401k Plan data: DAVID J. FLEISS M.D. P.C. plan

DAVID J. FLEISS M.D. P.C. 401k Plan overview

Plan Name	DAVID J. FLEISS M.D. P.C.
Plan identification number	002

DAVID J. FLEISS M.D. P.C. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DAVID J. FLEISS M.D. P.C. has sponsored the creation of one or more 401k plans.

Company Name: DAVID J. FLEISS M.D. P.C.

Employer identification number (EIN): 133079983

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. FLEISS M.D. P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01
002 2014-01-01
002 2013-01-01 DAVID FLEISS DAVID FLEISS 2014-05-15
002 2012-01-01 DAVID FLEISS DAVID FLEISS 2013-06-28
002 2011-01-01 DAVID FLEISS
002 2010-01-01 DAVID FLEISS
002 2009-01-01 DAVID FLEISS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01
002	2014-01-01
002	2013-01-01	DAVID FLEISS	DAVID FLEISS	2014-05-15
002	2012-01-01	DAVID FLEISS	DAVID FLEISS	2013-06-28
002	2011-01-01	DAVID FLEISS
002	2010-01-01	DAVID FLEISS
002	2009-01-01	DAVID FLEISS

Plan Statistics for DAVID J. FLEISS M.D. P.C.

401k plan membership statisitcs for DAVID J. FLEISS M.D. P.C.

Measure Date Value
2015: DAVID J. FLEISS M.D. P.C. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
2014: DAVID J. FLEISS M.D. P.C. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID J. FLEISS M.D. P.C. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID J. FLEISS M.D. P.C. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
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 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVID J. FLEISS M.D. P.C. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DAVID J. FLEISS M.D. P.C. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
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 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: DAVID J. FLEISS M.D. P.C. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: DAVID J. FLEISS M.D. P.C. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
2014: DAVID J. FLEISS M.D. P.C. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID J. FLEISS M.D. P.C. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID J. FLEISS M.D. P.C. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
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	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVID J. FLEISS M.D. P.C. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DAVID J. FLEISS M.D. P.C. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
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	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: DAVID J. FLEISS M.D. P.C. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAVID J. FLEISS M.D. P.C.

Measure	Date	Value
2015 : DAVID J. FLEISS M.D. P.C. 2015 401k financial data
Total income from all sources	2015-12-31	$193,382
Expenses. Total of all expenses incurred	2015-12-31	$2,510,079
Benefits paid (including direct rollovers)	2015-12-31	$2,510,062
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$2,316,697
Value of fidelity bond covering the plan	2015-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$17
Other income received	2015-12-31	$193,382
Net income (gross income less expenses)	2015-12-31	$-2,316,697
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,316,697
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$0
2014 : DAVID J. FLEISS M.D. P.C. 2014 401k financial data
Total income from all sources	2014-12-31	$196,326
Expenses. Total of all expenses incurred	2014-12-31	$2,481
Benefits paid (including direct rollovers)	2014-12-31	$2,481
Total plan assets at end of year	2014-12-31	$2,316,697
Total plan assets at beginning of year	2014-12-31	$2,122,852
Value of fidelity bond covering the plan	2014-12-31	$400,000
Other income received	2014-12-31	$196,326
Net income (gross income less expenses)	2014-12-31	$193,845
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,316,697
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,122,852
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$526,960
2013 : DAVID J. FLEISS M.D. P.C. 2013 401k financial data
Total income from all sources	2013-12-31	$319,651
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,122,852
Total plan assets at beginning of year	2013-12-31	$1,803,201
Value of fidelity bond covering the plan	2013-12-31	$400,000
Other income received	2013-12-31	$319,651
Net income (gross income less expenses)	2013-12-31	$319,651
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,122,852
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,803,201
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$498,341
2012 : DAVID J. FLEISS M.D. P.C. 2012 401k financial data
Total income from all sources	2012-12-31	$185,927
Total plan assets at end of year	2012-12-31	$1,803,201
Total plan assets at beginning of year	2012-12-31	$1,617,274
Value of fidelity bond covering the plan	2012-12-31	$400,000
Other income received	2012-12-31	$185,927
Net income (gross income less expenses)	2012-12-31	$185,927
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,803,201
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,617,274
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$374,458
2011 : DAVID J. FLEISS M.D. P.C. 2011 401k financial data
Total income from all sources	2011-12-31	$88,103
Total plan assets at end of year	2011-12-31	$1,617,274
Total plan assets at beginning of year	2011-12-31	$1,529,171
Value of fidelity bond covering the plan	2011-12-31	$400,000
Other income received	2011-12-31	$88,103
Net income (gross income less expenses)	2011-12-31	$88,103
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,617,274
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,529,171
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$341,480
2010 : DAVID J. FLEISS M.D. P.C. 2010 401k financial data
Total income from all sources	2010-12-31	$200,703
Total plan assets at end of year	2010-12-31	$1,529,171
Total plan assets at beginning of year	2010-12-31	$1,328,468
Value of fidelity bond covering the plan	2010-12-31	$400,000
Other income received	2010-12-31	$200,703
Net income (gross income less expenses)	2010-12-31	$200,703
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,529,171
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,328,468
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$388,698

Form 5500 Responses for DAVID J. FLEISS M.D. P.C.

2015: DAVID J. FLEISS M.D. P.C. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID J. FLEISS M.D. P.C. 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: DAVID J. FLEISS M.D. P.C. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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: DAVID J. FLEISS M.D. P.C. 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: DAVID J. FLEISS M.D. P.C. 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: DAVID J. FLEISS M.D. P.C. 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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: DAVID J. FLEISS M.D. P.C. 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

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Company Name:	DAVID J. FLEISS M.D. P.C.
Employer identification number (EIN):	133079983
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)