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STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN
Plan identification number 002

STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. has sponsored the creation of one or more 401k plans.

Company Name:STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP.
Employer identification number (EIN):953548237
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01STEVEN WEINSTEIN
0022016-01-01STEVEN WEINSTEIN STEVEN WEINSTEIN2017-07-25
0022015-01-01STEVEN WEINSTEIN
0022014-01-01STEVEN WEINSTEIN
0022013-01-01STEVEN WEINSTEIN
0022012-01-01STEVEN WEINSTEIN
0022011-01-01STEVEN WEINSTEIN
0022010-01-01STEVEN WEINSTEIN
0022009-01-01STEVEN WEINSTEIN

Plan Statistics for STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN

401k plan membership statisitcs for STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN

Measure Date Value
2017: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0112
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115
Number of participants with account balances2015-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0115
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0113
Number of participants with account balances2013-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0114
Number of participants with account balances2012-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0116
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0116
Total number of active participants reported on line 7a of the Form 55002010-01-0115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0115
Number of participants with account balances2010-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0118
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0116
Number of participants with account balances2009-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN

Measure Date Value
2017 : STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$544,447
Expenses. Total of all expenses incurred2017-12-31$5,698,991
Benefits paid (including direct rollovers)2017-12-31$5,698,710
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$5,154,544
Value of fidelity bond covering the plan2017-12-31$915,000
Other income received2017-12-31$544,447
Net income (gross income less expenses)2017-12-31$-5,154,544
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,154,544
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$281
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$489,005
Expenses. Total of all expenses incurred2016-12-31$305,592
Benefits paid (including direct rollovers)2016-12-31$296,124
Total plan assets at end of year2016-12-31$5,154,544
Total plan assets at beginning of year2016-12-31$4,971,131
Value of fidelity bond covering the plan2016-12-31$915,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$453,834
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$183,413
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,154,544
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,971,131
Assets. Value of assets in partnership/joint-venture interests2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$35,171
Value of certain deemed distributions of participant loans2016-12-31$9,468
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$62,510
Expenses. Total of all expenses incurred2015-12-31$29,375
Benefits paid (including direct rollovers)2015-12-31$29,375
Total plan assets at end of year2015-12-31$4,971,131
Total plan assets at beginning of year2015-12-31$4,937,996
Value of fidelity bond covering the plan2015-12-31$915,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-5,645
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$33,135
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,971,131
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,937,996
Assets. Value of assets in partnership/joint-venture interests2015-12-31$660,413
Total contributions received or receivable from employer(s)2015-12-31$68,155
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$20,140
Total income from all sources2014-12-31$348,007
Expenses. Total of all expenses incurred2014-12-31$61,664
Benefits paid (including direct rollovers)2014-12-31$61,664
Total plan assets at end of year2014-12-31$4,937,996
Total plan assets at beginning of year2014-12-31$4,671,793
Value of fidelity bond covering the plan2014-12-31$915,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$297,373
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$286,343
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,937,996
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,651,653
Assets. Value of assets in partnership/joint-venture interests2014-12-31$695,717
Total contributions received or receivable from employer(s)2014-12-31$50,634
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 securities2014-12-31$0
2013 : STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$475,473
Expenses. Total of all expenses incurred2013-12-31$137,407
Benefits paid (including direct rollovers)2013-12-31$137,341
Total plan assets at end of year2013-12-31$4,651,653
Total plan assets at beginning of year2013-12-31$4,313,587
Value of fidelity bond covering the plan2013-12-31$915,000
Other income received2013-12-31$420,680
Net income (gross income less expenses)2013-12-31$338,066
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,651,653
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,313,587
Assets. Value of assets in partnership/joint-venture interests2013-12-31$647,686
Total contributions received or receivable from employer(s)2013-12-31$54,793
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$66
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$379,345
Expenses. Total of all expenses incurred2012-12-31$6,599
Benefits paid (including direct rollovers)2012-12-31$6,582
Total plan assets at end of year2012-12-31$4,313,587
Total plan assets at beginning of year2012-12-31$3,940,841
Value of fidelity bond covering the plan2012-12-31$915,000
Other income received2012-12-31$325,522
Net income (gross income less expenses)2012-12-31$372,746
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,313,587
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,940,841
Assets. Value of assets in partnership/joint-venture interests2012-12-31$540,295
Total contributions received or receivable from employer(s)2012-12-31$53,823
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$17
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$4,860
Total income from all sources2011-12-31$88,530
Expenses. Total of all expenses incurred2011-12-31$37,811
Benefits paid (including direct rollovers)2011-12-31$37,545
Total plan assets at end of year2011-12-31$3,940,841
Total plan assets at beginning of year2011-12-31$3,894,982
Value of fidelity bond covering the plan2011-12-31$915,000
Assets. Value of loans (other than to participants)2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$205
Other income received2011-12-31$32,378
Net income (gross income less expenses)2011-12-31$50,719
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,940,841
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,890,122
Assets. Value of assets in partnership/joint-venture interests2011-12-31$499,403
Total contributions received or receivable from employer(s)2011-12-31$56,152
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$61
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$4,860
Total plan liabilities at beginning of year2010-12-31$4,500
Total income from all sources2010-12-31$390,291
Expenses. Total of all expenses incurred2010-12-31$40,851
Benefits paid (including direct rollovers)2010-12-31$39,550
Total plan assets at end of year2010-12-31$3,894,982
Total plan assets at beginning of year2010-12-31$3,545,182
Value of fidelity bond covering the plan2010-12-31$500,000
Assets. Value of loans (other than to participants)2010-12-31$400,000
Expenses. Other expenses not covered elsewhere2010-12-31$305
Other income received2010-12-31$296,442
Net income (gross income less expenses)2010-12-31$349,440
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,890,122
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,540,682
Assets. Value of assets in partnership/joint-venture interests2010-12-31$513,583
Total contributions received or receivable from employer(s)2010-12-31$93,849
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$996
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN

2017: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEVEN F. WEINSTEIN, M.D., A PROFESSIONAL CORP. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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