401k Plan data: STEPHEN JOSEPHSON PHS PC PENSION PLAN plan

STEPHEN JOSEPHSON PHS PC PENSION PLAN 401k Plan overview

Plan Name	STEPHEN JOSEPHSON PHS PC PENSION PLAN
Plan identification number	002

STEPHEN JOSEPHSON PHS PC PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Money purchase (other than target benefit) Profit-sharing 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

STEPHEN JOSEPHSON PHS PC has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN JOSEPHSON PHS PC

Employer identification number (EIN): 133252621

NAIC Classification: 621330
NAIC Description: Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN JOSEPHSON PHS PC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 STEPHEN JOSEPHSON 2019-07-16 STEPHEN JOSEPHSON 2019-07-16
002 2017-01-01 STEPHEN JOSEPHSON 2018-09-07 STEPHEN JOSEPHSON 2018-09-07
002 2016-01-01 STEPHEN JOSEPHSON 2017-09-14 STEPHEN JOSEPHSON 2017-09-14
002 2015-01-01 STEPHEN JOSEPHSON 2016-08-25 STEPHEN JOSEPHSON 2016-08-25
002 2014-01-01 STEPHEN JOSEPHSON 2015-08-26 STEPHEN JOSEPHSON 2015-08-26
002 2014-01-01 STEPHEN JOSEPHSON 2015-10-06 STEPHEN JOSEPHSON 2015-10-06
002 2013-01-01 STEPHEN JOSEPHSON 2014-10-14
002 2012-01-01 STEPHEN JOSEPHSON 2013-10-12
002 2011-01-01 STEPHEN JOSEPHSON 2012-10-02
002 2010-01-01 STEPHEN JOSEPHSON 2011-09-26
002 2009-01-01 STEPHEN JOSEPHSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	STEPHEN JOSEPHSON	2019-07-16	STEPHEN JOSEPHSON	2019-07-16
002	2017-01-01	STEPHEN JOSEPHSON	2018-09-07	STEPHEN JOSEPHSON	2018-09-07
002	2016-01-01	STEPHEN JOSEPHSON	2017-09-14	STEPHEN JOSEPHSON	2017-09-14
002	2015-01-01	STEPHEN JOSEPHSON	2016-08-25	STEPHEN JOSEPHSON	2016-08-25
002	2014-01-01	STEPHEN JOSEPHSON	2015-08-26	STEPHEN JOSEPHSON	2015-08-26
002	2014-01-01	STEPHEN JOSEPHSON	2015-10-06	STEPHEN JOSEPHSON	2015-10-06
002	2013-01-01	STEPHEN JOSEPHSON	2014-10-14
002	2012-01-01	STEPHEN JOSEPHSON	2013-10-12
002	2011-01-01	STEPHEN JOSEPHSON	2012-10-02
002	2010-01-01	STEPHEN JOSEPHSON	2011-09-26
002	2009-01-01	STEPHEN JOSEPHSON

Plan Statistics for STEPHEN JOSEPHSON PHS PC PENSION PLAN

401k plan membership statisitcs for STEPHEN JOSEPHSON PHS PC PENSION PLAN

Measure Date Value
2009: STEPHEN JOSEPHSON PHS PC PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of retired or separated participants receiving benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2

Measure	Date	Value
2009: STEPHEN JOSEPHSON PHS PC PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of retired or separated participants receiving benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2

Form 5500 Responses for STEPHEN JOSEPHSON PHS PC PENSION PLAN

2009: STEPHEN JOSEPHSON PHS PC PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHEN JOSEPHSON PHS PC
Employer identification number (EIN):	133252621
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)