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PHILIP L OLKIN MD PROFIT SHARING PLAN 401k Plan overview

Plan NamePHILIP L OLKIN MD PROFIT SHARING PLAN
Plan identification number 002

PHILIP L OLKIN MD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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

PHILIP L OLKIN MD has sponsored the creation of one or more 401k plans.

Company Name:PHILIP L OLKIN MD
Employer identification number (EIN):680068170
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP L OLKIN MD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01PHILIP L OLKIN MD PHILIP L OLKIN MD2013-04-22
0022011-01-01PENSION FILERS
0022009-01-01ASSOCIATED PENSION CONSULTANTS

Plan Statistics for PHILIP L OLKIN MD PROFIT SHARING PLAN

401k plan membership statisitcs for PHILIP L OLKIN MD PROFIT SHARING PLAN

Measure Date Value
2018: PHILIP L OLKIN MD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PHILIP L OLKIN MD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PHILIP L OLKIN MD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PHILIP L OLKIN MD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PHILIP L OLKIN MD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PHILIP L OLKIN MD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PHILIP L OLKIN MD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PHILIP L OLKIN MD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PHILIP L OLKIN MD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PHILIP L OLKIN MD PROFIT SHARING PLAN

Measure Date Value
2018 : PHILIP L OLKIN MD PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-11-27$0
Total plan liabilities at beginning of year2018-11-27$0
Total income from all sources2018-11-27$75,159
Expenses. Total of all expenses incurred2018-11-27$212,870
Benefits paid (including direct rollovers)2018-11-27$207,263
Total plan assets at end of year2018-11-27$0
Total plan assets at beginning of year2018-11-27$137,711
Value of fidelity bond covering the plan2018-11-27$250,000
Other income received2018-11-27$75,159
Net income (gross income less expenses)2018-11-27$-137,711
Net plan assets at end of year (total assets less liabilities)2018-11-27$0
Net plan assets at beginning of year (total assets less liabilities)2018-11-27$137,711
Assets. Value of assets in partnership/joint-venture interests2018-11-27$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-11-27$5,607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-27$0
2017 : PHILIP L OLKIN MD PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$12,559
Expenses. Total of all expenses incurred2017-12-31$1,455
Total plan assets at end of year2017-12-31$137,711
Total plan assets at beginning of year2017-12-31$126,607
Value of fidelity bond covering the plan2017-12-31$250,000
Other income received2017-12-31$12,559
Net income (gross income less expenses)2017-12-31$11,104
Net plan assets at end of year (total assets less liabilities)2017-12-31$137,711
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$126,607
Assets. Value of assets in partnership/joint-venture interests2017-12-31$87,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,455
2016 : PHILIP L OLKIN MD PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$24,604
Expenses. Total of all expenses incurred2016-12-31$3,626,679
Benefits paid (including direct rollovers)2016-12-31$3,624,000
Total plan assets at end of year2016-12-31$126,607
Total plan assets at beginning of year2016-12-31$3,728,682
Value of fidelity bond covering the plan2016-12-31$375,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$24,604
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-3,602,075
Net plan assets at end of year (total assets less liabilities)2016-12-31$126,607
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,728,682
Assets. Value of assets in partnership/joint-venture interests2016-12-31$87,000
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,679
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PHILIP L OLKIN MD PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$83,023
Expenses. Total of all expenses incurred2015-12-31$21,146
Benefits paid (including direct rollovers)2015-12-31$17,870
Total plan assets at end of year2015-12-31$3,728,682
Total plan assets at beginning of year2015-12-31$3,666,805
Value of fidelity bond covering the plan2015-12-31$375,000
Other income received2015-12-31$83,023
Net income (gross income less expenses)2015-12-31$61,877
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,728,682
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,666,805
Assets. Value of assets in partnership/joint-venture interests2015-12-31$87,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,276
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PHILIP L OLKIN MD PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$213,992
Expenses. Total of all expenses incurred2014-12-31$2,306
Total plan assets at end of year2014-12-31$3,666,805
Total plan assets at beginning of year2014-12-31$3,455,119
Value of fidelity bond covering the plan2014-12-31$375,000
Other income received2014-12-31$213,992
Net income (gross income less expenses)2014-12-31$211,686
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,666,805
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,455,119
Assets. Value of assets in partnership/joint-venture interests2014-12-31$87,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,306
2013 : PHILIP L OLKIN MD PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$396,097
Expenses. Total of all expenses incurred2013-12-31$2,485
Total plan assets at end of year2013-12-31$3,455,119
Total plan assets at beginning of year2013-12-31$3,061,507
Value of fidelity bond covering the plan2013-12-31$310,000
Other income received2013-12-31$396,097
Net income (gross income less expenses)2013-12-31$393,612
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,455,119
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,061,507
Assets. Value of assets in partnership/joint-venture interests2013-12-31$87,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,485
2012 : PHILIP L OLKIN MD PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$278,476
Expenses. Total of all expenses incurred2012-12-31$2,300
Total plan assets at end of year2012-12-31$3,061,507
Total plan assets at beginning of year2012-12-31$2,785,331
Value of fidelity bond covering the plan2012-12-31$280,000
Other income received2012-12-31$278,476
Net income (gross income less expenses)2012-12-31$276,176
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,061,507
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,785,331
Assets. Value of assets in partnership/joint-venture interests2012-12-31$87,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,300
2011 : PHILIP L OLKIN MD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$152,005
Expenses. Total of all expenses incurred2011-12-31$2,485
Total plan assets at end of year2011-12-31$2,785,331
Total plan assets at beginning of year2011-12-31$2,635,811
Value of fidelity bond covering the plan2011-12-31$250,000
Other income received2011-12-31$152,005
Net income (gross income less expenses)2011-12-31$149,520
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,785,331
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,635,811
Assets. Value of assets in partnership/joint-venture interests2011-12-31$87,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,485
2010 : PHILIP L OLKIN MD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$206,587
Expenses. Total of all expenses incurred2010-12-31$1,800
Total plan assets at end of year2010-12-31$2,635,811
Total plan assets at beginning of year2010-12-31$2,431,024
Value of fidelity bond covering the plan2010-12-31$250,000
Other income received2010-12-31$206,587
Net income (gross income less expenses)2010-12-31$204,787
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,635,811
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,431,024
Assets. Value of assets in partnership/joint-venture interests2010-12-31$87,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,800

Form 5500 Responses for PHILIP L OLKIN MD PROFIT SHARING PLAN

2018: PHILIP L OLKIN MD PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PHILIP L OLKIN MD PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PHILIP L OLKIN MD PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PHILIP L OLKIN MD PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHILIP L OLKIN MD PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PHILIP L OLKIN MD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHILIP L OLKIN MD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHILIP L OLKIN MD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PHILIP L OLKIN MD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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