401k Plan data: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN plan

JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
Plan identification number	001

JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION

Employer identification number (EIN): 953668715

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-09-01
001 2021-09-01
001 2020-09-01
001 2019-09-01 JOEL D. EPSTEIN 2021-06-11
001 2018-09-01 JOEL D. EPSTEIN 2020-07-15
001 2018-09-01 JOEL D. EPSTEIN 2020-10-29
001 2017-09-01 JOEL D. EPSTEIN 2019-06-17
001 2016-09-01
001 2015-09-01
001 2014-09-01
001 2014-09-01
001 2013-09-01
001 2012-09-01 JOEL D. EPSTEIN
001 2011-09-01 JOEL D. EPSTEIN
001 2010-09-01 JOEL D. EPSTEIN

Plan Statistics for JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

401k plan membership statisitcs for JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

Measure Date Value
2019: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 14
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 14
Number of retired or separated participants receiving benefits 2019-09-01 0
Number of other retired or separated participants entitled to future benefits 2019-09-01 0
Total of all active and inactive participants 2019-09-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-09-01 0
Total participants 2019-09-01 14
Number of participants with account balances 2019-09-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 0
2018: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 14
Number of retired or separated participants receiving benefits 2018-09-01 0
Number of other retired or separated participants entitled to future benefits 2018-09-01 0
Total of all active and inactive participants 2018-09-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-09-01 0
Total participants 2018-09-01 14
Number of participants with account balances 2018-09-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-09-01 0
2017: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 14
Number of retired or separated participants receiving benefits 2017-09-01 0
Number of other retired or separated participants entitled to future benefits 2017-09-01 0
Total of all active and inactive participants 2017-09-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 14
Number of participants with account balances 2017-09-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
2016: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 15
Number of retired or separated participants receiving benefits 2016-09-01 0
Total of all active and inactive participants 2016-09-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 15
Number of participants with account balances 2016-09-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 14
Number of retired or separated participants receiving benefits 2015-09-01 0
Number of other retired or separated participants entitled to future benefits 2015-09-01 1
Total of all active and inactive participants 2015-09-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 15
Number of participants with account balances 2015-09-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0
2014: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 13
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 2
Total of all active and inactive participants 2014-09-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 15
Number of participants with account balances 2014-09-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 13
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 2
Total of all active and inactive participants 2013-09-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 15
Number of participants with account balances 2013-09-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 13
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 2
Total of all active and inactive participants 2012-09-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 15
Number of participants with account balances 2012-09-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 13
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 1
Total of all active and inactive participants 2011-09-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 14
Number of participants with account balances 2011-09-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2010: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 12
Number of retired or separated participants receiving benefits 2010-09-01 0
Number of other retired or separated participants entitled to future benefits 2010-09-01 1
Total of all active and inactive participants 2010-09-01 13
Total participants 2010-09-01 13
Number of participants with account balances 2010-09-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 0

Measure	Date	Value
2019: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	14
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	14
Number of retired or separated participants receiving benefits	2019-09-01	0
Number of other retired or separated participants entitled to future benefits	2019-09-01	0
Total of all active and inactive participants	2019-09-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-09-01	0
Total participants	2019-09-01	14
Number of participants with account balances	2019-09-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	0
2018: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	14
Number of retired or separated participants receiving benefits	2018-09-01	0
Number of other retired or separated participants entitled to future benefits	2018-09-01	0
Total of all active and inactive participants	2018-09-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-09-01	0
Total participants	2018-09-01	14
Number of participants with account balances	2018-09-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-09-01	0
2017: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	14
Number of retired or separated participants receiving benefits	2017-09-01	0
Number of other retired or separated participants entitled to future benefits	2017-09-01	0
Total of all active and inactive participants	2017-09-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	14
Number of participants with account balances	2017-09-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
2016: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	15
Number of retired or separated participants receiving benefits	2016-09-01	0
Total of all active and inactive participants	2016-09-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	15
Number of participants with account balances	2016-09-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	14
Number of retired or separated participants receiving benefits	2015-09-01	0
Number of other retired or separated participants entitled to future benefits	2015-09-01	1
Total of all active and inactive participants	2015-09-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	15
Number of participants with account balances	2015-09-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0
2014: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	13
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	2
Total of all active and inactive participants	2014-09-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	15
Number of participants with account balances	2014-09-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	13
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	2
Total of all active and inactive participants	2013-09-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	15
Number of participants with account balances	2013-09-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	13
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	2
Total of all active and inactive participants	2012-09-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	15
Number of participants with account balances	2012-09-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	13
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	1
Total of all active and inactive participants	2011-09-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	14
Number of participants with account balances	2011-09-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2010: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	12
Number of retired or separated participants receiving benefits	2010-09-01	0
Number of other retired or separated participants entitled to future benefits	2010-09-01	1
Total of all active and inactive participants	2010-09-01	13
Total participants	2010-09-01	13
Number of participants with account balances	2010-09-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	0

Financial Data on JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

Measure	Date	Value
2020 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-08-31	$0
Total plan liabilities at beginning of year	2020-08-31	$0
Total income from all sources	2020-08-31	$1,834
Total plan assets at end of year	2020-08-31	$154,958
Total plan assets at beginning of year	2020-08-31	$153,124
Other income received	2020-08-31	$1,834
Net income (gross income less expenses)	2020-08-31	$1,834
Net plan assets at end of year (total assets less liabilities)	2020-08-31	$154,958
Net plan assets at beginning of year (total assets less liabilities)	2020-08-31	$153,124
Assets. Value of participant loans	2020-08-31	$9,233
2019 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-08-31	$0
Total plan liabilities at beginning of year	2019-08-31	$0
Total income from all sources	2019-08-31	$-369,489
Total plan assets at end of year	2019-08-31	$368,124
Total plan assets at beginning of year	2019-08-31	$737,613
Value of fidelity bond covering the plan	2019-08-31	$215,000
Total contributions received or receivable from participants	2019-08-31	$0
Contributions received from other sources (not participants or employers)	2019-08-31	$0
Other income received	2019-08-31	$-369,489
Noncash contributions received	2019-08-31	$0
Net income (gross income less expenses)	2019-08-31	$-369,489
Net plan assets at end of year (total assets less liabilities)	2019-08-31	$368,124
Net plan assets at beginning of year (total assets less liabilities)	2019-08-31	$737,613
Assets. Value of participant loans	2019-08-31	$16,134
Assets. Value of assets in partnership/joint-venture interests	2019-08-31	$215,000
Total contributions received or receivable from employer(s)	2019-08-31	$0
2017 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-08-31	$1,233
Total income from all sources	2017-08-31	$25,954
Expenses. Total of all expenses incurred	2017-08-31	$0
Benefits paid (including direct rollovers)	2017-08-31	$0
Total plan assets at end of year	2017-08-31	$695,735
Total plan assets at beginning of year	2017-08-31	$668,548
Value of fidelity bond covering the plan	2017-08-31	$620,000
Total contributions received or receivable from participants	2017-08-31	$0
Assets. Value of loans (other than to participants)	2017-08-31	$620,000
Expenses. Other expenses not covered elsewhere	2017-08-31	$0
Contributions received from other sources (not participants or employers)	2017-08-31	$0
Other income received	2017-08-31	$25,954
Noncash contributions received	2017-08-31	$0
Net income (gross income less expenses)	2017-08-31	$25,954
Net plan assets at end of year (total assets less liabilities)	2017-08-31	$694,502
Net plan assets at beginning of year (total assets less liabilities)	2017-08-31	$668,548
Assets. Value of participant loans	2017-08-31	$24,189
Total contributions received or receivable from employer(s)	2017-08-31	$0
Value of certain deemed distributions of participant loans	2017-08-31	$0
Value of corrective distributions	2017-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-08-31	$0
2016 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-08-31	$63,072
Expenses. Total of all expenses incurred	2016-08-31	$625
Total plan assets at end of year	2016-08-31	$668,548
Total plan assets at beginning of year	2016-08-31	$606,101
Value of fidelity bond covering the plan	2016-08-31	$480,000
Total contributions received or receivable from participants	2016-08-31	$0
Assets. Value of loans (other than to participants)	2016-08-31	$580,000
Expenses. Other expenses not covered elsewhere	2016-08-31	$625
Contributions received from other sources (not participants or employers)	2016-08-31	$0
Other income received	2016-08-31	$63,072
Noncash contributions received	2016-08-31	$0
Net income (gross income less expenses)	2016-08-31	$62,447
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$668,548
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$606,101
Assets. Value of participant loans	2016-08-31	$38,667
Total contributions received or receivable from employer(s)	2016-08-31	$0
2015 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-08-31	$0
Total plan liabilities at beginning of year	2015-08-31	$0
Total income from all sources	2015-08-31	$5,672
Expenses. Total of all expenses incurred	2015-08-31	$500
Benefits paid (including direct rollovers)	2015-08-31	$26,505
Total plan assets at end of year	2015-08-31	$590,000
Total plan assets at beginning of year	2015-08-31	$584,828
Value of fidelity bond covering the plan	2015-08-31	$480,000
Assets. Value of loans (other than to participants)	2015-08-31	$480,000
Expenses. Other expenses not covered elsewhere	2015-08-31	$500
Contributions received from other sources (not participants or employers)	2015-08-31	$0
Other income received	2015-08-31	$5,672
Noncash contributions received	2015-08-31	$0
Net income (gross income less expenses)	2015-08-31	$5,172
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$590,000
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$584,828
Assets. Value of participant loans	2015-08-31	$28,150
Total contributions received or receivable from employer(s)	2015-08-31	$0
2014 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-08-31	$0
Total plan liabilities at beginning of year	2014-08-31	$0
Total income from all sources	2014-08-31	$69,409
Expenses. Total of all expenses incurred	2014-08-31	$495
Benefits paid (including direct rollovers)	2014-08-31	$0
Total plan assets at end of year	2014-08-31	$584,828
Total plan assets at beginning of year	2014-08-31	$515,914
Value of fidelity bond covering the plan	2014-08-31	$480,000
Total contributions received or receivable from participants	2014-08-31	$0
Assets. Value of loans (other than to participants)	2014-08-31	$480,000
Expenses. Other expenses not covered elsewhere	2014-08-31	$495
Contributions received from other sources (not participants or employers)	2014-08-31	$0
Other income received	2014-08-31	$69,409
Noncash contributions received	2014-08-31	$0
Net income (gross income less expenses)	2014-08-31	$68,914
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$584,828
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$515,914
Assets. Value of participant loans	2014-08-31	$33,027
Total contributions received or receivable from employer(s)	2014-08-31	$0
Value of certain deemed distributions of participant loans	2014-08-31	$0
Value of corrective distributions	2014-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-08-31	$0
2013 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-08-31	$0
Total plan liabilities at end of year	2013-08-31	$0
Total plan liabilities at beginning of year	2013-08-31	$0
Total income from all sources	2013-08-31	$48,973
Expenses. Total of all expenses incurred	2013-08-31	$0
Benefits paid (including direct rollovers)	2013-08-31	$0
Total plan assets at end of year	2013-08-31	$515,914
Total plan assets at beginning of year	2013-08-31	$466,941
Value of fidelity bond covering the plan	2013-08-31	$400,000
Total contributions received or receivable from participants	2013-08-31	$0
Expenses. Other expenses not covered elsewhere	2013-08-31	$0
Contributions received from other sources (not participants or employers)	2013-08-31	$0
Other income received	2013-08-31	$48,973
Noncash contributions received	2013-08-31	$0
Net income (gross income less expenses)	2013-08-31	$48,973
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$515,914
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$466,941
Assets. Value of participant loans	2013-08-31	$26,921
Total contributions received or receivable from employer(s)	2013-08-31	$0
Value of certain deemed distributions of participant loans	2013-08-31	$0
Value of corrective distributions	2013-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$0
2012 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-08-31	$0
Total plan liabilities at beginning of year	2012-08-31	$0
Total income from all sources	2012-08-31	$32,410
Expenses. Total of all expenses incurred	2012-08-31	$270
Benefits paid (including direct rollovers)	2012-08-31	$0
Total plan assets at end of year	2012-08-31	$466,941
Total plan assets at beginning of year	2012-08-31	$434,801
Value of fidelity bond covering the plan	2012-08-31	$50,000
Total contributions received or receivable from participants	2012-08-31	$0
Assets. Value of loans (other than to participants)	2012-08-31	$385,000
Expenses. Other expenses not covered elsewhere	2012-08-31	$0
Contributions received from other sources (not participants or employers)	2012-08-31	$0
Other income received	2012-08-31	$32,410
Noncash contributions received	2012-08-31	$0
Net income (gross income less expenses)	2012-08-31	$32,140
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$466,941
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$434,801
Assets. Value of participant loans	2012-08-31	$36,768
Total contributions received or receivable from employer(s)	2012-08-31	$0
Value of certain deemed distributions of participant loans	2012-08-31	$0
Value of corrective distributions	2012-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$270
2011 : JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-08-31	$48,297
Expenses. Total of all expenses incurred	2011-08-31	$1,150
Total plan assets at end of year	2011-08-31	$434,801
Total plan assets at beginning of year	2011-08-31	$387,654
Value of fidelity bond covering the plan	2011-08-31	$50,000
Assets. Value of loans (other than to participants)	2011-08-31	$200,000
Other income received	2011-08-31	$48,297
Net income (gross income less expenses)	2011-08-31	$47,147
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$434,801
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$387,654
Assets. Value of participant loans	2011-08-31	$31,934
Expenses. Administrative service providers (salaries,fees and commissions)	2011-08-31	$1,150

Form 5500 Responses for JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

2019: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Submission has been amended	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION
Employer identification number (EIN):	953668715
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-09-01
001	2021-09-01
001	2020-09-01
001	2019-09-01	JOEL D. EPSTEIN	2021-06-11
001	2018-09-01	JOEL D. EPSTEIN	2020-07-15
001	2018-09-01	JOEL D. EPSTEIN	2020-10-29
001	2017-09-01	JOEL D. EPSTEIN	2019-06-17
001	2016-09-01
001	2015-09-01
001	2014-09-01
001	2014-09-01
001	2013-09-01
001	2012-09-01	JOEL D. EPSTEIN
001	2011-09-01	JOEL D. EPSTEIN
001	2010-09-01	JOEL D. EPSTEIN