401k Plan data: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN plan

ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN
Plan identification number	001

ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT N. WOLFE MD APC, ANDREW S. WACHTEL, MD APC & ROY ARTAL, MD INC has sponsored the creation of one or more 401k plans.

Company Name: ROBERT N. WOLFE MD APC, ANDREW S. WACHTEL, MD APC & ROY ARTAL, MD INC

Employer identification number (EIN): 954270130

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 N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROBERT N. WOLFE, M.D. 2023-10-11
001 2021-01-01 ROBERT N. WOLFE, M.D. 2022-09-29
001 2020-01-01 ROBERT N. WOLFE, M.D. 2021-10-08
001 2019-01-01 ROBERT N. WOLFE, M.D. 2020-10-02
001 2018-01-01 ROBERT N. WOLFE, M.D. 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ROBERT N. WOLFE, M.D. ROBERT N. WOLFE, M.D. 2013-10-10
001 2011-01-01 ANDREW S. WACHTEL, M.D. ANDREW S. WACHTEL, M.D. 2012-10-15
001 2010-01-01 ROBERT WOLFE ROBERT WOLFE 2011-11-18
001 2009-01-01 ROBERT N. WOLFE, M.D. ROBERT N. WOLFE, M.D. 2010-12-22
001 2009-01-01 ROBERT WOLFE ROBERT WOLFE 2011-11-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ROBERT N. WOLFE, M.D.	2023-10-11
001	2021-01-01	ROBERT N. WOLFE, M.D.	2022-09-29
001	2020-01-01	ROBERT N. WOLFE, M.D.	2021-10-08
001	2019-01-01	ROBERT N. WOLFE, M.D.	2020-10-02
001	2018-01-01	ROBERT N. WOLFE, M.D.	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ROBERT N. WOLFE, M.D.		ROBERT N. WOLFE, M.D.	2013-10-10
001	2011-01-01	ANDREW S. WACHTEL, M.D.		ANDREW S. WACHTEL, M.D.	2012-10-15
001	2010-01-01	ROBERT WOLFE		ROBERT WOLFE	2011-11-18
001	2009-01-01	ROBERT N. WOLFE, M.D.		ROBERT N. WOLFE, M.D.	2010-12-22
001	2009-01-01	ROBERT WOLFE		ROBERT WOLFE	2011-11-18

Plan Statistics for ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 15
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 28
Number of participants with account balances 2022-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 15
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 13
Total of all active and inactive participants 2021-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 29
Number of participants with account balances 2021-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 17
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 32
Number of participants with account balances 2020-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 13
Total of all active and inactive participants 2019-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 29
Number of participants with account balances 2019-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 14
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 26
Number of participants with account balances 2018-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 22
Number of participants with account balances 2017-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 21
Number of participants with account balances 2016-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 20
Number of participants with account balances 2015-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 20
Number of participants with account balances 2014-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 18
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 18
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 23
Number of participants with account balances 2010-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	15
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	28
Number of participants with account balances	2022-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	15
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	13
Total of all active and inactive participants	2021-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	29
Number of participants with account balances	2021-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	17
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	32
Number of participants with account balances	2020-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	13
Total of all active and inactive participants	2019-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	29
Number of participants with account balances	2019-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	14
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	26
Number of participants with account balances	2018-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	22
Number of participants with account balances	2017-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	21
Number of participants with account balances	2016-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	20
Number of participants with account balances	2015-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	20
Number of participants with account balances	2014-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	18
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	18
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	23
Number of participants with account balances	2010-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-630,401
Expenses. Total of all expenses incurred	2022-12-31	$192,436
Benefits paid (including direct rollovers)	2022-12-31	$146,270
Total plan assets at end of year	2022-12-31	$7,345,083
Total plan assets at beginning of year	2022-12-31	$8,167,920
Value of fidelity bond covering the plan	2022-12-31	$650,000
Total contributions received or receivable from participants	2022-12-31	$61,165
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-857,042
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-822,837
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$7,345,083
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$8,167,920
Assets. Value of participant loans	2022-12-31	$41,195
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$315,000
Total contributions received or receivable from employer(s)	2022-12-31	$165,476
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$46,166
2021 : ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,021,982
Expenses. Total of all expenses incurred	2021-12-31	$194,926
Benefits paid (including direct rollovers)	2021-12-31	$149,246
Total plan assets at end of year	2021-12-31	$8,167,920
Total plan assets at beginning of year	2021-12-31	$7,340,864
Value of fidelity bond covering the plan	2021-12-31	$650,000
Total contributions received or receivable from participants	2021-12-31	$59,941
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$794,175
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$827,056
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,167,920
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,340,864
Assets. Value of participant loans	2021-12-31	$34,926
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$315,000
Total contributions received or receivable from employer(s)	2021-12-31	$167,866
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$45,680
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$936,212
Expenses. Total of all expenses incurred	2020-12-31	$55,070
Benefits paid (including direct rollovers)	2020-12-31	$15,708
Total plan assets at end of year	2020-12-31	$7,340,864
Total plan assets at beginning of year	2020-12-31	$6,459,722
Value of fidelity bond covering the plan	2020-12-31	$650,000
Total contributions received or receivable from participants	2020-12-31	$78,918
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$699,372
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$881,142
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,340,864
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,459,722
Assets. Value of participant loans	2020-12-31	$40,814
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$352,000
Total contributions received or receivable from employer(s)	2020-12-31	$157,922
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$39,362
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$956,734
Expenses. Total of all expenses incurred	2019-12-31	$59,534
Benefits paid (including direct rollovers)	2019-12-31	$21,200
Total plan assets at end of year	2019-12-31	$6,459,722
Total plan assets at beginning of year	2019-12-31	$5,562,522
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$57,506
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$755,454
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$897,200
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,459,722
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,562,522
Assets. Value of participant loans	2019-12-31	$46,423
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$62,500
Total contributions received or receivable from employer(s)	2019-12-31	$143,774
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$38,334
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-66,276
Expenses. Total of all expenses incurred	2018-12-31	$57,126
Benefits paid (including direct rollovers)	2018-12-31	$19,553
Total plan assets at end of year	2018-12-31	$5,562,522
Total plan assets at beginning of year	2018-12-31	$5,685,924
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$55,980
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-254,978
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-123,402
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,562,522
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,685,924
Assets. Value of participant loans	2018-12-31	$51,994
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$62,500
Total contributions received or receivable from employer(s)	2018-12-31	$132,722
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$37,573
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$701,101
Expenses. Total of all expenses incurred	2017-12-31	$65,949
Benefits paid (including direct rollovers)	2017-12-31	$31,394
Total plan assets at end of year	2017-12-31	$5,685,924
Total plan assets at beginning of year	2017-12-31	$5,050,772
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$55,716
Expenses. Other expenses not covered elsewhere	2017-12-31	$34,555
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$500,604
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$635,152
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,685,924
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,050,772
Assets. Value of participant loans	2017-12-31	$45,561
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$106,000
Total contributions received or receivable from employer(s)	2017-12-31	$144,781
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$410,361
Expenses. Total of all expenses incurred	2016-12-31	$36,234
Benefits paid (including direct rollovers)	2016-12-31	$4,500
Total plan assets at end of year	2016-12-31	$5,050,772
Total plan assets at beginning of year	2016-12-31	$4,676,645
Value of fidelity bond covering the plan	2016-12-31	$465,000
Total contributions received or receivable from participants	2016-12-31	$52,593
Expenses. Other expenses not covered elsewhere	2016-12-31	$31,734
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$221,496
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$374,127
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,050,772
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,676,645
Assets. Value of participant loans	2016-12-31	$60,144
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$106,000
Total contributions received or receivable from employer(s)	2016-12-31	$136,272
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$109,248
Expenses. Total of all expenses incurred	2015-12-31	$46,946
Benefits paid (including direct rollovers)	2015-12-31	$15,917
Total plan assets at end of year	2015-12-31	$4,676,645
Total plan assets at beginning of year	2015-12-31	$4,614,343
Value of fidelity bond covering the plan	2015-12-31	$465,000
Total contributions received or receivable from participants	2015-12-31	$58,087
Expenses. Other expenses not covered elsewhere	2015-12-31	$31,029
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-71,804
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$62,302
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,676,645
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,614,343
Assets. Value of participant loans	2015-12-31	$15,207
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$106,000
Total contributions received or receivable from employer(s)	2015-12-31	$122,965
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$344,119
Expenses. Total of all expenses incurred	2014-12-31	$35,914
Benefits paid (including direct rollovers)	2014-12-31	$5,728
Total plan assets at end of year	2014-12-31	$4,614,343
Total plan assets at beginning of year	2014-12-31	$4,306,138
Value of fidelity bond covering the plan	2014-12-31	$465,000
Total contributions received or receivable from participants	2014-12-31	$46,786
Expenses. Other expenses not covered elsewhere	2014-12-31	$30,186
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$171,906
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$308,205
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,614,343
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,306,138
Assets. Value of participant loans	2014-12-31	$15,636
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$106,000
Total contributions received or receivable from employer(s)	2014-12-31	$125,427
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$590,859
Expenses. Total of all expenses incurred	2013-12-31	$32,909
Benefits paid (including direct rollovers)	2013-12-31	$5,581
Total plan assets at end of year	2013-12-31	$4,306,138
Total plan assets at beginning of year	2013-12-31	$3,748,188
Value of fidelity bond covering the plan	2013-12-31	$375,000
Total contributions received or receivable from participants	2013-12-31	$50,328
Expenses. Other expenses not covered elsewhere	2013-12-31	$27,328
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$413,250
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$557,950
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,306,138
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,748,188
Assets. Value of participant loans	2013-12-31	$15,326
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$106,000
Total contributions received or receivable from employer(s)	2013-12-31	$127,281
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$575,367
Expenses. Total of all expenses incurred	2012-12-31	$122,537
Benefits paid (including direct rollovers)	2012-12-31	$96,343
Total plan assets at end of year	2012-12-31	$3,748,188
Total plan assets at beginning of year	2012-12-31	$3,295,358
Value of fidelity bond covering the plan	2012-12-31	$320,000
Total contributions received or receivable from participants	2012-12-31	$47,816
Expenses. Other expenses not covered elsewhere	2012-12-31	$26,194
Contributions received from other sources (not participants or employers)	2012-12-31	$55,675
Other income received	2012-12-31	$335,485
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$452,830
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,748,188
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,295,358
Assets. Value of participant loans	2012-12-31	$16,170
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$106,000
Total contributions received or receivable from employer(s)	2012-12-31	$136,391
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$129,617
Expenses. Total of all expenses incurred	2011-12-31	$30,274
Benefits paid (including direct rollovers)	2011-12-31	$5,218
Total plan assets at end of year	2011-12-31	$3,295,358
Total plan assets at beginning of year	2011-12-31	$3,196,015
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$26,900
Expenses. Other expenses not covered elsewhere	2011-12-31	$25,056
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-28,574
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$99,343
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,295,358
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,196,015
Assets. Value of participant loans	2011-12-31	$26,955
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$106,000
Total contributions received or receivable from employer(s)	2011-12-31	$131,291
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$444,573
Expenses. Total of all expenses incurred	2010-12-31	$23,341
Benefits paid (including direct rollovers)	2010-12-31	$1,098
Total plan assets at end of year	2010-12-31	$3,196,015
Total plan assets at beginning of year	2010-12-31	$2,774,783
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$27,400
Expenses. Other expenses not covered elsewhere	2010-12-31	$22,243
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$289,062
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$421,232
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,196,015
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,774,783
Assets. Value of participant loans	2010-12-31	$20,879
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$131,000
Total contributions received or receivable from employer(s)	2010-12-31	$128,111
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$1,098

Form 5500 Responses for ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN

2022: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT N. WOLFE, MD, APC & ANDREW S. WACHTEL, MD, APC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT N. WOLFE MD APC, ANDREW S. WACHTEL, MD APC & ROY ARTAL, MD INC
Employer identification number (EIN):	954270130
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)