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LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameLOREN E. GOLITZ, M.D. PROFIT SHARING PLAN
Plan identification number 001

LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

401k Sponsoring company profile

LOREN E. GOLITZ has sponsored the creation of one or more 401k plans.

Company Name:LOREN E. GOLITZ
Employer identification number (EIN):841005231
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01DEBORAH F GOLITZ2021-03-02 DEBORAH F GOLITZ2021-03-02
0012019-01-01DEBORAH F GOLITZ2020-07-03 DEBORAH F GOLITZ2020-07-03
0012018-01-01DEBORAH GOLITZ PR LOREN GOLITZ EST2019-08-26 DEBORAH GOLITZ PR LOREN GOLITZ EST2019-08-26
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01LOREN E. GOLITZ
0012011-01-01LOREN E. GOLITZ
0012009-01-01LOREN E. GOLITZ

Plan Statistics for LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN

Measure Date Value
2020: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
2019: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
Number of participants with account balances2018-01-013
2017: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: LOREN E. GOLITZ, M.D. 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 55002015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: LOREN E. GOLITZ, M.D. 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 55002009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN

Measure Date Value
2020 : LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-09-30$7,865
Expenses. Total of all expenses incurred2020-09-30$2,161,432
Benefits paid (including direct rollovers)2020-09-30$2,151,369
Total plan assets at end of year2020-09-30$0
Total plan assets at beginning of year2020-09-30$2,153,567
Other income received2020-09-30$7,865
Net income (gross income less expenses)2020-09-30$-2,153,567
Net plan assets at end of year (total assets less liabilities)2020-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$2,153,567
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$10,063
2019 : LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$351,136
Expenses. Total of all expenses incurred2019-12-31$101,599
Benefits paid (including direct rollovers)2019-12-31$91,300
Total plan assets at end of year2019-12-31$2,153,567
Total plan assets at beginning of year2019-12-31$1,904,030
Other income received2019-12-31$305,749
Net income (gross income less expenses)2019-12-31$249,537
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,153,567
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,904,030
Total contributions received or receivable from employer(s)2019-12-31$45,387
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,299
2018 : LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$28,480
Expenses. Total of all expenses incurred2018-12-31$123,146
Benefits paid (including direct rollovers)2018-12-31$106,800
Total plan assets at end of year2018-12-31$1,904,030
Total plan assets at beginning of year2018-12-31$1,998,696
Total contributions received or receivable from participants2018-12-31$13,780
Other income received2018-12-31$-39,300
Net income (gross income less expenses)2018-12-31$-94,666
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,904,030
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,998,696
Total contributions received or receivable from employer(s)2018-12-31$54,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$16,346
2017 : LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$345,989
Expenses. Total of all expenses incurred2017-12-31$94,235
Benefits paid (including direct rollovers)2017-12-31$78,700
Total plan assets at end of year2017-12-31$1,998,696
Total plan assets at beginning of year2017-12-31$1,746,942
Total contributions received or receivable from participants2017-12-31$13,280
Other income received2017-12-31$279,709
Net income (gross income less expenses)2017-12-31$251,754
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,998,696
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,746,942
Total contributions received or receivable from employer(s)2017-12-31$53,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$15,535
2016 : LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$135,143
Expenses. Total of all expenses incurred2016-12-31$103,903
Benefits paid (including direct rollovers)2016-12-31$90,100
Total plan assets at end of year2016-12-31$1,746,942
Total plan assets at beginning of year2016-12-31$1,715,702
Total contributions received or receivable from participants2016-12-31$13,582
Other income received2016-12-31$68,561
Net income (gross income less expenses)2016-12-31$31,240
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,746,942
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,715,702
Total contributions received or receivable from employer(s)2016-12-31$53,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$13,803
2015 : LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$89,411
Expenses. Total of all expenses incurred2015-12-31$85,766
Benefits paid (including direct rollovers)2015-12-31$71,637
Total plan assets at end of year2015-12-31$1,715,702
Total plan assets at beginning of year2015-12-31$1,712,057
Total contributions received or receivable from participants2015-12-31$12,240
Other income received2015-12-31$25,171
Net income (gross income less expenses)2015-12-31$3,645
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,715,702
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,712,057
Total contributions received or receivable from employer(s)2015-12-31$52,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$14,129
2014 : LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$305,972
Expenses. Total of all expenses incurred2014-12-31$100,239
Benefits paid (including direct rollovers)2014-12-31$87,019
Total plan assets at end of year2014-12-31$1,712,057
Total plan assets at beginning of year2014-12-31$1,506,324
Total contributions received or receivable from participants2014-12-31$11,355
Other income received2014-12-31$243,617
Net income (gross income less expenses)2014-12-31$205,733
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,712,057
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,506,324
Total contributions received or receivable from employer(s)2014-12-31$51,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$13,220
2013 : LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$361,634
Expenses. Total of all expenses incurred2013-12-31$73,050
Benefits paid (including direct rollovers)2013-12-31$61,500
Total plan assets at end of year2013-12-31$1,506,324
Total plan assets at beginning of year2013-12-31$1,217,740
Total contributions received or receivable from participants2013-12-31$10,815
Other income received2013-12-31$300,819
Net income (gross income less expenses)2013-12-31$288,584
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,506,324
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,217,740
Total contributions received or receivable from employer(s)2013-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$11,550
2012 : LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$84,224
Expenses. Total of all expenses incurred2012-12-31$104,878
Benefits paid (including direct rollovers)2012-12-31$94,633
Total plan assets at end of year2012-12-31$1,217,740
Total plan assets at beginning of year2012-12-31$1,238,394
Total contributions received or receivable from participants2012-12-31$10,593
Other income received2012-12-31$24,631
Net income (gross income less expenses)2012-12-31$-20,654
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,217,740
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,238,394
Total contributions received or receivable from employer(s)2012-12-31$49,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$10,245
2011 : LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$86,499
Expenses. Total of all expenses incurred2011-12-31$23,000
Benefits paid (including direct rollovers)2011-12-31$23,000
Total plan assets at end of year2011-12-31$1,238,394
Total plan assets at beginning of year2011-12-31$1,174,895
Total contributions received or receivable from participants2011-12-31$10,859
Other income received2011-12-31$26,640
Net income (gross income less expenses)2011-12-31$63,499
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,238,394
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,174,895
Total contributions received or receivable from employer(s)2011-12-31$49,000
2010 : LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$144,995
Total plan assets at end of year2010-12-31$1,174,895
Total plan assets at beginning of year2010-12-31$1,029,900
Total contributions received or receivable from participants2010-12-31$9,817
Other income received2010-12-31$86,178
Net income (gross income less expenses)2010-12-31$144,995
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,174,895
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,029,900
Total contributions received or receivable from employer(s)2010-12-31$49,000

Form 5500 Responses for LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN

2020: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 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: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 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: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 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: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 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: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 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: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 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: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 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: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 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: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LOREN E. GOLITZ, M.D. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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