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JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 401k Plan overview

Plan NameJOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN
Plan identification number 002

JOEL BRUCE FIELDMAN MD PROFIT SHARING 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
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JOEL BRUCE FIELDMAN MD PC has sponsored the creation of one or more 401k plans.

Company Name:JOEL BRUCE FIELDMAN MD PC
Employer identification number (EIN):113417627
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JOEL BRUCE FIELDMAN2023-10-15 JOEL BRUCE FIELDMAN2023-10-15
0022021-01-01JOEL BRUCE FIELDMAN2022-10-15 JOEL BRUCE FIELDMAN2022-10-15
0022020-01-01JOEL BRUCE FIELDMAN2021-08-09 JOEL BRUCE FIELDMAN2021-08-09
0022019-01-01JOEL BRUCE FIELDMAN2020-10-15 JOEL BRUCE FIELDMAN2020-10-15
0022017-01-01
0022016-01-01
0022015-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JOEL FIELDMAN
0022011-01-01JOEL FIELDMAN
0022008-01-01JOEL FIELDMAN
0022008-01-01
0022007-01-01JOEL FIELDMAN
0022005-01-01JOEL FIELDMAN
0022004-01-01JOEL FIELDMAN
0022003-01-01JOEL FIELDMAN

Plan Statistics for JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN

401k plan membership statisitcs for JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN

Measure Date Value
2022: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-011
Total of all active and inactive participants2022-01-013
Total participants2022-01-013
Number of participants with account balances2022-01-013
2021: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
Number of participants with account balances2021-01-013
2020: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2017: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
2015: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
2014: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2008: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-012
Total number of active participants reported on line 7a of the Form 55002008-01-012
Total of all active and inactive participants2008-01-012
Total participants2008-01-012
Number of participants with account balances2008-01-012
2007: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-012
Total number of active participants reported on line 7a of the Form 55002007-01-012
Total of all active and inactive participants2007-01-012
Total participants2007-01-012
Number of participants with account balances2007-01-012
2005: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-012
Total number of active participants reported on line 7a of the Form 55002005-01-012
Total of all active and inactive participants2005-01-012
Total participants2005-01-012
Number of participants with account balances2005-01-012
2004: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-012
Total number of active participants reported on line 7a of the Form 55002004-01-012
Total of all active and inactive participants2004-01-012
Total participants2004-01-012
Number of participants with account balances2004-01-012
2003: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-011
Total number of active participants reported on line 7a of the Form 55002003-01-012
Total of all active and inactive participants2003-01-012
Total participants2003-01-012
Number of participants with account balances2003-01-012

Financial Data on JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN

Measure Date Value
2022 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-118,287
Total plan assets at end of year2022-12-31$1,225,773
Total plan assets at beginning of year2022-12-31$1,344,060
Value of fidelity bond covering the plan2022-12-31$150,000
Other income received2022-12-31$-188,450
Net income (gross income less expenses)2022-12-31$-118,287
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,225,773
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,344,060
Total contributions received or receivable from employer(s)2022-12-31$70,163
2021 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$70,634
Total plan assets at end of year2021-12-31$1,344,060
Total plan assets at beginning of year2021-12-31$1,273,426
Value of fidelity bond covering the plan2021-12-31$150,000
Other income received2021-12-31$-310
Net income (gross income less expenses)2021-12-31$70,634
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,344,060
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,273,426
Total contributions received or receivable from employer(s)2021-12-31$70,944
2020 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$55,725
Total plan assets at end of year2020-12-31$1,273,426
Total plan assets at beginning of year2020-12-31$1,217,701
Value of fidelity bond covering the plan2020-12-31$150,000
Other income received2020-12-31$35,224
Net income (gross income less expenses)2020-12-31$55,725
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,273,426
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,217,701
Total contributions received or receivable from employer(s)2020-12-31$20,501
2019 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$165,059
Total plan assets at end of year2019-12-31$1,217,701
Total plan assets at beginning of year2019-12-31$1,052,642
Value of fidelity bond covering the plan2019-12-31$150,000
Other income received2019-12-31$88,918
Net income (gross income less expenses)2019-12-31$165,059
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,217,701
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,052,642
Total contributions received or receivable from employer(s)2019-12-31$76,141
2018 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-76,159
Expenses. Total of all expenses incurred2018-12-31$16,359
Benefits paid (including direct rollovers)2018-12-31$16,359
Total plan assets at end of year2018-12-31$1,052,642
Total plan assets at beginning of year2018-12-31$1,145,160
Value of fidelity bond covering the plan2018-12-31$150,000
Other income received2018-12-31$-147,196
Net income (gross income less expenses)2018-12-31$-92,518
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,052,642
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,145,160
Assets. Value of assets in partnership/joint-venture interests2018-12-31$1
Total contributions received or receivable from employer(s)2018-12-31$71,037
2017 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$111,827
Total plan assets at end of year2017-12-31$1,145,160
Total plan assets at beginning of year2017-12-31$1,033,333
Value of fidelity bond covering the plan2017-12-31$150,000
Other income received2017-12-31$111,827
Net income (gross income less expenses)2017-12-31$111,827
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,145,160
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,033,333
Assets. Value of assets in partnership/joint-venture interests2017-12-31$9,368
2016 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$41,177
Total plan assets at end of year2016-12-31$1,033,333
Total plan assets at beginning of year2016-12-31$992,156
Value of fidelity bond covering the plan2016-12-31$150,000
Other income received2016-12-31$41,177
Net income (gross income less expenses)2016-12-31$41,177
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,033,333
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$992,156
Assets. Value of assets in partnership/joint-venture interests2016-12-31$9,680
2015 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$52,775
Expenses. Total of all expenses incurred2015-12-31$9,979
Total plan assets at end of year2015-12-31$992,156
Total plan assets at beginning of year2015-12-31$949,360
Value of fidelity bond covering the plan2015-12-31$100,000
Expenses. Other expenses not covered elsewhere2015-12-31$9,979
Other income received2015-12-31$-18,319
Net income (gross income less expenses)2015-12-31$42,796
Net plan assets at end of year (total assets less liabilities)2015-12-31$992,156
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$949,360
Assets. Value of assets in partnership/joint-venture interests2015-12-31$9,971
Total contributions received or receivable from employer(s)2015-12-31$71,094
2014 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$34,053
Expenses. Total of all expenses incurred2014-12-31$869
Total plan assets at end of year2014-12-31$949,360
Total plan assets at beginning of year2014-12-31$916,176
Value of fidelity bond covering the plan2014-12-31$100,000
Expenses. Other expenses not covered elsewhere2014-12-31$869
Other income received2014-12-31$34,053
Net income (gross income less expenses)2014-12-31$33,184
Net plan assets at end of year (total assets less liabilities)2014-12-31$949,360
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$916,176
Assets. Value of assets in partnership/joint-venture interests2014-12-31$10,243
2013 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$173,340
Total plan assets at end of year2013-12-31$916,176
Total plan assets at beginning of year2013-12-31$742,836
Value of fidelity bond covering the plan2013-12-31$100,000
Contributions received from other sources (not participants or employers)2013-12-31$281
Other income received2013-12-31$101,517
Net income (gross income less expenses)2013-12-31$173,340
Net plan assets at end of year (total assets less liabilities)2013-12-31$916,176
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$742,836
Assets. Value of assets in partnership/joint-venture interests2013-12-31$10,507
Total contributions received or receivable from employer(s)2013-12-31$71,542
2012 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$105,181
Total plan assets at end of year2012-12-31$742,836
Total plan assets at beginning of year2012-12-31$637,655
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$42,131
Net income (gross income less expenses)2012-12-31$105,181
Net plan assets at end of year (total assets less liabilities)2012-12-31$742,836
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$637,655
Assets. Value of assets in partnership/joint-venture interests2012-12-31$10,760
Total contributions received or receivable from employer(s)2012-12-31$63,050
2011 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$94,919
Total plan assets at end of year2011-12-31$637,655
Total plan assets at beginning of year2011-12-31$542,736
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$29,519
Net income (gross income less expenses)2011-12-31$94,919
Net plan assets at end of year (total assets less liabilities)2011-12-31$637,655
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$542,736
Assets. Value of assets in partnership/joint-venture interests2011-12-31$10,985
Total contributions received or receivable from employer(s)2011-12-31$65,400
2008 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources2008-12-31$-72,407
Total plan assets at end of year2008-12-31$369,114
Total plan assets at beginning of year2008-12-31$441,521
Other income received2008-12-31$-129,607
Net income (gross income less expenses)2008-12-31$-72,407
Net plan assets at end of year (total assets less liabilities)2008-12-31$369,114
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$441,521
Assets. Value of assets in partnership/joint-venture interests2008-12-31$13,744
Total contributions received or receivable from employer(s)2008-12-31$57,200
2007 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources2007-12-31$116,835
Total plan assets at end of year2007-12-31$441,521
Total plan assets at beginning of year2007-12-31$324,686
Other income received2007-12-31$835
Net income (gross income less expenses)2007-12-31$116,835
Net plan assets at end of year (total assets less liabilities)2007-12-31$441,521
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$324,686
Assets. Value of assets in partnership/joint-venture interests2007-12-31$15,620
Total contributions received or receivable from employer(s)2007-12-31$116,000
2006 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2006 401k financial data
Total income from all sources2006-12-31$118,760
Expenses. Total of all expenses incurred2006-12-31$21,514
Benefits paid (including direct rollovers)2006-12-31$21,514
Total plan assets at end of year2006-12-31$324,686
Total plan assets at beginning of year2006-12-31$227,440
Other income received2006-12-31$38,760
Net income (gross income less expenses)2006-12-31$97,246
Net plan assets at end of year (total assets less liabilities)2006-12-31$324,686
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$227,440
Assets. Value of assets in partnership/joint-venture interests2006-12-31$17,496
Total contributions received or receivable from employer(s)2006-12-31$80,000
2005 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2005 401k financial data
Total income from all sources2005-12-31$-7,379
Total plan assets at end of year2005-12-31$227,440
Total plan assets at beginning of year2005-12-31$234,819
Other income received2005-12-31$-7,379
Net income (gross income less expenses)2005-12-31$-7,379
Net plan assets at end of year (total assets less liabilities)2005-12-31$227,440
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$234,819
Assets. Value of assets in partnership/joint-venture interests2005-12-31$19,372
2004 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2004 401k financial data
Total income from all sources2004-12-31$69,452
Total plan assets at end of year2004-12-31$234,819
Total plan assets at beginning of year2004-12-31$165,367
Other income received2004-12-31$8,452
Net income (gross income less expenses)2004-12-31$69,452
Net plan assets at end of year (total assets less liabilities)2004-12-31$234,819
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$165,367
Assets. Value of assets in partnership/joint-venture interests2004-12-31$21,848
Total contributions received or receivable from employer(s)2004-12-31$61,000
2003 : JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2003 401k financial data
Total income from all sources2003-12-31$20,878
Total plan assets at end of year2003-12-31$165,367
Total plan assets at beginning of year2003-12-31$144,489
Other income received2003-12-31$5,878
Net income (gross income less expenses)2003-12-31$20,878
Net plan assets at end of year (total assets less liabilities)2003-12-31$165,367
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$144,489
Assets. Value of assets in partnership/joint-venture interests2003-12-31$23,124
Total contributions received or receivable from employer(s)2003-12-31$15,000

Form 5500 Responses for JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN

2022: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOEL BRUCE FIELDMAN MD PROFIT SHARING 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: JOEL BRUCE FIELDMAN MD PROFIT SHARING 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
2008: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2005: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes
2003: JOEL BRUCE FIELDMAN MD PROFIT SHARING PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

RIVERSOURCE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80594 )
Policy contract number6085911
Policy instance 1
Insurance contract or identification number6085911
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RIVERSOURCE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80594 )
Policy contract number6085911
Policy instance 1
Insurance contract or identification number6085911
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $124
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $124
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80594 )
Policy contract number6085911
Policy instance 1
Insurance contract or identification number6085911
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,537
Commission paid to Insurance BrokerUSD $1,537
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80594 )
Policy contract number6085911
Policy instance 1
Insurance contract or identification number6085911
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,130
Commission paid to Insurance BrokerUSD $1,130
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
RIVERSOURCE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80594 )
Policy contract number6085911
Policy instance 1
Insurance contract or identification number6085911
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $339
Commission paid to Insurance BrokerUSD $339
Insurance broker organization code?3
Insurance broker name
RIVERSOURCE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80594 )
Policy contract number6085911
Policy instance 1
Insurance contract or identification number6085911
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $286
Commission paid to Insurance BrokerUSD $286
Insurance broker organization code?3
Insurance broker nameMARK E. GROSSMAN, CFP CMFC CRPC
RIVERSOURCE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80594 )
Policy contract number6085911
Policy instance 1
Insurance contract or identification number6085911
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $584
Commission paid to Insurance BrokerUSD $584
Insurance broker organization code?3
Insurance broker nameMARK E. GROSSMAN CFP CMFC CRPC
RIVERSOURCE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80594 )
Policy contract number6085911
Policy instance 1
Insurance contract or identification number6085911
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,242
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,242
Insurance broker organization code?3
Insurance broker nameMARK E GROSSMAN CFP CMFC CRPC
RIVERSOURCE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80594 )
Policy contract number6085911
Policy instance 1
Insurance contract or identification number6085911
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,140
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,140
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameMARK E GROSSMAN CFP CMFC CRPC
RIVERSOURCE LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 80594 )
Policy contract number6085911
Policy instance 1
Insurance contract or identification number6085911
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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