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RONALD JOSEPH, M. D. PROFIT SHARING PLAN 401k Plan overview

Plan NameRONALD JOSEPH, M. D. PROFIT SHARING PLAN
Plan identification number 001

RONALD JOSEPH, M. D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

RONALD JOSEPH, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:RONALD JOSEPH, M.D., INC.
Employer identification number (EIN):942775691
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RONALD JOSEPH, M. D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-08-01SADIE POURFATHI
0012014-08-01SADIE POURFATHI
0012013-08-01
0012012-08-01RONALD JOSEPH, M.D.
0012011-08-01RONALD JOSEPH, M.D.
0012010-08-01RONALD JOSEPH, M.D.
0012009-08-01RONALD JOSEPH, M.D.

Plan Statistics for RONALD JOSEPH, M. D. PROFIT SHARING PLAN

401k plan membership statisitcs for RONALD JOSEPH, M. D. PROFIT SHARING PLAN

Measure Date Value
2015: RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-011
Total number of active participants reported on line 7a of the Form 55002015-08-011
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-011
Number of participants with account balances2015-08-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-010
2014: RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-011
Total number of active participants reported on line 7a of the Form 55002014-08-011
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-011
Number of participants with account balances2014-08-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-010
2013: RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-011
Total number of active participants reported on line 7a of the Form 55002013-08-011
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-010
Total of all active and inactive participants2013-08-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants2013-08-011
Number of participants with account balances2013-08-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-010
2012: RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-013
Total number of active participants reported on line 7a of the Form 55002012-08-011
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-010
Total of all active and inactive participants2012-08-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-010
Total participants2012-08-011
Number of participants with account balances2012-08-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-010
2011: RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-013
Total number of active participants reported on line 7a of the Form 55002011-08-011
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-012
Total of all active and inactive participants2011-08-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-013
Number of participants with account balances2011-08-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-010
2010: RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-08-013
Total number of active participants reported on line 7a of the Form 55002010-08-013
Number of retired or separated participants receiving benefits2010-08-010
Number of other retired or separated participants entitled to future benefits2010-08-010
Total of all active and inactive participants2010-08-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-08-010
Total participants2010-08-013
Number of participants with account balances2010-08-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-08-010
2009: RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-012
Total number of active participants reported on line 7a of the Form 55002009-08-013
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-010
Total of all active and inactive participants2009-08-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-013
Number of participants with account balances2009-08-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010

Financial Data on RONALD JOSEPH, M. D. PROFIT SHARING PLAN

Measure Date Value
2016 : RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-07-31$0
Total plan liabilities at end of year2016-07-31$0
Total plan liabilities at beginning of year2016-07-31$0
Total income from all sources2016-07-31$34,060
Expenses. Total of all expenses incurred2016-07-31$90,401
Benefits paid (including direct rollovers)2016-07-31$68,660
Total plan assets at end of year2016-07-31$1,538,915
Total plan assets at beginning of year2016-07-31$1,595,256
Total contributions received or receivable from participants2016-07-31$0
Expenses. Other expenses not covered elsewhere2016-07-31$0
Contributions received from other sources (not participants or employers)2016-07-31$0
Other income received2016-07-31$34,060
Noncash contributions received2016-07-31$0
Net income (gross income less expenses)2016-07-31$-56,341
Net plan assets at end of year (total assets less liabilities)2016-07-31$1,538,915
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$1,595,256
Assets. Value of assets in partnership/joint-venture interests2016-07-31$0
Total contributions received or receivable from employer(s)2016-07-31$0
Value of certain deemed distributions of participant loans2016-07-31$0
Value of corrective distributions2016-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-07-31$21,741
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
2015 : RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-07-31$0
Total plan liabilities at beginning of year2015-07-31$0
Total income from all sources2015-07-31$46,095
Expenses. Total of all expenses incurred2015-07-31$84,953
Benefits paid (including direct rollovers)2015-07-31$61,614
Total plan assets at end of year2015-07-31$1,595,256
Total plan assets at beginning of year2015-07-31$1,634,114
Total contributions received or receivable from participants2015-07-31$0
Expenses. Other expenses not covered elsewhere2015-07-31$0
Contributions received from other sources (not participants or employers)2015-07-31$0
Other income received2015-07-31$46,095
Noncash contributions received2015-07-31$0
Net income (gross income less expenses)2015-07-31$-38,858
Net plan assets at end of year (total assets less liabilities)2015-07-31$1,595,256
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$1,634,114
Assets. Value of assets in partnership/joint-venture interests2015-07-31$0
Total contributions received or receivable from employer(s)2015-07-31$0
Value of certain deemed distributions of participant loans2015-07-31$0
Value of corrective distributions2015-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-07-31$23,339
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
2014 : RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-07-31$0
Total plan liabilities at end of year2014-07-31$0
Total plan liabilities at beginning of year2014-07-31$0
Total income from all sources2014-07-31$189,358
Expenses. Total of all expenses incurred2014-07-31$77,122
Benefits paid (including direct rollovers)2014-07-31$54,514
Total plan assets at end of year2014-07-31$1,634,114
Total plan assets at beginning of year2014-07-31$1,521,878
Total contributions received or receivable from participants2014-07-31$0
Expenses. Other expenses not covered elsewhere2014-07-31$0
Contributions received from other sources (not participants or employers)2014-07-31$0
Other income received2014-07-31$189,358
Noncash contributions received2014-07-31$0
Net income (gross income less expenses)2014-07-31$112,236
Net plan assets at end of year (total assets less liabilities)2014-07-31$1,634,114
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$1,521,878
Assets. Value of assets in partnership/joint-venture interests2014-07-31$0
Total contributions received or receivable from employer(s)2014-07-31$0
Value of certain deemed distributions of participant loans2014-07-31$0
Value of corrective distributions2014-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-07-31$22,608
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
2013 : RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-07-31$0
Total plan liabilities at end of year2013-07-31$0
Total plan liabilities at beginning of year2013-07-31$0
Total income from all sources2013-07-31$200,532
Expenses. Total of all expenses incurred2013-07-31$206,353
Benefits paid (including direct rollovers)2013-07-31$186,365
Total plan assets at end of year2013-07-31$1,521,878
Total plan assets at beginning of year2013-07-31$1,527,699
Value of fidelity bond covering the plan2013-07-31$100,000
Total contributions received or receivable from participants2013-07-31$0
Expenses. Other expenses not covered elsewhere2013-07-31$0
Contributions received from other sources (not participants or employers)2013-07-31$0
Other income received2013-07-31$200,532
Noncash contributions received2013-07-31$0
Net income (gross income less expenses)2013-07-31$-5,821
Net plan assets at end of year (total assets less liabilities)2013-07-31$1,521,878
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$1,527,699
Assets. Value of assets in partnership/joint-venture interests2013-07-31$0
Total contributions received or receivable from employer(s)2013-07-31$0
Value of certain deemed distributions of participant loans2013-07-31$0
Value of corrective distributions2013-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-07-31$19,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
2012 : RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-07-31$0
Total plan liabilities at end of year2012-07-31$0
Total plan liabilities at beginning of year2012-07-31$0
Total income from all sources2012-07-31$-26,983
Expenses. Total of all expenses incurred2012-07-31$18,273
Benefits paid (including direct rollovers)2012-07-31$0
Total plan assets at end of year2012-07-31$1,527,699
Total plan assets at beginning of year2012-07-31$1,572,955
Value of fidelity bond covering the plan2012-07-31$100,000
Total contributions received or receivable from participants2012-07-31$0
Expenses. Other expenses not covered elsewhere2012-07-31$300
Contributions received from other sources (not participants or employers)2012-07-31$0
Other income received2012-07-31$-64,829
Noncash contributions received2012-07-31$0
Net income (gross income less expenses)2012-07-31$-45,256
Net plan assets at end of year (total assets less liabilities)2012-07-31$1,527,699
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$1,572,955
Assets. Value of assets in partnership/joint-venture interests2012-07-31$0
Total contributions received or receivable from employer(s)2012-07-31$37,846
Value of certain deemed distributions of participant loans2012-07-31$0
Value of corrective distributions2012-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-07-31$17,973
2011 : RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-07-31$0
Total plan liabilities at end of year2011-07-31$0
Total plan liabilities at beginning of year2011-07-31$0
Total income from all sources2011-07-31$258,912
Expenses. Total of all expenses incurred2011-07-31$19,653
Benefits paid (including direct rollovers)2011-07-31$0
Total plan assets at end of year2011-07-31$1,572,955
Total plan assets at beginning of year2011-07-31$1,333,696
Value of fidelity bond covering the plan2011-07-31$100,000
Total contributions received or receivable from participants2011-07-31$0
Assets. Value of loans (other than to participants)2011-07-31$0
Expenses. Other expenses not covered elsewhere2011-07-31$951
Contributions received from other sources (not participants or employers)2011-07-31$0
Other income received2011-07-31$220,612
Noncash contributions received2011-07-31$0
Net income (gross income less expenses)2011-07-31$239,259
Net plan assets at end of year (total assets less liabilities)2011-07-31$1,572,955
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$1,333,696
Assets. Value of assets in partnership/joint-venture interests2011-07-31$0
Total contributions received or receivable from employer(s)2011-07-31$38,300
Value of certain deemed distributions of participant loans2011-07-31$0
Value of corrective distributions2011-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-07-31$18,702

Form 5500 Responses for RONALD JOSEPH, M. D. PROFIT SHARING PLAN

2015: RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2010: RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Submission has been amendedNo
2010-08-01This submission is the final filingNo
2010-08-01This return/report is a short plan year return/report (less than 12 months)No
2010-08-01Plan is a collectively bargained planNo
2010-08-01Plan funding arrangement – TrustYes
2010-08-01Plan benefit arrangement - TrustYes
2009: RONALD JOSEPH, M. D. PROFIT SHARING PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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