401k Plan data: DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA plan

DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA 401k Plan overview

Plan Name	DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA
Plan identification number	001

DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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(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.

401k Sponsoring company profile

RONALD D SHERBERT DO PA has sponsored the creation of one or more 401k plans.

Company Name: RONALD D SHERBERT DO PA

Employer identification number (EIN): 751680906

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 RONALD SHERBERT 2018-10-16
001 2016-01-01 RONALD SHERBERT 2019-01-29
001 2015-01-01 SHAWN COWGILL 2016-04-02
001 2014-01-01 SHAWN COWGILL 2015-03-25
001 2013-01-01 SHAWN COWGILL
001 2012-01-01 SHAWN COWGILL
001 2011-01-01 LIN KATES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	RONALD SHERBERT	2018-10-16
001	2016-01-01	RONALD SHERBERT	2019-01-29
001	2015-01-01	SHAWN COWGILL	2016-04-02
001	2014-01-01	SHAWN COWGILL	2015-03-25
001	2013-01-01	SHAWN COWGILL
001	2012-01-01	SHAWN COWGILL
001	2011-01-01	LIN KATES

Plan Statistics for DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA

401k plan membership statisitcs for DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA

Measure Date Value
2013: DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA 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 1
Total of all active and inactive participants 2013-01-01 8
Total participants 2013-01-01 8
2012: DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
2011: DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7

Measure	Date	Value
2013: DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA 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	1
Total of all active and inactive participants	2013-01-01	8
Total participants	2013-01-01	8
2012: DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
2011: DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7

Financial Data on DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA

Measure	Date	Value
2013 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$250
Total income from all sources	2013-12-31	$582,126
Expenses. Total of all expenses incurred	2013-12-31	$29,333
Benefits paid (including direct rollovers)	2013-12-31	$29,283
Total plan assets at end of year	2013-12-31	$2,998,317
Total plan assets at beginning of year	2013-12-31	$2,445,274
Expenses. Other expenses not covered elsewhere	2013-12-31	$50
Other income received	2013-12-31	$533,837
Net income (gross income less expenses)	2013-12-31	$552,793
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,998,067
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,445,274
Total contributions received or receivable from employer(s)	2013-12-31	$48,289
2012 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total income from all sources	2012-12-31	$258,589
Expenses. Total of all expenses incurred	2012-12-31	$99
Total plan assets at end of year	2012-12-31	$2,445,274
Total plan assets at beginning of year	2012-12-31	$2,186,784
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$99
Other income received	2012-12-31	$209,429
Net income (gross income less expenses)	2012-12-31	$258,490
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,445,274
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,186,784
Total contributions received or receivable from employer(s)	2012-12-31	$49,160
2011 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA 2011 401k financial data
Total income from all sources	2011-12-31	$-12,337
Expenses. Total of all expenses incurred	2011-12-31	$377
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,186,784
Total plan assets at beginning of year	2011-12-31	$2,199,498
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$377
Other income received	2011-12-31	$-59,767
Net income (gross income less expenses)	2011-12-31	$-12,714
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,186,784
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,199,498
Total contributions received or receivable from employer(s)	2011-12-31	$47,430
2010 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA 2010 401k financial data
Total income from all sources	2010-12-31	$349,718
Expenses. Total of all expenses incurred	2010-12-31	$71
Total plan assets at end of year	2010-12-31	$2,199,498
Total plan assets at beginning of year	2010-12-31	$1,849,851
Expenses. Other expenses not covered elsewhere	2010-12-31	$71
Other income received	2010-12-31	$302,730
Net income (gross income less expenses)	2010-12-31	$349,647
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,199,498
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,849,851
Total contributions received or receivable from employer(s)	2010-12-31	$46,988

Form 5500 Responses for DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA

2013: DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DEFINED CONTRIBUTION RETIREMENT PLAN FOR EMPLOYEES OF RONALD D SHERBERT DO PA 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

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Company Name:	RONALD D SHERBERT DO PA
Employer identification number (EIN):	751680906
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)