401k Plan data: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN plan

LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 401k Plan overview

Plan Name	LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN
Plan identification number	001

LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

LISA M. SCHOENE, D.P.M., P.C. has sponsored the creation of one or more 401k plans.

Company Name: LISA M. SCHOENE, D.P.M., P.C.

Employer identification number (EIN): 300153255

NAIC Classification: 621391
NAIC Description: Offices of Podiatrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LISA M. SCHOENE, D.P.M. 2024-03-21 LISA M. SCHOENE, D.P.M. 2024-03-21
001 2022-01-01 LISA M. SCHOENE, D.P.M. 2023-03-01 LISA M. SCHOENE, D.P.M. 2023-03-01
001 2021-01-01 LISA M. SCHOENE, D.P.M. 2022-02-04 LISA M. SCHOENE, D.P.M. 2022-02-04
001 2020-01-01
001 2019-01-01
001 2018-01-01 LISA M. SCHOENE, D.P.M. LISA M. SCHOENE, D.P.M. 2019-02-12
001 2017-01-01 LISA M. SCHOENE, D.P.M. LISA M. SCHOENE, D.P.M. 2018-04-10
001 2016-01-01 LISA M. SCHOENE, D.P.M. LISA M. SCHOENE, D.P.M. 2017-09-25
001 2015-01-01 LISA M. SCHOENE, D.P.M. LISA M. SCHOENE, D.P.M. 2016-07-25
001 2014-01-01 LISA M. SCHOENE, D.P.M. LISA M. SCHOENE, D.P.M. 2015-06-30
001 2013-01-01 LISA M. SCHOENE, D.P.M. LISA M. SCHOENE, D.P.M. 2014-07-29
001 2012-01-01 LISA M. SCHOENE, D.P.M. LISA M. SCHOENE, D.P.M. 2013-09-11
001 2011-01-01 LISA M. SCHOENE, D.P.M. LISA M. SCHOENE, D.P.M. 2012-08-14
001 2010-01-01 LISA M. SCHOENE, D.P.M. LISA M. SCHOENE, D.P.M. 2011-06-21
001 2009-01-01 LISA M. SCHOENE, D.P.M. LISA M. SCHOENE, D.P.M. 2010-06-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LISA M. SCHOENE, D.P.M.	2024-03-21	LISA M. SCHOENE, D.P.M.	2024-03-21
001	2022-01-01	LISA M. SCHOENE, D.P.M.	2023-03-01	LISA M. SCHOENE, D.P.M.	2023-03-01
001	2021-01-01	LISA M. SCHOENE, D.P.M.	2022-02-04	LISA M. SCHOENE, D.P.M.	2022-02-04
001	2020-01-01
001	2019-01-01
001	2018-01-01	LISA M. SCHOENE, D.P.M.		LISA M. SCHOENE, D.P.M.	2019-02-12
001	2017-01-01	LISA M. SCHOENE, D.P.M.		LISA M. SCHOENE, D.P.M.	2018-04-10
001	2016-01-01	LISA M. SCHOENE, D.P.M.		LISA M. SCHOENE, D.P.M.	2017-09-25
001	2015-01-01	LISA M. SCHOENE, D.P.M.		LISA M. SCHOENE, D.P.M.	2016-07-25
001	2014-01-01	LISA M. SCHOENE, D.P.M.		LISA M. SCHOENE, D.P.M.	2015-06-30
001	2013-01-01	LISA M. SCHOENE, D.P.M.		LISA M. SCHOENE, D.P.M.	2014-07-29
001	2012-01-01	LISA M. SCHOENE, D.P.M.		LISA M. SCHOENE, D.P.M.	2013-09-11
001	2011-01-01	LISA M. SCHOENE, D.P.M.		LISA M. SCHOENE, D.P.M.	2012-08-14
001	2010-01-01	LISA M. SCHOENE, D.P.M.		LISA M. SCHOENE, D.P.M.	2011-06-21
001	2009-01-01	LISA M. SCHOENE, D.P.M.		LISA M. SCHOENE, D.P.M.	2010-06-18

Plan Statistics for LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN

401k plan membership statisitcs for LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN

Measure Date Value
2020: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING 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 3
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING 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 5
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 1
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 1
2013: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 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 0
2012: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING 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 1
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
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 1
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
2009: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 1
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2020: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING 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	3
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING 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	5
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	1
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	1
2013: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	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	0
2012: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING 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	1
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
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	1
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
2009: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	1
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN

Measure	Date	Value
2020 : LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$173,004
Total plan assets at end of year	2020-12-31	$1,151,179
Total plan assets at beginning of year	2020-12-31	$978,175
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$33,750
Other income received	2020-12-31	$130,834
Net income (gross income less expenses)	2020-12-31	$173,004
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,151,179
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$978,175
Assets. Value of participant loans	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$8,420
2019 : LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$212,173
Expenses. Total of all expenses incurred	2019-12-31	$132,101
Benefits paid (including direct rollovers)	2019-12-31	$132,101
Total plan assets at end of year	2019-12-31	$978,175
Total plan assets at beginning of year	2019-12-31	$898,103
Value of fidelity bond covering the plan	2019-12-31	$90,000
Total contributions received or receivable from participants	2019-12-31	$33,650
Other income received	2019-12-31	$167,452
Net income (gross income less expenses)	2019-12-31	$80,072
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$978,175
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$898,103
Assets. Value of participant loans	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$11,071
2018 : LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-20,540
Total plan assets at end of year	2018-12-31	$898,103
Total plan assets at beginning of year	2018-12-31	$918,643
Value of fidelity bond covering the plan	2018-12-31	$90,000
Total contributions received or receivable from participants	2018-12-31	$30,100
Other income received	2018-12-31	$-60,084
Net income (gross income less expenses)	2018-12-31	$-20,540
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$898,103
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$918,643
Assets. Value of participant loans	2018-12-31	$6,168
Total contributions received or receivable from employer(s)	2018-12-31	$9,444
2017 : LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$177,385
Expenses. Total of all expenses incurred	2017-12-31	$18,248
Benefits paid (including direct rollovers)	2017-12-31	$18,248
Total plan assets at end of year	2017-12-31	$918,643
Total plan assets at beginning of year	2017-12-31	$759,506
Value of fidelity bond covering the plan	2017-12-31	$90,000
Total contributions received or receivable from participants	2017-12-31	$27,500
Other income received	2017-12-31	$141,878
Net income (gross income less expenses)	2017-12-31	$159,137
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$918,643
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$759,506
Assets. Value of participant loans	2017-12-31	$18,472
Total contributions received or receivable from employer(s)	2017-12-31	$8,007
2016 : LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$103,737
Expenses. Total of all expenses incurred	2016-12-31	$92,556
Benefits paid (including direct rollovers)	2016-12-31	$92,556
Total plan assets at end of year	2016-12-31	$759,506
Total plan assets at beginning of year	2016-12-31	$748,325
Value of fidelity bond covering the plan	2016-12-31	$80,000
Total contributions received or receivable from participants	2016-12-31	$31,100
Other income received	2016-12-31	$53,534
Net income (gross income less expenses)	2016-12-31	$11,181
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$759,506
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$748,325
Assets. Value of participant loans	2016-12-31	$26,772
Total contributions received or receivable from employer(s)	2016-12-31	$19,103
2015 : LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$68,086
Expenses. Total of all expenses incurred	2015-12-31	$129,783
Benefits paid (including direct rollovers)	2015-12-31	$129,783
Total plan assets at end of year	2015-12-31	$748,325
Total plan assets at beginning of year	2015-12-31	$810,022
Value of fidelity bond covering the plan	2015-12-31	$75,000
Total contributions received or receivable from participants	2015-12-31	$40,400
Other income received	2015-12-31	$-2,126
Net income (gross income less expenses)	2015-12-31	$-61,697
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$748,325
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$810,022
Assets. Value of participant loans	2015-12-31	$34,807
Total contributions received or receivable from employer(s)	2015-12-31	$29,812
2014 : LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$108,137
Total plan assets at end of year	2014-12-31	$810,022
Total plan assets at beginning of year	2014-12-31	$701,885
Value of fidelity bond covering the plan	2014-12-31	$85,000
Total contributions received or receivable from participants	2014-12-31	$38,900
Other income received	2014-12-31	$36,712
Net income (gross income less expenses)	2014-12-31	$108,137
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$810,022
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$701,885
Assets. Value of participant loans	2014-12-31	$5,880
Total contributions received or receivable from employer(s)	2014-12-31	$32,525
2013 : LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$171,165
Expenses. Total of all expenses incurred	2013-12-31	$83,124
Benefits paid (including direct rollovers)	2013-12-31	$83,124
Total plan assets at end of year	2013-12-31	$701,885
Total plan assets at beginning of year	2013-12-31	$613,844
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$34,200
Other income received	2013-12-31	$110,615
Net income (gross income less expenses)	2013-12-31	$88,041
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$701,885
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$613,844
Assets. Value of participant loans	2013-12-31	$2,153
Total contributions received or receivable from employer(s)	2013-12-31	$26,350
2012 : LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$113,095
Total plan assets at end of year	2012-12-31	$613,844
Total plan assets at beginning of year	2012-12-31	$500,749
Value of fidelity bond covering the plan	2012-12-31	$65,000
Total contributions received or receivable from participants	2012-12-31	$35,750
Other income received	2012-12-31	$61,165
Net income (gross income less expenses)	2012-12-31	$113,095
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$613,844
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$500,749
Assets. Value of participant loans	2012-12-31	$4,734
Total contributions received or receivable from employer(s)	2012-12-31	$16,180
2011 : LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$48,226
Total plan assets at end of year	2011-12-31	$500,749
Total plan assets at beginning of year	2011-12-31	$452,523
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$34,700
Other income received	2011-12-31	$-17,624
Net income (gross income less expenses)	2011-12-31	$48,226
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$500,749
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$452,523
Assets. Value of participant loans	2011-12-31	$7,049
Total contributions received or receivable from employer(s)	2011-12-31	$31,150
2010 : LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$109,281
Total plan assets at end of year	2010-12-31	$452,523
Total plan assets at beginning of year	2010-12-31	$343,242
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$34,625
Other income received	2010-12-31	$48,114
Net income (gross income less expenses)	2010-12-31	$109,281
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$452,523
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$343,242
Assets. Value of participant loans	2010-12-31	$6,370
Total contributions received or receivable from employer(s)	2010-12-31	$26,542

Form 5500 Responses for LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN

2020: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LISA M. SCHOENE, D.P.M., P.C. 401(K)PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LISA M. SCHOENE, D.P.M., P.C.
Employer identification number (EIN):	300153255
NAIC Classification:	621391
NAIC Description:	Offices of Podiatrists