at end of year	2015-08-31	$2,549,265
Total plan assets at beginning of year	2015-08-31	$2,582,072
Value of fidelity bond covering the plan	2015-08-31	$258,208
Total contributions received or receivable from participants	2015-08-31	$0
Assets. Value of loans (other than to participants)	2015-08-31	$50,000
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	$-32,657
Noncash contributions received	2015-08-31	$0
Net income (gross income less expenses)	2015-08-31	$-32,807
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$2,549,265
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$2,582,072
Assets. Value of assets in partnership/joint-venture interests	2015-08-31	$50,000
Total contributions received or receivable from employer(s)	2015-08-31	$0
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	$150
2014 : PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 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	$355,309
Expenses. Total of all expenses incurred	2014-08-31	$230
Benefits paid (including direct rollovers)	2014-08-31	$0
Total plan assets at end of year	2014-08-31	$2,582,072
Total plan assets at beginning of year	2014-08-31	$2,226,993
Value of fidelity bond covering the plan	2014-08-31	$250,000
Total contributions received or receivable from participants	2014-08-31	$0
Assets. Value of loans (other than to participants)	2014-08-31	$50,000
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	$355,309
Noncash contributions received	2014-08-31	$0
Net income (gross income less expenses)	2014-08-31	$355,079
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$2,582,072
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$2,226,993
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	$230
2013 : PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 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	$209,475
Expenses. Total of all expenses incurred	2013-08-31	$100,267
Benefits paid (including direct rollovers)	2013-08-31	$100,000
Total plan assets at end of year	2013-08-31	$2,226,993
Total plan assets at beginning of year	2013-08-31	$2,117,785
Value of fidelity bond covering the plan	2013-08-31	$250,000
Total contributions received or receivable from participants	2013-08-31	$0
Assets. Value of loans (other than to participants)	2013-08-31	$48,336
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	$209,475
Noncash contributions received	2013-08-31	$0
Net income (gross income less expenses)	2013-08-31	$109,208
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$2,226,993
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$2,117,785
Total contributions received or receivable from employer(s)	2013-08-31	$0
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	$267
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
2012 : PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 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	$141,741
Expenses. Total of all expenses incurred	2012-08-31	$199
Benefits paid (including direct rollovers)	2012-08-31	$0
Total plan assets at end of year	2012-08-31	$2,117,785
Total plan assets at beginning of year	2012-08-31	$1,976,243
Value of fidelity bond covering the plan	2012-08-31	$250,000
Total contributions received or receivable from participants	2012-08-31	$0
Assets. Value of loans (other than to participants)	2012-08-31	$100,000
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	$141,741
Noncash contributions received	2012-08-31	$0
Net income (gross income less expenses)	2012-08-31	$141,542
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$2,117,785
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$1,976,243
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	$199
2011 : PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 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	$178,665
Expenses. Total of all expenses incurred	2011-08-31	$300
Benefits paid (including direct rollovers)	2011-08-31	$0
Total plan assets at end of year	2011-08-31	$1,976,243
Total plan assets at beginning of year	2011-08-31	$1,797,878
Value of fidelity bond covering the plan	2011-08-31	$200,000
Total contributions received or receivable from participants	2011-08-31	$0
Assets. Value of loans (other than to participants)	2011-08-31	$125,000
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	$178,665
Noncash contributions received	2011-08-31	$0
Net income (gross income less expenses)	2011-08-31	$178,365
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$1,976,243
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$1,797,878
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	$300
2010 : PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 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 PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC

2022: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2022 form 5500 responses
2022-09-01	Type of plan entity	Single employer plan
2022-09-01	Submission has been amended	No
2022-09-01	This submission is the final filing	No
2022-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-09-01	Plan is a collectively bargained plan	No
2022-09-01	Plan funding arrangement – Trust	Yes
2022-09-01	Plan benefit arrangement - Trust	Yes
2021: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Submission has been amended	No
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 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: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 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: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 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: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 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: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING & HEALTH/DISABILITY PLAN OF L. JOEL KESSLER, MD, APC 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	L. JOEL KESSLER, MD, APC
Employer identification number (EIN):	953947816
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)