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DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 401k Plan overview

Plan NameDANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN
Plan identification number 001

DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

DANIEL P. FREEMAN, M.D., P.C. PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name:DANIEL P. FREEMAN, M.D., P.C. PROFIT SHARING PLAN
Employer identification number (EIN):383278169
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANIEL P FREEMAN2024-07-23
0012022-01-01DANIEL P FREEMAN2023-10-04
0012021-01-01DANIEL P FREEMAN2022-09-08
0012020-01-01DANIEL P FREEMAN2021-07-13
0012019-01-01DANIEL P FREEMAN2020-10-29
0012018-01-01DANIEL P FREEMAN2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DANIEL P. FREEMAN, M.D.
0012011-01-01DANIEL P. FREEMAN, M.D.
0012009-01-01DANIEL P. FREEMAN, M.D.

Plan Statistics for DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN

401k plan membership statisitcs for DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN

Measure Date Value
2023: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-010
Total of all active and inactive participants2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
2022: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Total of all active and inactive participants2022-01-012
Total participants2022-01-012
Number of participants with account balances2022-01-012
2021: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-012
2020: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
2015: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-014
2013: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-011
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-014
2012: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-014
2011: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2009: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN

Measure Date Value
2023 : DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$-95,735
Total income from all sources2023-12-31$80
Total plan assets at beginning of year2023-12-31$95,655
Value of fidelity bond covering the plan2023-12-31$100,000
Other income received2023-12-31$80
Net income (gross income less expenses)2023-12-31$80
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$95,655
2022 : DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$-1,530,640
Total income from all sources2022-12-31$-251,108
Expenses. Total of all expenses incurred2022-12-31$250
Total plan assets at end of year2022-12-31$95,655
Total plan assets at beginning of year2022-12-31$1,877,653
Value of fidelity bond covering the plan2022-12-31$100,000
Other income received2022-12-31$-251,108
Net income (gross income less expenses)2022-12-31$-251,358
Net plan assets at end of year (total assets less liabilities)2022-12-31$95,655
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,877,653
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$250
2021 : DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$292,151
Expenses. Total of all expenses incurred2021-12-31$10,825
Total plan assets at end of year2021-12-31$1,877,653
Total plan assets at beginning of year2021-12-31$1,596,327
Value of fidelity bond covering the plan2021-12-31$100,000
Other income received2021-12-31$292,151
Net income (gross income less expenses)2021-12-31$281,326
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,877,653
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,596,327
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$10,825
2020 : DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$186,436
Expenses. Total of all expenses incurred2020-12-31$8,354
Total plan assets at end of year2020-12-31$1,596,327
Total plan assets at beginning of year2020-12-31$1,418,245
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$186,436
Net income (gross income less expenses)2020-12-31$178,082
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,596,327
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,418,245
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$8,354
2019 : DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$262,269
Expenses. Total of all expenses incurred2019-12-31$7,929
Total plan assets at end of year2019-12-31$1,418,245
Total plan assets at beginning of year2019-12-31$1,163,905
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$262,269
Net income (gross income less expenses)2019-12-31$254,340
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,418,245
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,163,905
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,929
2018 : DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-38,001
Expenses. Total of all expenses incurred2018-12-31$760,536
Benefits paid (including direct rollovers)2018-12-31$760,536
Total plan assets at end of year2018-12-31$1,163,905
Total plan assets at beginning of year2018-12-31$1,962,442
Value of fidelity bond covering the plan2018-12-31$100,000
Other income received2018-12-31$-38,001
Net income (gross income less expenses)2018-12-31$-798,537
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,163,905
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,962,442
2017 : DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$223,905
Expenses. Total of all expenses incurred2017-12-31$106,891
Benefits paid (including direct rollovers)2017-12-31$106,841
Total plan assets at end of year2017-12-31$1,962,442
Total plan assets at beginning of year2017-12-31$1,845,428
Value of fidelity bond covering the plan2017-12-31$100,000
Other income received2017-12-31$223,905
Net income (gross income less expenses)2017-12-31$117,014
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,962,442
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,845,428
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$50
2016 : DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$167,341
Expenses. Total of all expenses incurred2016-12-31$50
Total plan assets at end of year2016-12-31$1,845,428
Total plan assets at beginning of year2016-12-31$1,678,137
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$167,341
Net income (gross income less expenses)2016-12-31$167,291
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,845,428
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,678,137
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$50
2015 : DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-16,619
Expenses. Total of all expenses incurred2015-12-31$50
Total plan assets at end of year2015-12-31$1,678,137
Total plan assets at beginning of year2015-12-31$1,694,806
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$-16,619
Net income (gross income less expenses)2015-12-31$-16,669
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,678,137
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,694,806
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
2014 : DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$75,457
Expenses. Total of all expenses incurred2014-12-31$50
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,694,806
Total plan assets at beginning of year2014-12-31$1,619,399
Value of fidelity bond covering the plan2014-12-31$100,000
Other income received2014-12-31$75,457
Net income (gross income less expenses)2014-12-31$75,407
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,694,806
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,619,399
Total contributions received or receivable from employer(s)2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$50
2013 : DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$265,864
Expenses. Total of all expenses incurred2013-12-31$50
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,619,399
Total plan assets at beginning of year2013-12-31$1,353,585
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$265,864
Net income (gross income less expenses)2013-12-31$265,814
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,619,399
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,353,585
Total contributions received or receivable from employer(s)2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$193,950
Expenses. Total of all expenses incurred2012-12-31$197,584
Benefits paid (including direct rollovers)2012-12-31$197,534
Total plan assets at end of year2012-12-31$1,353,585
Total plan assets at beginning of year2012-12-31$1,357,219
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$143,950
Net income (gross income less expenses)2012-12-31$-3,634
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,353,585
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,357,219
Total contributions received or receivable from employer(s)2012-12-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$50
2011 : DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-34,818
Expenses. Total of all expenses incurred2011-12-31$116,076
Benefits paid (including direct rollovers)2011-12-31$115,969
Total plan assets at end of year2011-12-31$1,357,219
Total plan assets at beginning of year2011-12-31$1,508,113
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$-34,818
Net income (gross income less expenses)2011-12-31$-150,894
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,357,219
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,508,113
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$107
2010 : DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$166,993
Expenses. Total of all expenses incurred2010-12-31$80
Total plan assets at end of year2010-12-31$1,508,113
Total plan assets at beginning of year2010-12-31$1,341,200
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$166,993
Net income (gross income less expenses)2010-12-31$166,913
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,508,113
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,341,200
Total contributions received or receivable from employer(s)2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$80

Form 5500 Responses for DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN

2023: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 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: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 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: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 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: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 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: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 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: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 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: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 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: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 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: DANIEL P. FREEMAN, M.D., P.C PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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