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HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameHESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN
Plan identification number 002

HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HESHAM M ATWA PHYSICIAN PC has sponsored the creation of one or more 401k plans.

Company Name:HESHAM M ATWA PHYSICIAN PC
Employer identification number (EIN):113620050
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01HESHAM M ATWA2023-09-21
0022021-01-01HESHAM M ATWA2022-09-18
0022020-01-01HESHAM M ATWA2021-08-22
0022019-01-01HESHAM M ATWA2020-09-17
0022018-01-01HESHAM M ATWA2019-10-14
0022017-01-01HESHAM M ATWA2018-09-17
0022016-01-01HESHAM M ATWA2017-10-16
0022015-01-01HESHAM M ATWA
0022014-01-01HESHAM M ATWA
0022013-01-01HESHAM M ATWA
0022012-01-01HESHAM M ATWA
0022011-01-01HESHAM M ATWA
0022009-01-01HESHAM M ATWA

Plan Statistics for HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN

401k plan membership statisitcs for HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN

Measure Date Value
2022: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-317,871,716
Acturial value of plan assets2022-12-317,871,716
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-314
Fundng target for terminated vested participants2022-12-31471,254
Active participant vested funding target2022-12-318,368,862
Number of active participants2022-12-3114
Total funding liabilities for active participants2022-12-318,412,823
Total participant count2022-12-3118
Total funding target for all participants2022-12-318,884,077
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-312,045
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-312,161
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31250,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31224,477
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-311,012,362
Total funding amount beforereflecting carryover/prefunding balances2022-12-3193,554
Additional cash requirement2022-12-3193,554
Contributions allocatedtoward minimum required contributions for current year2022-12-31224,477
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-317,648,372
Acturial value of plan assets2021-12-317,648,372
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-314
Fundng target for terminated vested participants2021-12-31434,072
Active participant vested funding target2021-12-317,622,730
Number of active participants2021-12-3114
Total funding liabilities for active participants2021-12-317,727,732
Total participant count2021-12-3118
Total funding target for all participants2021-12-318,161,804
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31176,753
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31186,616
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31125,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31115,008
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-31513,432
Total funding amount beforereflecting carryover/prefunding balances2021-12-31112,963
Additional cash requirement2021-12-31112,963
Contributions allocatedtoward minimum required contributions for current year2021-12-31115,008
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-317,705,501
Acturial value of plan assets2020-12-317,705,501
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-314
Fundng target for terminated vested participants2020-12-31421,475
Active participant vested funding target2020-12-317,322,498
Number of active participants2020-12-3112
Total funding liabilities for active participants2020-12-317,487,984
Total participant count2020-12-3116
Total funding target for all participants2020-12-317,909,459
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-316,062
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-316,408
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31250,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31230,381
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-31203,958
Total funding amount beforereflecting carryover/prefunding balances2020-12-3153,628
Additional cash requirement2020-12-3153,628
Contributions allocatedtoward minimum required contributions for current year2020-12-31230,381
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-315,597,496
Acturial value of plan assets2019-12-315,597,496
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-315
Fundng target for terminated vested participants2019-12-31752,932
Active participant vested funding target2019-12-315,901,897
Number of active participants2019-12-3110
Total funding liabilities for active participants2019-12-316,010,614
Total participant count2019-12-3115
Total funding target for all participants2019-12-316,763,546
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3117,231
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3118,234
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,057,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31962,560
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31772,029
Net shortfall amortization installment of oustanding balance2019-12-311,166,050
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31956,498
Additional cash requirement2019-12-31956,498
Contributions allocatedtoward minimum required contributions for current year2019-12-31962,560
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-315,768,718
Acturial value of plan assets2018-12-315,768,718
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-31466,832
Active participant vested funding target2018-12-315,010,028
Number of active participants2018-12-3111
Total funding liabilities for active participants2018-12-315,264,929
Total participant count2018-12-3114
Total funding target for all participants2018-12-315,731,761
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31279,948
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31296,101
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31780,187
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31690,117
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31709,843
Net shortfall amortization installment of oustanding balance2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31672,886
Additional cash requirement2018-12-31672,886
Contributions allocatedtoward minimum required contributions for current year2018-12-31690,117
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-314,487,997
Acturial value of plan assets2017-12-314,487,997
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-31411,985
Active participant vested funding target2017-12-314,185,008
Number of active participants2017-12-3110
Total funding liabilities for active participants2017-12-314,458,605
Total participant count2017-12-3113
Total funding target for all participants2017-12-314,870,590
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3118,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3119,958
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-311,026,619
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31965,088
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31619,848
Net shortfall amortization installment of oustanding balance2017-12-31382,593
Total funding amount beforereflecting carryover/prefunding balances2017-12-31685,140
Additional cash requirement2017-12-31685,140
Contributions allocatedtoward minimum required contributions for current year2017-12-31965,088
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-313,862,914
Acturial value of plan assets2016-12-313,862,914
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-31368,011
Active participant vested funding target2016-12-313,378,032
Number of active participants2016-12-319
Total funding liabilities for active participants2016-12-313,621,810
Total participant count2016-12-3112
Total funding target for all participants2016-12-313,989,821
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3133,341
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3135,401
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31581,838
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31537,511
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31497,713
Net shortfall amortization installment of oustanding balance2016-12-31126,907
Total funding amount beforereflecting carryover/prefunding balances2016-12-31518,681
Additional cash requirement2016-12-31518,681
Contributions allocatedtoward minimum required contributions for current year2016-12-31537,511
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2015: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-018
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0127
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN

Measure Date Value
2015 : HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$958,839
Expenses. Total of all expenses incurred2015-12-31$281,838
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$3,862,914
Total plan assets at beginning of year2015-12-31$3,185,913
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$281,838
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$458,839
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$677,001
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,862,914
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,185,913
Total contributions received or receivable from employer(s)2015-12-31$500,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$654,261
Expenses. Total of all expenses incurred2014-12-31$281,839
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$3,185,913
Total plan assets at beginning of year2014-12-31$2,813,491
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$281,839
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$154,261
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$372,422
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,185,913
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,813,491
Total contributions received or receivable from employer(s)2014-12-31$500,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$654,137
Expenses. Total of all expenses incurred2013-12-31$210,196
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,813,491
Total plan assets at beginning of year2013-12-31$2,369,550
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$210,196
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$154,137
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$443,941
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,813,491
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,369,550
Total contributions received or receivable from employer(s)2013-12-31$500,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$702,075
Expenses. Total of all expenses incurred2012-12-31$176,287
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,369,550
Total plan assets at beginning of year2012-12-31$1,843,762
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$176,287
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$-90,702
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$525,788
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,369,550
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,843,762
Total contributions received or receivable from employer(s)2012-12-31$792,777
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$802,594
Expenses. Total of all expenses incurred2011-12-31$107,056
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,843,762
Total plan assets at beginning of year2011-12-31$1,148,224
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$107,056
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$193,594
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$695,538
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,843,762
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,148,224
Total contributions received or receivable from employer(s)2011-12-31$609,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2009 : HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN

2015: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HESHAM M ATWA PHYSICIAN PC DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number83000073
Policy instance 1
Insurance contract or identification number83000073
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number83000073
Policy instance 1
Insurance contract or identification number83000073
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number83000073
Policy instance 1
Insurance contract or identification number83000073
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?Yes

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