401k Plan data: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN plan

LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 401k Plan overview

Plan Name	LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN
Plan identification number	002

LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

LEONARD M. KAGAN, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: LEONARD M. KAGAN, M.D., P.C.

Employer identification number (EIN): 112606557

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

Additional information about LEONARD M. KAGAN, M.D., P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1982-03-30

Company Identification Number: 760401

Legal Registered Office Address: 1111 MONTAUK HIGHWAY
Suffolk
WEST ISLIP
United States of America (USA)
11795

More information about LEONARD M. KAGAN, M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 LEONARD M. KAGAN LEONARD M. KAGAN, M.D. 2018-10-01
002 2016-01-01 LEONARD M. KAGAN LEONARD M. KAGAN, M.D. 2017-07-14
002 2015-01-01 LEONARD M. KAGAN LEONARD M. KAGAN, M.D. 2016-09-06
002 2014-01-01 LEONARD M. KAGAN LEONARD M. KAGAN, M.D. 2015-10-07
002 2013-01-01 LEONARD M. KAGAN LEONARD M. KAGAN, M.D. 2014-08-15
002 2012-01-01 LEONARD M. KAGAN LEONARD M. KAGAN, M.D. 2013-08-20
002 2011-01-01 LEONARD M. KAGAN LEONARD M. KAGAN, M.D. 2012-10-01
002 2010-01-01 LEONARD M. KAGAN LEONARD M. KAGAN, M.D. 2011-08-11
002 2009-01-01 LEONARD M. KAGAN LEONARD M. KAGAN, M.D. 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	LEONARD M. KAGAN	LEONARD M. KAGAN, M.D.	2018-10-01
002	2016-01-01	LEONARD M. KAGAN	LEONARD M. KAGAN, M.D.	2017-07-14
002	2015-01-01	LEONARD M. KAGAN	LEONARD M. KAGAN, M.D.	2016-09-06
002	2014-01-01	LEONARD M. KAGAN	LEONARD M. KAGAN, M.D.	2015-10-07
002	2013-01-01	LEONARD M. KAGAN	LEONARD M. KAGAN, M.D.	2014-08-15
002	2012-01-01	LEONARD M. KAGAN	LEONARD M. KAGAN, M.D.	2013-08-20
002	2011-01-01	LEONARD M. KAGAN	LEONARD M. KAGAN, M.D.	2012-10-01
002	2010-01-01	LEONARD M. KAGAN	LEONARD M. KAGAN, M.D.	2011-08-11
002	2009-01-01	LEONARD M. KAGAN	LEONARD M. KAGAN, M.D.	2010-10-15

Plan Statistics for LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN

401k plan membership statisitcs for LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN

Measure Date Value
2022: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 2
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
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 2
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 1
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 1
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 1
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 1
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
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 1
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 1
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2022: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	2
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
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	2
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	1
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	1
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	1
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	1
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
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	1
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	1
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN

Measure	Date	Value
2022 : LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-116,105
Expenses. Total of all expenses incurred	2022-12-31	$28,477
Benefits paid (including direct rollovers)	2022-12-31	$28,477
Total plan assets at end of year	2022-12-31	$604,007
Total plan assets at beginning of year	2022-12-31	$748,589
Other income received	2022-12-31	$-116,105
Net income (gross income less expenses)	2022-12-31	$-144,582
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$604,007
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$748,589
2021 : LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$70,848
Expenses. Total of all expenses incurred	2021-12-31	$27,025
Benefits paid (including direct rollovers)	2021-12-31	$27,025
Total plan assets at end of year	2021-12-31	$748,589
Total plan assets at beginning of year	2021-12-31	$704,766
Other income received	2021-12-31	$70,848
Net income (gross income less expenses)	2021-12-31	$43,823
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$748,589
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$704,766
2020 : LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$37,385
Expenses. Total of all expenses incurred	2020-12-31	$23,002
Benefits paid (including direct rollovers)	2020-12-31	$23,002
Total plan assets at end of year	2020-12-31	$704,766
Total plan assets at beginning of year	2020-12-31	$690,383
Other income received	2020-12-31	$37,385
Net income (gross income less expenses)	2020-12-31	$14,383
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$704,766
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$690,383
2019 : LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$101,552
Expenses. Total of all expenses incurred	2019-12-31	$23,751
Benefits paid (including direct rollovers)	2019-12-31	$23,751
Total plan assets at end of year	2019-12-31	$690,383
Total plan assets at beginning of year	2019-12-31	$612,582
Other income received	2019-12-31	$101,552
Net income (gross income less expenses)	2019-12-31	$77,801
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$690,383
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$612,582
2018 : LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-16,804
Expenses. Total of all expenses incurred	2018-12-31	$21,725
Benefits paid (including direct rollovers)	2018-12-31	$21,725
Total plan assets at end of year	2018-12-31	$612,582
Total plan assets at beginning of year	2018-12-31	$651,111
Other income received	2018-12-31	$-16,804
Net income (gross income less expenses)	2018-12-31	$-38,529
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$612,582
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$651,111
2017 : LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$56,407
Expenses. Total of all expenses incurred	2017-12-31	$125,346
Benefits paid (including direct rollovers)	2017-12-31	$125,346
Total plan assets at end of year	2017-12-31	$651,111
Total plan assets at beginning of year	2017-12-31	$720,050
Other income received	2017-12-31	$56,407
Net income (gross income less expenses)	2017-12-31	$-68,939
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$651,111
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$720,050
2016 : LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$82,518
Expenses. Total of all expenses incurred	2016-12-31	$56,566
Benefits paid (including direct rollovers)	2016-12-31	$56,566
Total plan assets at end of year	2016-12-31	$720,050
Total plan assets at beginning of year	2016-12-31	$694,098
Other income received	2016-12-31	$82,518
Net income (gross income less expenses)	2016-12-31	$25,952
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$720,050
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$694,098
2015 : LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-40,071
Expenses. Total of all expenses incurred	2015-12-31	$132,586
Benefits paid (including direct rollovers)	2015-12-31	$132,586
Total plan assets at end of year	2015-12-31	$694,098
Total plan assets at beginning of year	2015-12-31	$866,755
Other income received	2015-12-31	$-40,071
Net income (gross income less expenses)	2015-12-31	$-172,657
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$694,098
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$866,755
2014 : LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$79,132
Expenses. Total of all expenses incurred	2014-12-31	$205,141
Benefits paid (including direct rollovers)	2014-12-31	$205,136
Total plan assets at end of year	2014-12-31	$866,755
Total plan assets at beginning of year	2014-12-31	$992,764
Expenses. Other expenses not covered elsewhere	2014-12-31	$5
Other income received	2014-12-31	$79,132
Net income (gross income less expenses)	2014-12-31	$-126,009
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$866,755
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$992,764
2013 : LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-17,629
Expenses. Total of all expenses incurred	2013-12-31	$45,723
Benefits paid (including direct rollovers)	2013-12-31	$45,545
Total plan assets at end of year	2013-12-31	$992,764
Total plan assets at beginning of year	2013-12-31	$1,056,116
Expenses. Other expenses not covered elsewhere	2013-12-31	$18
Other income received	2013-12-31	$-17,629
Net income (gross income less expenses)	2013-12-31	$-63,352
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$992,764
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,056,116
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$160
2012 : LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$88,196
Expenses. Total of all expenses incurred	2012-12-31	$34,255
Benefits paid (including direct rollovers)	2012-12-31	$16,065
Total plan assets at end of year	2012-12-31	$1,056,116
Total plan assets at beginning of year	2012-12-31	$1,002,175
Expenses. Other expenses not covered elsewhere	2012-12-31	$46
Other income received	2012-12-31	$88,196
Net income (gross income less expenses)	2012-12-31	$53,941
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,056,116
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,002,175
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$18,144
2011 : LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$17,172
Expenses. Total of all expenses incurred	2011-12-31	$34,483
Benefits paid (including direct rollovers)	2011-12-31	$27,600
Total plan assets at end of year	2011-12-31	$1,002,175
Total plan assets at beginning of year	2011-12-31	$1,019,486
Expenses. Other expenses not covered elsewhere	2011-12-31	$79
Other income received	2011-12-31	$17,172
Net income (gross income less expenses)	2011-12-31	$-17,311
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,002,175
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,019,486
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,804
2010 : LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$109,226
Expenses. Total of all expenses incurred	2010-12-31	$12,181
Total plan assets at end of year	2010-12-31	$1,019,486
Total plan assets at beginning of year	2010-12-31	$922,441
Expenses. Other expenses not covered elsewhere	2010-12-31	$84
Other income received	2010-12-31	$109,226
Net income (gross income less expenses)	2010-12-31	$97,045
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,019,486
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$922,441
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$12,097

Form 5500 Responses for LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN

2022: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LEONARD M. KAGAN, M.D., P.C. RETIREMENT TRUST PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEONARD M. KAGAN, M.D., P.C.
Employer identification number (EIN):	112606557
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1982-03-30
Company Identification Number:	760401
Legal Registered Office Address:	1111 MONTAUK HIGHWAY Suffolk WEST ISLIP United States of America (USA) 11795