401k Plan data: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN plan

STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 401k Plan overview

Plan Name	STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN
Plan identification number	001

STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 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).
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

STUART M. HOMER, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: STUART M. HOMER, M.D., P.A.

Employer identification number (EIN): 223490829

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 STUART HOMER 2024-10-13
001 2022-01-01 STUART HOMER 2023-10-09
001 2021-01-01 STUART HOMER 2022-10-13
001 2020-01-01 STUART HOMER 2021-10-11
001 2019-01-01
001 2018-01-01
001 2017-01-01 STUART HOMER
001 2016-01-01 STUART HOMER
001 2015-01-01 STUART HOMER
001 2014-01-01 STUART HOMER
001 2013-01-01 STUART HOMER
001 2012-01-01 STUART HOMER
001 2011-01-01 STUART M. HOMER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	STUART HOMER	2024-10-13
001	2022-01-01	STUART HOMER	2023-10-09
001	2021-01-01	STUART HOMER	2022-10-13
001	2020-01-01	STUART HOMER	2021-10-11
001	2019-01-01
001	2018-01-01
001	2017-01-01	STUART HOMER
001	2016-01-01	STUART HOMER
001	2015-01-01	STUART HOMER
001	2014-01-01	STUART HOMER
001	2013-01-01	STUART HOMER
001	2012-01-01	STUART HOMER
001	2011-01-01	STUART M. HOMER

Plan Statistics for STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN

401k plan membership statisitcs for STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN

Measure Date Value
2019: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
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 0
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: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
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 0
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
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 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 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 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
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: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 2
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2019: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
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	0
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: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
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	0
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
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	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 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	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
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: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	2
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN

Measure	Date	Value
2019 : STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$668,853
Expenses. Total of all expenses incurred	2019-12-31	$51,795
Benefits paid (including direct rollovers)	2019-12-31	$17,750
Total plan assets at end of year	2019-12-31	$3,070,009
Total plan assets at beginning of year	2019-12-31	$2,452,951
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$33,003
Other income received	2019-12-31	$588,448
Net income (gross income less expenses)	2019-12-31	$617,058
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,070,009
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,452,951
Assets. Value of participant loans	2019-12-31	$851
Total contributions received or receivable from employer(s)	2019-12-31	$47,402
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$34,045
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-14,683
Expenses. Total of all expenses incurred	2018-12-31	$32,146
Total plan assets at end of year	2018-12-31	$2,452,951
Total plan assets at beginning of year	2018-12-31	$2,499,780
Value of fidelity bond covering the plan	2018-12-31	$300,000
Total contributions received or receivable from participants	2018-12-31	$33,569
Other income received	2018-12-31	$-98,299
Net income (gross income less expenses)	2018-12-31	$-46,829
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,452,951
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,499,780
Assets. Value of participant loans	2018-12-31	$1,283
Total contributions received or receivable from employer(s)	2018-12-31	$50,047
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$32,146
2017 : STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$395,575
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,499,780
Total plan assets at beginning of year	2017-12-31	$2,104,205
Value of fidelity bond covering the plan	2017-12-31	$160,000
Total contributions received or receivable from participants	2017-12-31	$32,983
Other income received	2017-12-31	$312,359
Net income (gross income less expenses)	2017-12-31	$395,575
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,499,780
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,104,205
Assets. Value of participant loans	2017-12-31	$1,696
Total contributions received or receivable from employer(s)	2017-12-31	$50,233
2016 : STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$178,790
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$2,104,205
Total plan assets at beginning of year	2016-12-31	$1,925,415
Value of fidelity bond covering the plan	2016-12-31	$160,000
Total contributions received or receivable from participants	2016-12-31	$28,554
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$104,164
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$178,790
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,104,205
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,925,415
Assets. Value of participant loans	2016-12-31	$2,091
Total contributions received or receivable from employer(s)	2016-12-31	$46,072
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-26,799
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,925,415
Total plan assets at beginning of year	2015-12-31	$1,952,214
Value of fidelity bond covering the plan	2015-12-31	$160,000
Total contributions received or receivable from participants	2015-12-31	$27,886
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-99,652
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-26,799
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,925,415
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,952,214
Total contributions received or receivable from employer(s)	2015-12-31	$44,967
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$185,617
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,952,214
Total plan assets at beginning of year	2014-12-31	$1,766,597
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$26,772
Other income received	2014-12-31	$117,262
Net income (gross income less expenses)	2014-12-31	$185,617
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,952,214
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,766,597
Total contributions received or receivable from employer(s)	2014-12-31	$41,583
2013 : STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$135,054
Expenses. Total of all expenses incurred	2013-12-31	$4,113
Benefits paid (including direct rollovers)	2013-12-31	$4,113
Total plan assets at end of year	2013-12-31	$1,766,597
Total plan assets at beginning of year	2013-12-31	$1,635,656
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$23,731
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$71,993
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$130,941
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,766,597
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,635,656
Total contributions received or receivable from employer(s)	2013-12-31	$39,330
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$125
Total income from all sources	2012-12-31	$275,645
Expenses. Total of all expenses incurred	2012-12-31	$51,893
Benefits paid (including direct rollovers)	2012-12-31	$51,893
Total plan assets at end of year	2012-12-31	$1,635,656
Total plan assets at beginning of year	2012-12-31	$1,412,029
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$22,500
Other income received	2012-12-31	$215,239
Net income (gross income less expenses)	2012-12-31	$223,752
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,635,656
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,411,904
Total contributions received or receivable from employer(s)	2012-12-31	$37,906
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$125
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$5,448
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	$1,412,029
Total plan assets at beginning of year	2011-12-31	$1,406,456
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$22,000
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	$-57,575
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$5,448
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,411,904
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,406,456
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$41,023
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
2010 : STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) 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	$166,867
Expenses. Total of all expenses incurred	2010-12-31	$85,779
Benefits paid (including direct rollovers)	2010-12-31	$85,779
Total plan assets at end of year	2010-12-31	$1,406,456
Total plan assets at beginning of year	2010-12-31	$1,325,368
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$22,000
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	$106,227
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$81,088
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,406,456
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,325,368
Assets. Value of participant loans	2010-12-31	$770
Total contributions received or receivable from employer(s)	2010-12-31	$38,640
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

Form 5500 Responses for STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN

2019: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 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: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 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: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 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: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 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: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 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: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 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: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 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: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) PLAN 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: STUART M. HOMER, M.D., P.A. PROFIT SHARING/401(K) 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

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Company Name:	STUART M. HOMER, M.D., P.A.
Employer identification number (EIN):	223490829
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)