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STEPHEN L REISMAN 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameSTEPHEN L REISMAN 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

STEPHEN L REISMAN 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

STEPHEN L REISMAN has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN L REISMAN
Employer identification number (EIN):621535003
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN L REISMAN 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HEATHER STEWART2024-10-06
0012022-01-01HEATHER STEWART2023-07-24
0012009-01-01STEPHEN REISMAN
0012007-01-01STEPHEN REISMAN

Plan Statistics for STEPHEN L REISMAN 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for STEPHEN L REISMAN 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2009: STEPHEN L REISMAN 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-010
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 participants2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-010
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: STEPHEN L REISMAN 401(K) PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-016
Total number of active participants reported on line 7a of the Form 55002007-01-016
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-016
Number of participants with account balances2007-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
Number of employers contributing to the scheme2007-01-010

Financial Data on STEPHEN L REISMAN 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2010 : STEPHEN L REISMAN 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-07-19$0
Total plan liabilities at end of year2010-07-19$0
Total plan liabilities at beginning of year2010-07-19$0
Total income from all sources2010-07-19$0
Expenses. Total of all expenses incurred2010-07-19$8
Benefits paid (including direct rollovers)2010-07-19$0
Total plan assets at end of year2010-07-19$0
Total plan assets at beginning of year2010-07-19$8
Total contributions received or receivable from participants2010-07-19$0
Expenses. Other expenses not covered elsewhere2010-07-19$0
Contributions received from other sources (not participants or employers)2010-07-19$0
Other income received2010-07-19$0
Noncash contributions received2010-07-19$0
Net income (gross income less expenses)2010-07-19$-8
Net plan assets at end of year (total assets less liabilities)2010-07-19$0
Net plan assets at beginning of year (total assets less liabilities)2010-07-19$8
Total contributions received or receivable from employer(s)2010-07-19$0
Value of certain deemed distributions of participant loans2010-07-19$0
Value of corrective distributions2010-07-19$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-07-19$8

Form 5500 Responses for STEPHEN L REISMAN 401(K) PROFIT SHARING PLAN & TRUST

2009: STEPHEN L REISMAN 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: STEPHEN L REISMAN 401(K) PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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