401k Plan data: JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN plan

JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.

401k Sponsoring company profile

JOHN J. OSHEA, M.D., LLC. has sponsored the creation of one or more 401k plans.

Company Name: JOHN J. OSHEA, M.D., LLC.

Employer identification number (EIN): 450464488

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 JOHN O'SHEA 2022-09-08
001 2020-01-01 JOHN O'SHEA 2021-07-21
001 2019-01-01 JOHN O'SHEA 2020-10-13
001 2018-01-01 JOHN O'SHEA 2019-09-16
001 2017-01-01 JOHN O'SHEA 2018-10-03
001 2016-01-01 JOHN O'SHEA 2017-07-26
001 2015-01-01 JOHN O'SHEA 2016-08-17
001 2014-01-01 JOHN O'SHEA, M.D. 2015-07-16 JOHN O'SHEA, M.D. 2015-07-16
001 2013-01-01 JOHN J. OSHEA, M.D. JOHN J. OSHEA, M.D. 2014-10-07
001 2012-01-01 JOHN J. OSHEA, M.D. JOHN J. OSHEA, M.D. 2013-10-09
001 2011-01-01 JOHN J. OSHEA, M.D. JOHN J. OSHEA, M.D. 2012-07-30
001 2009-01-01 JOHN J. OSHEA, M.D. JOHN J. OSHEA, M.D. 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	JOHN O'SHEA	2022-09-08
001	2020-01-01	JOHN O'SHEA	2021-07-21
001	2019-01-01	JOHN O'SHEA	2020-10-13
001	2018-01-01	JOHN O'SHEA	2019-09-16
001	2017-01-01	JOHN O'SHEA	2018-10-03
001	2016-01-01	JOHN O'SHEA	2017-07-26
001	2015-01-01	JOHN O'SHEA	2016-08-17
001	2014-01-01	JOHN O'SHEA, M.D.	2015-07-16	JOHN O'SHEA, M.D.	2015-07-16
001	2013-01-01	JOHN J. OSHEA, M.D.		JOHN J. OSHEA, M.D.	2014-10-07
001	2012-01-01	JOHN J. OSHEA, M.D.		JOHN J. OSHEA, M.D.	2013-10-09
001	2011-01-01	JOHN J. OSHEA, M.D.		JOHN J. OSHEA, M.D.	2012-07-30
001	2009-01-01	JOHN J. OSHEA, M.D.		JOHN J. OSHEA, M.D.	2010-10-07

Plan Statistics for JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN

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

Measure	Date	Value
2013 : JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$155,100
Expenses. Total of all expenses incurred	2013-12-31	$6,286
Benefits paid (including direct rollovers)	2013-12-31	$2,365
Total plan assets at end of year	2013-12-31	$689,011
Total plan assets at beginning of year	2013-12-31	$540,197
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$5,100
Expenses. Other expenses not covered elsewhere	2013-12-31	$3,921
Other income received	2013-12-31	$95,860
Net income (gross income less expenses)	2013-12-31	$148,814
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$689,011
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$540,197
Total contributions received or receivable from employer(s)	2013-12-31	$54,140
2012 : JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$109,508
Expenses. Total of all expenses incurred	2012-12-31	$66,131
Benefits paid (including direct rollovers)	2012-12-31	$66,131
Total plan assets at end of year	2012-12-31	$540,197
Total plan assets at beginning of year	2012-12-31	$496,820
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$8,375
Other income received	2012-12-31	$60,575
Net income (gross income less expenses)	2012-12-31	$43,377
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$540,197
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$496,820
Total contributions received or receivable from employer(s)	2012-12-31	$40,558
2011 : JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$15,110
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$496,820
Total plan assets at beginning of year	2011-12-31	$481,710
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$11,426
Other income received	2011-12-31	$-36,660
Net income (gross income less expenses)	2011-12-31	$15,110
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$496,820
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$481,710
Total contributions received or receivable from employer(s)	2011-12-31	$40,344
2010 : JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$91,778
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$481,710
Total plan assets at beginning of year	2010-12-31	$389,932
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$11,052
Other income received	2010-12-31	$50,758
Net income (gross income less expenses)	2010-12-31	$91,778
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$481,710
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$389,932
Total contributions received or receivable from employer(s)	2010-12-31	$29,968

Form 5500 Responses for JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN

2013: JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN J. OSHEA, M.D., LLC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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
2009: JOHN J. OSHEA, M.D., LLC. 401(K) 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:	JOHN J. OSHEA, M.D., LLC.
Employer identification number (EIN):	450464488
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)