ALEX HERTZMAN, MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEX HERTZMAN, MD RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2021: ALEX HERTZMAN, MD RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| 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 | 0 |
| Total participants | 2021-01-01 | 0 |
| Number of participants with account balances | 2021-01-01 | 0 |
| 2020: ALEX HERTZMAN, MD RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 3 |
| 2019: ALEX HERTZMAN, MD RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| 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 | 3 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| 2017: ALEX HERTZMAN, MD RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Total participants | 2017-01-01 | 4 |
| Number of participants with account balances | 2017-01-01 | 4 |
| 2016: ALEX HERTZMAN, MD RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 4 |
| 2015: ALEX HERTZMAN, MD RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| 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 | 4 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| 2014: ALEX HERTZMAN, MD RETIREMENT PLAN 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 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 4 |
| 2013: ALEX HERTZMAN, MD RETIREMENT PLAN 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 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| 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: ALEX HERTZMAN, MD RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| 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 |
| 2011: ALEX HERTZMAN, MD RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| 2010: ALEX HERTZMAN, MD RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 5 |
| Total participants | 2010-01-01 | 5 |
| Number of participants with account balances | 2010-01-01 | 5 |
| 2009: ALEX HERTZMAN, MD RETIREMENT 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 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2021 : ALEX HERTZMAN, MD RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $90,542 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $745,899 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $735,421 |
| Total plan assets at beginning of year | 2021-12-31 | $655,357 |
| Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
| Other income received | 2021-12-31 | $90,542 |
| Net income (gross income less expenses) | 2021-12-31 | $-655,357 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $655,357 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $10,478 |
| 2020 : ALEX HERTZMAN, MD RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $134,630 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $7,157 |
| Total plan assets at end of year | 2020-12-31 | $655,357 |
| Total plan assets at beginning of year | 2020-12-31 | $527,884 |
| Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
| Other income received | 2020-12-31 | $134,630 |
| Net income (gross income less expenses) | 2020-12-31 | $127,473 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $655,357 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $527,884 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $7,157 |
| 2019 : ALEX HERTZMAN, MD RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $126,849 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $9,172 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $2,864 |
| Total plan assets at end of year | 2019-12-31 | $527,884 |
| Total plan assets at beginning of year | 2019-12-31 | $410,207 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $1,650 |
| Other income received | 2019-12-31 | $120,199 |
| Net income (gross income less expenses) | 2019-12-31 | $117,677 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $527,884 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $410,207 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $5,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,308 |
| 2018 : ALEX HERTZMAN, MD RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-20,104 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $5,996 |
| Total plan assets at end of year | 2018-12-31 | $410,207 |
| Total plan assets at beginning of year | 2018-12-31 | $436,307 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $1,150 |
| Other income received | 2018-12-31 | $-26,254 |
| Net income (gross income less expenses) | 2018-12-31 | $-26,100 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $410,207 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $436,307 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $5,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $5,996 |
| 2017 : ALEX HERTZMAN, MD RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $69,170 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $5,422 |
| Total plan assets at end of year | 2017-12-31 | $436,307 |
| Total plan assets at beginning of year | 2017-12-31 | $372,559 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Other income received | 2017-12-31 | $69,170 |
| Net income (gross income less expenses) | 2017-12-31 | $63,748 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $436,307 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $372,559 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,422 |
| 2016 : ALEX HERTZMAN, MD RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $26,348 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $4,944 |
| Total plan assets at end of year | 2016-12-31 | $372,559 |
| Total plan assets at beginning of year | 2016-12-31 | $351,155 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Other income received | 2016-12-31 | $26,348 |
| Net income (gross income less expenses) | 2016-12-31 | $21,404 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $372,559 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $351,155 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,944 |
| 2015 : ALEX HERTZMAN, MD RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $18,112 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $4,511 |
| Total plan assets at end of year | 2015-12-31 | $351,155 |
| Total plan assets at beginning of year | 2015-12-31 | $337,554 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Other income received | 2015-12-31 | $-9,032 |
| Net income (gross income less expenses) | 2015-12-31 | $13,601 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $351,155 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $337,554 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $27,144 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4,511 |
| 2014 : ALEX HERTZMAN, MD RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $42,698 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5,164 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $944 |
| Total plan assets at end of year | 2014-12-31 | $337,554 |
| Total plan assets at beginning of year | 2014-12-31 | $300,020 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Other income received | 2014-12-31 | $15,744 |
| Net income (gross income less expenses) | 2014-12-31 | $37,534 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $337,554 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $300,020 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $26,954 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,220 |
| 2013 : ALEX HERTZMAN, MD RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $91,752 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,074 |
| Total plan assets at end of year | 2013-12-31 | $300,020 |
| Total plan assets at beginning of year | 2013-12-31 | $211,342 |
| Other income received | 2013-12-31 | $67,300 |
| Net income (gross income less expenses) | 2013-12-31 | $88,678 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $300,020 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $211,342 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $24,452 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,074 |
| 2012 : ALEX HERTZMAN, MD RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $30,917 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $125,908 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $125,558 |
| Total plan assets at end of year | 2012-12-31 | $211,342 |
| Total plan assets at beginning of year | 2012-12-31 | $306,333 |
| Other income received | 2012-12-31 | $6,817 |
| Net income (gross income less expenses) | 2012-12-31 | $-94,991 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $211,342 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $306,333 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $24,100 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $350 |
| 2011 : ALEX HERTZMAN, MD RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $23,164 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,526 |
| Total plan assets at end of year | 2011-12-31 | $306,333 |
| Total plan assets at beginning of year | 2011-12-31 | $286,695 |
| Other income received | 2011-12-31 | $-336 |
| Net income (gross income less expenses) | 2011-12-31 | $19,638 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $306,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $286,695 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $23,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $3,526 |
| 2010 : ALEX HERTZMAN, MD RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $39,766 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $100 |
| Total plan assets at end of year | 2010-12-31 | $286,695 |
| Total plan assets at beginning of year | 2010-12-31 | $247,029 |
| Other income received | 2010-12-31 | $27,984 |
| Net income (gross income less expenses) | 2010-12-31 | $39,666 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $286,695 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $247,029 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $11,782 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $100 |