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ROBERT B. SHPINER, M.D., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT B. SHPINER, M.D., INC. PROFIT SHARING PLAN
Plan identification number 001

ROBERT B. SHPINER, M.D., INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

ROBERT B. SHPINER, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT B. SHPINER, M.D., INC.
Employer identification number (EIN):201139883
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT B. SHPINER, M.D., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01ROBERT B. SHPINER, M.D.2012-10-02 ROBERT B. SHPINER, M.D.2012-10-02
0012010-01-01ROBERT B. SHPINER, M.D.2011-09-06 ROBERT B. SHPINER, M.D.2011-09-06
0012008-01-01ROBERT B. SHPINER, M.D. ROBERT B. SHPINER, M.D.2012-08-07

Plan Statistics for ROBERT B. SHPINER, M.D., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT B. SHPINER, M.D., INC. PROFIT SHARING PLAN

Measure Date Value
2008: ROBERT B. SHPINER, M.D., INC. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-014
Total number of active participants reported on line 7a of the Form 55002008-01-014
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-014
Number of participants with account balances2008-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on ROBERT B. SHPINER, M.D., INC. PROFIT SHARING PLAN

Measure Date Value
2011 : ROBERT B. SHPINER, M.D., INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-113,038
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$604,583
Total plan assets at beginning of year2011-12-31$717,621
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-170,285
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-113,038
Net plan assets at end of year (total assets less liabilities)2011-12-31$604,583
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$717,621
Total contributions received or receivable from employer(s)2011-12-31$57,247
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$0
2008 : ROBERT B. SHPINER, M.D., INC. PROFIT SHARING PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-113,038
Expenses. Total of all expenses incurred2008-12-31$0
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$604,583
Total plan assets at beginning of year2008-12-31$717,621
Value of fidelity bond covering the plan2008-12-31$150,000
Total contributions received or receivable from participants2008-12-31$0
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-170,285
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$-113,038
Net plan assets at end of year (total assets less liabilities)2008-12-31$604,583
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$717,621
Total contributions received or receivable from employer(s)2008-12-31$57,247
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0

Form 5500 Responses for ROBERT B. SHPINER, M.D., INC. PROFIT SHARING PLAN

2008: ROBERT B. SHPINER, M.D., INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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