401k Plan data: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 plan

ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 401k Plan overview

Plan Name	ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2
Plan identification number	003

ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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
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

ROBERT H. JOCHIM, M.D., LTD. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT H. JOCHIM, M.D., LTD.

Employer identification number (EIN): 860308073

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01 ROBERT H JOCHIM MD 2023-06-20
003 2021-01-01 ROBERT H JOCHIM MD 2022-06-08
003 2020-01-01 ROBERT H JOCHIM MD 2021-09-20
003 2019-01-01 ROBERT H JOCHIM MD 2020-10-08
003 2019-01-01 ROBERT H JOCHIM MD 2020-11-02
003 2018-01-01 ROBERT H JOCHIM MD 2019-09-11
003 2018-01-01 ROBERT H JOCHIM MD 2020-11-02
003 2017-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 ROBERT JOCHIM
003 2013-01-01 ROBERT JOCHIM
003 2012-01-01 ROBERT JOCHIM
003 2011-01-01 ROBERT JOCHIM
003 2009-01-01 ROBERT JOCHIM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01
003	2022-01-01	ROBERT H JOCHIM MD	2023-06-20
003	2021-01-01	ROBERT H JOCHIM MD	2022-06-08
003	2020-01-01	ROBERT H JOCHIM MD	2021-09-20
003	2019-01-01	ROBERT H JOCHIM MD	2020-10-08
003	2019-01-01	ROBERT H JOCHIM MD	2020-11-02
003	2018-01-01	ROBERT H JOCHIM MD	2019-09-11
003	2018-01-01	ROBERT H JOCHIM MD	2020-11-02
003	2017-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	ROBERT JOCHIM
003	2013-01-01	ROBERT JOCHIM
003	2012-01-01	ROBERT JOCHIM
003	2011-01-01	ROBERT JOCHIM
003	2009-01-01	ROBERT JOCHIM

Plan Statistics for ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2

401k plan membership statisitcs for ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2

Measure Date Value
2022: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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 0
Number of retired or separated participants receiving benefits 2021-01-01 2
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
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 0
2020: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
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 2
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 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
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 0
2018: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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 7
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 2
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 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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 5
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 2
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 2
2016: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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 6
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
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 1
2014: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
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 0
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 1
2013: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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 1
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
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 1
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 0
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
2022: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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	0
Number of retired or separated participants receiving benefits	2021-01-01	2
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
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	0
2020: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
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	2
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	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
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	0
2018: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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	7
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	2
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	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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	5
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	2
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	2
2016: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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	6
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
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	1
2014: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
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	0
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	1
2013: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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	1
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
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	1
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	0
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 ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2

Measure	Date	Value
2022 : ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2022 401k financial data
Total income from all sources	2022-12-31	$-4,628
Expenses. Total of all expenses incurred	2022-12-31	$223,007
Benefits paid (including direct rollovers)	2022-12-31	$219,967
Total plan assets at end of year	2022-12-31	$285,725
Total plan assets at beginning of year	2022-12-31	$513,360
Value of fidelity bond covering the plan	2022-12-31	$276,221
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$3,040
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-4,628
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-227,635
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$285,725
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$513,360
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$12,166
Expenses. Total of all expenses incurred	2021-12-31	$20,009
Benefits paid (including direct rollovers)	2021-12-31	$18,619
Total plan assets at end of year	2021-12-31	$513,360
Total plan assets at beginning of year	2021-12-31	$521,203
Value of fidelity bond covering the plan	2021-12-31	$553,000
Assets. Value of tangible personal property	2021-12-31	$250,650
Expenses. Other expenses not covered elsewhere	2021-12-31	$1,390
Other income received	2021-12-31	$12,166
Net income (gross income less expenses)	2021-12-31	$-7,843
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$513,360
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$521,203
2020 : ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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	$-31,891
Expenses. Total of all expenses incurred	2020-12-31	$16,585
Benefits paid (including direct rollovers)	2020-12-31	$16,555
Total plan assets at end of year	2020-12-31	$521,203
Total plan assets at beginning of year	2020-12-31	$569,679
Value of fidelity bond covering the plan	2020-12-31	$553,000
Assets. Value of tangible personal property	2020-12-31	$254,250
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$30
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$-31,891
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-48,476
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$521,203
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$569,679
Total contributions received or receivable from employer(s)	2020-12-31	$0
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
2019 : ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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	$25,430
Expenses. Total of all expenses incurred	2019-12-31	$18,507
Benefits paid (including direct rollovers)	2019-12-31	$16,992
Total plan assets at end of year	2019-12-31	$569,679
Total plan assets at beginning of year	2019-12-31	$562,756
Value of fidelity bond covering the plan	2019-12-31	$553,000
Assets. Value of tangible personal property	2019-12-31	$312,050
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$1,485
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$25,430
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$6,923
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$569,679
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$562,756
Total contributions received or receivable from employer(s)	2019-12-31	$0
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	$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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	$21,615
Total income from all sources	2018-12-31	$-43,907
Expenses. Total of all expenses incurred	2018-12-31	$19,476
Benefits paid (including direct rollovers)	2018-12-31	$19,446
Total plan assets at end of year	2018-12-31	$485,042
Total plan assets at beginning of year	2018-12-31	$570,040
Value of fidelity bond covering the plan	2018-12-31	$553,000
Assets. Value of tangible personal property	2018-12-31	$327,400
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$30
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-43,907
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-63,383
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$485,042
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$548,425
Total contributions received or receivable from employer(s)	2018-12-31	$0
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$21,615
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$-10,956
Expenses. Total of all expenses incurred	2017-12-31	$21,614
Benefits paid (including direct rollovers)	2017-12-31	$21,614
Total plan assets at end of year	2017-12-31	$570,040
Total plan assets at beginning of year	2017-12-31	$580,995
Value of fidelity bond covering the plan	2017-12-31	$553,000
Assets. Value of tangible personal property	2017-12-31	$360,300
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$-10,956
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-32,570
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$548,425
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$580,995
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2016 401k financial data
Total income from all sources	2016-12-31	$-104,231
Expenses. Total of all expenses incurred	2016-12-31	$27,209
Benefits paid (including direct rollovers)	2016-12-31	$27,206
Total plan assets at end of year	2016-12-31	$580,995
Total plan assets at beginning of year	2016-12-31	$712,435
Value of fidelity bond covering the plan	2016-12-31	$553,000
Assets. Value of tangible personal property	2016-12-31	$394,600
Expenses. Other expenses not covered elsewhere	2016-12-31	$3
Other income received	2016-12-31	$-111,731
Net income (gross income less expenses)	2016-12-31	$-131,440
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$580,995
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$712,435
Assets. Value of participant loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$7,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-4,494
Expenses. Total of all expenses incurred	2015-12-31	$27,485
Benefits paid (including direct rollovers)	2015-12-31	$27,485
Total plan assets at end of year	2015-12-31	$712,435
Total plan assets at beginning of year	2015-12-31	$744,414
Value of fidelity bond covering the plan	2015-12-31	$553,000
Assets. Value of tangible personal property	2015-12-31	$527,300
Other income received	2015-12-31	$-4,494
Net income (gross income less expenses)	2015-12-31	$-31,979
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$712,435
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$744,414
Assets. Value of participant loans	2015-12-31	$10,457
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$854
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$26,249
Total income from all sources	2014-12-31	$26,193
Expenses. Total of all expenses incurred	2014-12-31	$27,178
Benefits paid (including direct rollovers)	2014-12-31	$27,178
Total plan assets at end of year	2014-12-31	$744,414
Total plan assets at beginning of year	2014-12-31	$771,648
Value of fidelity bond covering the plan	2014-12-31	$553,000
Assets. Value of tangible personal property	2014-12-31	$527,300
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$18,693
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-985
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$744,414
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$745,399
Assets. Value of participant loans	2014-12-31	$20,889
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$1,282
Total contributions received or receivable from employer(s)	2014-12-31	$7,500
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$26,249
Total plan liabilities at beginning of year	2013-12-31	$50
Total income from all sources	2013-12-31	$22,306
Expenses. Total of all expenses incurred	2013-12-31	$53,139
Benefits paid (including direct rollovers)	2013-12-31	$51,739
Total plan assets at end of year	2013-12-31	$771,648
Total plan assets at beginning of year	2013-12-31	$776,282
Value of fidelity bond covering the plan	2013-12-31	$553,000
Assets. Value of tangible personal property	2013-12-31	$527,300
Other income received	2013-12-31	$12,306
Net income (gross income less expenses)	2013-12-31	$-30,833
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$745,399
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$776,232
Assets. Value of participant loans	2013-12-31	$31,264
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$2,563
Total contributions received or receivable from employer(s)	2013-12-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,400
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$50
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$38,072
Expenses. Total of all expenses incurred	2012-12-31	$26,269
Benefits paid (including direct rollovers)	2012-12-31	$26,119
Total plan assets at end of year	2012-12-31	$776,282
Total plan assets at beginning of year	2012-12-31	$764,429
Value of fidelity bond covering the plan	2012-12-31	$553,000
Assets. Value of tangible personal property	2012-12-31	$526,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$150
Other income received	2012-12-31	$28,072
Net income (gross income less expenses)	2012-12-31	$11,803
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$776,232
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$764,429
Assets. Value of participant loans	2012-12-31	$40,831
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$401
Total contributions received or receivable from employer(s)	2012-12-31	$10,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$10,765
Expenses. Total of all expenses incurred	2011-12-31	$26,561
Benefits paid (including direct rollovers)	2011-12-31	$26,561
Total plan assets at end of year	2011-12-31	$764,429
Total plan assets at beginning of year	2011-12-31	$780,225
Value of fidelity bond covering the plan	2011-12-31	$553,000
Assets. Value of tangible personal property	2011-12-31	$517,000
Other income received	2011-12-31	$10,765
Net income (gross income less expenses)	2011-12-31	$-15,796
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$764,429
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$780,225
Assets. Value of participant loans	2011-12-31	$555
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$723
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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	$19,471
Expenses. Total of all expenses incurred	2010-12-31	$25,466
Benefits paid (including direct rollovers)	2010-12-31	$25,316
Total plan assets at end of year	2010-12-31	$780,225
Total plan assets at beginning of year	2010-12-31	$786,220
Value of fidelity bond covering the plan	2010-12-31	$550,000
Assets. Value of tangible personal property	2010-12-31	$527,000
Other income received	2010-12-31	$9,471
Net income (gross income less expenses)	2010-12-31	$-5,995
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$780,225
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$786,220
Assets. Value of participant loans	2010-12-31	$1,553
Total contributions received or receivable from employer(s)	2010-12-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2

2022: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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: ROBERT H. JOCHIM, M.D., LTD. PROFIT SHARING PLAN 2 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:	ROBERT H. JOCHIM, M.D., LTD.
Employer identification number (EIN):	860308073
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)