401k Plan data: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN plan

STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN
Plan identification number	002

STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING 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).
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.
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.
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

STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C.

Employer identification number (EIN): 223634381

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 STEPHEN L. NEWMAN 2020-09-08 STEPHEN L. NEWMAN 2020-09-08
002 2018-01-01 STEPHEN L. NEWMAN 2019-08-19 STEPHEN L. NEWMAN 2019-08-19
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 STEPHEN NEWMAN STEPHEN NEWMAN 2013-04-08
002 2011-01-01 STEPHEN NEWMAN STEPHEN NEWMAN 2012-07-23
002 2010-01-01 STEPHEN NEWMAN STEPHEN NEWMAN 2011-10-21
002 2009-01-01 STEPHEN NEWMAN STEPHEN NEWMAN 2010-08-04
002 2007-01-01 STEPHEN NEWMAN STEPHEN NEWMAN 2010-08-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	STEPHEN L. NEWMAN	2020-09-08	STEPHEN L. NEWMAN	2020-09-08
002	2018-01-01	STEPHEN L. NEWMAN	2019-08-19	STEPHEN L. NEWMAN	2019-08-19
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	STEPHEN NEWMAN		STEPHEN NEWMAN	2013-04-08
002	2011-01-01	STEPHEN NEWMAN		STEPHEN NEWMAN	2012-07-23
002	2010-01-01	STEPHEN NEWMAN		STEPHEN NEWMAN	2011-10-21
002	2009-01-01	STEPHEN NEWMAN		STEPHEN NEWMAN	2010-08-04
002	2007-01-01	STEPHEN NEWMAN		STEPHEN NEWMAN	2010-08-04

Plan Statistics for STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN

401k plan membership statisitcs for STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN

Measure Date Value
2019: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
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 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 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 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING 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 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 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: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 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: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
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 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
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 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2007: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 2
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 1
Total of all active and inactive participants 2007-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 3
Number of participants with account balances 2007-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2019: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
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	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 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	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING 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	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 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: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	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: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
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	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
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	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2007: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	2
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	1
Total of all active and inactive participants	2007-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	3
Number of participants with account balances	2007-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN

Measure	Date	Value
2019 : STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING 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	$36,561
Expenses. Total of all expenses incurred	2019-12-31	$1,103,342
Benefits paid (including direct rollovers)	2019-12-31	$1,103,218
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$1,066,781
Value of fidelity bond covering the plan	2019-12-31	$50,000
Other income received	2019-12-31	$36,561
Net income (gross income less expenses)	2019-12-31	$-1,066,781
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,066,781
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$124
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-4,469
Expenses. Total of all expenses incurred	2018-12-31	$64,463
Benefits paid (including direct rollovers)	2018-12-31	$63,820
Total plan assets at end of year	2018-12-31	$1,066,781
Total plan assets at beginning of year	2018-12-31	$1,135,713
Value of fidelity bond covering the plan	2018-12-31	$50,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-4,469
Net income (gross income less expenses)	2018-12-31	$-68,932
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,066,781
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,135,713
Total contributions received or receivable from employer(s)	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$643
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$119,533
Expenses. Total of all expenses incurred	2017-12-31	$544
Benefits paid (including direct rollovers)	2017-12-31	$268
Total plan assets at end of year	2017-12-31	$1,135,713
Total plan assets at beginning of year	2017-12-31	$1,016,724
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$42,327
Net income (gross income less expenses)	2017-12-31	$118,989
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,135,713
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,016,724
Total contributions received or receivable from employer(s)	2017-12-31	$53,206
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$276
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$81,321
Expenses. Total of all expenses incurred	2016-12-31	$16,140
Benefits paid (including direct rollovers)	2016-12-31	$15,973
Total plan assets at end of year	2016-12-31	$1,016,724
Total plan assets at beginning of year	2016-12-31	$951,543
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$24,000
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	$5,532
Net income (gross income less expenses)	2016-12-31	$65,181
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,016,724
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$951,543
Total contributions received or receivable from employer(s)	2016-12-31	$51,789
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$167
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING 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	$39,451
Expenses. Total of all expenses incurred	2015-12-31	$204,857
Benefits paid (including direct rollovers)	2015-12-31	$204,560
Total plan assets at end of year	2015-12-31	$951,543
Total plan assets at beginning of year	2015-12-31	$1,116,949
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$297
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-37,450
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-165,406
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$951,543
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,116,949
Total contributions received or receivable from employer(s)	2015-12-31	$52,901
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
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	$165,377
Expenses. Total of all expenses incurred	2014-12-31	$2,341
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,116,949
Total plan assets at beginning of year	2014-12-31	$953,913
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,341
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$96,045
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$163,036
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,116,949
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$953,913
Total contributions received or receivable from employer(s)	2014-12-31	$46,332
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING 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	$133,716
Expenses. Total of all expenses incurred	2013-12-31	$2,026
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$953,913
Total plan assets at beginning of year	2013-12-31	$822,223
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,026
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$71,029
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$131,690
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$953,913
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$822,223
Total contributions received or receivable from employer(s)	2013-12-31	$39,687
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 : STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$76,474
Expenses. Total of all expenses incurred	2012-12-31	$2,075
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$822,223
Total plan assets at beginning of year	2012-12-31	$747,824
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$22,500
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,075
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$7,457
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$74,399
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$822,223
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$747,824
Total contributions received or receivable from employer(s)	2012-12-31	$46,517
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$55,550
Expenses. Total of all expenses incurred	2011-12-31	$334
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$747,824
Total plan assets at beginning of year	2011-12-31	$692,608
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$334
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-11,753
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$55,216
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$747,824
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$692,608
Total contributions received or receivable from employer(s)	2011-12-31	$45,303
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
2010 : STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT 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	$86,638
Expenses. Total of all expenses incurred	2010-12-31	$482
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$692,608
Total plan assets at beginning of year	2010-12-31	$606,452
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$482
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$27,110
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$86,156
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$692,608
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$606,452
Total contributions received or receivable from employer(s)	2010-12-31	$59,528
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
2009 : STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT 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
2007 : STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0

Form 5500 Responses for STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN

2019: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING 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	Yes
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: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING 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: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING 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: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING 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: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING 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: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING 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: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING 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: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING 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: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT 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
2010: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT 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
2007: STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C. PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHEN L. NEWMAN, M.D., M.B.A., L.L.C.
Employer identification number (EIN):	223634381
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)