401k Plan data: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN plan

MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan Name	MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN
Plan identification number	002

MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.

401k Sponsoring company profile

MARK FAGELMAN, MD, PC has sponsored the creation of one or more 401k plans.

Company Name: MARK FAGELMAN, MD, PC

Employer identification number (EIN): 132838184

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 MARK FAGELMAN 2021-07-01
002 2017-01-01 MARK FAGELMAN, MD, PC
002 2016-01-01 MARK FAGELMAN, MD, PC
002 2015-01-01 MARK FAGELMAN, MD, PC
002 2014-01-01 MARK FAGELMAN, MD, PC
002 2013-11-01 MARK FAGELMAN, MD, PC
002 2012-11-01 MARK FAGELMAN, MD, PC
002 2011-11-01 MARK FAGELMAN MD PC
002 2010-11-01 MARK FAGELMAN MD PC
002 2009-11-01 MARK FAGELMAN MD PC

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-01-01	MARK FAGELMAN	2021-07-01
002	2017-01-01	MARK FAGELMAN, MD, PC
002	2016-01-01	MARK FAGELMAN, MD, PC
002	2015-01-01	MARK FAGELMAN, MD, PC
002	2014-01-01	MARK FAGELMAN, MD, PC
002	2013-11-01	MARK FAGELMAN, MD, PC
002	2012-11-01	MARK FAGELMAN, MD, PC
002	2011-11-01	MARK FAGELMAN MD PC
002	2010-11-01	MARK FAGELMAN MD PC
002	2009-11-01	MARK FAGELMAN MD PC

Plan Statistics for MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN

Measure Date Value
2017: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
Total of all active and inactive participants 2017-01-01 11
Total participants 2017-01-01 11
2016: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Total of all active and inactive participants 2016-01-01 11
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
2015: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Total of all active and inactive participants 2015-01-01 8
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
2014: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Total of all active and inactive participants 2014-01-01 8
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
2013: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 4
Total of all active and inactive participants 2013-11-01 4
Total participants 2013-11-01 4
Number of participants with account balances 2013-11-01 4
2012: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 4
Total of all active and inactive participants 2012-11-01 4
Total participants 2012-11-01 4
Number of participants with account balances 2012-11-01 4
2011: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 4
Total of all active and inactive participants 2011-11-01 4
Total participants 2011-11-01 4
Number of participants with account balances 2011-11-01 4
2010: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-11-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 5
Total of all active and inactive participants 2010-11-01 5
Total participants 2010-11-01 5
Number of participants with account balances 2010-11-01 5
2009: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 5
Total of all active and inactive participants 2009-11-01 5
Total participants 2009-11-01 5
Number of participants with account balances 2009-11-01 5

Measure	Date	Value
2017: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
Total of all active and inactive participants	2017-01-01	11
Total participants	2017-01-01	11
2016: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Total of all active and inactive participants	2016-01-01	11
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
2015: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Total of all active and inactive participants	2015-01-01	8
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
2014: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Total of all active and inactive participants	2014-01-01	8
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
2013: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	4
Total of all active and inactive participants	2013-11-01	4
Total participants	2013-11-01	4
Number of participants with account balances	2013-11-01	4
2012: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	4
Total of all active and inactive participants	2012-11-01	4
Total participants	2012-11-01	4
Number of participants with account balances	2012-11-01	4
2011: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	4
Total of all active and inactive participants	2011-11-01	4
Total participants	2011-11-01	4
Number of participants with account balances	2011-11-01	4
2010: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-11-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	5
Total of all active and inactive participants	2010-11-01	5
Total participants	2010-11-01	5
Number of participants with account balances	2010-11-01	5
2009: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	5
Total of all active and inactive participants	2009-11-01	5
Total participants	2009-11-01	5
Number of participants with account balances	2009-11-01	5

Financial Data on MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN

Measure	Date	Value
2017 : MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$194,661
Expenses. Total of all expenses incurred	2017-12-31	$197,695
Benefits paid (including direct rollovers)	2017-12-31	$197,695
Total plan assets at end of year	2017-12-31	$5,693,686
Total plan assets at beginning of year	2017-12-31	$5,696,720
Total contributions received or receivable from participants	2017-12-31	$9,552
Other income received	2017-12-31	$178,661
Net income (gross income less expenses)	2017-12-31	$-3,034
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,693,686
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,696,720
Total contributions received or receivable from employer(s)	2017-12-31	$6,448
2016 : MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$152,393
Expenses. Total of all expenses incurred	2016-12-31	$195,061
Benefits paid (including direct rollovers)	2016-12-31	$195,061
Total plan assets at end of year	2016-12-31	$5,696,720
Total plan assets at beginning of year	2016-12-31	$5,739,388
Total contributions received or receivable from participants	2016-12-31	$8,946
Other income received	2016-12-31	$137,667
Net income (gross income less expenses)	2016-12-31	$-42,668
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,696,720
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,739,388
Total contributions received or receivable from employer(s)	2016-12-31	$5,780
2015 : MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$86,598
Expenses. Total of all expenses incurred	2015-12-31	$202,043
Benefits paid (including direct rollovers)	2015-12-31	$202,043
Total plan assets at end of year	2015-12-31	$5,739,388
Total plan assets at beginning of year	2015-12-31	$5,854,833
Total contributions received or receivable from participants	2015-12-31	$13,077
Other income received	2015-12-31	$64,688
Net income (gross income less expenses)	2015-12-31	$-115,445
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,739,388
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,854,833
Total contributions received or receivable from employer(s)	2015-12-31	$8,833
2014 : MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$451,084
Expenses. Total of all expenses incurred	2014-12-31	$298,048
Benefits paid (including direct rollovers)	2014-12-31	$298,048
Total plan assets at end of year	2014-12-31	$5,854,833
Total plan assets at beginning of year	2014-12-31	$5,701,797
Total contributions received or receivable from participants	2014-12-31	$12,862
Other income received	2014-12-31	$404,737
Net income (gross income less expenses)	2014-12-31	$153,036
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,854,833
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,701,797
Total contributions received or receivable from employer(s)	2014-12-31	$33,485
Total income from all sources	2014-10-31	$147,331
Expenses. Total of all expenses incurred	2014-10-31	$116,380
Benefits paid (including direct rollovers)	2014-10-31	$116,380
Total plan assets at end of year	2014-10-31	$5,982,086
Total plan assets at beginning of year	2014-10-31	$5,951,135
Other income received	2014-10-31	$119,416
Net income (gross income less expenses)	2014-10-31	$30,951
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$5,982,086
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$5,951,135
Total contributions received or receivable from employer(s)	2014-10-31	$27,915
2013 : MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-249,338
Total plan assets at end of year	2013-12-31	$5,701,797
Total plan assets at beginning of year	2013-12-31	$5,951,135
Other income received	2013-12-31	$-249,338
Net income (gross income less expenses)	2013-12-31	$-249,338
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,701,797
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,951,135
Total income from all sources	2013-10-31	$205,254
Expenses. Total of all expenses incurred	2013-10-31	$187,764
Benefits paid (including direct rollovers)	2013-10-31	$187,764
Total plan assets at end of year	2013-10-31	$5,951,135
Total plan assets at beginning of year	2013-10-31	$5,933,645
Value of fidelity bond covering the plan	2013-10-31	$8,000
Other income received	2013-10-31	$98,290
Net income (gross income less expenses)	2013-10-31	$17,490
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$5,951,135
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$5,933,645
Total contributions received or receivable from employer(s)	2013-10-31	$106,964
2012 : MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$419,294
Expenses. Total of all expenses incurred	2012-10-31	$99,422
Benefits paid (including direct rollovers)	2012-10-31	$99,422
Total plan assets at end of year	2012-10-31	$5,933,645
Total plan assets at beginning of year	2012-10-31	$5,613,773
Value of fidelity bond covering the plan	2012-10-31	$8,000
Other income received	2012-10-31	$306,643
Net income (gross income less expenses)	2012-10-31	$319,872
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$5,933,645
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$5,613,773
Total contributions received or receivable from employer(s)	2012-10-31	$112,651
2011 : MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$403,865
Total plan assets at end of year	2011-10-31	$5,613,773
Total plan assets at beginning of year	2011-10-31	$5,209,908
Value of fidelity bond covering the plan	2011-10-31	$8,000
Other income received	2011-10-31	$274,962
Net income (gross income less expenses)	2011-10-31	$403,865
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$5,613,773
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$5,209,908
Total contributions received or receivable from employer(s)	2011-10-31	$128,903

Form 5500 Responses for MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN

2017: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	Yes
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: MARK FAGELMAN MD PC EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARK FAGELMAN, MD, PC
Employer identification number (EIN):	132838184
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)