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BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

BARRY D. MALINA, D.O., PLLC has sponsored the creation of one or more 401k plans.

Company Name:BARRY D. MALINA, D.O., PLLC
Employer identification number (EIN):203166283
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01BARRY D. MALINA, D.O.2021-02-17
0012019-01-01BARRY D. MALINA, D.O.2020-03-06
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01BARRY D. MALINA, D.O.

Plan Statistics for BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-184
Total number of particpants at end of year2025-07-184
Number of Participants With Account Balances2025-07-183
2024: BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-224
Total number of particpants at end of year2024-03-224
Number of Participants With Account Balances2024-03-223
2022: BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-064
Total number of particpants at end of year2022-07-064
Number of Participants With Account Balances2022-07-063
2020: BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
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 participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BARRY D. MALINA, D.O., PLLC 401(K) 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 55002016-01-013
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 participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BARRY D. MALINA, D.O., PLLC 401(K) 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 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
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 balances2015-01-012
2014: BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-010
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 balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-184059
Net assets as of the end of the plan year2025-07-18315979
Total assets as of the beginning of the plan year2025-07-18278955
Value of plan covered by a fidelity bond2025-07-1835000
Participant contributions to plan in this plan year2025-07-1819610
Other income to plan in this plan year2025-07-1816958
Plan net income in this plan year2025-07-1837024
Net assets as of the end of the plan year2025-07-18315979
Net assets as of the beginning of the plan year2025-07-18278955
Employer contributions to plan in this plan year2025-07-184515
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-184059
2024 : BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-03-220
Total expenses incurred by plan in this plan year2024-03-223531
Net assets as of the end of the plan year2024-03-22278955
Total assets as of the beginning of the plan year2024-03-22239609
Value of plan covered by a fidelity bond2024-03-2225000
Participant contributions to plan in this plan year2024-03-2219351
Other income to plan in this plan year2024-03-2219095
Plan net income in this plan year2024-03-2239346
Net assets as of the end of the plan year2024-03-22278955
Net assets as of the beginning of the plan year2024-03-22239609
Employer contributions to plan in this plan year2024-03-224431
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-223531
2022 : BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-07-060
Total expenses incurred by plan in this plan year2022-07-063108
Net assets as of the end of the plan year2022-07-06243108
Total assets as of the beginning of the plan year2022-07-06212851
Value of plan covered by a fidelity bond2022-07-0625000
Participant contributions to plan in this plan year2022-07-0622770
Other expenses paid from plan in this plan year2022-07-060
Other contributions to plan in this plan year2022-07-060
Other income to plan in this plan year2022-07-065454
Plan net income in this plan year2022-07-0630257
Net assets as of the end of the plan year2022-07-06243108
Net assets as of the beginning of the plan year2022-07-06212851
Employer contributions to plan in this plan year2022-07-065141
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-063108
2020 : BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$40,906
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$212,851
Total plan assets at beginning of year2020-12-31$171,945
Value of fidelity bond covering the plan2020-12-31$20,000
Total contributions received or receivable from participants2020-12-31$22,586
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$13,274
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$40,906
Net plan assets at end of year (total assets less liabilities)2020-12-31$212,851
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$171,945
Total contributions received or receivable from employer(s)2020-12-31$5,046
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$42,960
Expenses. Total of all expenses incurred2019-12-31$2,181
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$171,945
Total plan assets at beginning of year2019-12-31$131,166
Value of fidelity bond covering the plan2019-12-31$20,000
Total contributions received or receivable from participants2019-12-31$22,795
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$15,035
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$40,779
Net plan assets at end of year (total assets less liabilities)2019-12-31$171,945
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$131,166
Total contributions received or receivable from employer(s)2019-12-31$5,130
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,181
2018 : BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$24,957
Expenses. Total of all expenses incurred2018-12-31$1,731
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$131,166
Total plan assets at beginning of year2018-12-31$107,940
Value of fidelity bond covering the plan2018-12-31$20,000
Total contributions received or receivable from participants2018-12-31$22,391
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-2,402
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$23,226
Net plan assets at end of year (total assets less liabilities)2018-12-31$131,166
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$107,940
Total contributions received or receivable from employer(s)2018-12-31$4,968
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,731
2017 : BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$28,816
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$107,940
Total plan assets at beginning of year2017-12-31$79,124
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$22,697
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,028
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$28,816
Net plan assets at end of year (total assets less liabilities)2017-12-31$107,940
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$79,124
Total contributions received or receivable from employer(s)2017-12-31$5,091
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$32,294
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$79,124
Total plan assets at beginning of year2016-12-31$46,830
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$21,082
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$6,243
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$32,294
Net plan assets at end of year (total assets less liabilities)2016-12-31$79,124
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$46,830
Total contributions received or receivable from employer(s)2016-12-31$4,969
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING 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$22,837
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$46,830
Total plan assets at beginning of year2015-12-31$23,993
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$19,994
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-1,156
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$22,837
Net plan assets at end of year (total assets less liabilities)2015-12-31$46,830
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$23,993
Total contributions received or receivable from employer(s)2015-12-31$3,999
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 : BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING 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$23,993
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$23,993
Total plan assets at beginning of year2014-12-31$0
Total contributions received or receivable from participants2014-12-31$19,994
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$0
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$23,993
Net plan assets at end of year (total assets less liabilities)2014-12-31$23,993
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$3,999
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

Form 5500 Responses for BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN

2020: BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BARRY D. MALINA, D.O., PLLC 401(K) 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: BARRY D. MALINA, D.O., PLLC 401(K) 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: BARRY D. MALINA, D.O., PLLC 401(K) 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: BARRY D. MALINA, D.O., PLLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116275
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116275
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number116275
Policy instance 1

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