401k Plan data: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN plan

STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN
Plan identification number	001

STEVEN E. STEIN, M.D., P.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

401k Sponsoring company profile

STEVEN E. STEIN M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: STEVEN E. STEIN M.D., P.C.

Employer identification number (EIN): 383125581

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN E. STEIN, M.D., P.C. 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
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 STEVEN E STEIN 2018-10-15 STEVEN E STEIN 2018-10-15
001 2016-01-01 STEVEN E STEIN 2017-10-15 STEVEN E STEIN 2017-10-15
001 2015-01-01 STEVEN E STEIN 2016-10-14 STEVEN E STEIN 2016-10-14
001 2014-01-01 STEVEN E STEIN 2015-10-13 STEVEN E STEIN 2015-10-13
001 2013-01-01 STEVEN E STEIN 2014-10-11 STEVEN E STEIN 2014-10-11
001 2012-01-01 STEVEN E STEIN 2013-10-10 STEVEN E STEIN 2013-10-10
001 2011-01-01 STEVEN E STEIN MD 2012-10-03 STEVEN E STEIN MD 2012-10-03
001 2009-01-01 STEVEN E STEIN 2010-10-04 STEVEN E STEIN 2010-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	STEVEN E STEIN	2018-10-15	STEVEN E STEIN	2018-10-15
001	2016-01-01	STEVEN E STEIN	2017-10-15	STEVEN E STEIN	2017-10-15
001	2015-01-01	STEVEN E STEIN	2016-10-14	STEVEN E STEIN	2016-10-14
001	2014-01-01	STEVEN E STEIN	2015-10-13	STEVEN E STEIN	2015-10-13
001	2013-01-01	STEVEN E STEIN	2014-10-11	STEVEN E STEIN	2014-10-11
001	2012-01-01	STEVEN E STEIN	2013-10-10	STEVEN E STEIN	2013-10-10
001	2011-01-01	STEVEN E STEIN MD	2012-10-03	STEVEN E STEIN MD	2012-10-03
001	2009-01-01	STEVEN E STEIN	2010-10-04	STEVEN E STEIN	2010-10-04

Plan Statistics for STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2023: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 2
Number of participants with account balances 2023-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total of all active and inactive participants 2022-01-01 0
Total participants 2022-01-01 0
2021: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Total of all active and inactive participants 2021-01-01 2
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
2020: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 1
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STEVEN E. STEIN, M.D., P.C. 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 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 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: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
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 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
2013: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total of all active and inactive participants 2013-01-01 0
Total participants 2013-01-01 0
2012: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3

Measure	Date	Value
2023: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	2
Number of participants with account balances	2023-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total of all active and inactive participants	2022-01-01	0
Total participants	2022-01-01	0
2021: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Total of all active and inactive participants	2021-01-01	2
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
2020: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	1
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STEVEN E. STEIN, M.D., P.C. 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	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	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: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
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	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
2013: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total of all active and inactive participants	2013-01-01	0
Total participants	2013-01-01	0
2012: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3

Financial Data on STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2023 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$9,808
Total plan assets at end of year	2023-12-31	$301,256
Total plan assets at beginning of year	2023-12-31	$291,448
Other income received	2023-12-31	$9,808
Net income (gross income less expenses)	2023-12-31	$9,808
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$301,256
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$291,448
2022 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$3,287
Total plan assets at end of year	2022-12-31	$291,448
Total plan assets at beginning of year	2022-12-31	$288,161
Other income received	2022-12-31	$3,287
Net income (gross income less expenses)	2022-12-31	$3,287
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$291,448
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$288,161
2021 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$3,049
Total plan assets at end of year	2021-12-31	$288,161
Total plan assets at beginning of year	2021-12-31	$285,112
Other income received	2021-12-31	$3,049
Net income (gross income less expenses)	2021-12-31	$3,049
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$288,161
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$285,112
2020 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$16,882
Expenses. Total of all expenses incurred	2020-12-31	$13,139
Benefits paid (including direct rollovers)	2020-12-31	$13,139
Total plan assets at end of year	2020-12-31	$285,112
Total plan assets at beginning of year	2020-12-31	$281,369
Other income received	2020-12-31	$16,882
Net income (gross income less expenses)	2020-12-31	$3,743
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$285,112
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$281,369
2019 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$25,250
Total plan assets at end of year	2019-12-31	$281,369
Total plan assets at beginning of year	2019-12-31	$256,119
Other income received	2019-12-31	$25,250
Net income (gross income less expenses)	2019-12-31	$25,250
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$281,369
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$256,119
2018 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$8,690
Total plan assets at end of year	2018-12-31	$256,119
Total plan assets at beginning of year	2018-12-31	$247,429
Other income received	2018-12-31	$8,690
Net income (gross income less expenses)	2018-12-31	$8,690
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$256,119
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$247,429
2017 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$15,548
Total plan assets at end of year	2017-12-31	$247,429
Total plan assets at beginning of year	2017-12-31	$231,881
Other income received	2017-12-31	$15,548
Net income (gross income less expenses)	2017-12-31	$15,548
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$247,429
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$231,881
2016 : STEVEN E. STEIN, M.D., P.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	$18,795
Total plan assets at end of year	2016-12-31	$231,881
Total plan assets at beginning of year	2016-12-31	$213,086
Other income received	2016-12-31	$18,795
Net income (gross income less expenses)	2016-12-31	$18,795
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$231,881
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$213,086
2015 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Expenses. Total of all expenses incurred	2015-12-31	$2,032
Total plan assets at end of year	2015-12-31	$213,086
Total plan assets at beginning of year	2015-12-31	$215,118
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,032
Net income (gross income less expenses)	2015-12-31	$-2,032
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$213,086
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$215,118
2014 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Expenses. Total of all expenses incurred	2014-12-31	$2,801
Total plan assets at end of year	2014-12-31	$215,118
Total plan assets at beginning of year	2014-12-31	$217,919
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,801
Net income (gross income less expenses)	2014-12-31	$-2,801
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$215,118
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$217,919
2013 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$23,833
Total plan assets at end of year	2013-12-31	$217,919
Total plan assets at beginning of year	2013-12-31	$194,086
Other income received	2013-12-31	$23,833
Net income (gross income less expenses)	2013-12-31	$23,833
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$217,919
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$194,086
2012 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$8,988
Total plan assets at end of year	2012-12-31	$194,086
Total plan assets at beginning of year	2012-12-31	$185,098
Other income received	2012-12-31	$8,988
Net income (gross income less expenses)	2012-12-31	$8,988
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$194,086
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$185,098
2011 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$185,098
Total plan assets at beginning of year	2011-12-31	$190,188
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$185,098
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$190,188
2010 : STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$190,188
Total plan assets at beginning of year	2010-12-31	$180,503
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$190,188
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$180,503

Form 5500 Responses for STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN

2023: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STEVEN E. STEIN, M.D., P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. 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: STEVEN E. STEIN, M.D., P.C. 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
2009: STEVEN E. STEIN, M.D., P.C. 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:	STEVEN E. STEIN M.D., P.C.
Employer identification number (EIN):	383125581
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)