401k Plan data: PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN plan

PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN
Plan identification number	003

PETER GOLDMANN, M.D., P.C. 401K 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
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

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

Company Name: PETER GOLDMANN, M.D., P.C.

Employer identification number (EIN): 542026274

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01 PETER H. GOLDMANN, M.D. 2021-04-25
003 2019-01-01
003 2018-01-01 PETER H. GOLDMANN, M.D.
003 2017-01-01 PETER GOLDMANN, M.D. 2018-05-14
003 2016-01-01 PETER GOLDMANN, M.D. 2017-09-05
003 2015-01-01 PETER GOLDMANN, M.D. 2016-06-13
003 2014-01-01 PETER GOLDMANN, M.D. 2015-05-13
003 2013-01-01 PETER GOLDMANN, M.D. 2014-08-13
003 2012-01-01 PETER GOLDMANN, M.D. 2013-09-25
003 2011-01-01 PETER H. GOLDMANN, MD 2012-09-18
003 2010-01-01 PETER H. GOLDMANN 2011-09-26
003 2009-01-01 PETER H. GOLDMANN, M.D.
003 2009-01-01 PETER H. GOLDMANN, M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2020-01-01	PETER H. GOLDMANN, M.D.	2021-04-25
003	2019-01-01
003	2018-01-01	PETER H. GOLDMANN, M.D.
003	2017-01-01	PETER GOLDMANN, M.D.	2018-05-14
003	2016-01-01	PETER GOLDMANN, M.D.	2017-09-05
003	2015-01-01	PETER GOLDMANN, M.D.	2016-06-13
003	2014-01-01	PETER GOLDMANN, M.D.	2015-05-13
003	2013-01-01	PETER GOLDMANN, M.D.	2014-08-13
003	2012-01-01	PETER GOLDMANN, M.D.	2013-09-25
003	2011-01-01	PETER H. GOLDMANN, MD	2012-09-18
003	2010-01-01	PETER H. GOLDMANN	2011-09-26
003	2009-01-01	PETER H. GOLDMANN, M.D.
003	2009-01-01	PETER H. GOLDMANN, M.D.

Plan Statistics for PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2020: PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
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 1
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
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 4
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2009: PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
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	1
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
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	4
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2009: PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN

Measure	Date	Value
2020 : PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-23	$0
Total plan liabilities at end of year	2020-12-23	$0
Total plan liabilities at beginning of year	2020-12-23	$0
Total income from all sources	2020-12-23	$48,254
Expenses. Total of all expenses incurred	2020-12-23	$2,139,287
Benefits paid (including direct rollovers)	2020-12-23	$2,135,345
Total plan assets at end of year	2020-12-23	$0
Total plan assets at beginning of year	2020-12-23	$2,091,033
Value of fidelity bond covering the plan	2020-12-23	$650,000
Total contributions received or receivable from participants	2020-12-23	$475
Other income received	2020-12-23	$47,779
Net income (gross income less expenses)	2020-12-23	$-2,091,033
Net plan assets at end of year (total assets less liabilities)	2020-12-23	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-23	$2,091,033
Assets. Value of real-estate (other than employer real property)	2020-12-23	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-23	$3,942
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-23	$0
2019 : PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$-7,838
Expenses. Total of all expenses incurred	2019-12-31	$98,593
Benefits paid (including direct rollovers)	2019-12-31	$98,593
Total plan assets at end of year	2019-12-31	$2,091,033
Total plan assets at beginning of year	2019-12-31	$2,197,464
Value of fidelity bond covering the plan	2019-12-31	$650,000
Total contributions received or receivable from participants	2019-12-31	$650
Other income received	2019-12-31	$-8,488
Net income (gross income less expenses)	2019-12-31	$-106,431
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,091,033
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,197,464
Assets. Value of real-estate (other than employer real property)	2019-12-31	$123,700
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$1,586,764
Expenses. Total of all expenses incurred	2018-12-31	$8,006
Benefits paid (including direct rollovers)	2018-12-31	$8,006
Total plan assets at end of year	2018-12-31	$2,197,464
Total plan assets at beginning of year	2018-12-31	$618,706
Value of fidelity bond covering the plan	2018-12-31	$650,000
Total contributions received or receivable from participants	2018-12-31	$49,716
Contributions received from other sources (not participants or employers)	2018-12-31	$1,330,758
Other income received	2018-12-31	$16,413
Noncash contributions received	2018-12-31	$175,000
Net income (gross income less expenses)	2018-12-31	$1,578,758
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,197,464
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$618,706
Assets. Value of real-estate (other than employer real property)	2018-12-31	$175,000
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$48
Total contributions received or receivable from employer(s)	2018-12-31	$14,877
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0

Form 5500 Responses for PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN

2020: PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PETER GOLDMANN, M.D., P.C. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2009: PETER GOLDMANN, M.D., P.C. 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	Yes
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:	PETER GOLDMANN, M.D., P.C.
Employer identification number (EIN):	542026274
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)