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MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 401k Plan overview

Plan NameMATTHEW N KLAIN MD PC 401(K) PROFIT SHARING
Plan identification number 001

MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MATTHEW N KLAIN MD PC has sponsored the creation of one or more 401k plans.

Company Name:MATTHEW N KLAIN MD PC
Employer identification number (EIN):251730874
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01ERIC HEASLEY ERIC HEASLEY2019-07-18
0012017-01-01ERIC HEASLEY ERIC HEASLEY2018-06-30
0012016-01-01ERIC HEASLEY ERIC HEASLEY2017-07-10
0012015-01-01ERIC HEASLEY ERIC HEASLEY2016-10-14
0012014-01-01ERIC HEASLEY ERIC HEASLEY2015-10-08
0012013-01-01ERIC HEASLEY ERIC HEASLEY2014-07-07
0012012-01-01ERIC HEASLEY ERIC HEASLEY2013-07-23
0012011-01-01ERIC HEASLEY ERIC HEASLEY2012-06-20
0012009-01-01ERIC HEASLEY ERIC HEASLEY2010-08-18

Plan Statistics for MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING

401k plan membership statisitcs for MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING

Measure Date Value
2018: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Number of participants with account balances2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-015

Financial Data on MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING

Measure Date Value
2018 : MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2018 401k financial data
Total income from all sources2018-12-31$923
Total plan assets at end of year2018-12-31$2,804,404
Total plan assets at beginning of year2018-12-31$2,803,481
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$70,599
Other income received2018-12-31$-199,056
Net income (gross income less expenses)2018-12-31$923
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,804,404
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,803,481
Total contributions received or receivable from employer(s)2018-12-31$129,380
2017 : MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2017 401k financial data
Total income from all sources2017-12-31$651,618
Total plan assets at end of year2017-12-31$2,803,481
Total plan assets at beginning of year2017-12-31$2,151,863
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$68,941
Other income received2017-12-31$455,220
Net income (gross income less expenses)2017-12-31$651,618
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,803,481
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,151,863
Total contributions received or receivable from employer(s)2017-12-31$127,457
2016 : MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2016 401k financial data
Total income from all sources2016-12-31$337,273
Total plan assets at end of year2016-12-31$2,151,863
Total plan assets at beginning of year2016-12-31$1,814,590
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$68,997
Contributions received from other sources (not participants or employers)2016-12-31$27,237
Other income received2016-12-31$117,399
Net income (gross income less expenses)2016-12-31$337,273
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,151,863
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,814,590
Total contributions received or receivable from employer(s)2016-12-31$123,640
2015 : MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2015 401k financial data
Total income from all sources2015-12-31$179,744
Total plan assets at end of year2015-12-31$1,814,590
Total plan assets at beginning of year2015-12-31$1,634,846
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$66,787
Other income received2015-12-31$-12,657
Net income (gross income less expenses)2015-12-31$179,744
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,814,590
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,634,846
Total contributions received or receivable from employer(s)2015-12-31$125,614
2014 : MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2014 401k financial data
Total income from all sources2014-12-31$256,532
Total plan assets at end of year2014-12-31$1,634,846
Total plan assets at beginning of year2014-12-31$1,378,314
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$66,745
Other income received2014-12-31$68,306
Net income (gross income less expenses)2014-12-31$256,532
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,634,846
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,378,314
Total contributions received or receivable from employer(s)2014-12-31$121,481
2013 : MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2013 401k financial data
Total income from all sources2013-12-31$398,772
Total plan assets at end of year2013-12-31$1,378,314
Total plan assets at beginning of year2013-12-31$979,542
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$66,556
Other income received2013-12-31$214,687
Net income (gross income less expenses)2013-12-31$398,772
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,378,314
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$979,542
Total contributions received or receivable from employer(s)2013-12-31$117,529
2012 : MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2012 401k financial data
Total income from all sources2012-12-31$277,257
Total plan assets at end of year2012-12-31$979,542
Total plan assets at beginning of year2012-12-31$702,285
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$62,500
Other income received2012-12-31$103,702
Net income (gross income less expenses)2012-12-31$277,257
Net plan assets at end of year (total assets less liabilities)2012-12-31$979,542
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$702,285
Total contributions received or receivable from employer(s)2012-12-31$111,055
2011 : MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2011 401k financial data
Total income from all sources2011-12-31$130,381
Total plan assets at end of year2011-12-31$702,285
Total plan assets at beginning of year2011-12-31$571,904
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$55,409
Other income received2011-12-31$-34,416
Net income (gross income less expenses)2011-12-31$130,381
Net plan assets at end of year (total assets less liabilities)2011-12-31$702,285
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$571,904
Total contributions received or receivable from employer(s)2011-12-31$109,388
2010 : MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2010 401k financial data
Total income from all sources2010-12-31$206,300
Total plan assets at end of year2010-12-31$571,904
Total plan assets at beginning of year2010-12-31$365,604
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$55,671
Other income received2010-12-31$40,778
Net income (gross income less expenses)2010-12-31$206,300
Net plan assets at end of year (total assets less liabilities)2010-12-31$571,904
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$365,604
Total contributions received or receivable from employer(s)2010-12-31$109,851

Form 5500 Responses for MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING

2018: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MATTHEW N KLAIN MD PC 401(K) PROFIT SHARING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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