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N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameN. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN
Plan identification number 001

N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

N. ROBERT ELSON, M.D. has sponsored the creation of one or more 401k plans.

Company Name:N. ROBERT ELSON, M.D.
Employer identification number (EIN):953961340
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01N. ROBERT ELSON, M.D.
0012014-01-01N. ROBERT ELSON, M.D.
0012013-01-01N. ROBERT ELSON, M.D.
0012012-01-01N. ROBERT ELSON, M.D.
0012011-01-01N. ROBERT ELSON, M.D.
0012010-01-01N. ROBERT ELSON, M.D.2011-10-12 N. ROBERT ELSON, M.D.2011-10-12

Plan Statistics for N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-062
Total number of particpants at end of year2025-10-062
Number of Participants With Account Balances2025-10-062
2024: N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-152
Total number of particpants at end of year2024-10-152
Number of Participants With Account Balances2024-10-152
2017: N. ROBERT ELSON, M.D. 401(K) 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 balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: N. ROBERT ELSON, M.D. 401(K) 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: N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
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: N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 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
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 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
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 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
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 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
Number of other retired or separated participants entitled to future 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 benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-060
Total liabilities as of the end of the plan year2025-10-060
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-0630332
Net assets as of the end of the plan year2025-10-064289858
Total assets as of the beginning of the plan year2025-10-063837357
Value of plan covered by a fidelity bond2025-10-06400000
Participant contributions to plan in this plan year2025-10-062120
Other expenses paid from plan in this plan year2025-10-064905
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-06434122
Plan net income in this plan year2025-10-06452501
Net assets as of the end of the plan year2025-10-064289858
Net assets as of the beginning of the plan year2025-10-063837357
Employer contributions to plan in this plan year2025-10-0646591
Fees paid to broker by Benefit Provider2025-10-062812
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0625427
2024 : N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-1526273
Net assets as of the end of the plan year2024-10-153837357
Total assets as of the beginning of the plan year2024-10-153393963
Value of plan covered by a fidelity bond2024-10-15400000
Participant contributions to plan in this plan year2024-10-152456
Other expenses paid from plan in this plan year2024-10-154626
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15422065
Plan net income in this plan year2024-10-15443394
Net assets as of the end of the plan year2024-10-153837357
Net assets as of the beginning of the plan year2024-10-153393963
Employer contributions to plan in this plan year2024-10-1545146
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1521647
2017 : N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
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$367,282
Expenses. Total of all expenses incurred2017-12-31$166,430
Benefits paid (including direct rollovers)2017-12-31$152,880
Total plan assets at end of year2017-12-31$2,643,825
Total plan assets at beginning of year2017-12-31$2,442,973
Value of fidelity bond covering the plan2017-12-31$350,000
Total contributions received or receivable from participants2017-12-31$24,000
Expenses. Other expenses not covered elsewhere2017-12-31$13,550
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$311,092
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$200,852
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,643,825
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,442,973
Total contributions received or receivable from employer(s)2017-12-31$32,190
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : N. ROBERT ELSON, M.D. 401(K) 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$0
Total income from all sources2016-12-31$-573,615
Expenses. Total of all expenses incurred2016-12-31$18,070
Benefits paid (including direct rollovers)2016-12-31$4,643
Total plan assets at end of year2016-12-31$2,442,973
Total plan assets at beginning of year2016-12-31$3,034,658
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$25,800
Expenses. Other expenses not covered elsewhere2016-12-31$13,427
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-634,679
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-591,685
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,442,973
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,034,658
Total contributions received or receivable from employer(s)2016-12-31$35,264
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-7,199
Expenses. Total of all expenses incurred2015-12-31$14,666
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$3,034,658
Total plan assets at beginning of year2015-12-31$3,056,523
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$26,400
Expenses. Other expenses not covered elsewhere2015-12-31$14,666
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-79,722
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-21,865
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,034,658
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,056,523
Total contributions received or receivable from employer(s)2015-12-31$46,123
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : N. ROBERT ELSON, M.D. 401(K) 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$666,957
Expenses. Total of all expenses incurred2014-12-31$15,658
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$3,056,523
Total plan assets at beginning of year2014-12-31$2,405,224
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$25,100
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$595,314
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$651,299
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,056,523
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,405,224
Assets. Value of assets in partnership/joint-venture interests2014-12-31$686,428
Total contributions received or receivable from employer(s)2014-12-31$46,543
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$15,658
2013 : N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
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$367,343
Expenses. Total of all expenses incurred2013-12-31$13,562
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,405,224
Total plan assets at beginning of year2013-12-31$2,051,443
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$24,200
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$0
Noncash contributions received2013-12-31$300,311
Net income (gross income less expenses)2013-12-31$353,781
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,405,224
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,051,443
Assets. Value of assets in partnership/joint-venture interests2013-12-31$198,946
Total contributions received or receivable from employer(s)2013-12-31$42,832
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$13,562
2012 : N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
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$212,218
Expenses. Total of all expenses incurred2012-12-31$250
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,051,443
Total plan assets at beginning of year2012-12-31$1,839,475
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$23,500
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$149,997
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$211,968
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,051,443
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,839,475
Assets. Value of assets in partnership/joint-venture interests2012-12-31$199,411
Total contributions received or receivable from employer(s)2012-12-31$38,721
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$250
2011 : N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total income from all sources2011-12-31$27,397
Expenses. Total of all expenses incurred2011-12-31$11,546
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,839,475
Total plan assets at beginning of year2011-12-31$1,823,624
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$22,900
Contributions received from other sources (not participants or employers)2011-12-31$37,617
Other income received2011-12-31$-33,120
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$15,851
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,839,475
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,823,624
Assets. Value of assets in partnership/joint-venture interests2011-12-31$199,410
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$11,546

Form 5500 Responses for N. ROBERT ELSON, M.D. 401(K) PROFIT SHARING PLAN

2017: N. ROBERT ELSON, M.D. 401(K) 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: N. ROBERT ELSON, M.D. 401(K) 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: N. ROBERT ELSON, M.D. 401(K) 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: N. ROBERT ELSON, M.D. 401(K) 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: N. ROBERT ELSON, M.D. 401(K) 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: N. ROBERT ELSON, M.D. 401(K) 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: N. ROBERT ELSON, M.D. 401(K) 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

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT4137
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT4137
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT4137
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT4137
Policy instance 1

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