401k Plan data: PETER LOU, M.D., P.C. PROFIT SHARING PLAN plan

PETER LOU, M.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	PETER LOU, M.D., P.C. PROFIT SHARING PLAN
Plan identification number	002

PETER LOU, M.D., P.C. 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.

401k Sponsoring company profile

PETER LOU, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: PETER LOU, M.D., P.C.

Employer identification number (EIN): 042841766

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETER LOU, M.D., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 PETER LOU PETER LOU 2019-07-16
002 2017-01-01 PETER L LOU PETER L LOU 2018-06-29
002 2016-01-01 PETER LOU PETER LOU 2017-09-29
002 2015-01-01 PETER L. LOU, M.D. PETER L. LOU, M.D. 2016-07-06
002 2014-01-01 PETER L. LOU, M.D. PETER L. LOU, M.D. 2015-07-13
002 2013-01-01 PETER LOU PETER LOU 2014-07-07
002 2012-01-01 PETER LOU PETER LOU 2013-06-20
002 2011-01-01 PETER LOU PETER LOU 2012-08-14
002 2009-01-01 PETER LOU PETER LOU 2010-08-10

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	PETER LOU	PETER LOU	2019-07-16
002	2017-01-01	PETER L LOU	PETER L LOU	2018-06-29
002	2016-01-01	PETER LOU	PETER LOU	2017-09-29
002	2015-01-01	PETER L. LOU, M.D.	PETER L. LOU, M.D.	2016-07-06
002	2014-01-01	PETER L. LOU, M.D.	PETER L. LOU, M.D.	2015-07-13
002	2013-01-01	PETER LOU	PETER LOU	2014-07-07
002	2012-01-01	PETER LOU	PETER LOU	2013-06-20
002	2011-01-01	PETER LOU	PETER LOU	2012-08-14
002	2009-01-01	PETER LOU	PETER LOU	2010-08-10

Financial Data on PETER LOU, M.D., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2018 : PETER LOU, M.D., P.C. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-03	$0
Total income from all sources	2018-12-03	$340,811
Expenses. Total of all expenses incurred	2018-12-03	$5,823,807
Benefits paid (including direct rollovers)	2018-12-03	$5,823,807
Total plan assets at end of year	2018-12-03	$0
Total plan assets at beginning of year	2018-12-03	$5,482,996
Value of fidelity bond covering the plan	2018-12-03	$500,000
Other income received	2018-12-03	$340,811
Net income (gross income less expenses)	2018-12-03	$-5,482,996
Net plan assets at end of year (total assets less liabilities)	2018-12-03	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-03	$5,482,996
2017 : PETER LOU, M.D., P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$953,388
Expenses. Total of all expenses incurred	2017-12-31	$156,144
Benefits paid (including direct rollovers)	2017-12-31	$156,144
Total plan assets at end of year	2017-12-31	$5,482,996
Total plan assets at beginning of year	2017-12-31	$4,685,752
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$869,519
Net income (gross income less expenses)	2017-12-31	$797,244
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,482,996
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,685,752
Total contributions received or receivable from employer(s)	2017-12-31	$83,869
2016 : PETER LOU, M.D., P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$673,388
Expenses. Total of all expenses incurred	2016-12-31	$134,705
Benefits paid (including direct rollovers)	2016-12-31	$134,705
Total plan assets at end of year	2016-12-31	$4,685,752
Total plan assets at beginning of year	2016-12-31	$4,147,069
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$591,415
Net income (gross income less expenses)	2016-12-31	$538,683
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,685,752
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,147,069
Total contributions received or receivable from employer(s)	2016-12-31	$81,973
2015 : PETER LOU, M.D., P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-87,507
Expenses. Total of all expenses incurred	2015-12-31	$220,000
Benefits paid (including direct rollovers)	2015-12-31	$220,000
Total plan assets at end of year	2015-12-31	$4,147,069
Total plan assets at beginning of year	2015-12-31	$4,454,576
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$-171,392
Net income (gross income less expenses)	2015-12-31	$-307,507
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,147,069
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,454,576
Total contributions received or receivable from employer(s)	2015-12-31	$83,885
2014 : PETER LOU, M.D., P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$692,874
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$4,454,576
Total plan assets at beginning of year	2014-12-31	$3,761,702
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$613,986
Net income (gross income less expenses)	2014-12-31	$692,874
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,454,576
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,761,702
Total contributions received or receivable from employer(s)	2014-12-31	$78,888
2013 : PETER LOU, M.D., P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$884,634
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$3,761,702
Total plan assets at beginning of year	2013-12-31	$2,877,068
Value of fidelity bond covering the plan	2013-12-31	$400,000
Other income received	2013-12-31	$811,294
Net income (gross income less expenses)	2013-12-31	$884,634
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,761,702
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,877,068
Total contributions received or receivable from employer(s)	2013-12-31	$73,340
2012 : PETER LOU, M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$423,000
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,877,068
Total plan assets at beginning of year	2012-12-31	$2,454,068
Value of fidelity bond covering the plan	2012-12-31	$300,000
Other income received	2012-12-31	$353,240
Net income (gross income less expenses)	2012-12-31	$423,000
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,877,068
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,454,068
Total contributions received or receivable from employer(s)	2012-12-31	$69,760
2011 : PETER LOU, M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$58,494
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,454,068
Total plan assets at beginning of year	2011-12-31	$2,395,574
Value of fidelity bond covering the plan	2011-12-31	$300,000
Other income received	2011-12-31	$-8,064
Net income (gross income less expenses)	2011-12-31	$58,494
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,454,068
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,395,574
Total contributions received or receivable from employer(s)	2011-12-31	$66,558
2010 : PETER LOU, M.D., P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$378,333
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,395,574
Total plan assets at beginning of year	2010-12-31	$2,017,241
Value of fidelity bond covering the plan	2010-12-31	$300,000
Other income received	2010-12-31	$312,849
Net income (gross income less expenses)	2010-12-31	$378,333
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,395,574
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,017,241
Total contributions received or receivable from employer(s)	2010-12-31	$65,484

Form 5500 Responses for PETER LOU, M.D., P.C. PROFIT SHARING PLAN

2018: PETER LOU, M.D., P.C. 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	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: PETER LOU, M.D., P.C. 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 – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PETER LOU, M.D., P.C. 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PETER LOU, M.D., P.C. 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 – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PETER LOU, M.D., P.C. 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 – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PETER LOU, M.D., P.C. 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 – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PETER LOU, M.D., P.C. 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 – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PETER LOU, M.D., P.C. 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 – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PETER LOU, M.D., P.C. 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	0Y705209
Policy instance	1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	0Y705209
Policy instance	1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	0Y705209
Policy instance	1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	0Y705209
Policy instance	1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	83668000
Policy instance	1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	083668000
Policy instance	1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number	083668000
Policy instance	1

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Company Name:	PETER LOU, M.D., P.C.
Employer identification number (EIN):	042841766
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)