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| Plan Name | ROBERT S. SZEMA, P.A. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ROBERT S. SZEMA, P.A. |
| Employer identification number (EIN): | 271231990 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2019-01-01 | DEBBIE HARTZO | 2020-10-15 | DEBBIE HARTZO | 2020-10-15 |
| 001 | 2018-01-01 | DEBBIE HARTZO | 2019-10-14 | DEBBIE HARTZO | 2019-10-14 |
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | DEBBIE HARTZO | 2018-01-31 | DEBBIE HARTZO | 2018-01-31 |
| 001 | 2015-01-01 | DEBBIE HARTZO |
| Measure | Date | Value |
|---|---|---|
| 2015: ROBERT S. SZEMA, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2015 : ROBERT S. SZEMA, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $60,643 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $483,293 |
| Total plan assets at beginning of year | 2015-12-31 | $422,650 |
| Total contributions received or receivable from participants | 2015-12-31 | $18,000 |
| Other income received | 2015-12-31 | $7,643 |
| Net income (gross income less expenses) | 2015-12-31 | $60,643 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $483,293 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $422,650 |
| Assets. Value of employer securities | 2015-12-31 | $483,293 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $35,000 |
| 2015: ROBERT S. SZEMA, P.A. 401(K) 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 – Insurance | Yes |
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