401k Plan data: MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN plan

MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 401k Plan overview

Plan Name	MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN
Plan identification number	007

MICHAEL B. ZAFRANI, MD 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
Plan covering Self-Employed individuals.
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

MICHAEL B. ZAFRANI, MD has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL B. ZAFRANI, MD

Employer identification number (EIN): 990264890

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2023-01-01 MICHAEL ZAFRANI 2024-05-09
007 2022-01-01 MICHAEL ZAFRANI 2023-06-26
007 2021-01-01 MICHAEL ZAFRANI 2022-04-07
007 2020-01-01 MICHAEL ZAFRANI 2021-06-29
007 2019-01-01 MICHAEL ZAFRANI 2020-09-10 MICHAEL ZAFRANI 2020-09-10
007 2018-01-01 MICHAEL ZAFRANI 2019-06-17
007 2017-01-01 MICHAEL ZAFRANI 2018-07-03
007 2016-01-01 MICHAEL ZAFRANI 2017-06-20
007 2015-01-01 MICHAEL ZAFRANI
007 2014-01-01 MICHAEL ZAFRANI
007 2013-01-01 MICHAEL ZAFRANI
007 2012-01-01 MICHAEL ZAFRANI
007 2011-01-01 MICHAEL ZAFRANI
007 2009-01-01 MICHAEL ZAFRANI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
007	2023-01-01	MICHAEL ZAFRANI	2024-05-09
007	2022-01-01	MICHAEL ZAFRANI	2023-06-26
007	2021-01-01	MICHAEL ZAFRANI	2022-04-07
007	2020-01-01	MICHAEL ZAFRANI	2021-06-29
007	2019-01-01	MICHAEL ZAFRANI	2020-09-10	MICHAEL ZAFRANI	2020-09-10
007	2018-01-01	MICHAEL ZAFRANI	2019-06-17
007	2017-01-01	MICHAEL ZAFRANI	2018-07-03
007	2016-01-01	MICHAEL ZAFRANI	2017-06-20
007	2015-01-01	MICHAEL ZAFRANI
007	2014-01-01	MICHAEL ZAFRANI
007	2013-01-01	MICHAEL ZAFRANI
007	2012-01-01	MICHAEL ZAFRANI
007	2011-01-01	MICHAEL ZAFRANI
007	2009-01-01	MICHAEL ZAFRANI

Plan Statistics for MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN

Measure Date Value
2015: MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN

Measure	Date	Value
2015 : MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2015 401k financial data
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	$59,225
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,437,424
Total plan assets at beginning of year	2015-12-31	$1,378,199
Value of fidelity bond covering the plan	2015-12-31	$175,000
Other income received	2015-12-31	$11,194
Net income (gross income less expenses)	2015-12-31	$59,225
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,437,424
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,378,199
Total contributions received or receivable from employer(s)	2015-12-31	$48,031
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$120,827
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,378,199
Total plan assets at beginning of year	2014-12-31	$1,257,372
Other income received	2014-12-31	$65,731
Net income (gross income less expenses)	2014-12-31	$120,827
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,378,199
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,257,372
Total contributions received or receivable from employer(s)	2014-12-31	$55,096
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2013 401k financial data
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	$122,401
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,257,372
Total plan assets at beginning of year	2013-12-31	$1,134,971
Other income received	2013-12-31	$68,304
Net income (gross income less expenses)	2013-12-31	$122,401
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,257,372
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,134,971
Total contributions received or receivable from employer(s)	2013-12-31	$54,097
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MICHAEL B. ZAFRANI, MD PROFIT SHARING 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	$151,306
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,134,971
Total plan assets at beginning of year	2012-12-31	$983,665
Other income received	2012-12-31	$97,638
Net income (gross income less expenses)	2012-12-31	$151,306
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,134,971
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$983,665
Total contributions received or receivable from employer(s)	2012-12-31	$53,668
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MICHAEL B. ZAFRANI, MD PROFIT SHARING 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	$-107,108
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$983,665
Total plan assets at beginning of year	2011-12-31	$1,090,773
Other income received	2011-12-31	$-159,827
Net income (gross income less expenses)	2011-12-31	$-107,108
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$983,665
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,090,773
Total contributions received or receivable from employer(s)	2011-12-31	$52,719
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2010 401k financial data
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	$107,044
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,090,773
Total plan assets at beginning of year	2010-12-31	$983,729
Other income received	2010-12-31	$58,044
Net income (gross income less expenses)	2010-12-31	$107,044
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,090,773
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$983,729
Total contributions received or receivable from employer(s)	2010-12-31	$49,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN

2015: MICHAEL B. ZAFRANI, MD 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: MICHAEL B. ZAFRANI, MD 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: MICHAEL B. ZAFRANI, MD 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
2012: MICHAEL B. ZAFRANI, MD PROFIT SHARING 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: MICHAEL B. ZAFRANI, MD PROFIT SHARING 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
2009: MICHAEL B. ZAFRANI, MD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MICHAEL B. ZAFRANI, MD
Employer identification number (EIN):	990264890
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists