401k Plan data: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST plan

ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 401k Plan overview

Plan Name	ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST
Plan identification number	004

ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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

ANTHONY J. PALUMBO, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: ANTHONY J. PALUMBO, M.D., P.C.

Employer identification number (EIN): 161094639

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2016-01-01
004 2015-01-01
004 2014-01-01 DR. ANTHONY PALUMBO
004 2013-01-01 DR. ANTHONY PALUMBO
004 2012-01-01 DR. ANTHONY PALUMBO
004 2011-01-01 DR. ANTHONY PALUMBO
004 2010-01-01 DR. ANTHONY PALUMBO 2011-07-19

Plan Statistics for ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST

401k plan membership statisitcs for ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST

Measure Date Value
2016: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2016: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST

Measure	Date	Value
2016 : ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$7,299
Expenses. Total of all expenses incurred	2016-12-31	$1,452,230
Benefits paid (including direct rollovers)	2016-12-31	$1,452,230
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$1,444,931
Value of fidelity bond covering the plan	2016-12-31	$190,000
Total contributions received or receivable from participants	2016-12-31	$0
Other income received	2016-12-31	$7,299
Net income (gross income less expenses)	2016-12-31	$-1,444,931
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,444,931
Total contributions received or receivable from employer(s)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$1,452,230
2015 : ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$69,375
Expenses. Total of all expenses incurred	2015-12-31	$2,287,661
Benefits paid (including direct rollovers)	2015-12-31	$2,285,667
Total plan assets at end of year	2015-12-31	$1,444,931
Total plan assets at beginning of year	2015-12-31	$3,663,217
Value of fidelity bond covering the plan	2015-12-31	$1,900,000
Assets. Value of loans (other than to participants)	2015-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,994
Other income received	2015-12-31	$69,375
Net income (gross income less expenses)	2015-12-31	$-2,218,286
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,444,931
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,663,217
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$300,000
2014 : ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$246,952
Expenses. Total of all expenses incurred	2014-12-31	$253,697
Benefits paid (including direct rollovers)	2014-12-31	$251,250
Total plan assets at end of year	2014-12-31	$3,663,217
Total plan assets at beginning of year	2014-12-31	$3,669,962
Value of fidelity bond covering the plan	2014-12-31	$1,900,000
Total contributions received or receivable from participants	2014-12-31	$0
Assets. Value of loans (other than to participants)	2014-12-31	$1,850,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,447
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$246,952
Net income (gross income less expenses)	2014-12-31	$-6,745
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,663,217
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,669,962
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$300,000
Total contributions received or receivable from employer(s)	2014-12-31	$0
2013 : ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$365,776
Expenses. Total of all expenses incurred	2013-12-31	$251,984
Benefits paid (including direct rollovers)	2013-12-31	$247,713
Total plan assets at end of year	2013-12-31	$3,669,962
Total plan assets at beginning of year	2013-12-31	$3,556,170
Value of fidelity bond covering the plan	2013-12-31	$1,900,000
Assets. Value of loans (other than to participants)	2013-12-31	$1,850,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,271
Other income received	2013-12-31	$365,776
Net income (gross income less expenses)	2013-12-31	$113,792
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,669,962
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,556,170
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$300,000
2012 : ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$224,248
Expenses. Total of all expenses incurred	2012-12-31	$156,810
Benefits paid (including direct rollovers)	2012-12-31	$150,900
Total plan assets at end of year	2012-12-31	$3,556,170
Total plan assets at beginning of year	2012-12-31	$3,488,732
Value of fidelity bond covering the plan	2012-12-31	$1,900,000
Total contributions received or receivable from participants	2012-12-31	$0
Assets. Value of loans (other than to participants)	2012-12-31	$50,000
Other income received	2012-12-31	$224,248
Net income (gross income less expenses)	2012-12-31	$67,438
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,556,170
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,488,732
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$300,000
Assets. Value of real-estate (other than employer real property)	2012-12-31	$1,548,750
Total contributions received or receivable from employer(s)	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,910
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-158,695
Expenses. Total of all expenses incurred	2011-12-31	$171,123
Benefits paid (including direct rollovers)	2011-12-31	$162,000
Total plan assets at end of year	2011-12-31	$3,488,732
Total plan assets at beginning of year	2011-12-31	$3,818,550
Value of fidelity bond covering the plan	2011-12-31	$1,900,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$9,123
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-158,695
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-329,818
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,488,732
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,818,550
Assets. Value of participant loans	2011-12-31	$5,876
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$200,000
Assets. Value of real-estate (other than employer real property)	2011-12-31	$1,503,750
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST

2016: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 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: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 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: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ANTHONY J. PALUMBO, M.D., P.C. PROFIT SHARING TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ANTHONY J. PALUMBO, M.D., P.C.
Employer identification number (EIN):	161094639
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)