401k Plan data: BERNARD A. SHUSTER PROFIT SHARING PLAN plan

BERNARD A. SHUSTER PROFIT SHARING PLAN 401k Plan overview

Plan Name	BERNARD A. SHUSTER PROFIT SHARING PLAN
Plan identification number	001

BERNARD A. SHUSTER 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.
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

BERNARD A. SHUSTER, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: BERNARD A. SHUSTER, M.D., P.A.

Employer identification number (EIN): 593764467

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

Additional information about BERNARD A. SHUSTER, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2002-12-16

Company Identification Number: P02000131686

Legal Registered Office Address: 4001 HOLLYWOOD BLVD

HOLLYWOOD

33021

More information about BERNARD A. SHUSTER, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERNARD A. SHUSTER 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 BERNARD SHUSTER 2024-07-16
001 2022-01-01 BERNARD SHUSTER 2023-06-27
001 2021-01-01 BERNARD SHUSTER 2022-08-16
001 2020-01-01 BERNARD SHUSTER 2021-06-07
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 BERNARD SHUSTER 2015-09-22
001 2013-01-01 BERNARD SHUSTER 2014-09-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	BERNARD SHUSTER	2024-07-16
001	2022-01-01	BERNARD SHUSTER	2023-06-27
001	2021-01-01	BERNARD SHUSTER	2022-08-16
001	2020-01-01	BERNARD SHUSTER	2021-06-07
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	BERNARD SHUSTER	2015-09-22
001	2013-01-01	BERNARD SHUSTER	2014-09-09

Plan Statistics for BERNARD A. SHUSTER PROFIT SHARING PLAN

401k plan membership statisitcs for BERNARD A. SHUSTER PROFIT SHARING PLAN

Measure Date Value
2023: BERNARD A. SHUSTER PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
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 1
Total of all active and inactive participants 2023-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 5
Number of participants with account balances 2023-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BERNARD A. SHUSTER PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BERNARD A. SHUSTER PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BERNARD A. SHUSTER PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
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 1
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2023: BERNARD A. SHUSTER PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
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	1
Total of all active and inactive participants	2023-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	5
Number of participants with account balances	2023-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BERNARD A. SHUSTER PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BERNARD A. SHUSTER PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BERNARD A. SHUSTER PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
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	1
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on BERNARD A. SHUSTER PROFIT SHARING PLAN

Measure	Date	Value
2023 : BERNARD A. SHUSTER PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$264,549
Expenses. Total of all expenses incurred	2023-12-31	$28,046
Benefits paid (including direct rollovers)	2023-12-31	$15,339
Total plan assets at end of year	2023-12-31	$1,156,284
Total plan assets at beginning of year	2023-12-31	$919,781
Value of fidelity bond covering the plan	2023-12-31	$100,000
Total contributions received or receivable from participants	2023-12-31	$60,000
Other income received	2023-12-31	$151,989
Net income (gross income less expenses)	2023-12-31	$236,503
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,156,284
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$919,781
Total contributions received or receivable from employer(s)	2023-12-31	$52,560
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$12,707
2022 : BERNARD A. SHUSTER PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-29,052
Expenses. Total of all expenses incurred	2022-12-31	$11,747
Total plan assets at end of year	2022-12-31	$919,781
Total plan assets at beginning of year	2022-12-31	$960,580
Value of fidelity bond covering the plan	2022-12-31	$97,000
Total contributions received or receivable from participants	2022-12-31	$54,000
Other income received	2022-12-31	$-132,114
Net income (gross income less expenses)	2022-12-31	$-40,799
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$919,781
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$960,580
Total contributions received or receivable from employer(s)	2022-12-31	$49,062
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$11,747
2021 : BERNARD A. SHUSTER PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$200,233
Expenses. Total of all expenses incurred	2021-12-31	$11,145
Total plan assets at end of year	2021-12-31	$960,580
Total plan assets at beginning of year	2021-12-31	$771,492
Value of fidelity bond covering the plan	2021-12-31	$78,000
Total contributions received or receivable from participants	2021-12-31	$52,000
Other income received	2021-12-31	$98,264
Net income (gross income less expenses)	2021-12-31	$189,088
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$960,580
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$771,492
Total contributions received or receivable from employer(s)	2021-12-31	$49,969
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$11,145
2020 : BERNARD A. SHUSTER PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$133,728
Expenses. Total of all expenses incurred	2020-12-31	$9,013
Total plan assets at end of year	2020-12-31	$771,492
Total plan assets at beginning of year	2020-12-31	$646,777
Value of fidelity bond covering the plan	2020-12-31	$70,000
Total contributions received or receivable from participants	2020-12-31	$52,000
Other income received	2020-12-31	$62,402
Net income (gross income less expenses)	2020-12-31	$124,715
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$771,492
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$646,777
Total contributions received or receivable from employer(s)	2020-12-31	$19,326
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$9,013

Form 5500 Responses for BERNARD A. SHUSTER PROFIT SHARING PLAN

2023: BERNARD A. SHUSTER PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BERNARD A. SHUSTER PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BERNARD A. SHUSTER PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BERNARD A. SHUSTER 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	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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

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Company Name:	BERNARD A. SHUSTER, M.D., P.A.
Employer identification number (EIN):	593764467
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2002-12-16
Company Identification Number:	P02000131686
Legal Registered Office Address:	4001 HOLLYWOOD BLVD HOLLYWOOD 33021