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JONATHAN LEBOWITZ, M.D. P.C. 401(K) PROFIT SARING PLAN 401k Plan overview

Plan NameJONATHAN LEBOWITZ, M.D. P.C. 401(K) PROFIT SARING PLAN
Plan identification number 002

JONATHAN LEBOWITZ, M.D. P.C. 401(K) PROFIT SARING PLAN Benefits

401k Plan TypeDefined 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

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

Company Name:JONATHAN LEBOWITZ, M.D. P.C.
Employer identification number (EIN):113093514
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONATHAN LEBOWITZ, M.D. P.C. 401(K) PROFIT SARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01JONATHAN LEBOWITZ2016-09-02
0022014-01-01JONATHAN LEBOWITZ2015-09-17
0022013-01-01JONATHAN LEBOWITZ2014-10-13
0022012-01-01JONATHAN LEBOWITZ, M.D. JONATHAN LEBOWITZ, M.D.2013-09-13
0022011-01-01JONATHAN LEBOWITZ, M.D. JONATHAN LEBOWITZ, M.D.2012-10-08
0022010-01-01JONATHAN LEBOWITZ, M.D. JONATHAN LEBOWITZ, M.D.2011-10-05

Financial Data on JONATHAN LEBOWITZ, M.D. P.C. 401(K) PROFIT SARING PLAN

Measure Date Value
2012 : JONATHAN LEBOWITZ, M.D. P.C. 401(K) PROFIT SARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$119,478
Expenses. Total of all expenses incurred2012-12-31$1,444
Benefits paid (including direct rollovers)2012-12-31$1,301
Total plan assets at end of year2012-12-31$801,745
Total plan assets at beginning of year2012-12-31$683,711
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$45,000
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$70,927
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$118,034
Net plan assets at end of year (total assets less liabilities)2012-12-31$801,745
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$683,711
Total contributions received or receivable from employer(s)2012-12-31$3,551
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$143
2011 : JONATHAN LEBOWITZ, M.D. P.C. 401(K) PROFIT SARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$25,396
Expenses. Total of all expenses incurred2011-12-31$76,045
Benefits paid (including direct rollovers)2011-12-31$75,897
Total plan assets at end of year2011-12-31$683,711
Total plan assets at beginning of year2011-12-31$734,360
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$44,000
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-59,868
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-50,649
Net plan assets at end of year (total assets less liabilities)2011-12-31$683,711
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$734,360
Total contributions received or receivable from employer(s)2011-12-31$41,264
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$148
2010 : JONATHAN LEBOWITZ, M.D. P.C. 401(K) PROFIT SARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$708,408
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$103,986
Expenses. Total of all expenses incurred2010-12-31$177,470
Benefits paid (including direct rollovers)2010-12-31$177,183
Total plan assets at end of year2010-12-31$734,360
Total plan assets at beginning of year2010-12-31$99,436
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$287
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$103,986
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-73,484
Net plan assets at end of year (total assets less liabilities)2010-12-31$734,360
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$99,436
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for JONATHAN LEBOWITZ, M.D. P.C. 401(K) PROFIT SARING PLAN

2012: JONATHAN LEBOWITZ, M.D. P.C. 401(K) PROFIT SARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JONATHAN LEBOWITZ, M.D. P.C. 401(K) PROFIT SARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JONATHAN LEBOWITZ, M.D. P.C. 401(K) PROFIT SARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number630500
Policy instance 1
THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 )
Policy contract number1 1071407L
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number630500
Policy instance 1
THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 )
Policy contract number1 1071407L
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number630500
Policy instance 1
THE UNITED STATES LIFE INSURANCE COMPANY IN THE CITY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70106 )
Policy contract number1 1071407L
Policy instance 2

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