401k Plan data: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN plan

BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 401k Plan overview

Plan Name	BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN
Plan identification number	002

BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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

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 PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BERNARD L. MARKOWITZ, M.D 2024-05-29
002 2022-01-01 BERNARD L. MARKOWITZ, M.D 2023-07-21
002 2021-01-01 BERNARD L. MARKOWITZ, M.D 2022-06-15
002 2020-01-01 BERNARD L. MARKOWITZ, M.D 2021-07-26
002 2019-01-01 BERNARD L. MARKOWITZ, M.D 2020-08-18
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 BERNARD L. MARKOWITZ, M.D
002 2013-01-01 BERNARD L. MARKOWITZ, M.D
002 2012-01-01 BERNARD L. MARKOWITZ, M.D. 2013-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	BERNARD L. MARKOWITZ, M.D	2024-05-29
002	2022-01-01	BERNARD L. MARKOWITZ, M.D	2023-07-21
002	2021-01-01	BERNARD L. MARKOWITZ, M.D	2022-06-15
002	2020-01-01	BERNARD L. MARKOWITZ, M.D	2021-07-26
002	2019-01-01	BERNARD L. MARKOWITZ, M.D	2020-08-18
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	BERNARD L. MARKOWITZ, M.D
002	2013-01-01	BERNARD L. MARKOWITZ, M.D
002	2012-01-01	BERNARD L. MARKOWITZ, M.D.	2013-10-08

Plan Statistics for BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN

401k plan membership statisitcs for BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN

Measure Date Value
2023: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 2
2022: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 1
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
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 PROFIT SHARING 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 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2023: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	2
2022: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	1
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
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 PROFIT SHARING 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	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN

Measure	Date	Value
2023 : BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$556,517
Expenses. Total of all expenses incurred	2023-12-31	$5,144
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$6,682,900
Total plan assets at beginning of year	2023-12-31	$6,131,527
Value of fidelity bond covering the plan	2023-12-31	$2,500,000
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$5,144
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$426,517
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$551,373
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,682,900
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$6,131,527
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$2,825,000
Total contributions received or receivable from employer(s)	2023-12-31	$130,000
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-460,633
Expenses. Total of all expenses incurred	2022-12-31	$22,214
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$6,131,527
Total plan assets at beginning of year	2022-12-31	$6,614,374
Value of fidelity bond covering the plan	2022-12-31	$2,500,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$22,214
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-599,563
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-482,847
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$6,131,527
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,614,374
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$2,700,000
Total contributions received or receivable from employer(s)	2022-12-31	$138,930
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$739,925
Expenses. Total of all expenses incurred	2021-12-31	$54,993
Benefits paid (including direct rollovers)	2021-12-31	$35,065
Total plan assets at end of year	2021-12-31	$6,614,374
Total plan assets at beginning of year	2021-12-31	$5,929,442
Value of fidelity bond covering the plan	2021-12-31	$2,500,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$19,928
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$609,450
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$684,932
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,614,374
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,929,442
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$2,575,000
Total contributions received or receivable from employer(s)	2021-12-31	$130,475
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$830,889
Expenses. Total of all expenses incurred	2020-12-31	$16,594
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$5,929,442
Total plan assets at beginning of year	2020-12-31	$5,115,147
Value of fidelity bond covering the plan	2020-12-31	$2,100,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$16,594
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$705,889
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$814,295
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,929,442
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,115,147
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$2,450,000
Total contributions received or receivable from employer(s)	2020-12-31	$125,000
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$747,883
Expenses. Total of all expenses incurred	2019-12-31	$6,826
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$5,115,147
Total plan assets at beginning of year	2019-12-31	$4,374,090
Value of fidelity bond covering the plan	2019-12-31	$2,100,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$6,826
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$628,278
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$741,057
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,115,147
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,374,090
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$2,100,000
Total contributions received or receivable from employer(s)	2019-12-31	$119,605
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-29,809
Expenses. Total of all expenses incurred	2018-12-31	$31,592
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$4,374,090
Total plan assets at beginning of year	2018-12-31	$4,435,491
Value of fidelity bond covering the plan	2018-12-31	$1,110,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$31,592
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-151,689
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-61,401
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,374,090
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,435,491
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$1,100,000
Total contributions received or receivable from employer(s)	2018-12-31	$121,880
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$1,646
Total income from all sources	2017-12-31	$530,360
Expenses. Total of all expenses incurred	2017-12-31	$17,265
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$4,435,491
Total plan assets at beginning of year	2017-12-31	$3,924,042
Value of fidelity bond covering the plan	2017-12-31	$1,100,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$17,211
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$527,039
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$513,095
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,435,491
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,922,396
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$1,102,911
Total contributions received or receivable from employer(s)	2017-12-31	$3,321
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$54
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$1,646
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$274,871
Expenses. Total of all expenses incurred	2016-12-31	$6,219
Benefits paid (including direct rollovers)	2016-12-31	$799
Total plan assets at end of year	2016-12-31	$3,924,042
Total plan assets at beginning of year	2016-12-31	$3,653,744
Value of fidelity bond covering the plan	2016-12-31	$910,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,224
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$274,871
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$268,652
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,922,396
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,653,744
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$903,411
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,196
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING 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	$3,220,795
Expenses. Total of all expenses incurred	2015-12-31	$4,249
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$3,653,744
Total plan assets at beginning of year	2015-12-31	$298,040
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	$4,249
Contributions received from other sources (not participants or employers)	2015-12-31	$3,081,322
Other income received	2015-12-31	$22,413
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$3,216,546
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,653,744
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$298,040
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$903,273
Total contributions received or receivable from employer(s)	2015-12-31	$117,060
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
2014 : BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING 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	$119,382
Expenses. Total of all expenses incurred	2014-12-31	$531
Benefits paid (including direct rollovers)	2014-12-31	$482
Total plan assets at end of year	2014-12-31	$298,040
Total plan assets at beginning of year	2014-12-31	$179,189
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	$49
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$6,268
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$118,851
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$298,040
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$179,189
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$29,843
Total contributions received or receivable from employer(s)	2014-12-31	$113,114
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 PROFIT SHARING 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	$114,196
Expenses. Total of all expenses incurred	2013-12-31	$7
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$179,189
Total plan assets at beginning of year	2013-12-31	$65,000
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	$7
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$3,196
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$114,189
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$179,189
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$65,000
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$8,447
Total contributions received or receivable from employer(s)	2013-12-31	$111,000
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

Form 5500 Responses for BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN

2023: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BERNARD L. MARKOWITZ, M.D., AMC PROFIT SHARING 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	No
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 PROFIT SHARING 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 PROFIT SHARING 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

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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)