401k Plan data: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN plan

ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 401k Plan overview

Plan Name	ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN
Plan identification number	001

ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

ERIC W. BAUM, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: ERIC W. BAUM, M.D., P.C.

Employer identification number (EIN): 630858941

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-07-01 ERIC W. BAUM, M.D.
001 2016-07-01 ERIC W. BAUM, M.D.
001 2015-07-01 ERIC W. BAUM, M.D.
001 2014-07-01
001 2013-07-01
001 2012-07-01 ERIC W. BAUM, M.D.
001 2011-07-01 ERIC W. BAUM, M.D.
001 2009-07-01 ERIC W. BAUM, M.D.

Plan Statistics for ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN

401k plan membership statisitcs for ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN

Measure Date Value
2017: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 0
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 0
Number of participants with account balances 2017-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 1
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 1
Number of participants with account balances 2016-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 1
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 1
Number of participants with account balances 2015-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 1
Total of all active and inactive participants 2014-07-01 1
Total participants 2014-07-01 1
Number of participants with account balances 2014-07-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 3
Total of all active and inactive participants 2013-07-01 3
Total participants 2013-07-01 3
Number of participants with account balances 2013-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 4
Total of all active and inactive participants 2012-07-01 4
Total participants 2012-07-01 4
Number of participants with account balances 2012-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 4
Total of all active and inactive participants 2011-07-01 4
Total participants 2011-07-01 4
Number of participants with account balances 2011-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 1
2009: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 6
Total of all active and inactive participants 2009-07-01 6
Total participants 2009-07-01 6

Measure	Date	Value
2017: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	0
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	0
Number of participants with account balances	2017-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	1
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	1
Number of participants with account balances	2016-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	1
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	1
Number of participants with account balances	2015-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	1
Total of all active and inactive participants	2014-07-01	1
Total participants	2014-07-01	1
Number of participants with account balances	2014-07-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	3
Total of all active and inactive participants	2013-07-01	3
Total participants	2013-07-01	3
Number of participants with account balances	2013-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	4
Total of all active and inactive participants	2012-07-01	4
Total participants	2012-07-01	4
Number of participants with account balances	2012-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	4
Total of all active and inactive participants	2011-07-01	4
Total participants	2011-07-01	4
Number of participants with account balances	2011-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	1
2009: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	6
Total of all active and inactive participants	2009-07-01	6
Total participants	2009-07-01	6

Financial Data on ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN

Measure	Date	Value
2018 : ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-06-30	$-408
Total income from all sources	2018-06-30	$3
Expenses. Total of all expenses incurred	2018-06-30	$65
Total plan assets at end of year	2018-06-30	$0
Total plan assets at beginning of year	2018-06-30	$470
Other income received	2018-06-30	$3
Net income (gross income less expenses)	2018-06-30	$-62
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$470
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$65
2017 : ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-06-30	$-2,524,897
Total income from all sources	2017-06-30	$176,660
Expenses. Total of all expenses incurred	2017-06-30	$3,256
Total plan assets at end of year	2017-06-30	$470
Total plan assets at beginning of year	2017-06-30	$2,351,963
Value of fidelity bond covering the plan	2017-06-30	$250,000
Other income received	2017-06-30	$176,660
Net income (gross income less expenses)	2017-06-30	$173,404
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$470
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$2,351,963
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$3,256
2016 : ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$20,809
Expenses. Total of all expenses incurred	2016-06-30	$80
Total plan assets at end of year	2016-06-30	$2,351,963
Total plan assets at beginning of year	2016-06-30	$2,331,234
Value of fidelity bond covering the plan	2016-06-30	$250,000
Other income received	2016-06-30	$20,809
Net income (gross income less expenses)	2016-06-30	$20,729
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$2,351,963
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$2,331,234
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$80
2015 : ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-06-30	$-31,357
Total income from all sources	2015-06-30	$-33,160
Expenses. Total of all expenses incurred	2015-06-30	$280
Total plan assets at end of year	2015-06-30	$2,331,234
Total plan assets at beginning of year	2015-06-30	$2,396,031
Value of fidelity bond covering the plan	2015-06-30	$250,000
Other income received	2015-06-30	$-33,160
Net income (gross income less expenses)	2015-06-30	$-33,440
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$2,331,234
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$2,396,031
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$280
2014 : ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$-9,632
Total income from all sources	2014-06-30	$220,849
Expenses. Total of all expenses incurred	2014-06-30	$280
Total plan assets at end of year	2014-06-30	$2,396,031
Total plan assets at beginning of year	2014-06-30	$2,185,094
Value of fidelity bond covering the plan	2014-06-30	$250,000
Other income received	2014-06-30	$220,849
Net income (gross income less expenses)	2014-06-30	$220,569
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$2,396,031
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$2,185,094
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$280
2013 : ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$113,909
Expenses. Total of all expenses incurred	2013-06-30	$280
Total plan assets at end of year	2013-06-30	$2,185,094
Total plan assets at beginning of year	2013-06-30	$2,071,465
Value of fidelity bond covering the plan	2013-06-30	$250,000
Other income received	2013-06-30	$113,909
Net income (gross income less expenses)	2013-06-30	$113,629
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$2,185,094
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$2,071,465
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$280
2012 : ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$-2,704
Total income from all sources	2012-06-30	$29,826
Expenses. Total of all expenses incurred	2012-06-30	$280
Total plan assets at end of year	2012-06-30	$2,071,465
Total plan assets at beginning of year	2012-06-30	$2,044,623
Value of fidelity bond covering the plan	2012-06-30	$250,000
Other income received	2012-06-30	$29,826
Net income (gross income less expenses)	2012-06-30	$29,546
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$2,071,465
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$2,044,623
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$280
2011 : ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$245,712
Expenses. Total of all expenses incurred	2011-06-30	$280
Total plan assets at end of year	2011-06-30	$2,044,623
Total plan assets at beginning of year	2011-06-30	$1,799,191
Value of fidelity bond covering the plan	2011-06-30	$250,000
Other income received	2011-06-30	$245,712
Net income (gross income less expenses)	2011-06-30	$245,432
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,044,623
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,799,191
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$280

Form 5500 Responses for ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN

2017: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	This submission is the final filing	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: ERIC W. BAUM, M.D., P.C. PROFIT-SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ERIC W. BAUM, M.D., P.C.
Employer identification number (EIN):	630858941
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
001	2017-07-01	ERIC W. BAUM, M.D.
001	2016-07-01	ERIC W. BAUM, M.D.
001	2015-07-01	ERIC W. BAUM, M.D.
001	2014-07-01
001	2013-07-01
001	2012-07-01	ERIC W. BAUM, M.D.
001	2011-07-01	ERIC W. BAUM, M.D.
001	2009-07-01	ERIC W. BAUM, M.D.