401k Plan data: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN plan

PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN
Plan identification number	001

PHILIP REGALA, M.D., P.L. 401(K) 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
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PHILIP REGALA, M.D., P.L. has sponsored the creation of one or more 401k plans.

Company Name: PHILIP REGALA, M.D., P.L.

Employer identification number (EIN): 650754470

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP REGALA, M.D., P.L. 401(K) 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
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 PHILIP REGALA 2020-10-15
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 PHILIP REGALA
001 2013-01-01 PHILIP REGALA
001 2012-01-01 PHILIP REGALA
001 2011-01-01 PHILIP REGALA
001 2009-01-01 PHILIP REGALA
001 2009-01-01 PHILIP REGALA

Plan Statistics for PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: PHILIP REGALA, M.D., P.L. 401(K) 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 3
Total of all active and inactive participants 2023-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: PHILIP REGALA, M.D., P.L. 401(K) 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 6
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 0
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: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
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 0
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PHILIP REGALA, M.D., P.L. 401(K) 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 5
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 3
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
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 2
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 1
2018: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
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 0
Total of all active and inactive participants 2018-01-01 5
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
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 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
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 2
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 0
2015: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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 2
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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 4
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 3
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: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
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: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 0
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 0
2011: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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 2
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 1

Measure	Date	Value
2023: PHILIP REGALA, M.D., P.L. 401(K) 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	3
Total of all active and inactive participants	2023-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: PHILIP REGALA, M.D., P.L. 401(K) 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	6
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	0
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: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
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	0
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PHILIP REGALA, M.D., P.L. 401(K) 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	5
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	3
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
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	2
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	1
2018: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
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	0
Total of all active and inactive participants	2018-01-01	5
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
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	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
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	2
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	0
2015: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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	2
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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	4
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	3
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: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
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: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	0
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	0
2011: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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	2
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	1

Financial Data on PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$36,624
Total plan liabilities at beginning of year	2023-12-31	$79,467
Total income from all sources	2023-12-31	$419,371
Expenses. Total of all expenses incurred	2023-12-31	$179,111
Benefits paid (including direct rollovers)	2023-12-31	$179,111
Total plan assets at end of year	2023-12-31	$2,655,856
Total plan assets at beginning of year	2023-12-31	$2,458,439
Value of fidelity bond covering the plan	2023-12-31	$275,000
Total contributions received or receivable from participants	2023-12-31	$61,999
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$332,872
Net income (gross income less expenses)	2023-12-31	$240,260
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,619,232
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,378,972
Assets. Value of real-estate (other than employer real property)	2023-12-31	$430,000
Total contributions received or receivable from employer(s)	2023-12-31	$24,500
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$79,467
Total plan liabilities at beginning of year	2022-12-31	$108,953
Total income from all sources	2022-12-31	$-168,541
Expenses. Total of all expenses incurred	2022-12-31	$4,432
Benefits paid (including direct rollovers)	2022-12-31	$4,432
Total plan assets at end of year	2022-12-31	$2,458,439
Total plan assets at beginning of year	2022-12-31	$2,660,898
Value of fidelity bond covering the plan	2022-12-31	$260,000
Total contributions received or receivable from participants	2022-12-31	$60,910
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-261,301
Net income (gross income less expenses)	2022-12-31	$-172,973
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,378,972
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,551,945
Assets. Value of real-estate (other than employer real property)	2022-12-31	$450,000
Total contributions received or receivable from employer(s)	2022-12-31	$31,850
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$108,953
Total plan liabilities at beginning of year	2021-12-31	$135,834
Total income from all sources	2021-12-31	$626,370
Expenses. Total of all expenses incurred	2021-12-31	$173,899
Benefits paid (including direct rollovers)	2021-12-31	$173,899
Total plan assets at end of year	2021-12-31	$2,660,898
Total plan assets at beginning of year	2021-12-31	$2,235,308
Value of fidelity bond covering the plan	2021-12-31	$260,000
Total contributions received or receivable from participants	2021-12-31	$56,088
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$545,876
Net income (gross income less expenses)	2021-12-31	$452,471
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,551,945
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,099,474
Assets. Value of real-estate (other than employer real property)	2021-12-31	$275,000
Total contributions received or receivable from employer(s)	2021-12-31	$24,406
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$135,834
Total plan liabilities at beginning of year	2020-12-31	$157,278
Total income from all sources	2020-12-31	$414,286
Expenses. Total of all expenses incurred	2020-12-31	$407,849
Benefits paid (including direct rollovers)	2020-12-31	$407,849
Total plan assets at end of year	2020-12-31	$2,235,308
Total plan assets at beginning of year	2020-12-31	$2,250,315
Value of fidelity bond covering the plan	2020-12-31	$210,000
Total contributions received or receivable from participants	2020-12-31	$55,960
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$2,404
Other income received	2020-12-31	$333,920
Net income (gross income less expenses)	2020-12-31	$6,437
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,099,474
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,093,037
Assets. Value of real-estate (other than employer real property)	2020-12-31	$325,000
Total contributions received or receivable from employer(s)	2020-12-31	$22,002
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$157,278
Total plan liabilities at beginning of year	2019-12-31	$173,783
Total income from all sources	2019-12-31	$780,209
Expenses. Total of all expenses incurred	2019-12-31	$56,065
Benefits paid (including direct rollovers)	2019-12-31	$41,671
Total plan assets at end of year	2019-12-31	$2,250,315
Total plan assets at beginning of year	2019-12-31	$1,542,676
Value of fidelity bond covering the plan	2019-12-31	$210,000
Total contributions received or receivable from participants	2019-12-31	$50,221
Contributions received from other sources (not participants or employers)	2019-12-31	$386,295
Other income received	2019-12-31	$331,489
Net income (gross income less expenses)	2019-12-31	$724,144
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,093,037
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,368,893
Assets. Value of real-estate (other than employer real property)	2019-12-31	$296,875
Total contributions received or receivable from employer(s)	2019-12-31	$12,204
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$14,394
2018 : PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$173,783
Total plan liabilities at beginning of year	2018-12-31	$199,246
Total income from all sources	2018-12-31	$25,039
Expenses. Total of all expenses incurred	2018-12-31	$17,748
Benefits paid (including direct rollovers)	2018-12-31	$6,214
Total plan assets at end of year	2018-12-31	$1,542,676
Total plan assets at beginning of year	2018-12-31	$1,560,848
Value of fidelity bond covering the plan	2018-12-31	$137,000
Total contributions received or receivable from participants	2018-12-31	$50,706
Other income received	2018-12-31	$-40,667
Net income (gross income less expenses)	2018-12-31	$7,291
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,368,893
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,361,602
Assets. Value of real-estate (other than employer real property)	2018-12-31	$275,000
Total contributions received or receivable from employer(s)	2018-12-31	$15,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$11,534
2017 : PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$199,246
Total plan liabilities at beginning of year	2017-12-31	$220,401
Total income from all sources	2017-12-31	$252,621
Expenses. Total of all expenses incurred	2017-12-31	$11,298
Benefits paid (including direct rollovers)	2017-12-31	$81
Total plan assets at end of year	2017-12-31	$1,560,848
Total plan assets at beginning of year	2017-12-31	$1,340,680
Value of fidelity bond covering the plan	2017-12-31	$137,000
Total contributions received or receivable from participants	2017-12-31	$48,961
Other income received	2017-12-31	$168,660
Net income (gross income less expenses)	2017-12-31	$241,323
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,361,602
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,120,279
Assets. Value of real-estate (other than employer real property)	2017-12-31	$300,000
Total contributions received or receivable from employer(s)	2017-12-31	$35,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$11,217
2016 : PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$220,401
Total plan liabilities at beginning of year	2016-12-31	$238,574
Total income from all sources	2016-12-31	$333,838
Expenses. Total of all expenses incurred	2016-12-31	$211,749
Benefits paid (including direct rollovers)	2016-12-31	$195,072
Total plan assets at end of year	2016-12-31	$1,340,680
Total plan assets at beginning of year	2016-12-31	$1,236,764
Value of fidelity bond covering the plan	2016-12-31	$113,000
Total contributions received or receivable from participants	2016-12-31	$52,831
Contributions received from other sources (not participants or employers)	2016-12-31	$20,000
Other income received	2016-12-31	$239,007
Net income (gross income less expenses)	2016-12-31	$122,089
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,120,279
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$998,190
Assets. Value of real-estate (other than employer real property)	2016-12-31	$300,000
Total contributions received or receivable from employer(s)	2016-12-31	$22,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,677
2015 : PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$238,574
Total plan liabilities at beginning of year	2015-12-31	$244,576
Total income from all sources	2015-12-31	$44,727
Expenses. Total of all expenses incurred	2015-12-31	$47,908
Benefits paid (including direct rollovers)	2015-12-31	$33,910
Total plan assets at end of year	2015-12-31	$1,236,764
Total plan assets at beginning of year	2015-12-31	$1,245,947
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$40,360
Other income received	2015-12-31	$-4,102
Net income (gross income less expenses)	2015-12-31	$-3,181
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$998,190
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,001,371
Assets. Value of real-estate (other than employer real property)	2015-12-31	$138,500
Total contributions received or receivable from employer(s)	2015-12-31	$8,469
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$13,998
2014 : PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$244,576
Total plan liabilities at beginning of year	2014-12-31	$254,068
Total income from all sources	2014-12-31	$187,394
Expenses. Total of all expenses incurred	2014-12-31	$8,709
Benefits paid (including direct rollovers)	2014-12-31	$8,709
Total plan assets at end of year	2014-12-31	$1,245,947
Total plan assets at beginning of year	2014-12-31	$1,076,754
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$46,599
Assets. Value of loans (other than to participants)	2014-12-31	$244,576
Noncash contributions received	2014-12-31	$73,756
Net income (gross income less expenses)	2014-12-31	$178,685
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,001,371
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$822,686
Assets. Value of real-estate (other than employer real property)	2014-12-31	$138,500
Total contributions received or receivable from employer(s)	2014-12-31	$67,039
2013 : PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$254,068
Total plan liabilities at beginning of year	2013-12-31	$248,525
Total income from all sources	2013-12-31	$190,701
Expenses. Total of all expenses incurred	2013-12-31	$8,564
Total plan assets at end of year	2013-12-31	$1,076,754
Total plan assets at beginning of year	2013-12-31	$889,074
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$44,759
Assets. Value of loans (other than to participants)	2013-12-31	$246,235
Expenses. Other expenses not covered elsewhere	2013-12-31	$8,564
Other income received	2013-12-31	$88,413
Net income (gross income less expenses)	2013-12-31	$182,137
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$822,686
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$640,549
Assets. Value of real-estate (other than employer real property)	2013-12-31	$138,500
Total contributions received or receivable from employer(s)	2013-12-31	$57,529
2012 : PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$248,525
Total plan liabilities at beginning of year	2012-12-31	$248,577
Total income from all sources	2012-12-31	$135,436
Expenses. Total of all expenses incurred	2012-12-31	$8,577
Total plan assets at end of year	2012-12-31	$889,074
Total plan assets at beginning of year	2012-12-31	$762,267
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$43,437
Assets. Value of loans (other than to participants)	2012-12-31	$248,525
Expenses. Other expenses not covered elsewhere	2012-12-31	$6,895
Other income received	2012-12-31	$79,089
Net income (gross income less expenses)	2012-12-31	$126,859
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$640,549
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$513,690
Assets. Value of real-estate (other than employer real property)	2012-12-31	$140,400
Total contributions received or receivable from employer(s)	2012-12-31	$12,910
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,682
2011 : PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$248,577
Total plan liabilities at beginning of year	2011-12-31	$248,662
Total income from all sources	2011-12-31	$117,633
Expenses. Total of all expenses incurred	2011-12-31	$86,451
Benefits paid (including direct rollovers)	2011-12-31	$77,845
Total plan assets at end of year	2011-12-31	$762,267
Total plan assets at beginning of year	2011-12-31	$731,170
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$42,757
Assets. Value of loans (other than to participants)	2011-12-31	$268,577
Expenses. Other expenses not covered elsewhere	2011-12-31	$8,606
Other income received	2011-12-31	$24,336
Net income (gross income less expenses)	2011-12-31	$31,182
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$513,690
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$482,508
Assets. Value of real-estate (other than employer real property)	2011-12-31	$122,000
Total contributions received or receivable from employer(s)	2011-12-31	$50,540
2010 : PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$248,662
Total plan liabilities at beginning of year	2010-12-31	$253,666
Total income from all sources	2010-12-31	$65,162
Expenses. Total of all expenses incurred	2010-12-31	$10,440
Benefits paid (including direct rollovers)	2010-12-31	$314
Total plan assets at end of year	2010-12-31	$731,170
Total plan assets at beginning of year	2010-12-31	$681,452
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$45,733
Assets. Value of loans (other than to participants)	2010-12-31	$248,662
Other income received	2010-12-31	$-33,999
Net income (gross income less expenses)	2010-12-31	$54,722
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$482,508
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$427,786
Assets. Value of real-estate (other than employer real property)	2010-12-31	$106,300
Total contributions received or receivable from employer(s)	2010-12-31	$53,428
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10,126

Form 5500 Responses for PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN

2023: PHILIP REGALA, M.D., P.L. 401(K) 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: PHILIP REGALA, M.D., P.L. 401(K) 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: PHILIP REGALA, M.D., P.L. 401(K) 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: PHILIP REGALA, M.D., P.L. 401(K) 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
2019: PHILIP REGALA, M.D., P.L. 401(K) 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: PHILIP REGALA, M.D., P.L. 401(K) 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
2017: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
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: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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
2009: PHILIP REGALA, M.D., P.L. 401(K) PROFIT SHARING PLAN 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:	PHILIP REGALA, M.D., P.L.
Employer identification number (EIN):	650754470
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)