401k Plan data: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN plan

BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN
Plan identification number	001

BEVERLY M. SHAFER, 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).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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

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

Company Name: BEVERLY M. SHAFER, M.D., P.C.

Employer identification number (EIN): 043255867

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEVERLY M. SHAFER, 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
001 2021-01-01 BEVERLY M SHAFER, MD 2021-12-09 BEVERLY M SHAFER, MD 2021-12-09
001 2020-01-01 BEVERLY M. SHAFER, MD 2021-07-24 BEVERLY M. SHAFER, MD 2021-07-24
001 2019-01-01 BEVERLY M. SHAFER, MD 2020-06-25 BEVERLY M. SHAFER, MD 2020-06-25
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 BEVERLY M. SHAFER, MD BEVERLY M. SHAFER, MD 2013-07-01
001 2011-01-01 BEVERLY M. SHAFER, MD BEVERLY M. SHAFER, MD 2012-08-02
001 2010-01-01 BEVERLY SHAFER BEVERLY SHAFER 2011-07-18
001 2009-01-01 BEVERLY SHAFER BEVERLY SHAFER 2010-09-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	BEVERLY M SHAFER, MD	2021-12-09	BEVERLY M SHAFER, MD	2021-12-09
001	2020-01-01	BEVERLY M. SHAFER, MD	2021-07-24	BEVERLY M. SHAFER, MD	2021-07-24
001	2019-01-01	BEVERLY M. SHAFER, MD	2020-06-25	BEVERLY M. SHAFER, MD	2020-06-25
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	BEVERLY M. SHAFER, MD		BEVERLY M. SHAFER, MD	2013-07-01
001	2011-01-01	BEVERLY M. SHAFER, MD		BEVERLY M. SHAFER, MD	2012-08-02
001	2010-01-01	BEVERLY SHAFER		BEVERLY SHAFER	2011-07-18
001	2009-01-01	BEVERLY SHAFER		BEVERLY SHAFER	2010-09-13

Plan Statistics for BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2021: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 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 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Total of all active and inactive participants 2020-01-01 6
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 5
2019: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Total of all active and inactive participants 2019-01-01 5
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
2018: BEVERLY M. SHAFER, M.D., P.C. 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
Total of all active and inactive participants 2018-01-01 4
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
2017: BEVERLY M. SHAFER, M.D., P.C. 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 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
2016: BEVERLY M. SHAFER, M.D., P.C. 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 5
Total of all active and inactive participants 2016-01-01 5
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BEVERLY M. SHAFER, M.D., P.C. 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 5
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
2014: BEVERLY M. SHAFER, M.D., P.C. 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 other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
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: BEVERLY M. SHAFER, M.D., P.C. 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 4
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 1
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
Number of participants with account balances 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: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING 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
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
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 1
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
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 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 1
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	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	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Total of all active and inactive participants	2020-01-01	6
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	5
2019: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Total of all active and inactive participants	2019-01-01	5
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
2018: BEVERLY M. SHAFER, M.D., P.C. 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
Total of all active and inactive participants	2018-01-01	4
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
2017: BEVERLY M. SHAFER, M.D., P.C. 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	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
2016: BEVERLY M. SHAFER, M.D., P.C. 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	5
Total of all active and inactive participants	2016-01-01	5
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BEVERLY M. SHAFER, M.D., P.C. 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	5
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
2014: BEVERLY M. SHAFER, M.D., P.C. 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 other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
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: BEVERLY M. SHAFER, M.D., P.C. 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	4
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	1
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
Number of participants with account balances	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: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING 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
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
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	1
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
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	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	1
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2021 : BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-05-13	$91,519
Expenses. Total of all expenses incurred	2021-05-13	$2,399,594
Benefits paid (including direct rollovers)	2021-05-13	$2,399,594
Total plan assets at end of year	2021-05-13	$0
Total plan assets at beginning of year	2021-05-13	$2,308,075
Value of fidelity bond covering the plan	2021-05-13	$250,000
Other income received	2021-05-13	$91,519
Net income (gross income less expenses)	2021-05-13	$-2,308,075
Net plan assets at end of year (total assets less liabilities)	2021-05-13	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-05-13	$2,308,075
2020 : BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$144,913
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,308,075
Total plan assets at beginning of year	2020-12-31	$2,163,162
Value of fidelity bond covering the plan	2020-12-31	$250,000
Other income received	2020-12-31	$144,913
Net income (gross income less expenses)	2020-12-31	$144,913
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,308,075
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,163,162
2019 : BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$382,562
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$2,163,162
Total plan assets at beginning of year	2019-12-31	$1,780,600
Value of fidelity bond covering the plan	2019-12-31	$300,000
Other income received	2019-12-31	$348,004
Net income (gross income less expenses)	2019-12-31	$382,562
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,163,162
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,780,600
Total contributions received or receivable from employer(s)	2019-12-31	$34,558
2018 : BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-136,574
Expenses. Total of all expenses incurred	2018-12-31	$6,334
Benefits paid (including direct rollovers)	2018-12-31	$6,334
Total plan assets at end of year	2018-12-31	$1,780,600
Total plan assets at beginning of year	2018-12-31	$1,923,508
Value of fidelity bond covering the plan	2018-12-31	$350,000
Other income received	2018-12-31	$-170,098
Net income (gross income less expenses)	2018-12-31	$-142,908
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,780,600
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,923,508
Total contributions received or receivable from employer(s)	2018-12-31	$33,524
2017 : BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$261,709
Expenses. Total of all expenses incurred	2017-12-31	$132,396
Benefits paid (including direct rollovers)	2017-12-31	$132,396
Total plan assets at end of year	2017-12-31	$1,923,508
Total plan assets at beginning of year	2017-12-31	$1,794,195
Value of fidelity bond covering the plan	2017-12-31	$350,000
Other income received	2017-12-31	$231,064
Net income (gross income less expenses)	2017-12-31	$129,313
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,923,508
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,794,195
Total contributions received or receivable from employer(s)	2017-12-31	$30,645
2016 : BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$100,385
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,794,195
Total plan assets at beginning of year	2016-12-31	$1,693,810
Value of fidelity bond covering the plan	2016-12-31	$350,000
Other income received	2016-12-31	$68,364
Net income (gross income less expenses)	2016-12-31	$100,385
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,794,195
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,693,810
Total contributions received or receivable from employer(s)	2016-12-31	$32,021
2015 : BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$8,447
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,693,810
Total plan assets at beginning of year	2015-12-31	$1,685,363
Value of fidelity bond covering the plan	2015-12-31	$250,000
Other income received	2015-12-31	$-20,927
Net income (gross income less expenses)	2015-12-31	$8,447
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,693,810
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,685,363
Total contributions received or receivable from employer(s)	2015-12-31	$29,374
2014 : BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$86,537
Expenses. Total of all expenses incurred	2014-12-31	$12,716
Benefits paid (including direct rollovers)	2014-12-31	$12,716
Total plan assets at end of year	2014-12-31	$1,685,363
Total plan assets at beginning of year	2014-12-31	$1,611,542
Value of fidelity bond covering the plan	2014-12-31	$250,000
Other income received	2014-12-31	$71,378
Net income (gross income less expenses)	2014-12-31	$73,821
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,685,363
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,611,542
Total contributions received or receivable from employer(s)	2014-12-31	$15,159
2013 : BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$214,819
Expenses. Total of all expenses incurred	2013-12-31	$12,080
Total plan assets at end of year	2013-12-31	$1,611,542
Total plan assets at beginning of year	2013-12-31	$1,408,803
Value of fidelity bond covering the plan	2013-12-31	$250,000
Other income received	2013-12-31	$201,199
Net income (gross income less expenses)	2013-12-31	$202,739
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,611,542
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,408,803
Total contributions received or receivable from employer(s)	2013-12-31	$13,620
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,080
2012 : BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$200,328
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,408,803
Total plan assets at beginning of year	2012-12-31	$1,208,475
Value of fidelity bond covering the plan	2012-12-31	$250,000
Other income received	2012-12-31	$136,094
Net income (gross income less expenses)	2012-12-31	$200,328
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,408,803
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,208,475
Total contributions received or receivable from employer(s)	2012-12-31	$64,234
2011 : BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$27,567
Expenses. Total of all expenses incurred	2011-12-31	$62,160
Benefits paid (including direct rollovers)	2011-12-31	$62,160
Total plan assets at end of year	2011-12-31	$1,208,475
Total plan assets at beginning of year	2011-12-31	$1,243,068
Value of fidelity bond covering the plan	2011-12-31	$200,000
Other income received	2011-12-31	$-34,481
Net income (gross income less expenses)	2011-12-31	$-34,593
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,208,475
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,243,068
Total contributions received or receivable from employer(s)	2011-12-31	$62,048
2010 : BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$157,493
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,243,068
Total plan assets at beginning of year	2010-12-31	$1,085,575
Value of fidelity bond covering the plan	2010-12-31	$200,000
Other income received	2010-12-31	$95,445
Net income (gross income less expenses)	2010-12-31	$157,493
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,243,068
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,085,575
Total contributions received or receivable from employer(s)	2010-12-31	$62,048

Form 5500 Responses for BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING PLAN

2021: BEVERLY M. SHAFER, M.D., P.C. 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	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: BEVERLY M. SHAFER, M.D., P.C. 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: BEVERLY M. SHAFER, M.D., P.C. 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: BEVERLY M. SHAFER, 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	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: BEVERLY M. SHAFER, 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 - Trust	Yes
2016: BEVERLY M. SHAFER, 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 - Trust	Yes
2015: BEVERLY M. SHAFER, 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 - Trust	Yes
2014: BEVERLY M. SHAFER, 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 - Trust	Yes
2013: BEVERLY M. SHAFER, 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 - Trust	Yes
2012: BEVERLY M. SHAFER, 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 - Trust	Yes
2011: BEVERLY M. SHAFER, 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 - Trust	Yes
2010: BEVERLY M. SHAFER, M.D., P.C. PROFIT SHARING 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
2009: BEVERLY M. SHAFER, 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 - Trust	Yes

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Company Name:	BEVERLY M. SHAFER, M.D., P.C.
Employer identification number (EIN):	043255867
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)