401k Plan data: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST plan

LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST
Plan identification number	001

LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 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

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

Company Name: LISA M. FELDMAN, D.M.D., P.A.

Employer identification number (EIN): 650320085

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about LISA M. FELDMAN, D.M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1992-02-06

Company Identification Number: V12264

Legal Registered Office Address: 401 CAMINO GARDENS BLVD

BOCA RATON

33462

More information about LISA M. FELDMAN, D.M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 LISA M. FELDMAN, D.M.D. 2019-10-04 LISA M. FELDMAN, D.M.D. 2019-10-04
001 2017-01-01
001 2016-01-01
001 2016-01-01 LISA M. FELDMAN, D.M.D. 2017-10-06
001 2015-01-01
001 2014-01-01 LISA FELDMAN
001 2013-01-01 LISA M FELDMAN DMD
001 2012-01-01 LISA M FELDMAN DMD
001 2011-01-01 LISA M FELDMAN DMD
001 2010-01-01 LISA M FELDMAN DMD
001 2009-01-01 LISA M FELDMAN DMD

Plan Statistics for LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST

Measure Date Value
2018: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8
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 1
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
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 2
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8
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	1
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
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	2
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST

Measure	Date	Value
2018 : LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$12,205
Expenses. Total of all expenses incurred	2018-12-31	$7,293
Total plan assets at end of year	2018-12-31	$1,136,741
Total plan assets at beginning of year	2018-12-31	$1,131,829
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$31,820
Other income received	2018-12-31	$-72,261
Net income (gross income less expenses)	2018-12-31	$4,912
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,136,741
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,131,829
Assets. Value of participant loans	2018-12-31	$242
Total contributions received or receivable from employer(s)	2018-12-31	$52,646
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$7,293
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$160,291
Expenses. Total of all expenses incurred	2017-12-31	$24,104
Benefits paid (including direct rollovers)	2017-12-31	$17,707
Total plan assets at end of year	2017-12-31	$1,131,829
Total plan assets at beginning of year	2017-12-31	$995,642
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$28,290
Other income received	2017-12-31	$88,572
Net income (gross income less expenses)	2017-12-31	$136,187
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,131,829
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$995,642
Assets. Value of participant loans	2017-12-31	$12,798
Total contributions received or receivable from employer(s)	2017-12-31	$43,429
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$6,397
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$117,552
Expenses. Total of all expenses incurred	2016-12-31	$30,293
Benefits paid (including direct rollovers)	2016-12-31	$22,774
Total plan assets at end of year	2016-12-31	$995,246
Total plan assets at beginning of year	2016-12-31	$907,987
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$26,492
Other income received	2016-12-31	$52,818
Net income (gross income less expenses)	2016-12-31	$87,259
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$995,246
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$907,987
Assets. Value of participant loans	2016-12-31	$27,656
Total contributions received or receivable from employer(s)	2016-12-31	$38,242
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,519
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$30,971
Expenses. Total of all expenses incurred	2015-12-31	$19,768
Benefits paid (including direct rollovers)	2015-12-31	$7,618
Total plan assets at end of year	2015-12-31	$907,987
Total plan assets at beginning of year	2015-12-31	$896,784
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$28,059
Other income received	2015-12-31	$-36,850
Net income (gross income less expenses)	2015-12-31	$11,203
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$907,987
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$896,784
Assets. Value of participant loans	2015-12-31	$55,842
Total contributions received or receivable from employer(s)	2015-12-31	$39,762
Value of certain deemed distributions of participant loans	2015-12-31	$3,725
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,425
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$7,618
2014 : LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$58,457
Expenses. Total of all expenses incurred	2014-12-31	$8,131
Total plan assets at end of year	2014-12-31	$896,784
Total plan assets at beginning of year	2014-12-31	$846,458
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$28,716
Other income received	2014-12-31	$19,271
Net income (gross income less expenses)	2014-12-31	$50,326
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$896,784
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$846,458
Assets. Value of participant loans	2014-12-31	$76,573
Total contributions received or receivable from employer(s)	2014-12-31	$10,470
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,131
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$95,664
Expenses. Total of all expenses incurred	2013-12-31	$15,831
Benefits paid (including direct rollovers)	2013-12-31	$8,800
Total plan assets at end of year	2013-12-31	$846,458
Total plan assets at beginning of year	2013-12-31	$766,625
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$29,595
Other income received	2013-12-31	$60,735
Net income (gross income less expenses)	2013-12-31	$79,833
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$846,458
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$766,625
Assets. Value of participant loans	2013-12-31	$25,885
Total contributions received or receivable from employer(s)	2013-12-31	$5,334
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,031
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$97,968
Expenses. Total of all expenses incurred	2012-12-31	$27,950
Benefits paid (including direct rollovers)	2012-12-31	$21,966
Total plan assets at end of year	2012-12-31	$766,625
Total plan assets at beginning of year	2012-12-31	$696,607
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$28,020
Other income received	2012-12-31	$42,042
Net income (gross income less expenses)	2012-12-31	$70,018
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$766,625
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$696,607
Assets. Value of participant loans	2012-12-31	$30,223
Total contributions received or receivable from employer(s)	2012-12-31	$27,906
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,984
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$86,541
Expenses. Total of all expenses incurred	2011-12-31	$5,015
Total plan assets at end of year	2011-12-31	$696,607
Total plan assets at beginning of year	2011-12-31	$615,081
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$28,360
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,015
Other income received	2011-12-31	$10,384
Net income (gross income less expenses)	2011-12-31	$81,526
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$696,607
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$615,081
Assets. Value of participant loans	2011-12-31	$39,969
Total contributions received or receivable from employer(s)	2011-12-31	$47,797
2010 : LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$98,467
Expenses. Total of all expenses incurred	2010-12-31	$4,604
Total plan assets at end of year	2010-12-31	$615,081
Total plan assets at beginning of year	2010-12-31	$521,218
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$28,560
Expenses. Other expenses not covered elsewhere	2010-12-31	$4,604
Other income received	2010-12-31	$21,459
Net income (gross income less expenses)	2010-12-31	$93,863
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$615,081
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$521,218
Assets. Value of participant loans	2010-12-31	$49,428
Total contributions received or receivable from employer(s)	2010-12-31	$48,448
2009 : LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST

2018: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 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
2017: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 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: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 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: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 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
2010: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST 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:	LISA M. FELDMAN, D.M.D., P.A.
Employer identification number (EIN):	650320085
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1992-02-06
Company Identification Number:	V12264
Legal Registered Office Address:	401 CAMINO GARDENS BLVD BOCA RATON 33462

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	LISA M. FELDMAN, D.M.D.	2019-10-04	LISA M. FELDMAN, D.M.D.	2019-10-04
001	2017-01-01
001	2016-01-01
001	2016-01-01	LISA M. FELDMAN, D.M.D.	2017-10-06
001	2015-01-01
001	2014-01-01	LISA FELDMAN
001	2013-01-01	LISA M FELDMAN DMD
001	2012-01-01	LISA M FELDMAN DMD
001	2011-01-01	LISA M FELDMAN DMD
001	2010-01-01	LISA M FELDMAN DMD
001	2009-01-01	LISA M FELDMAN DMD