MARVIN SHULMAN, M.D., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARVIN SHULMAN MD PC PROFIT SHARING PLAN
Measure | Date | Value |
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2021: MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-09-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-09-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-09-01 | 0 |
Total of all active and inactive participants | 2021-09-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-09-01 | 0 |
Total participants | 2021-09-01 | 2 |
Number of participants with account balances | 2021-09-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-09-01 | 0 |
2020: MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-09-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-09-01 | 0 |
Total of all active and inactive participants | 2020-09-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-09-01 | 0 |
Total participants | 2020-09-01 | 2 |
Number of participants with account balances | 2020-09-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-09-01 | 0 |
2019: MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-09-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 0 |
Total of all active and inactive participants | 2019-09-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-09-01 | 0 |
Total participants | 2019-09-01 | 2 |
Number of participants with account balances | 2019-09-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-09-01 | 0 |
2018: MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-09-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 0 |
Total of all active and inactive participants | 2018-09-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-09-01 | 0 |
Total participants | 2018-09-01 | 2 |
Number of participants with account balances | 2018-09-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-09-01 | 0 |
2017: MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-09-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 2 |
Number of retired or separated participants receiving benefits | 2017-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 0 |
Total of all active and inactive participants | 2017-09-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-09-01 | 0 |
Total participants | 2017-09-01 | 2 |
Number of participants with account balances | 2017-09-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-09-01 | 0 |
2016: MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-09-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-09-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 0 |
Total of all active and inactive participants | 2016-09-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-09-01 | 0 |
Total participants | 2016-09-01 | 3 |
Number of participants with account balances | 2016-09-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-09-01 | 0 |
2015: MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-09-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-09-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2015-09-01 | 0 |
Total of all active and inactive participants | 2015-09-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-09-01 | 0 |
Total participants | 2015-09-01 | 9 |
Number of participants with account balances | 2015-09-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-09-01 | 0 |
2014: MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-09-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 10 |
Number of retired or separated participants receiving benefits | 2014-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 0 |
Total of all active and inactive participants | 2014-09-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-09-01 | 0 |
Total participants | 2014-09-01 | 10 |
Number of participants with account balances | 2014-09-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-09-01 | 0 |
2013: MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-09-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 10 |
Number of retired or separated participants receiving benefits | 2013-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-09-01 | 0 |
Total of all active and inactive participants | 2013-09-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-09-01 | 0 |
Total participants | 2013-09-01 | 10 |
Number of participants with account balances | 2013-09-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-09-01 | 0 |
2009: MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-09-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 2 |
Total of all active and inactive participants | 2009-09-01 | 14 |
Total participants | 2009-09-01 | 14 |
Number of participants with account balances | 2009-09-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-09-01 | 0 |
Measure | Date | Value |
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2022 : MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-08-31 | $-98,483 |
Expenses. Total of all expenses incurred | 2022-08-31 | $2,348,891 |
Benefits paid (including direct rollovers) | 2022-08-31 | $2,322,857 |
Total plan assets at end of year | 2022-08-31 | $0 |
Total plan assets at beginning of year | 2022-08-31 | $2,447,374 |
Other income received | 2022-08-31 | $-98,483 |
Net income (gross income less expenses) | 2022-08-31 | $-2,447,374 |
Net plan assets at end of year (total assets less liabilities) | 2022-08-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-08-31 | $2,447,374 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-08-31 | $26,034 |
2021 : MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-08-31 | $61,693 |
Expenses. Total of all expenses incurred | 2021-08-31 | $132,743 |
Benefits paid (including direct rollovers) | 2021-08-31 | $105,875 |
Total plan assets at end of year | 2021-08-31 | $2,447,374 |
Total plan assets at beginning of year | 2021-08-31 | $2,518,424 |
Value of fidelity bond covering the plan | 2021-08-31 | $300,000 |
Other income received | 2021-08-31 | $61,693 |
Net income (gross income less expenses) | 2021-08-31 | $-71,050 |
Net plan assets at end of year (total assets less liabilities) | 2021-08-31 | $2,447,374 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-08-31 | $2,518,424 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-08-31 | $26,868 |
2020 : MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-08-31 | $111,312 |
Expenses. Total of all expenses incurred | 2020-08-31 | $228,735 |
Benefits paid (including direct rollovers) | 2020-08-31 | $202,770 |
Total plan assets at end of year | 2020-08-31 | $2,518,424 |
Total plan assets at beginning of year | 2020-08-31 | $2,635,847 |
Value of fidelity bond covering the plan | 2020-08-31 | $300,000 |
Other income received | 2020-08-31 | $111,312 |
Net income (gross income less expenses) | 2020-08-31 | $-117,423 |
Net plan assets at end of year (total assets less liabilities) | 2020-08-31 | $2,518,424 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-08-31 | $2,635,847 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-08-31 | $25,965 |
2019 : MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-08-31 | $96,833 |
Expenses. Total of all expenses incurred | 2019-08-31 | $24,645 |
Total plan assets at end of year | 2019-08-31 | $2,635,847 |
Total plan assets at beginning of year | 2019-08-31 | $2,563,659 |
Value of fidelity bond covering the plan | 2019-08-31 | $300,000 |
Other income received | 2019-08-31 | $96,833 |
Net income (gross income less expenses) | 2019-08-31 | $72,188 |
Net plan assets at end of year (total assets less liabilities) | 2019-08-31 | $2,635,847 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-08-31 | $2,563,659 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-08-31 | $24,645 |
2018 : MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-08-31 | $82,117 |
Expenses. Total of all expenses incurred | 2018-08-31 | $215,690 |
Benefits paid (including direct rollovers) | 2018-08-31 | $190,800 |
Total plan assets at end of year | 2018-08-31 | $2,563,659 |
Total plan assets at beginning of year | 2018-08-31 | $2,697,232 |
Value of fidelity bond covering the plan | 2018-08-31 | $300,000 |
Other income received | 2018-08-31 | $77,117 |
Net income (gross income less expenses) | 2018-08-31 | $-133,573 |
Net plan assets at end of year (total assets less liabilities) | 2018-08-31 | $2,563,659 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-08-31 | $2,697,232 |
Total contributions received or receivable from employer(s) | 2018-08-31 | $5,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-08-31 | $24,890 |
2017 : MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-08-31 | $161,127 |
Expenses. Total of all expenses incurred | 2017-08-31 | $157,981 |
Benefits paid (including direct rollovers) | 2017-08-31 | $135,383 |
Total plan assets at end of year | 2017-08-31 | $2,697,232 |
Total plan assets at beginning of year | 2017-08-31 | $2,694,086 |
Value of fidelity bond covering the plan | 2017-08-31 | $300,000 |
Other income received | 2017-08-31 | $154,877 |
Net income (gross income less expenses) | 2017-08-31 | $3,146 |
Net plan assets at end of year (total assets less liabilities) | 2017-08-31 | $2,697,232 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-08-31 | $2,694,086 |
Total contributions received or receivable from employer(s) | 2017-08-31 | $6,250 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-08-31 | $22,598 |
2016 : MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-08-31 | $135,004 |
Expenses. Total of all expenses incurred | 2016-08-31 | $31,170 |
Benefits paid (including direct rollovers) | 2016-08-31 | $14,672 |
Total plan assets at end of year | 2016-08-31 | $2,694,086 |
Total plan assets at beginning of year | 2016-08-31 | $2,590,252 |
Value of fidelity bond covering the plan | 2016-08-31 | $300,000 |
Other income received | 2016-08-31 | $90,004 |
Net income (gross income less expenses) | 2016-08-31 | $103,834 |
Net plan assets at end of year (total assets less liabilities) | 2016-08-31 | $2,694,086 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-08-31 | $2,590,252 |
Total contributions received or receivable from employer(s) | 2016-08-31 | $45,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-08-31 | $16,498 |
2015 : MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-08-31 | $-115,819 |
Expenses. Total of all expenses incurred | 2015-08-31 | $55,496 |
Benefits paid (including direct rollovers) | 2015-08-31 | $40,889 |
Total plan assets at end of year | 2015-08-31 | $2,590,252 |
Total plan assets at beginning of year | 2015-08-31 | $2,761,567 |
Value of fidelity bond covering the plan | 2015-08-31 | $300,000 |
Other income received | 2015-08-31 | $-183,163 |
Net income (gross income less expenses) | 2015-08-31 | $-171,315 |
Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $2,590,252 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $2,761,567 |
Total contributions received or receivable from employer(s) | 2015-08-31 | $67,344 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-08-31 | $14,607 |
2014 : MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-08-31 | $402,947 |
Expenses. Total of all expenses incurred | 2014-08-31 | $30,548 |
Benefits paid (including direct rollovers) | 2014-08-31 | $18,164 |
Total plan assets at end of year | 2014-08-31 | $2,761,567 |
Total plan assets at beginning of year | 2014-08-31 | $2,389,168 |
Value of fidelity bond covering the plan | 2014-08-31 | $250,000 |
Other income received | 2014-08-31 | $335,551 |
Net income (gross income less expenses) | 2014-08-31 | $372,399 |
Net plan assets at end of year (total assets less liabilities) | 2014-08-31 | $2,761,567 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-08-31 | $2,389,168 |
Total contributions received or receivable from employer(s) | 2014-08-31 | $67,396 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-08-31 | $12,384 |
2011 : MARVIN SHULMAN MD PC PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-08-31 | $294,231 |
Expenses. Total of all expenses incurred | 2011-08-31 | $38,564 |
Benefits paid (including direct rollovers) | 2011-08-31 | $28,526 |
Total plan assets at end of year | 2011-08-31 | $2,123,321 |
Total plan assets at beginning of year | 2011-08-31 | $1,867,654 |
Value of fidelity bond covering the plan | 2011-08-31 | $250,000 |
Other income received | 2011-08-31 | $230,221 |
Net income (gross income less expenses) | 2011-08-31 | $255,667 |
Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $2,123,321 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $1,867,654 |
Total contributions received or receivable from employer(s) | 2011-08-31 | $64,010 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-08-31 | $10,038 |