401k Plan data: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST plan

RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 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.
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.
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

RONALD A. FRIEDMAN, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: RONALD A. FRIEDMAN, M.D., INC.

Employer identification number (EIN): 770052208

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

Additional information about RONALD A. FRIEDMAN, M.D., INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1984-07-16

Company Identification Number: C1251584

Legal Registered Office Address: 798 Cass St

Monterey
United States of America (USA)
93940

More information about RONALD A. FRIEDMAN, M.D., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 RONALD FRIEDMAN 2023-10-09
001 2021-01-01 RONALD FRIEDMAN 2022-10-06
001 2020-01-01 RONALD FRIEDMAN 2021-10-11 RONALD FRIEDMAN 2021-10-11
001 2019-01-01 RONALD FRIEDMAN 2020-10-08 RONALD FRIEDMAN 2020-10-08
001 2018-01-01 RONALD FRIEDMAN 2019-10-04 RONALD FRIEDMAN 2019-10-04
001 2017-01-01
001 2016-01-01
001 2015-01-01 RONALD A. FRIEDMAN, M.D.
001 2014-01-01 RONALD A. FRIEDMAN, M.D.
001 2014-01-01 RONALD A. FRIEDMAN, M.D.
001 2013-01-01 RONALD A. FRIEDMAN, M.D.
001 2012-01-01 RONALD A. FRIEDMAN, M.D.
001 2011-01-01 RONALD A. FRIEDMAN, M.D.
001 2010-01-01 RONALD A. FRIEDMAN, M.D.
001 2009-01-01 RONALD A. FRIEDMAN, M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	RONALD FRIEDMAN	2023-10-09
001	2021-01-01	RONALD FRIEDMAN	2022-10-06
001	2020-01-01	RONALD FRIEDMAN	2021-10-11	RONALD FRIEDMAN	2021-10-11
001	2019-01-01	RONALD FRIEDMAN	2020-10-08	RONALD FRIEDMAN	2020-10-08
001	2018-01-01	RONALD FRIEDMAN	2019-10-04	RONALD FRIEDMAN	2019-10-04
001	2017-01-01
001	2016-01-01
001	2015-01-01	RONALD A. FRIEDMAN, M.D.
001	2014-01-01	RONALD A. FRIEDMAN, M.D.
001	2014-01-01	RONALD A. FRIEDMAN, M.D.
001	2013-01-01	RONALD A. FRIEDMAN, M.D.
001	2012-01-01	RONALD A. FRIEDMAN, M.D.
001	2011-01-01	RONALD A. FRIEDMAN, M.D.
001	2010-01-01	RONALD A. FRIEDMAN, M.D.
001	2009-01-01	RONALD A. FRIEDMAN, M.D.

Plan Statistics for RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 8
Number of participants with account balances 2022-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
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 3
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2016: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	8
Number of participants with account balances	2022-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
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	3
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2016: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-126,272
Expenses. Total of all expenses incurred	2022-12-31	$237,752
Benefits paid (including direct rollovers)	2022-12-31	$227,943
Total plan assets at end of year	2022-12-31	$2,161,657
Total plan assets at beginning of year	2022-12-31	$2,525,681
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$48,000
Other income received	2022-12-31	$-151,272
Net income (gross income less expenses)	2022-12-31	$-364,024
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,161,657
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,525,681
Assets. Value of participant loans	2022-12-31	$25,047
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$12,500
Assets. Value of real-estate (other than employer real property)	2022-12-31	$348,302
Total contributions received or receivable from employer(s)	2022-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$9,809
2021 : RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$89,802
Expenses. Total of all expenses incurred	2021-12-31	$50,411
Benefits paid (including direct rollovers)	2021-12-31	$29,423
Total plan assets at end of year	2021-12-31	$2,525,681
Total plan assets at beginning of year	2021-12-31	$2,486,290
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$51,000
Other income received	2021-12-31	$64,802
Net income (gross income less expenses)	2021-12-31	$39,391
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,525,681
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,486,290
Assets. Value of participant loans	2021-12-31	$49,332
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$125,000
Assets. Value of real-estate (other than employer real property)	2021-12-31	$576,245
Total contributions received or receivable from employer(s)	2021-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$20,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$48,384
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,486,290
Total plan assets at beginning of year	2020-12-31	$2,437,906
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$51,000
Other income received	2020-12-31	$23,384
Net income (gross income less expenses)	2020-12-31	$48,384
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,486,290
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,437,906
Assets. Value of participant loans	2020-12-31	$60,997
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$125,000
Assets. Value of real-estate (other than employer real property)	2020-12-31	$348,302
Total contributions received or receivable from employer(s)	2020-12-31	$25,000
2019 : RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$151,625
Expenses. Total of all expenses incurred	2019-12-31	$25,000
Benefits paid (including direct rollovers)	2019-12-31	$25,000
Total plan assets at end of year	2019-12-31	$2,437,906
Total plan assets at beginning of year	2019-12-31	$2,311,281
Value of fidelity bond covering the plan	2019-12-31	$480,000
Assets. Value of tangible personal property	2019-12-31	$50,500
Other income received	2019-12-31	$126,625
Net income (gross income less expenses)	2019-12-31	$126,625
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,437,906
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,311,281
Assets. Value of participant loans	2019-12-31	$66,039
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$125,000
Assets. Value of real-estate (other than employer real property)	2019-12-31	$348,302
Total contributions received or receivable from employer(s)	2019-12-31	$25,000
Value of certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$10,000
Total income from all sources	2018-12-31	$67,047
Expenses. Total of all expenses incurred	2018-12-31	$6,716
Benefits paid (including direct rollovers)	2018-12-31	$36,468
Total plan assets at end of year	2018-12-31	$2,321,281
Total plan assets at beginning of year	2018-12-31	$2,250,950
Value of fidelity bond covering the plan	2018-12-31	$480,000
Assets. Value of tangible personal property	2018-12-31	$48,700
Expenses. Other expenses not covered elsewhere	2018-12-31	$-29,752
Other income received	2018-12-31	$27,047
Net income (gross income less expenses)	2018-12-31	$60,331
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,311,281
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,250,950
Assets. Value of participant loans	2018-12-31	$81,841
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$130,257
Assets. Value of real-estate (other than employer real property)	2018-12-31	$348,302
Total contributions received or receivable from employer(s)	2018-12-31	$40,000
2016 : RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total income from all sources	2016-12-31	$76,139
Expenses. Total of all expenses incurred	2016-12-31	$49,341
Benefits paid (including direct rollovers)	2016-12-31	$42,097
Total plan assets at end of year	2016-12-31	$2,203,172
Total plan assets at beginning of year	2016-12-31	$2,176,374
Value of fidelity bond covering the plan	2016-12-31	$1,300,000
Assets. Value of tangible personal property	2016-12-31	$68,645
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$7,244
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$51,139
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$26,798
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,203,172
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,176,374
Assets. Value of participant loans	2016-12-31	$23,243
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$130,257
Assets. Value of real-estate (other than employer real property)	2016-12-31	$523,850
Total contributions received or receivable from employer(s)	2016-12-31	$25,000
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$15,500
Expenses. Total of all expenses incurred	2015-12-31	$81,501
Benefits paid (including direct rollovers)	2015-12-31	$50,908
Total plan assets at end of year	2015-12-31	$2,176,374
Total plan assets at beginning of year	2015-12-31	$2,242,375
Value of fidelity bond covering the plan	2015-12-31	$1,300,000
Assets. Value of tangible personal property	2015-12-31	$68,795
Total contributions received or receivable from participants	2015-12-31	$760
Expenses. Other expenses not covered elsewhere	2015-12-31	$13,740
Other income received	2015-12-31	$-10,260
Net income (gross income less expenses)	2015-12-31	$-66,001
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,176,374
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,242,375
Assets. Value of participant loans	2015-12-31	$28,737
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$130,539
Assets. Value of real-estate (other than employer real property)	2015-12-31	$535,000
Total contributions received or receivable from employer(s)	2015-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$16,853
2014 : RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$-30,963
Expenses. Total of all expenses incurred	2014-12-31	$90,839
Benefits paid (including direct rollovers)	2014-12-31	$921
Total plan assets at end of year	2014-12-31	$2,209,780
Total plan assets at beginning of year	2014-12-31	$2,331,582
Value of fidelity bond covering the plan	2014-12-31	$850,000
Assets. Value of tangible personal property	2014-12-31	$32,595
Total contributions received or receivable from participants	2014-12-31	$4,870
Expenses. Other expenses not covered elsewhere	2014-12-31	$76,103
Other income received	2014-12-31	$-60,833
Net income (gross income less expenses)	2014-12-31	$-121,802
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,209,780
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,331,582
Assets. Value of participant loans	2014-12-31	$9,312
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$130,915
Assets. Value of real-estate (other than employer real property)	2014-12-31	$535,000
Total contributions received or receivable from employer(s)	2014-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13,815
2013 : RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$206,293
Expenses. Total of all expenses incurred	2013-12-31	$112,722
Benefits paid (including direct rollovers)	2013-12-31	$7,230
Total plan assets at end of year	2013-12-31	$2,336,582
Total plan assets at beginning of year	2013-12-31	$2,243,011
Value of fidelity bond covering the plan	2013-12-31	$850,000
Total contributions received or receivable from participants	2013-12-31	$4,309
Expenses. Other expenses not covered elsewhere	2013-12-31	$93,073
Other income received	2013-12-31	$171,984
Net income (gross income less expenses)	2013-12-31	$93,571
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,336,582
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,243,011
Assets. Value of participant loans	2013-12-31	$13,266
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$133,403
Assets. Value of real-estate (other than employer real property)	2013-12-31	$656,621
Total contributions received or receivable from employer(s)	2013-12-31	$30,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,419
2012 : RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$287
Total income from all sources	2012-12-31	$298,088
Expenses. Total of all expenses incurred	2012-12-31	$49,835
Benefits paid (including direct rollovers)	2012-12-31	$623
Total plan assets at end of year	2012-12-31	$2,243,011
Total plan assets at beginning of year	2012-12-31	$1,995,045
Value of fidelity bond covering the plan	2012-12-31	$760,000
Total contributions received or receivable from participants	2012-12-31	$3,150
Expenses. Other expenses not covered elsewhere	2012-12-31	$41,651
Other income received	2012-12-31	$244,938
Net income (gross income less expenses)	2012-12-31	$248,253
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,243,011
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,994,758
Assets. Value of participant loans	2012-12-31	$14,854
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$187,535
Assets. Value of real-estate (other than employer real property)	2012-12-31	$656,621
Total contributions received or receivable from employer(s)	2012-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,561
2011 : RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$287
Total plan liabilities at beginning of year	2011-12-31	$604
Total income from all sources	2011-12-31	$42,971
Expenses. Total of all expenses incurred	2011-12-31	$28,049
Benefits paid (including direct rollovers)	2011-12-31	$16,667
Total plan assets at end of year	2011-12-31	$1,995,045
Total plan assets at beginning of year	2011-12-31	$1,980,440
Value of fidelity bond covering the plan	2011-12-31	$730,000
Total contributions received or receivable from participants	2011-12-31	$2,200
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,449
Other income received	2011-12-31	$-9,229
Net income (gross income less expenses)	2011-12-31	$14,922
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,994,758
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,979,836
Assets. Value of participant loans	2011-12-31	$20,000
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$187,535
Assets. Value of real-estate (other than employer real property)	2011-12-31	$565,371
Total contributions received or receivable from employer(s)	2011-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,933
2010 : RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$604
Total plan liabilities at beginning of year	2010-12-31	$287
Total income from all sources	2010-12-31	$210,603
Expenses. Total of all expenses incurred	2010-12-31	$59,604
Benefits paid (including direct rollovers)	2010-12-31	$167
Total plan assets at end of year	2010-12-31	$1,980,440
Total plan assets at beginning of year	2010-12-31	$1,829,124
Value of fidelity bond covering the plan	2010-12-31	$730,000
Other income received	2010-12-31	$160,603
Net income (gross income less expenses)	2010-12-31	$150,999
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,979,836
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,828,837
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$192,253
Assets. Value of real-estate (other than employer real property)	2010-12-31	$535,058
Total contributions received or receivable from employer(s)	2010-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$59,437

Form 5500 Responses for RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST

2022: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2016: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RONALD A. FRIEDMAN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	RONALD A. FRIEDMAN, M.D., INC.
Employer identification number (EIN):	770052208
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1984-07-16
Company Identification Number:	C1251584
Legal Registered Office Address:	798 Cass St Monterey United States of America (USA) 93940