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DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameDAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

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

Company Name:DAVID A. BOXSTEIN, M.D., INC.
Employer identification number (EIN):953874803
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-08-01EDITH BOXSTEIN2022-05-09 EDITH BOXSTEIN2022-05-09
0012019-08-01EDITH BOXSTEIN2021-05-06 EDITH BOXSTEIN2021-05-06
0012018-08-01DAVID BOXSTEIN2020-05-12 DAVID BOXSTEIN2020-05-12
0012017-08-01DAVID BOXSTEIN2019-05-06 DAVID BOXSTEIN2019-05-06
0012016-08-01
0012015-08-01
0012014-08-01
0012013-08-01
0012012-08-01DAVID BOXSTEIN
0012011-08-01DAVID BOXSTEIN
0012009-08-01DAVID BOXSTEIN

Plan Statistics for DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-08-017
Total number of active participants reported on line 7a of the Form 55002020-08-010
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-010
Total of all active and inactive participants2020-08-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-08-010
Total participants2020-08-010
Number of participants with account balances2020-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-08-010
2019: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-08-017
Total number of active participants reported on line 7a of the Form 55002019-08-017
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-010
Total participants2019-08-017
Number of participants with account balances2019-08-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-010
2018: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-08-017
Total number of active participants reported on line 7a of the Form 55002018-08-018
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-010
Total of all active and inactive participants2018-08-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-010
Total participants2018-08-018
Number of participants with account balances2018-08-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-010
2017: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-08-016
Total number of active participants reported on line 7a of the Form 55002017-08-017
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-010
Total of all active and inactive participants2017-08-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Total participants2017-08-017
Number of participants with account balances2017-08-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-010
2016: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-08-017
Total number of active participants reported on line 7a of the Form 55002016-08-016
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-010
Total of all active and inactive participants2016-08-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Total participants2016-08-016
Number of participants with account balances2016-08-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-011
2015: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-08-016
Total number of active participants reported on line 7a of the Form 55002015-08-017
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 participants2015-08-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-017
Number of participants with account balances2015-08-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-010
2014: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-08-016
Total number of active participants reported on line 7a of the Form 55002014-08-016
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 participants2014-08-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-016
Number of participants with account balances2014-08-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-010
2013: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-08-015
Total number of active participants reported on line 7a of the Form 55002013-08-015
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 participants2013-08-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants2013-08-015
Number of participants with account balances2013-08-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-010
2012: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-08-015
Total number of active participants reported on line 7a of the Form 55002012-08-015
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 participants2012-08-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-010
Total participants2012-08-015
Number of participants with account balances2012-08-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-010
2011: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-08-013
Total number of active participants reported on line 7a of the Form 55002011-08-015
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-010
Total of all active and inactive participants2011-08-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-015
Number of participants with account balances2011-08-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-010
2009: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-08-013
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 DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021 : DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year2021-07-31$0
Total plan liabilities at beginning of year2021-07-31$0
Total income from all sources2021-07-31$241,679
Expenses. Total of all expenses incurred2021-07-31$2,641,843
Benefits paid (including direct rollovers)2021-07-31$2,638,963
Total plan assets at end of year2021-07-31$0
Total plan assets at beginning of year2021-07-31$2,400,164
Value of fidelity bond covering the plan2021-07-31$300,000
Other income received2021-07-31$241,679
Net income (gross income less expenses)2021-07-31$-2,400,164
Net plan assets at beginning of year (total assets less liabilities)2021-07-31$2,400,164
Expenses. Administrative service providers (salaries,fees and commissions)2021-07-31$2,880
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-07-31$2,638,963
2020 : DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-07-31$0
Total plan liabilities at beginning of year2020-07-31$0
Total income from all sources2020-07-31$413,266
Expenses. Total of all expenses incurred2020-07-31$1,084
Benefits paid (including direct rollovers)2020-07-31$1,084
Total plan assets at end of year2020-07-31$2,400,164
Total plan assets at beginning of year2020-07-31$1,987,982
Value of fidelity bond covering the plan2020-07-31$250,000
Other income received2020-07-31$413,266
Net income (gross income less expenses)2020-07-31$412,182
Net plan assets at end of year (total assets less liabilities)2020-07-31$2,400,164
Net plan assets at beginning of year (total assets less liabilities)2020-07-31$1,987,982
2019 : DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-07-31$0
Total plan liabilities at beginning of year2019-07-31$0
Total income from all sources2019-07-31$-150,762
Expenses. Total of all expenses incurred2019-07-31$21,515
Total plan assets at end of year2019-07-31$1,987,982
Total plan assets at beginning of year2019-07-31$2,160,259
Value of fidelity bond covering the plan2019-07-31$250,000
Other income received2019-07-31$-150,762
Net income (gross income less expenses)2019-07-31$-172,277
Net plan assets at end of year (total assets less liabilities)2019-07-31$1,987,982
Net plan assets at beginning of year (total assets less liabilities)2019-07-31$2,160,259
Expenses. Administrative service providers (salaries,fees and commissions)2019-07-31$21,515
2018 : DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
2017 : DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-07-31$0
Total plan liabilities at beginning of year2017-07-31$0
Total income from all sources2017-07-31$178,084
Expenses. Total of all expenses incurred2017-07-31$33,530
Benefits paid (including direct rollovers)2017-07-31$13,956
Total plan assets at end of year2017-07-31$1,980,824
Total plan assets at beginning of year2017-07-31$1,836,270
Value of fidelity bond covering the plan2017-07-31$200,000
Other income received2017-07-31$128,084
Net income (gross income less expenses)2017-07-31$144,554
Net plan assets at end of year (total assets less liabilities)2017-07-31$1,980,824
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$1,836,270
Assets. Value of participant loans2017-07-31$47,785
Total contributions received or receivable from employer(s)2017-07-31$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-07-31$19,574
2016 : DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
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$142,898
Expenses. Total of all expenses incurred2016-07-31$13,392
Total plan assets at end of year2016-07-31$1,836,270
Total plan assets at beginning of year2016-07-31$1,706,764
Value of fidelity bond covering the plan2016-07-31$200,000
Other income received2016-07-31$97,898
Net income (gross income less expenses)2016-07-31$129,506
Net plan assets at end of year (total assets less liabilities)2016-07-31$1,836,270
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$1,706,764
Assets. Value of participant loans2016-07-31$49,769
Total contributions received or receivable from employer(s)2016-07-31$45,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-07-31$13,392
2015 : DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 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$133,912
Expenses. Total of all expenses incurred2015-07-31$12,130
Total plan assets at end of year2015-07-31$1,706,764
Total plan assets at beginning of year2015-07-31$1,584,982
Value of fidelity bond covering the plan2015-07-31$200,000
Other income received2015-07-31$67,867
Net income (gross income less expenses)2015-07-31$121,782
Net plan assets at end of year (total assets less liabilities)2015-07-31$1,706,764
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$1,584,982
Assets. Value of participant loans2015-07-31$69,397
Total contributions received or receivable from employer(s)2015-07-31$66,045
Expenses. Administrative service providers (salaries,fees and commissions)2015-07-31$12,130
2014 : DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
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$194,173
Expenses. Total of all expenses incurred2014-07-31$8,047
Benefits paid (including direct rollovers)2014-07-31$6,647
Total plan assets at end of year2014-07-31$1,584,982
Total plan assets at beginning of year2014-07-31$1,398,856
Value of fidelity bond covering the plan2014-07-31$200,000
Other income received2014-07-31$137,850
Net income (gross income less expenses)2014-07-31$186,126
Net plan assets at end of year (total assets less liabilities)2014-07-31$1,584,982
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$1,398,856
Assets. Value of participant loans2014-07-31$88,063
Total contributions received or receivable from employer(s)2014-07-31$56,323
Expenses. Administrative service providers (salaries,fees and commissions)2014-07-31$1,400
2013 : DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
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$172,434
Expenses. Total of all expenses incurred2013-07-31$1,343
Total plan assets at end of year2013-07-31$1,398,856
Total plan assets at beginning of year2013-07-31$1,227,765
Value of fidelity bond covering the plan2013-07-31$200,000
Other income received2013-07-31$172,434
Net income (gross income less expenses)2013-07-31$171,091
Net plan assets at end of year (total assets less liabilities)2013-07-31$1,398,856
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$1,227,765
Expenses. Administrative service providers (salaries,fees and commissions)2013-07-31$1,343
2012 : DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
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$91,929
Expenses. Total of all expenses incurred2012-07-31$11,275
Total plan assets at end of year2012-07-31$1,227,765
Total plan assets at beginning of year2012-07-31$1,147,111
Value of fidelity bond covering the plan2012-07-31$200,000
Other income received2012-07-31$29,688
Net income (gross income less expenses)2012-07-31$80,654
Net plan assets at end of year (total assets less liabilities)2012-07-31$1,227,765
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$1,147,111
Total contributions received or receivable from employer(s)2012-07-31$62,241
Expenses. Administrative service providers (salaries,fees and commissions)2012-07-31$11,275
2011 : DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
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$161,911
Total plan assets at end of year2011-07-31$1,147,111
Total plan assets at beginning of year2011-07-31$985,200
Value of fidelity bond covering the plan2011-07-31$150,000
Other income received2011-07-31$161,911
Net income (gross income less expenses)2011-07-31$161,911
Net plan assets at end of year (total assets less liabilities)2011-07-31$1,147,111
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$985,200

Form 5500 Responses for DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST

2020: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01This submission is the final filingYes
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement - TrustYes
2019: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement - TrustYes
2018: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement - TrustYes
2017: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement - TrustYes
2016: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes
2015: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2009: DAVID A. BOXSTEIN, M.D., INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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