401k Plan data: ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN plan

ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN 401k Plan overview

Plan Name	ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN
Plan identification number	001

ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALEXANDER N. NEWMAN, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: ALEXANDER N. NEWMAN, M.D., P.A.

Employer identification number (EIN): 562185371

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 ALEXANDER NEWMAN 2015-05-21
001 2013-01-01 ALEXANDER NEWMAN 2014-06-10
001 2012-01-01 ALEXANDER NEWMAN 2013-04-29
001 2011-01-01 ALEXANDER NEWMAN 2012-04-16 ALEXANDER NEWMAN 2012-04-16
001 2010-01-01 ALEXANDER NEWMAN 2011-07-06 ALEXANDER NEWMAN 2011-07-06
001 2007-01-01 JENNIFER LADA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ALEXANDER NEWMAN	2015-05-21
001	2013-01-01	ALEXANDER NEWMAN	2014-06-10
001	2012-01-01	ALEXANDER NEWMAN	2013-04-29
001	2011-01-01	ALEXANDER NEWMAN	2012-04-16	ALEXANDER NEWMAN	2012-04-16
001	2010-01-01	ALEXANDER NEWMAN	2011-07-06	ALEXANDER NEWMAN	2011-07-06
001	2007-01-01	JENNIFER LADA

Plan Statistics for ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN

401k plan membership statisitcs for ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN

Measure Date Value
2025: ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-04-22 9
Total number of particpants at end of year 2025-04-22 9
Number of Participants With Account Balances 2025-04-22 8
2024: ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-28 11
Total number of particpants at end of year 2024-05-28 8
Number of Participants With Account Balances 2024-05-28 8
2022: ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-05-16 8
Total number of particpants at end of year 2022-05-16 8
Number of Participants With Account Balances 2022-05-16 7
2007: ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 7
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 7
Number of participants with account balances 2007-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2025: ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-04-22	9
Total number of particpants at end of year	2025-04-22	9
Number of Participants With Account Balances	2025-04-22	8
2024: ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-28	11
Total number of particpants at end of year	2024-05-28	8
Number of Participants With Account Balances	2024-05-28	8
2022: ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-05-16	8
Total number of particpants at end of year	2022-05-16	8
Number of Participants With Account Balances	2022-05-16	7
2007: ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	7
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	7
Number of participants with account balances	2007-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN

Measure	Date	Value
2025 : ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-04-22	236
Net assets as of the end of the plan year	2025-04-22	2358489
Total assets as of the beginning of the plan year	2025-04-22	1983771
Participant contributions to plan in this plan year	2025-04-22	41622
Value of participant loans at end of plan year	2025-04-22	6668
Other income to plan in this plan year	2025-04-22	266048
Plan net income in this plan year	2025-04-22	374718
Net assets as of the end of the plan year	2025-04-22	2358489
Net assets as of the beginning of the plan year	2025-04-22	1983771
Employer contributions to plan in this plan year	2025-04-22	67284
Fees paid to broker by Benefit Provider	2025-04-22	10596
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-22	236
2024 : ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-28	81355
Net assets as of the end of the plan year	2024-05-28	1983771
Total assets as of the beginning of the plan year	2024-05-28	1700452
Participant contributions to plan in this plan year	2024-05-28	40988
Value of participant loans at end of plan year	2024-05-28	100
Other income to plan in this plan year	2024-05-28	266757
Plan net income in this plan year	2024-05-28	283319
Net assets as of the end of the plan year	2024-05-28	1983771
Net assets as of the beginning of the plan year	2024-05-28	1700452
Employer contributions to plan in this plan year	2024-05-28	56929
Fees paid to broker by Benefit Provider	2024-05-28	8832
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-28	530
2022 : ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-16	380
Net assets as of the end of the plan year	2022-05-16	1997544
Total assets as of the beginning of the plan year	2022-05-16	1634612
Value of plan covered by a fidelity bond	2022-05-16	150000
Participant contributions to plan in this plan year	2022-05-16	28207
Value of participant loans at end of plan year	2022-05-16	23548
Other income to plan in this plan year	2022-05-16	321913
Plan net income in this plan year	2022-05-16	362932
Net assets as of the end of the plan year	2022-05-16	1997544
Net assets as of the beginning of the plan year	2022-05-16	1634612
Employer contributions to plan in this plan year	2022-05-16	13192
Fees paid to broker by Benefit Provider	2022-05-16	8804
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-16	380

Form 5500 Responses for ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN

2007: ALEXANDER N. NEWMAN, M.D., P.A., 401(K) SAFE HARBOR PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALEXANDER N. NEWMAN, M.D., P.A.
Employer identification number (EIN):	562185371
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)