401k Plan data: MELVIN J. KLEIN MD PS401K 1/1/06 plan

MELVIN J. KLEIN MD PS401K 1/1/06 401k Plan overview

Plan Name	MELVIN J. KLEIN MD PS401K 1/1/06
Plan identification number	001

MELVIN J. KLEIN MD PS401K 1/1/06 Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

MELVIN KLEIN MD has sponsored the creation of one or more 401k plans.

Company Name: MELVIN KLEIN MD

Employer identification number (EIN): 208019975

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MELVIN J. KLEIN MD PS401K 1/1/06

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 MELVIN KLEIN
001 2016-01-01 MELVIN KLEIN
001 2015-01-01 MELVIN KLEIN
001 2014-01-01 MELVIN KLEIN
001 2013-01-01 MELVIN KLEIN
001 2012-01-01 MELVIN KLEIN

Plan Statistics for MELVIN J. KLEIN MD PS401K 1/1/06

401k plan membership statisitcs for MELVIN J. KLEIN MD PS401K 1/1/06

Measure Date Value
2019: MELVIN J. KLEIN MD PS401K 1/1/06 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total of all active and inactive participants 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
2018: MELVIN J. KLEIN MD PS401K 1/1/06 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 1
2017: MELVIN J. KLEIN MD PS401K 1/1/06 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Total of all active and inactive participants 2017-01-01 1
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
2016: MELVIN J. KLEIN MD PS401K 1/1/06 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 1
Total of all active and inactive participants 2016-01-01 1
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
2015: MELVIN J. KLEIN MD PS401K 1/1/06 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
2014: MELVIN J. KLEIN MD PS401K 1/1/06 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 4
2013: MELVIN J. KLEIN MD PS401K 1/1/06 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: MELVIN J. KLEIN MD PS401K 1/1/06 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4

Measure	Date	Value
2019: MELVIN J. KLEIN MD PS401K 1/1/06 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total of all active and inactive participants	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
2018: MELVIN J. KLEIN MD PS401K 1/1/06 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	1
2017: MELVIN J. KLEIN MD PS401K 1/1/06 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Total of all active and inactive participants	2017-01-01	1
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
2016: MELVIN J. KLEIN MD PS401K 1/1/06 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	1
Total of all active and inactive participants	2016-01-01	1
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
2015: MELVIN J. KLEIN MD PS401K 1/1/06 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
2014: MELVIN J. KLEIN MD PS401K 1/1/06 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	4
2013: MELVIN J. KLEIN MD PS401K 1/1/06 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: MELVIN J. KLEIN MD PS401K 1/1/06 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4

Financial Data on MELVIN J. KLEIN MD PS401K 1/1/06

Measure	Date	Value
2019 : MELVIN J. KLEIN MD PS401K 1/1/06 2019 401k financial data
Transfers to/from the plan	2019-12-31	$-669,974
Total income from all sources	2019-12-31	$70,365
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$599,609
Other income received	2019-12-31	$70,365
Net income (gross income less expenses)	2019-12-31	$70,365
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$599,609
2018 : MELVIN J. KLEIN MD PS401K 1/1/06 2018 401k financial data
Total income from all sources	2018-12-31	$-12,531
Expenses. Total of all expenses incurred	2018-12-31	$23,355
Benefits paid (including direct rollovers)	2018-12-31	$23,355
Total plan assets at end of year	2018-12-31	$599,609
Total plan assets at beginning of year	2018-12-31	$635,495
Other income received	2018-12-31	$-12,531
Net income (gross income less expenses)	2018-12-31	$-35,886
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$599,609
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$635,495
2017 : MELVIN J. KLEIN MD PS401K 1/1/06 2017 401k financial data
Total income from all sources	2017-12-31	$68,604
Expenses. Total of all expenses incurred	2017-12-31	$20,158
Benefits paid (including direct rollovers)	2017-12-31	$20,158
Total plan assets at end of year	2017-12-31	$345,195
Total plan assets at beginning of year	2017-12-31	$296,749
Total contributions received or receivable from participants	2017-12-31	$31,661
Other income received	2017-12-31	$36,943
Net income (gross income less expenses)	2017-12-31	$48,446
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$345,195
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$296,749
2016 : MELVIN J. KLEIN MD PS401K 1/1/06 2016 401k financial data
Total income from all sources	2016-12-31	$89,269
Expenses. Total of all expenses incurred	2016-12-31	$31,393
Benefits paid (including direct rollovers)	2016-12-31	$31,250
Total plan assets at end of year	2016-12-31	$296,749
Total plan assets at beginning of year	2016-12-31	$238,873
Expenses. Other expenses not covered elsewhere	2016-12-31	$143
Other income received	2016-12-31	$29,180
Net income (gross income less expenses)	2016-12-31	$57,876
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$296,749
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$238,873
Total contributions received or receivable from employer(s)	2016-12-31	$60,089
2015 : MELVIN J. KLEIN MD PS401K 1/1/06 2015 401k financial data
Total income from all sources	2015-12-31	$-29,815
Expenses. Total of all expenses incurred	2015-12-31	$24,200
Benefits paid (including direct rollovers)	2015-12-31	$24,049
Total plan assets at end of year	2015-12-31	$238,873
Total plan assets at beginning of year	2015-12-31	$292,888
Value of fidelity bond covering the plan	2015-12-31	$10,000
Total contributions received or receivable from participants	2015-12-31	$1,040
Expenses. Other expenses not covered elsewhere	2015-12-31	$151
Other income received	2015-12-31	$-30,855
Net income (gross income less expenses)	2015-12-31	$-54,015
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$238,873
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$292,888
2014 : MELVIN J. KLEIN MD PS401K 1/1/06 2014 401k financial data
Total income from all sources	2014-12-31	$66,662
Expenses. Total of all expenses incurred	2014-12-31	$15,263
Benefits paid (including direct rollovers)	2014-12-31	$15,263
Total plan assets at end of year	2014-12-31	$292,888
Total plan assets at beginning of year	2014-12-31	$241,489
Total contributions received or receivable from participants	2014-12-31	$24,040
Other income received	2014-12-31	$20,096
Net income (gross income less expenses)	2014-12-31	$51,399
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$292,888
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$241,489
Total contributions received or receivable from employer(s)	2014-12-31	$22,526
2013 : MELVIN J. KLEIN MD PS401K 1/1/06 2013 401k financial data
Total income from all sources	2013-12-31	$76,428
Expenses. Total of all expenses incurred	2013-12-31	$12,218
Benefits paid (including direct rollovers)	2013-12-31	$12,206
Total plan assets at end of year	2013-12-31	$241,489
Total plan assets at beginning of year	2013-12-31	$177,279
Total contributions received or receivable from participants	2013-12-31	$23,800
Expenses. Other expenses not covered elsewhere	2013-12-31	$12
Other income received	2013-12-31	$28,753
Net income (gross income less expenses)	2013-12-31	$64,210
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$241,489
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$177,279
Total contributions received or receivable from employer(s)	2013-12-31	$23,875
2012 : MELVIN J. KLEIN MD PS401K 1/1/06 2012 401k financial data
Total income from all sources	2012-12-31	$69,697
Expenses. Total of all expenses incurred	2012-12-31	$9,353
Benefits paid (including direct rollovers)	2012-12-31	$9,353
Total plan assets at end of year	2012-12-31	$177,279
Total plan assets at beginning of year	2012-12-31	$116,935
Total contributions received or receivable from participants	2012-12-31	$23,540
Other income received	2012-12-31	$12,481
Net income (gross income less expenses)	2012-12-31	$60,344
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$177,279
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$116,935
Total contributions received or receivable from employer(s)	2012-12-31	$33,676

Form 5500 Responses for MELVIN J. KLEIN MD PS401K 1/1/06

2019: MELVIN J. KLEIN MD PS401K 1/1/06 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MELVIN J. KLEIN MD PS401K 1/1/06 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MELVIN J. KLEIN MD PS401K 1/1/06 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MELVIN J. KLEIN MD PS401K 1/1/06 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MELVIN J. KLEIN MD PS401K 1/1/06 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MELVIN J. KLEIN MD PS401K 1/1/06 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MELVIN J. KLEIN MD PS401K 1/1/06 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MELVIN J. KLEIN MD PS401K 1/1/06 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	13641518
Policy instance	2
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	12000352
Policy instance	1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	13641518
Policy instance	2
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	12000352
Policy instance	1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	13641518
Policy instance	2
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	12000352
Policy instance	1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	13641518
Policy instance	2
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	12000352
Policy instance	1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	13641518
Policy instance	2
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	12000352
Policy instance	1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	13641518
Policy instance	2
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	12000352
Policy instance	1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	13641518
Policy instance	1

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Company Name:	MELVIN KLEIN MD
Employer identification number (EIN):	208019975
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)