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Plan Name | MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | MARTIN P. SHERMAN, M.D., P.C. |
Employer identification number (EIN): | 112650938 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about MARTIN P. SHERMAN, M.D., P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1983-07-29 |
Company Identification Number: | 858407 |
Legal Registered Office Address: |
193 BROADWAY SUFFOLK AMITYVILLE United States of America (USA) 11701 |
More information about MARTIN P. SHERMAN, M.D., P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | MARTIN P SHERMAN | |||
002 | 2013-01-01 | MARTIN P SHERMAN | |||
002 | 2012-01-01 | MARTIN SHERMAN | |||
002 | 2011-01-01 | MARTIN SHERMAN | |||
002 | 2010-01-01 | MARTIN SHERMAN | |||
002 | 2009-01-01 | MARTIN SHERMAN |
Measure | Date | Value |
---|---|---|
2016: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 3 |
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 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 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 | 3 |
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 | 0 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 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 | 3 |
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 | 0 |
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 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 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 | 3 |
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 | 0 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 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 | 3 |
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 | 0 |
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 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 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 | 3 |
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 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
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 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-08-31 | $0 |
Total plan liabilities at beginning of year | 2016-08-31 | $0 |
Total income from all sources | 2016-08-31 | $-60,432 |
Expenses. Total of all expenses incurred | 2016-08-31 | $1,136,311 |
Benefits paid (including direct rollovers) | 2016-08-31 | $1,125,211 |
Total plan assets at end of year | 2016-08-31 | $0 |
Total plan assets at beginning of year | 2016-08-31 | $1,196,743 |
Value of fidelity bond covering the plan | 2016-08-31 | $140,000 |
Other income received | 2016-08-31 | $-60,432 |
Net income (gross income less expenses) | 2016-08-31 | $-1,196,743 |
Net plan assets at end of year (total assets less liabilities) | 2016-08-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-08-31 | $1,196,743 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-08-31 | $11,100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-08-31 | $0 |
2015 : MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 2015 401k financial data | ||
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 | $-29,005 |
Expenses. Total of all expenses incurred | 2015-12-31 | $104,551 |
Benefits paid (including direct rollovers) | 2015-12-31 | $99,001 |
Total plan assets at end of year | 2015-12-31 | $1,196,743 |
Total plan assets at beginning of year | 2015-12-31 | $1,330,299 |
Value of fidelity bond covering the plan | 2015-12-31 | $140,000 |
Other income received | 2015-12-31 | $-29,005 |
Net income (gross income less expenses) | 2015-12-31 | $-133,556 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,196,743 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,330,299 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,550 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 2014 401k financial data | ||
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 | $237,870 |
Expenses. Total of all expenses incurred | 2014-12-31 | $133,045 |
Benefits paid (including direct rollovers) | 2014-12-31 | $133,032 |
Total plan assets at end of year | 2014-12-31 | $1,330,299 |
Total plan assets at beginning of year | 2014-12-31 | $1,225,474 |
Value of fidelity bond covering the plan | 2014-12-31 | $140,000 |
Other income received | 2014-12-31 | $237,870 |
Net income (gross income less expenses) | 2014-12-31 | $104,825 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,330,299 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,225,474 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $13 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $144,727 |
Expenses. Total of all expenses incurred | 2013-12-31 | $92,306 |
Benefits paid (including direct rollovers) | 2013-12-31 | $87,750 |
Total plan assets at end of year | 2013-12-31 | $1,225,474 |
Total plan assets at beginning of year | 2013-12-31 | $1,173,053 |
Value of fidelity bond covering the plan | 2013-12-31 | $140,000 |
Other income received | 2013-12-31 | $144,727 |
Net income (gross income less expenses) | 2013-12-31 | $52,421 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,225,474 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,173,053 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,556 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $247,932 |
Expenses. Total of all expenses incurred | 2012-12-31 | $77,386 |
Benefits paid (including direct rollovers) | 2012-12-31 | $74,500 |
Total plan assets at end of year | 2012-12-31 | $1,173,053 |
Total plan assets at beginning of year | 2012-12-31 | $1,002,507 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Other income received | 2012-12-31 | $247,932 |
Net income (gross income less expenses) | 2012-12-31 | $170,546 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,173,053 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,002,507 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,886 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $93,480 |
Expenses. Total of all expenses incurred | 2011-12-31 | $107,669 |
Benefits paid (including direct rollovers) | 2011-12-31 | $104,500 |
Total plan assets at end of year | 2011-12-31 | $1,002,507 |
Total plan assets at beginning of year | 2011-12-31 | $1,016,696 |
Value of fidelity bond covering the plan | 2011-12-31 | $70,000 |
Other income received | 2011-12-31 | $93,480 |
Net income (gross income less expenses) | 2011-12-31 | $-14,189 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,002,507 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,016,696 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $3,169 |
2010 : MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 2010 401k financial data | ||
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $222,613 |
Expenses. Total of all expenses incurred | 2010-12-31 | $70,827 |
Benefits paid (including direct rollovers) | 2010-12-31 | $68,300 |
Total plan assets at end of year | 2010-12-31 | $1,016,696 |
Total plan assets at beginning of year | 2010-12-31 | $864,910 |
Value of fidelity bond covering the plan | 2010-12-31 | $70,000 |
Other income received | 2010-12-31 | $222,613 |
Net income (gross income less expenses) | 2010-12-31 | $151,786 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,016,696 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $864,910 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,527 |
2016: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 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 | Yes |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 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: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 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: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 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: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 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: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 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: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 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: MARTIN P. SHERMAN, M.D., P.C. RETIREMENT TRUST 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 |