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ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 401k Plan overview

Plan NameALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001
Plan identification number 001

ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

ALEX MICHELSON MD INC has sponsored the creation of one or more 401k plans.

Company Name:ALEX MICHELSON MD INC
Employer identification number (EIN):582596647
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ALEX MICHELSON, MD
0012023-01-01
0012023-01-01ALEX MICHELSON, MD
0012022-01-01
0012022-01-01ALEX MICHELSON, MD
0012021-01-01
0012021-01-01ALEX MICHELSON, MD
0012019-01-01
0012018-01-01ALEX MICHELSON, MD
0012017-01-01ALEX MICHELSON, MD
0012016-01-01ALEX MICHELSON, MD
0012015-01-01ALEX MICHELSON, MD
0012014-01-01ALEX MICHELSON, MD
0012013-01-01ALEX MICHELSON, MD
0012012-01-01ALEX MICHELSON, MD
0012011-01-01ALEX MICHELSON MD ALEX MICHELSON MD2012-11-02
0012010-01-01ALEX MICHELSON MD ALEX MICHELSON MD2011-07-13
0012009-01-01ALEX MICHELSON MD ALEX MICHELSON MD2010-08-12

Plan Statistics for ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001

401k plan membership statisitcs for ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001

Measure Date Value
2023: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2023 401k membership
Total participants, beginning-of-year2023-01-011
Total number of active participants reported on line 7a of the Form 55002023-01-011
Total of all active and inactive participants2023-01-011
Total participants2023-01-011
Number of participants with account balances2023-01-010
2022: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Total of all active and inactive participants2022-01-011
Total participants2022-01-011
Number of participants with account balances2022-01-010
2021: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Total of all active and inactive participants2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-010
2019: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-010
2018: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
2017: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
2016: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-013
Number of participants with account balances2013-01-012
2012: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-013
Number of participants with account balances2012-01-012
2011: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-013
Number of participants with account balances2011-01-012
2010: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-013
Number of participants with account balances2010-01-012
2009: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-013
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001

Measure Date Value
2023 : ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2023 401k financial data
Total income from all sources2023-12-31$169,451
Expenses. Total of all expenses incurred2023-12-31$228
Total plan assets at end of year2023-12-31$789,859
Total plan assets at beginning of year2023-12-31$620,636
Value of fidelity bond covering the plan2023-12-31$10,000
Expenses. Other expenses not covered elsewhere2023-12-31$228
Other income received2023-12-31$169,451
Net income (gross income less expenses)2023-12-31$169,223
Net plan assets at end of year (total assets less liabilities)2023-12-31$789,859
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$620,636
2022 : ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2022 401k financial data
Total income from all sources2022-12-31$-303,909
Expenses. Total of all expenses incurred2022-12-31$500
Total plan assets at end of year2022-12-31$620,636
Total plan assets at beginning of year2022-12-31$925,045
Value of fidelity bond covering the plan2022-12-31$10,000
Total contributions received or receivable from participants2022-12-31$16,000
Expenses. Other expenses not covered elsewhere2022-12-31$500
Other income received2022-12-31$-319,909
Net income (gross income less expenses)2022-12-31$-304,409
Net plan assets at end of year (total assets less liabilities)2022-12-31$620,636
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$925,045
2021 : ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2021 401k financial data
Total income from all sources2021-12-31$190,159
Expenses. Total of all expenses incurred2021-12-31$13,112
Total plan assets at end of year2021-12-31$925,045
Total plan assets at beginning of year2021-12-31$747,998
Value of fidelity bond covering the plan2021-12-31$10,000
Total contributions received or receivable from participants2021-12-31$16,000
Expenses. Other expenses not covered elsewhere2021-12-31$13,112
Other income received2021-12-31$174,159
Net income (gross income less expenses)2021-12-31$177,047
Net plan assets at end of year (total assets less liabilities)2021-12-31$925,045
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$747,998
2019 : ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2019 401k financial data
Transfers to/from the plan2019-12-31$-100,000
Total income from all sources2019-12-31$165,152
Expenses. Total of all expenses incurred2019-12-31$399
Total plan assets at end of year2019-12-31$729,661
Total plan assets at beginning of year2019-12-31$664,908
Value of fidelity bond covering the plan2019-12-31$10,000
Total contributions received or receivable from participants2019-12-31$16,000
Expenses. Other expenses not covered elsewhere2019-12-31$399
Other income received2019-12-31$149,152
Net income (gross income less expenses)2019-12-31$164,753
Net plan assets at end of year (total assets less liabilities)2019-12-31$729,661
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$664,908
2018 : ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2018 401k financial data
Total income from all sources2018-12-31$-91,428
Expenses. Total of all expenses incurred2018-12-31$9,407
Total plan assets at end of year2018-12-31$664,908
Total plan assets at beginning of year2018-12-31$765,743
Value of fidelity bond covering the plan2018-12-31$10,000
Total contributions received or receivable from participants2018-12-31$22,000
Expenses. Other expenses not covered elsewhere2018-12-31$9,407
Other income received2018-12-31$-113,428
Net income (gross income less expenses)2018-12-31$-100,835
Net plan assets at end of year (total assets less liabilities)2018-12-31$664,908
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$765,743
2017 : ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2017 401k financial data
Total income from all sources2017-12-31$131,199
Expenses. Total of all expenses incurred2017-12-31$298
Total plan assets at end of year2017-12-31$765,743
Total plan assets at beginning of year2017-12-31$634,842
Value of fidelity bond covering the plan2017-12-31$10,000
Total contributions received or receivable from participants2017-12-31$22,000
Expenses. Other expenses not covered elsewhere2017-12-31$298
Other income received2017-12-31$109,199
Net income (gross income less expenses)2017-12-31$130,901
Net plan assets at end of year (total assets less liabilities)2017-12-31$765,743
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$634,842
2016 : ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2016 401k financial data
Total income from all sources2016-12-31$57,932
Expenses. Total of all expenses incurred2016-12-31$14,702
Benefits paid (including direct rollovers)2016-12-31$11,591
Total plan assets at end of year2016-12-31$634,842
Total plan assets at beginning of year2016-12-31$591,612
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$16,000
Expenses. Other expenses not covered elsewhere2016-12-31$3,111
Other income received2016-12-31$41,932
Net income (gross income less expenses)2016-12-31$43,230
Net plan assets at end of year (total assets less liabilities)2016-12-31$634,842
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$591,612
2015 : ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2015 401k financial data
Total income from all sources2015-12-31$13,308
Expenses. Total of all expenses incurred2015-12-31$219
Total plan assets at end of year2015-12-31$591,612
Total plan assets at beginning of year2015-12-31$578,523
Value of fidelity bond covering the plan2015-12-31$10,000
Expenses. Other expenses not covered elsewhere2015-12-31$219
Other income received2015-12-31$-20,442
Noncash contributions received2015-12-31$33,750
Net income (gross income less expenses)2015-12-31$13,089
Net plan assets at end of year (total assets less liabilities)2015-12-31$591,612
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$578,523
2014 : ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2014 401k financial data
Total income from all sources2014-12-31$58,909
Expenses. Total of all expenses incurred2014-12-31$13,648
Total plan assets at end of year2014-12-31$578,523
Total plan assets at beginning of year2014-12-31$533,262
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$16,000
Expenses. Other expenses not covered elsewhere2014-12-31$13,648
Other income received2014-12-31$40,159
Net income (gross income less expenses)2014-12-31$45,261
Net plan assets at end of year (total assets less liabilities)2014-12-31$578,523
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$533,262
Total contributions received or receivable from employer(s)2014-12-31$2,750
2013 : ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2013 401k financial data
Total income from all sources2013-12-31$135,607
Expenses. Total of all expenses incurred2013-12-31$5,239
Total plan assets at end of year2013-12-31$533,262
Total plan assets at beginning of year2013-12-31$402,894
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$16,000
Expenses. Other expenses not covered elsewhere2013-12-31$5,239
Other income received2013-12-31$119,607
Net income (gross income less expenses)2013-12-31$130,368
Net plan assets at end of year (total assets less liabilities)2013-12-31$533,262
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$402,894
2012 : ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2012 401k financial data
Total income from all sources2012-12-31$70,196
Total plan assets at end of year2012-12-31$402,894
Total plan assets at beginning of year2012-12-31$332,698
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$16,027
Other income received2012-12-31$54,169
Net income (gross income less expenses)2012-12-31$70,196
Net plan assets at end of year (total assets less liabilities)2012-12-31$402,894
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$332,698
2011 : ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2011 401k financial data
Total income from all sources2011-12-31$21,071
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$332,698
Total plan assets at beginning of year2011-12-31$311,627
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$16,000
Expenses. Other expenses not covered elsewhere2011-12-31$0
Other income received2011-12-31$5,071
Net income (gross income less expenses)2011-12-31$21,071
Net plan assets at end of year (total assets less liabilities)2011-12-31$332,698
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$311,627
Total contributions received or receivable from employer(s)2011-12-31$0
2010 : ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2010 401k financial data
Total income from all sources2010-12-31$52,451
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$311,627
Total plan assets at beginning of year2010-12-31$259,176
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$16,000
Other income received2010-12-31$29,651
Net income (gross income less expenses)2010-12-31$52,451
Net plan assets at end of year (total assets less liabilities)2010-12-31$311,627
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$259,176
Total contributions received or receivable from employer(s)2010-12-31$6,800

Form 5500 Responses for ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001

2023: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2019: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALEX MICHELSON MD INC 401K PLAN U/A DTD 08/20/2001 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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