401k Plan data: MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN plan

MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN
Plan identification number	003

MICHAEL J. SPEZIA, D.O., INC. 401K 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

MICHAEL J. SPEZIA, D.O., INC. has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL J. SPEZIA, D.O., INC.

Employer identification number (EIN): 431183760

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 DR. MICHAEL SPEZIA 2015-10-10
003 2013-01-01 DR. MICHAEL SPEZIA 2014-07-25
003 2012-01-01 DR. MICHAEL SPEZIA 2013-10-07
003 2011-01-01 DR. MICHAEL SPEZIA
003 2010-01-01 DR. MICHAEL SPEZIA
003 2009-01-01 DR. MICHAEL SPEZIA

Plan Statistics for MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN

Measure Date Value
2011: MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
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
2010: MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2011: MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
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
2010: MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2011 : MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-234,511
Expenses. Total of all expenses incurred	2011-12-31	$5,550
Benefits paid (including direct rollovers)	2011-12-31	$5,550
Total plan assets at end of year	2011-12-31	$2,992,129
Total plan assets at beginning of year	2011-12-31	$3,232,190
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$-234,511
Net income (gross income less expenses)	2011-12-31	$-240,061
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,992,129
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,232,190
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$366,947
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$3,232,190
Total plan assets at beginning of year	2010-12-31	$2,865,243
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$366,947
Net income (gross income less expenses)	2010-12-31	$366,947
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,232,190
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,865,243
2009 : MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN

2011: MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MICHAEL J. SPEZIA, D.O., INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MICHAEL J. SPEZIA, D.O., INC.
Employer identification number (EIN):	431183760
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	DR. MICHAEL SPEZIA	2015-10-10
003	2013-01-01	DR. MICHAEL SPEZIA	2014-07-25
003	2012-01-01	DR. MICHAEL SPEZIA	2013-10-07
003	2011-01-01	DR. MICHAEL SPEZIA
003	2010-01-01	DR. MICHAEL SPEZIA
003	2009-01-01	DR. MICHAEL SPEZIA