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| Plan Name | STANLEY B. HOLSTEIN MD PC EMPLOYEES PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | STANLEY B. HOLSTEIN MD PC |
| Employer identification number (EIN): | 112517443 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 | ||||
| 002 | 2021-01-01 | STANLEY HOLSTEIN MD PC | 2022-06-17 | ||
| 002 | 2020-01-01 | STANLEY HOLSTEIN MD PC | 2021-09-02 | ||
| 002 | 2019-01-01 | STANLEY HOLSTEIN MD PC | 2020-10-14 | ||
| 002 | 2018-01-01 | STANLEY HOLSTEIN MD PC | 2019-10-11 | ||
| 002 | 2017-01-01 | STANLEY HOLSTEIN MD PC | 2018-10-13 | ||
| 002 | 2016-01-01 | STANLEY HOLSTEIN MD PC | 2017-10-12 | ||
| 002 | 2015-01-01 | STANLEY HOLSTEIN MD PC | 2016-10-17 | ||
| 002 | 2014-01-01 | STANLEY HOLSTEIN MD PC | 2015-10-15 | ||
| 002 | 2013-01-01 | STANLEY HOLSTEIN MD PC | 2014-10-14 | ||
| 002 | 2012-01-01 | STANLEY B. HOLSTEIN MD PC | 2013-10-15 | ||
| 002 | 2011-01-01 | STANLEY B HOLSTEIN MD PC | |||
| 002 | 2009-01-01 | STANLEY B HOLSTEIN MD PC |
| Measure | Date | Value |
|---|---|---|
| 2011: STANLEY B. HOLSTEIN MD PC EMPLOYEES PROFIT SHARING PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| 2009: STANLEY B. HOLSTEIN MD PC EMPLOYEES PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2011 : STANLEY B. HOLSTEIN MD PC EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $126,760 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,298 |
| Total plan assets at end of year | 2011-12-31 | $946,462 |
| Total plan assets at beginning of year | 2011-12-31 | $824,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $4,298 |
| Other income received | 2011-12-31 | $126,760 |
| Net income (gross income less expenses) | 2011-12-31 | $122,462 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $946,462 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $824,000 |
| 2011: STANLEY B. HOLSTEIN MD PC EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses | ||
|---|---|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STANLEY B. HOLSTEIN MD PC EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| COMMONWEALTH ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 84824 ) | |||||||||
| Policy contract number | D682 | ||||||||
| Policy instance | 1 | ||||||||
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