401k Plan data: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN plan

BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN
Plan identification number	001

BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

BERNARD L. MARKOWITZ, M.D., A MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: BERNARD L. MARKOWITZ, M.D., A MEDICAL CORPORATION

Employer identification number (EIN): 954848669

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01 BERNARD L. MARKOWITZ, M.D.
001 2013-01-01 BERNARD L. MARKOWITZ, M.D.
001 2012-01-01 BERNARD L. MARKOWITZ, M.D.
001 2011-01-01 BERNARD L. MARKOWITZ, M.D.
001 2010-01-01 BERNARD L. MARKOWITZ, M.D.

Plan Statistics for BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2015: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2015: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2015 : BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$-139,158
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-21,240
Expenses. Total of all expenses incurred	2015-12-31	$3,383,494
Benefits paid (including direct rollovers)	2015-12-31	$3,383,494
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$3,543,892
Value of fidelity bond covering the plan	2015-12-31	$602,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-21,240
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-3,404,734
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,543,892
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$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 securities	2015-12-31	$0
2014 : BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$172,468
Expenses. Total of all expenses incurred	2014-12-31	$2,325
Benefits paid (including direct rollovers)	2014-12-31	$966
Total plan assets at end of year	2014-12-31	$3,543,892
Total plan assets at beginning of year	2014-12-31	$3,373,749
Value of fidelity bond covering the plan	2014-12-31	$602,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,359
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$172,468
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$170,143
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,543,892
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,373,749
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$571,901
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$448,855
Expenses. Total of all expenses incurred	2013-12-31	$1,058
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$3,373,749
Total plan assets at beginning of year	2013-12-31	$2,925,952
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,058
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$448,855
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$447,797
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,373,749
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,925,952
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$417,911
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$286,512
Expenses. Total of all expenses incurred	2012-12-31	$866
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,925,952
Total plan assets at beginning of year	2012-12-31	$2,640,306
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$866
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$286,512
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$285,646
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,925,952
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,640,306
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$326,004
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$121,612
Expenses. Total of all expenses incurred	2011-12-31	$806
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,640,306
Total plan assets at beginning of year	2011-12-31	$2,519,500
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$806
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$21,612
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$120,806
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,640,306
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,519,500
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$325,375
Total contributions received or receivable from employer(s)	2011-12-31	$100,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$450,894
Expenses. Total of all expenses incurred	2010-12-31	$30,372
Benefits paid (including direct rollovers)	2010-12-31	$29,568
Total plan assets at end of year	2010-12-31	$2,519,500
Total plan assets at beginning of year	2010-12-31	$2,098,978
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$804
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$300,894
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$420,522
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,519,500
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,098,978
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$325,135
Total contributions received or receivable from employer(s)	2010-12-31	$150,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN

2015: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BERNARD L. MARKOWITZ, M.D., AMC DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BERNARD L. MARKOWITZ, M.D., A MEDICAL CORPORATION
Employer identification number (EIN):	954848669
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01
001	2014-01-01	BERNARD L. MARKOWITZ, M.D.
001	2013-01-01	BERNARD L. MARKOWITZ, M.D.
001	2012-01-01	BERNARD L. MARKOWITZ, M.D.
001	2011-01-01	BERNARD L. MARKOWITZ, M.D.
001	2010-01-01	BERNARD L. MARKOWITZ, M.D.