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MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameMARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN
Plan identification number 002

MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

MARK A. ROSEN, M.D., LLC has sponsored the creation of one or more 401k plans.

Company Name:MARK A. ROSEN, M.D., LLC
Employer identification number (EIN):203101289
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01MARK A. ROSEN MARK A. ROSEN2017-03-07
0022015-01-01MARK A. ROSEN MARK A. ROSEN2016-04-08
0022014-01-01MARK A. ROSEN MARK A. ROSEN2015-04-09
0022013-01-01MARK A. ROSEN MARK A. ROSEN2014-04-07
0022012-01-01MARK A. ROSEN MARK A. ROSEN2013-03-29
0022011-01-01MARK A. ROSEN MARK A. ROSEN2012-03-12
0022010-01-01MARK A. ROSEN MARK A. ROSEN2011-02-04
0022009-01-01MARK A. ROSEN MARK A. ROSEN2010-08-30

Plan Statistics for MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN

401k plan membership statisitcs for MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN

Measure Date Value
2017: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
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 participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-014
Number of participants with account balances2010-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
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 MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN

Measure Date Value
2017 : MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$270,337
Expenses. Total of all expenses incurred2017-12-31$6,795
Benefits paid (including direct rollovers)2017-12-31$6,795
Total plan assets at end of year2017-12-31$2,332,001
Total plan assets at beginning of year2017-12-31$2,068,459
Value of fidelity bond covering the plan2017-12-31$400,000
Other income received2017-12-31$217,862
Net income (gross income less expenses)2017-12-31$263,542
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,332,001
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,068,459
Assets. Value of assets in partnership/joint-venture interests2017-12-31$300,000
Total contributions received or receivable from employer(s)2017-12-31$52,475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$282,340
Expenses. Total of all expenses incurred2016-12-31$176,636
Benefits paid (including direct rollovers)2016-12-31$176,636
Total plan assets at end of year2016-12-31$2,068,459
Total plan assets at beginning of year2016-12-31$1,962,755
Value of fidelity bond covering the plan2016-12-31$400,000
Other income received2016-12-31$227,255
Net income (gross income less expenses)2016-12-31$105,704
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,068,459
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,962,755
Assets. Value of assets in partnership/joint-venture interests2016-12-31$300,000
Total contributions received or receivable from employer(s)2016-12-31$55,085
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-48,430
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,962,755
Total plan assets at beginning of year2015-12-31$2,011,185
Value of fidelity bond covering the plan2015-12-31$400,000
Other income received2015-12-31$-97,152
Net income (gross income less expenses)2015-12-31$-48,430
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,962,755
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,011,185
Assets. Value of assets in partnership/joint-venture interests2015-12-31$300,000
Total contributions received or receivable from employer(s)2015-12-31$48,722
2014 : MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$173,846
Expenses. Total of all expenses incurred2014-12-31$1,164
Benefits paid (including direct rollovers)2014-12-31$1,164
Total plan assets at end of year2014-12-31$2,011,185
Total plan assets at beginning of year2014-12-31$1,838,503
Value of fidelity bond covering the plan2014-12-31$400,000
Other income received2014-12-31$173,846
Net income (gross income less expenses)2014-12-31$172,682
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,011,185
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,838,503
Assets. Value of assets in partnership/joint-venture interests2014-12-31$316,510
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$269,733
Expenses. Total of all expenses incurred2013-12-31$11,700
Benefits paid (including direct rollovers)2013-12-31$11,700
Total plan assets at end of year2013-12-31$1,838,503
Total plan assets at beginning of year2013-12-31$1,580,470
Value of fidelity bond covering the plan2013-12-31$400,000
Other income received2013-12-31$218,733
Net income (gross income less expenses)2013-12-31$258,033
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,838,503
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,580,470
Assets. Value of assets in partnership/joint-venture interests2013-12-31$313,489
Assets. Value of real-estate (other than employer real property)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$51,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$134,412
Expenses. Total of all expenses incurred2012-12-31$300
Total plan assets at end of year2012-12-31$1,580,470
Total plan assets at beginning of year2012-12-31$1,446,358
Value of fidelity bond covering the plan2012-12-31$400,000
Other income received2012-12-31$87,842
Net income (gross income less expenses)2012-12-31$134,112
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,580,470
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,446,358
Assets. Value of assets in partnership/joint-venture interests2012-12-31$345,704
Assets. Value of real-estate (other than employer real property)2012-12-31$11,900
Total contributions received or receivable from employer(s)2012-12-31$46,570
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$300
2011 : MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-8,498
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$1,446,358
Total plan assets at beginning of year2011-12-31$1,454,856
Value of fidelity bond covering the plan2011-12-31$400,000
Other income received2011-12-31$-48,328
Net income (gross income less expenses)2011-12-31$-8,498
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,446,358
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,454,856
Assets. Value of assets in partnership/joint-venture interests2011-12-31$346,993
Assets. Value of real-estate (other than employer real property)2011-12-31$21,150
Total contributions received or receivable from employer(s)2011-12-31$39,830
2010 : MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$467,297
Expenses. Total of all expenses incurred2010-12-31$1,701
Benefits paid (including direct rollovers)2010-12-31$1,701
Total plan assets at end of year2010-12-31$1,454,856
Total plan assets at beginning of year2010-12-31$989,260
Value of fidelity bond covering the plan2010-12-31$350,000
Other income received2010-12-31$416,649
Net income (gross income less expenses)2010-12-31$465,596
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,454,856
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$989,260
Assets. Value of assets in partnership/joint-venture interests2010-12-31$338,698
Total contributions received or receivable from employer(s)2010-12-31$50,648
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN

2017: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARK A. ROSEN, M.D., LLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARK A. ROSEN, M.D., LLC PROFIT SHARING 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

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