401k Plan data: FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN plan

FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 401k Plan overview

Plan Name	FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN
Plan identification number	002

FREDRICK A. ISAACS, 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
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.
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

FREDRICK A. ISAACS MD PC has sponsored the creation of one or more 401k plans.

Company Name: FREDRICK A. ISAACS MD PC

Employer identification number (EIN): 161205245

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREDRICK A. ISAACS, 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 2022-01-01 FREDRICK ISAACS 2023-10-15
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 FREDRICK A. ISAACS MD
002 2013-01-01 FREDRICK A. ISAACS MD
002 2012-01-01 FREDRICK A. ISAACS MD
002 2011-01-01 FREDRICK A ISAACS MD
002 2009-01-01 FREDRICK A ISAACS MD

Plan Statistics for FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN

401k plan membership statisitcs for FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN

Measure Date Value
2014: FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 6
2013: FREDRICK A. ISAACS, 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 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 5
2011: FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2009: FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2014: FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	6
2013: FREDRICK A. ISAACS, 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	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	5
2011: FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2009: FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN

Measure	Date	Value
2014 : FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$148,376
Expenses. Total of all expenses incurred	2014-12-31	$13,912
Total plan assets at end of year	2014-12-31	$3,651,441
Total plan assets at beginning of year	2014-12-31	$3,516,977
Value of fidelity bond covering the plan	2014-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$13,912
Other income received	2014-12-31	$61,722
Net income (gross income less expenses)	2014-12-31	$134,464
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,651,441
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,516,977
Total contributions received or receivable from employer(s)	2014-12-31	$86,654
2013 : FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$521,095
Expenses. Total of all expenses incurred	2013-12-31	$10,495
Total plan assets at end of year	2013-12-31	$3,516,977
Total plan assets at beginning of year	2013-12-31	$3,006,377
Value of fidelity bond covering the plan	2013-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$10,495
Other income received	2013-12-31	$438,152
Net income (gross income less expenses)	2013-12-31	$510,600
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,516,977
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,006,377
Total contributions received or receivable from employer(s)	2013-12-31	$82,943
2012 : FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$306,842
Expenses. Total of all expenses incurred	2012-12-31	$9,719
Total plan assets at end of year	2012-12-31	$3,006,377
Total plan assets at beginning of year	2012-12-31	$2,709,254
Value of fidelity bond covering the plan	2012-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$9,719
Other income received	2012-12-31	$225,811
Net income (gross income less expenses)	2012-12-31	$297,123
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,006,377
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,709,254
Total contributions received or receivable from employer(s)	2012-12-31	$81,031
2011 : FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$10,607
Expenses. Total of all expenses incurred	2011-12-31	$8,480
Total plan assets at end of year	2011-12-31	$2,709,254
Total plan assets at beginning of year	2011-12-31	$2,707,127
Value of fidelity bond covering the plan	2011-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$8,480
Other income received	2011-12-31	$-64,198
Net income (gross income less expenses)	2011-12-31	$2,127
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,709,254
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,707,127
Total contributions received or receivable from employer(s)	2011-12-31	$74,805
2010 : FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$306,823
Expenses. Total of all expenses incurred	2010-12-31	$6,382
Total plan assets at end of year	2010-12-31	$2,707,127
Total plan assets at beginning of year	2010-12-31	$2,406,686
Value of fidelity bond covering the plan	2010-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$6,382
Other income received	2010-12-31	$232,807
Net income (gross income less expenses)	2010-12-31	$300,441
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,707,127
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,406,686
Total contributions received or receivable from employer(s)	2010-12-31	$74,016

Form 5500 Responses for FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN

2014: FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FREDRICK A. ISAACS, M.D., P.C., PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FREDRICK A. ISAACS MD PC
Employer identification number (EIN):	161205245
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	FREDRICK ISAACS	2023-10-15
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	FREDRICK A. ISAACS MD
002	2013-01-01	FREDRICK A. ISAACS MD
002	2012-01-01	FREDRICK A. ISAACS MD
002	2011-01-01	FREDRICK A ISAACS MD
002	2009-01-01	FREDRICK A ISAACS MD