401k Plan data: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST plan

SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Plan covering Self-Employed individuals.
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

SCOTT J. ZASHIN, M.D. has sponsored the creation of one or more 401k plans.

Company Name: SCOTT J. ZASHIN, M.D.

Employer identification number (EIN): 208523906

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01 SCOTT ZASHIN 2022-05-12
001 2020-01-01 SCOTT ZASHIN 2021-05-08
001 2019-01-01 SCOTT ZASHIN 2020-10-04
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 SCOTT ZASHIN
001 2013-01-01 SCOTT ZASHIN
001 2012-01-01 SCOTT ZASHIN
001 2011-01-01 MELISSA MORGAN
001 2009-01-01 SHELLEY GOLDSBERRY

Plan Statistics for SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
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 1
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 2
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 1
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
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	1
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	2
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	1
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2021 : SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$70,878
Expenses. Total of all expenses incurred	2021-12-31	$71
Total plan assets at end of year	2021-12-31	$2,665,252
Total plan assets at beginning of year	2021-12-31	$2,594,445
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$-5,575
Net income (gross income less expenses)	2021-12-31	$70,807
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,665,252
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,594,445
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$76,453
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$71
2020 : SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$189,505
Expenses. Total of all expenses incurred	2020-12-31	$726
Total plan assets at end of year	2020-12-31	$2,594,445
Total plan assets at beginning of year	2020-12-31	$2,405,666
Value of fidelity bond covering the plan	2020-12-31	$200,000
Other income received	2020-12-31	$114,676
Net income (gross income less expenses)	2020-12-31	$188,779
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,594,445
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,405,666
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$37,438
Total contributions received or receivable from employer(s)	2020-12-31	$74,829
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$726
2019 : SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$436,057
Expenses. Total of all expenses incurred	2019-12-31	$1,773
Total plan assets at end of year	2019-12-31	$2,405,666
Total plan assets at beginning of year	2019-12-31	$1,971,382
Value of fidelity bond covering the plan	2019-12-31	$200,000
Other income received	2019-12-31	$361,889
Net income (gross income less expenses)	2019-12-31	$434,284
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,405,666
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,971,382
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$37,409
Total contributions received or receivable from employer(s)	2019-12-31	$74,168
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,773
2018 : SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$17,369
Expenses. Total of all expenses incurred	2018-12-31	$92,098
Benefits paid (including direct rollovers)	2018-12-31	$91,169
Total plan assets at end of year	2018-12-31	$1,971,382
Total plan assets at beginning of year	2018-12-31	$2,046,111
Value of fidelity bond covering the plan	2018-12-31	$200,000
Other income received	2018-12-31	$-51,422
Net income (gross income less expenses)	2018-12-31	$-74,729
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,971,382
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,046,111
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$24,360
Total contributions received or receivable from employer(s)	2018-12-31	$68,791
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$929
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$82,913
Expenses. Total of all expenses incurred	2017-12-31	$728
Total plan assets at end of year	2017-12-31	$2,046,111
Total plan assets at beginning of year	2017-12-31	$1,963,926
Value of fidelity bond covering the plan	2017-12-31	$200,000
Other income received	2017-12-31	$8,385
Net income (gross income less expenses)	2017-12-31	$82,185
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,046,111
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,963,926
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$24,278
Total contributions received or receivable from employer(s)	2017-12-31	$74,528
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$728
2016 : SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$110,844
Expenses. Total of all expenses incurred	2016-12-31	$414
Total plan assets at end of year	2016-12-31	$1,963,926
Total plan assets at beginning of year	2016-12-31	$1,853,496
Value of fidelity bond covering the plan	2016-12-31	$200,000
Other income received	2016-12-31	$36,767
Net income (gross income less expenses)	2016-12-31	$110,430
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,963,926
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,853,496
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$26,585
Total contributions received or receivable from employer(s)	2016-12-31	$74,077
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$414
2015 : SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$54,102
Expenses. Total of all expenses incurred	2015-12-31	$53,528
Benefits paid (including direct rollovers)	2015-12-31	$50,274
Total plan assets at end of year	2015-12-31	$1,853,496
Total plan assets at beginning of year	2015-12-31	$1,852,922
Value of fidelity bond covering the plan	2015-12-31	$200,000
Other income received	2015-12-31	$-18,427
Net income (gross income less expenses)	2015-12-31	$574
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,853,496
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,852,922
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$81,393
Total contributions received or receivable from employer(s)	2015-12-31	$72,529
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,254
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$9,675
Expenses. Total of all expenses incurred	2014-12-31	$4,266
Total plan assets at end of year	2014-12-31	$1,852,922
Total plan assets at beginning of year	2014-12-31	$1,847,513
Value of fidelity bond covering the plan	2014-12-31	$200,000
Other income received	2014-12-31	$-14,595
Net income (gross income less expenses)	2014-12-31	$5,409
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,852,922
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,847,513
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$79,262
Total contributions received or receivable from employer(s)	2014-12-31	$24,270
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,266
2013 : SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$134,640
Expenses. Total of all expenses incurred	2013-12-31	$6,713
Total plan assets at end of year	2013-12-31	$1,847,513
Total plan assets at beginning of year	2013-12-31	$1,719,586
Value of fidelity bond covering the plan	2013-12-31	$200,000
Other income received	2013-12-31	$64,009
Net income (gross income less expenses)	2013-12-31	$127,927
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,847,513
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,719,586
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$29,998
Total contributions received or receivable from employer(s)	2013-12-31	$70,631
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,713
2012 : SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$92,808
Expenses. Total of all expenses incurred	2012-12-31	$1,341
Total plan assets at end of year	2012-12-31	$1,719,586
Total plan assets at beginning of year	2012-12-31	$1,628,119
Value of fidelity bond covering the plan	2012-12-31	$200,000
Other income received	2012-12-31	$24,657
Net income (gross income less expenses)	2012-12-31	$91,467
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,719,586
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,628,119
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$29,996
Total contributions received or receivable from employer(s)	2012-12-31	$68,151
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,341
2011 : SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-144,097
Expenses. Total of all expenses incurred	2011-12-31	$4,565
Benefits paid (including direct rollovers)	2011-12-31	$557
Total plan assets at end of year	2011-12-31	$1,628,119
Total plan assets at beginning of year	2011-12-31	$1,776,781
Value of fidelity bond covering the plan	2011-12-31	$200,000
Other income received	2011-12-31	$-167,329
Net income (gross income less expenses)	2011-12-31	$-148,662
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,628,119
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,776,781
Total contributions received or receivable from employer(s)	2011-12-31	$23,232
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,008
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$-11,936
Expenses. Total of all expenses incurred	2010-12-31	$73,382
Benefits paid (including direct rollovers)	2010-12-31	$72,077
Total plan assets at end of year	2010-12-31	$1,776,781
Total plan assets at beginning of year	2010-12-31	$1,862,099
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,305
Other income received	2010-12-31	$-26,500
Net income (gross income less expenses)	2010-12-31	$-85,318
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,776,781
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,862,099
Total contributions received or receivable from employer(s)	2010-12-31	$14,564
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST

2021: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 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: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 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: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 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
2009: SCOTT J. ZASHIN, M.D. PROFIT SHARING PLAN AND TRUST 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:	SCOTT J. ZASHIN, M.D.
Employer identification number (EIN):	208523906
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01	SCOTT ZASHIN	2022-05-12
001	2020-01-01	SCOTT ZASHIN	2021-05-08
001	2019-01-01	SCOTT ZASHIN	2020-10-04
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	SCOTT ZASHIN
001	2013-01-01	SCOTT ZASHIN
001	2012-01-01	SCOTT ZASHIN
001	2011-01-01	MELISSA MORGAN
001	2009-01-01	SHELLEY GOLDSBERRY