401k Plan data: RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN plan

RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN 401k Plan overview

Plan Name	RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN
Plan identification number	002

RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN 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
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

RICHARD A. ZOUMALAN, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD A. ZOUMALAN, M.D., INC.

Employer identification number (EIN): 800760168

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 RICHARD ZOUMALAN 2024-09-30 RICHARD ZOUMALAN 2024-09-30
002 2022-01-01 RICHARD ZOUMALAN 2023-10-03 RICHARD ZOUMALAN 2023-10-03
002 2021-01-01 RICHARD A. ZOUMALAN 2022-10-15 RICHARD A. ZOUMALAN 2022-10-15
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 RICHARD ZOUMALAN 2018-09-27 RICHARD ZOUMALAN 2018-09-27
002 2016-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	RICHARD ZOUMALAN	2024-09-30	RICHARD ZOUMALAN	2024-09-30
002	2022-01-01	RICHARD ZOUMALAN	2023-10-03	RICHARD ZOUMALAN	2023-10-03
002	2021-01-01	RICHARD A. ZOUMALAN	2022-10-15	RICHARD A. ZOUMALAN	2022-10-15
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	RICHARD ZOUMALAN	2018-09-27	RICHARD ZOUMALAN	2018-09-27
002	2016-01-01

Plan Statistics for RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN

401k plan membership statisitcs for RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN

Measure Date Value
2021: RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
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 5
Total of all active and inactive participants 2021-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN 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 4
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
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 3
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 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2021: RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
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	5
Total of all active and inactive participants	2021-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN 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	4
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
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	3
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	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN

Measure	Date	Value
2021 : RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$73,255
Expenses. Total of all expenses incurred	2021-12-31	$1,866
Total plan assets at end of year	2021-12-31	$357,798
Total plan assets at beginning of year	2021-12-31	$286,409
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$20,800
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	$12,610
Net income (gross income less expenses)	2021-12-31	$71,389
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$357,798
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$286,409
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$39,845
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$1,866
2020 : RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$59,883
Expenses. Total of all expenses incurred	2020-12-31	$4,345
Benefits paid (including direct rollovers)	2020-12-31	$3,027
Total plan assets at end of year	2020-12-31	$286,409
Total plan assets at beginning of year	2020-12-31	$230,871
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$21,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$1,318
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$10,727
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$55,538
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$286,409
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$230,871
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$68,128
Total contributions received or receivable from employer(s)	2020-12-31	$28,156
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$59,264
Expenses. Total of all expenses incurred	2019-12-31	$1,109
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$230,871
Total plan assets at beginning of year	2019-12-31	$172,716
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$22,457
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$16,572
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$58,155
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$230,871
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$172,716
Assets. Value of participant loans	2019-12-31	$2,830
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$55,000
Total contributions received or receivable from employer(s)	2019-12-31	$20,235
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,109
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$41,248
Expenses. Total of all expenses incurred	2018-12-31	$2,152
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$172,716
Total plan assets at beginning of year	2018-12-31	$133,620
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$21,250
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-2,917
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$39,096
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$172,716
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$133,620
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$50,000
Total contributions received or receivable from employer(s)	2018-12-31	$22,915
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,152
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0

Form 5500 Responses for RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN PROFIT SHARING PLAN

2021: RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN 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: RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN 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: RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN 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: RICHARD A. ZOUMALAN, M.D., INC. 401(K) PLAN 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

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Company Name:	RICHARD A. ZOUMALAN, M.D., INC.
Employer identification number (EIN):	800760168
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)