401k Plan data: DAVID SPECK MD POFIT SHARING PLAN plan

DAVID SPECK MD POFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID SPECK MD POFIT SHARING PLAN
Plan identification number	002

DAVID SPECK MD POFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

DAVID D. SPECK MD has sponsored the creation of one or more 401k plans.

Company Name: DAVID D. SPECK MD

Employer identification number (EIN): 222684711

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 SPECK MD POFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DAVID SPECK 2024-07-07 DAVID SPECK 2024-07-07
002 2022-01-01 DAVID SPECK 2023-05-29 DAVID SPECK 2023-05-29
002 2021-01-01 DAVID SPECK 2022-07-04 DAVID SPECK 2022-07-04
002 2020-01-01 DAVID SPECK 2021-07-10 DAVID SPECK 2021-07-10
002 2019-01-01 DAVID SPECK 2020-06-20 DAVID SPECK 2020-06-20
002 2018-01-01 DAVID SPECK 2019-07-24 DAVID SPECK 2019-07-24
002 2017-01-01 DAVID SPECK 2018-07-22 DAVID SPECK 2018-07-22
002 2016-01-01 DAVID SPECK 2017-07-23 DAVID SPECK 2017-07-23
002 2015-01-01 DAVID SPECK 2016-07-30 DAVID SPECK 2016-07-30
002 2014-01-01 DAVID SPECK 2015-10-04 DAVID SPECK 2015-10-04
002 2013-01-01 DAVID SPECK 2014-07-13 DAVID SPECK 2014-07-13
002 2012-01-01 DAVID SPECK 2013-03-29 DAVID SPECK 2013-03-29
002 2011-01-01 DAVID SPECK
002 2009-01-01 DAVID SPECK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	DAVID SPECK	2024-07-07	DAVID SPECK	2024-07-07
002	2022-01-01	DAVID SPECK	2023-05-29	DAVID SPECK	2023-05-29
002	2021-01-01	DAVID SPECK	2022-07-04	DAVID SPECK	2022-07-04
002	2020-01-01	DAVID SPECK	2021-07-10	DAVID SPECK	2021-07-10
002	2019-01-01	DAVID SPECK	2020-06-20	DAVID SPECK	2020-06-20
002	2018-01-01	DAVID SPECK	2019-07-24	DAVID SPECK	2019-07-24
002	2017-01-01	DAVID SPECK	2018-07-22	DAVID SPECK	2018-07-22
002	2016-01-01	DAVID SPECK	2017-07-23	DAVID SPECK	2017-07-23
002	2015-01-01	DAVID SPECK	2016-07-30	DAVID SPECK	2016-07-30
002	2014-01-01	DAVID SPECK	2015-10-04	DAVID SPECK	2015-10-04
002	2013-01-01	DAVID SPECK	2014-07-13	DAVID SPECK	2014-07-13
002	2012-01-01	DAVID SPECK	2013-03-29	DAVID SPECK	2013-03-29
002	2011-01-01	DAVID SPECK
002	2009-01-01	DAVID SPECK

Plan Statistics for DAVID SPECK MD POFIT SHARING PLAN

401k plan membership statisitcs for DAVID SPECK MD POFIT SHARING PLAN

Measure Date Value
2011: DAVID SPECK MD POFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 1
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: DAVID SPECK MD POFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 3
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: DAVID SPECK MD POFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	1
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: DAVID SPECK MD POFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	3
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
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 SPECK MD POFIT SHARING PLAN

Measure	Date	Value
2011 : DAVID SPECK MD POFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$63,133
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$808,586
Total plan assets at beginning of year	2011-12-31	$745,453
Value of fidelity bond covering the plan	2011-12-31	$105,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$18,634
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$63,133
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$808,586
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$745,453
Total contributions received or receivable from employer(s)	2011-12-31	$44,499
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
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$44,499
Amount contributed by the employer to the plan for this plan year	2011-12-31	$44,499
2010 : DAVID SPECK MD POFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$83,309
Expenses. Total of all expenses incurred	2010-12-31	$22,157
Benefits paid (including direct rollovers)	2010-12-31	$22,157
Total plan assets at end of year	2010-12-31	$745,453
Total plan assets at beginning of year	2010-12-31	$684,301
Value of fidelity bond covering the plan	2010-12-31	$103,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$39,080
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$61,152
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$745,453
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$684,301
Total contributions received or receivable from employer(s)	2010-12-31	$44,229
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$44,229
Amount contributed by the employer to the plan for this plan year	2010-12-31	$44,229
2009 : DAVID SPECK MD POFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$44,639
Amount contributed by the employer to the plan for this plan year	2009-12-31	$44,639

Form 5500 Responses for DAVID SPECK MD POFIT SHARING PLAN

2011: DAVID SPECK MD POFIT SHARING PLAN 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: DAVID SPECK MD POFIT SHARING PLAN 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 D. SPECK MD
Employer identification number (EIN):	222684711
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)