DANNY A. KAPLAN, D.P.M., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN
401k plan membership statisitcs for DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 5 |
| Total of all active and inactive participants | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 0 |
| 2021: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 5 |
| Number of participants with account balances | 2021-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 5 |
| Total of all active and inactive participants | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 0 |
| 2019: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 5 |
| Number of participants with account balances | 2019-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
| Total of all active and inactive participants | 2018-01-01 | 5 |
| Total participants | 2018-01-01 | 5 |
| Number of participants with account balances | 2018-01-01 | 5 |
| 2017: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 6 |
| Total participants | 2017-01-01 | 6 |
| Number of participants with account balances | 2017-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 0 |
| 2015: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 6 |
| Number of participants with account balances | 2015-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| 2012: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 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 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 4 |
| Number of participants with account balances | 2010-01-01 | 4 |
| 2009: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2022 : DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2022-12-31 | $4,950,913 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $4,950,913 |
| Total plan assets at end of year | 2022-12-31 | $0 |
| Total plan assets at beginning of year | 2022-12-31 | $4,950,913 |
| Net income (gross income less expenses) | 2022-12-31 | $-4,950,913 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,950,913 |
| 2021 : DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $511,623 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $223,962 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $215,888 |
| Total plan assets at end of year | 2021-12-31 | $4,950,913 |
| Total plan assets at beginning of year | 2021-12-31 | $4,663,252 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $8,074 |
| Other income received | 2021-12-31 | $496,623 |
| Net income (gross income less expenses) | 2021-12-31 | $287,661 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,950,913 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,663,252 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $15,000 |
| 2020 : DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $476,162 |
| Total plan assets at end of year | 2020-12-31 | $4,663,252 |
| Total plan assets at beginning of year | 2020-12-31 | $4,187,090 |
| Other income received | 2020-12-31 | $443,162 |
| Net income (gross income less expenses) | 2020-12-31 | $476,162 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,663,252 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,187,090 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $33,000 |
| 2019 : DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $434,418 |
| Total plan assets at end of year | 2019-12-31 | $4,187,090 |
| Total plan assets at beginning of year | 2019-12-31 | $3,752,672 |
| Other income received | 2019-12-31 | $419,418 |
| Net income (gross income less expenses) | 2019-12-31 | $434,418 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,187,090 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,752,672 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $15,000 |
| 2018 : DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $15,000 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $19,900 |
| Total plan assets at end of year | 2018-12-31 | $3,752,672 |
| Total plan assets at beginning of year | 2018-12-31 | $3,757,572 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $19,900 |
| Net income (gross income less expenses) | 2018-12-31 | $-4,900 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,752,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,757,572 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $15,000 |
| 2017 : DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $354,717 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $7,929 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $315 |
| Total plan assets at end of year | 2017-12-31 | $3,757,572 |
| Total plan assets at beginning of year | 2017-12-31 | $3,410,784 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $7,614 |
| Other income received | 2017-12-31 | $339,717 |
| Net income (gross income less expenses) | 2017-12-31 | $346,788 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,757,572 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,410,784 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $15,000 |
| 2016 : DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $134,317 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $66,515 |
| Total plan assets at end of year | 2016-12-31 | $3,410,784 |
| Total plan assets at beginning of year | 2016-12-31 | $3,342,982 |
| Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $66,515 |
| Other income received | 2016-12-31 | $124,317 |
| Net income (gross income less expenses) | 2016-12-31 | $67,802 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,410,784 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,342,982 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $10,000 |
| 2015 : DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $209,561 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,824 |
| Total plan assets at end of year | 2015-12-31 | $3,342,982 |
| Total plan assets at beginning of year | 2015-12-31 | $3,135,245 |
| Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $1,824 |
| Other income received | 2015-12-31 | $189,655 |
| Net income (gross income less expenses) | 2015-12-31 | $207,737 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,342,982 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,135,245 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $19,906 |
| 2014 : DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $146,883 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,827 |
| Total plan assets at end of year | 2014-12-31 | $3,135,245 |
| Total plan assets at beginning of year | 2014-12-31 | $2,990,189 |
| Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,827 |
| Other income received | 2014-12-31 | $128,455 |
| Net income (gross income less expenses) | 2014-12-31 | $145,056 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,135,245 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,990,189 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $18,428 |
| 2013 : DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $315,260 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $17,569 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $16,036 |
| Total plan assets at end of year | 2013-12-31 | $2,990,189 |
| Total plan assets at beginning of year | 2013-12-31 | $2,692,498 |
| Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,533 |
| Other income received | 2013-12-31 | $288,998 |
| Net income (gross income less expenses) | 2013-12-31 | $297,691 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,990,189 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,692,498 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $26,262 |
| 2012 : DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $173,443 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $263 |
| Total plan assets at end of year | 2012-12-31 | $2,692,498 |
| Total plan assets at beginning of year | 2012-12-31 | $2,519,318 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $263 |
| Other income received | 2012-12-31 | $158,642 |
| Net income (gross income less expenses) | 2012-12-31 | $173,180 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,692,498 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,519,318 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $14,801 |
| 2011 : DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $45,768 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,044 |
| Total plan assets at end of year | 2011-12-31 | $2,519,318 |
| Total plan assets at beginning of year | 2011-12-31 | $2,474,594 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,044 |
| Other income received | 2011-12-31 | $19,052 |
| Net income (gross income less expenses) | 2011-12-31 | $44,724 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,519,318 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,474,594 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $26,716 |
| 2010 : DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $224,089 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $708 |
| Total plan assets at end of year | 2010-12-31 | $2,474,594 |
| Total plan assets at beginning of year | 2010-12-31 | $2,251,213 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $708 |
| Other income received | 2010-12-31 | $206,933 |
| Net income (gross income less expenses) | 2010-12-31 | $223,381 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,474,594 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,251,213 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $17,156 |
| 2022: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | Yes |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 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: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 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: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 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: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 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: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 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: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 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: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 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: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 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 |
| 2011: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DANNY A KAPLAN, DPM, PC EMPLOYEES PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 07-1256235 |
| Policy instance | 5 |
| Insurance contract or identification number | 07-1256235 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 3122-01-12 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 07-1250200 |
| Policy instance | 4 |
| Insurance contract or identification number | 07-1250200 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 71322307 |
| Policy instance | 3 |
| Insurance contract or identification number | 71322307 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | AA10003739 |
| Policy instance | 2 |
| Insurance contract or identification number | AA10003739 | | Insurance policy start date | 2021-06-13 | | Insurance policy end date | 2022-06-13 |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | FA0000688 |
| Policy instance | 1 |
| Insurance contract or identification number | FA0000688 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | FA0000688 |
| Policy instance | 1 |
| Insurance contract or identification number | FA0000688 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | AA10003739 |
| Policy instance | 2 |
| Insurance contract or identification number | AA10003739 | | Insurance policy start date | 2020-06-13 | | Insurance policy end date | 2021-06-13 |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 71322307 |
| Policy instance | 3 |
| Insurance contract or identification number | 71322307 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 07-1250200 |
| Policy instance | 4 |
| Insurance contract or identification number | 07-1250200 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 07-1256235 |
| Policy instance | 5 |
| Insurance contract or identification number | 07-1256235 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | FA0000688 |
| Policy instance | 1 |
| Insurance contract or identification number | FA0000688 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | AA10003739 |
| Policy instance | 2 |
| Insurance contract or identification number | AA10003739 | | Insurance policy start date | 2019-06-13 | | Insurance policy end date | 2020-06-13 |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 71322307 |
| Policy instance | 3 |
| Insurance contract or identification number | 71322307 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 07-1250200 |
| Policy instance | 4 |
| Insurance contract or identification number | 07-1250200 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 07-1256235 |
| Policy instance | 5 |
| Insurance contract or identification number | 07-1256235 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 07-1256235 |
| Policy instance | 5 |
| Insurance contract or identification number | 07-1256235 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 07-1250200 |
| Policy instance | 4 |
| Insurance contract or identification number | 07-1250200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 71322307 |
| Policy instance | 3 |
| Insurance contract or identification number | 71322307 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | AA10003739 |
| Policy instance | 2 |
| Insurance contract or identification number | AA10003739 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-06-13 | | Insurance policy end date | 2019-06-13 |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | FA0000688 |
| Policy instance | 1 |
| Insurance contract or identification number | FA0000688 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 07-1256235 |
| Policy instance | 5 |
| Insurance contract or identification number | 07-1256235 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 07-1250200 |
| Policy instance | 4 |
| Insurance contract or identification number | 07-1250200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 71322307 |
| Policy instance | 3 |
| Insurance contract or identification number | 71322307 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | AA10003739 |
| Policy instance | 2 |
| Insurance contract or identification number | AA10003739 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-06-13 | | Insurance policy end date | 2018-06-13 |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | FA0000688 |
| Policy instance | 1 |
| Insurance contract or identification number | FA0000688 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | FA0000688 |
| Policy instance | 1 |
| Insurance contract or identification number | FA0000688 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | AA10003739 |
| Policy instance | 2 |
| Insurance contract or identification number | AA10003739 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2016-06-13 | | Insurance policy end date | 2017-06-13 |
|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
| Policy contract number | 71322307 |
| Policy instance | 3 |
| Insurance contract or identification number | 71322307 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 07-1250200 |
| Policy instance | 4 |
| Insurance contract or identification number | 07-1250200 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-05-17 | | Insurance policy end date | 2017-12-31 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | 07-1256235 |
| Policy instance | 5 |
| Insurance contract or identification number | 07-1256235 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 |
|
| GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 ) |
| Policy contract number | FA0000688 |
| Policy instance | 1 |
| Insurance contract or identification number | FA0000688 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | GENWORTH LIFE & ANNUITY |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | |
| Policy instance | 2 |
| Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | ATHENE ANNUITY AND LIFE COMPANY |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 18251 |
| Policy instance | 1 |
| Insurance contract or identification number | 18251 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | NORTHWESTERN MUTUAL |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | |
| Policy instance | 2 |
| Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $68 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $68 | | Insurance broker name | ATHENE ANNUITY AND LIFE COMPANY |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 18251 |
| Policy instance | 1 |
| Insurance contract or identification number | 18251 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of fees paid to insurance company | USD $14 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 14 | | Insurance broker organization code? | 3 | | Insurance broker name | NORTHWESTERN MUTUAL |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 18251 |
| Policy instance | 1 |
| Insurance contract or identification number | 18251 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 18251 |
| Policy instance | 1 |
| Insurance contract or identification number | 18251 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 18251 |
| Policy instance | 1 |
| Insurance contract or identification number | 18251 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
