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BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameBRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN
Plan identification number 001

BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

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

Company Name:BRIAN SZABO, D.P.M. P.C.
Employer identification number (EIN):300156087
NAIC Classification:621391
NAIC Description:Offices of Podiatrists

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRIAN SZABO BRIAN SZABO2018-10-05
0012016-01-01BRIAN SZABO BRIAN SZABO2017-05-22
0012015-01-01BRIAN SZABO BRIAN SZABO2016-05-18
0012014-01-01BRIAN SZABO BRIAN SZABO2015-06-25
0012013-01-01BRIAN SZABO BRIAN SZABO2014-06-05
0012012-01-01BRIAN SZABO BRIAN SZABO2013-07-26
0012011-01-01BRIAN SZABO BRIAN SZABO2012-06-25
0012010-01-01BRIAN SZABO BRIAN SZABO2011-05-25
0012009-01-01BRIAN SZABO BRIAN SZABO2010-09-21

Plan Statistics for BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN

Measure Date Value
2023: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-010
Total of all active and inactive participants2023-01-010
Total participants2023-01-010
2022: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Total of all active and inactive participants2022-01-014
Total participants2022-01-014
Number of participants with account balances2022-01-014
2021: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Total of all active and inactive participants2021-01-014
Total participants2021-01-014
Number of participants with account balances2021-01-014
2020: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-014
Total of all active and inactive participants2020-01-014
Total participants2020-01-014
Number of participants with account balances2020-01-014
2019: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
2017: BRIAN SZABO, D.P.M. P.C. 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
2016: BRIAN SZABO, D.P.M. P.C. 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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
2015: BRIAN SZABO, D.P.M. P.C. 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 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: BRIAN SZABO, D.P.M. P.C. 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: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
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: BRIAN SZABO, D.P.M. P.C. 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 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: BRIAN SZABO, D.P.M. P.C. 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
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN

Measure Date Value
2023 : BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$348,362
Expenses. Total of all expenses incurred2023-12-31$2,364,112
Benefits paid (including direct rollovers)2023-12-31$2,362,745
Total plan assets at end of year2023-12-31$0
Total plan assets at beginning of year2023-12-31$2,015,750
Other income received2023-12-31$348,362
Net income (gross income less expenses)2023-12-31$-2,015,750
Net plan assets at end of year (total assets less liabilities)2023-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,015,750
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,367
2022 : BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-298,878
Expenses. Total of all expenses incurred2022-12-31$9,559
Total plan assets at end of year2022-12-31$2,015,750
Total plan assets at beginning of year2022-12-31$2,324,187
Other income received2022-12-31$-298,878
Net income (gross income less expenses)2022-12-31$-308,437
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,015,750
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,324,187
Assets. Value of participant loans2022-12-31$35,732
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$9,559
2021 : BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$163,884
Expenses. Total of all expenses incurred2021-12-31$14,097
Total plan assets at end of year2021-12-31$2,324,187
Total plan assets at beginning of year2021-12-31$2,174,400
Other income received2021-12-31$150,627
Net income (gross income less expenses)2021-12-31$149,787
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,324,187
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,174,400
Assets. Value of participant loans2021-12-31$13,261
Total contributions received or receivable from employer(s)2021-12-31$13,257
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$14,097
2020 : BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$546,214
Expenses. Total of all expenses incurred2020-12-31$4,447
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$2,174,400
Total plan assets at beginning of year2020-12-31$1,632,633
Other income received2020-12-31$533,061
Net income (gross income less expenses)2020-12-31$541,767
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,174,400
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,632,633
Assets. Value of participant loans2020-12-31$20,602
Total contributions received or receivable from employer(s)2020-12-31$13,153
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,447
2019 : BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$318,361
Expenses. Total of all expenses incurred2019-12-31$5,005
Benefits paid (including direct rollovers)2019-12-31$3,579
Total plan assets at end of year2019-12-31$1,632,633
Total plan assets at beginning of year2019-12-31$1,319,277
Other income received2019-12-31$308,606
Net income (gross income less expenses)2019-12-31$313,356
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,632,633
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,319,277
Assets. Value of participant loans2019-12-31$29,565
Total contributions received or receivable from employer(s)2019-12-31$9,755
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,426
2018 : BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-30,223
Expenses. Total of all expenses incurred2018-12-31$873
Total plan assets at end of year2018-12-31$1,319,277
Total plan assets at beginning of year2018-12-31$1,350,373
Other income received2018-12-31$-42,869
Net income (gross income less expenses)2018-12-31$-31,096
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,319,277
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,350,373
Assets. Value of participant loans2018-12-31$35,716
Total contributions received or receivable from employer(s)2018-12-31$12,646
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$873
2017 : BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$152,476
Expenses. Total of all expenses incurred2017-12-31$135
Total plan assets at end of year2017-12-31$1,350,373
Total plan assets at beginning of year2017-12-31$1,198,032
Other income received2017-12-31$146,614
Net income (gross income less expenses)2017-12-31$152,341
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,350,373
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,198,032
Total contributions received or receivable from employer(s)2017-12-31$5,862
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$135
2016 : BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$40,137
Expenses. Total of all expenses incurred2016-12-31$22,667
Benefits paid (including direct rollovers)2016-12-31$22,602
Total plan assets at end of year2016-12-31$1,198,032
Total plan assets at beginning of year2016-12-31$1,180,562
Other income received2016-12-31$14,209
Net income (gross income less expenses)2016-12-31$17,470
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,198,032
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,180,562
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$25,928
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$65
2015 : BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$5,455
Expenses. Total of all expenses incurred2015-12-31$206
Total plan assets at end of year2015-12-31$1,180,562
Total plan assets at beginning of year2015-12-31$1,175,313
Other income received2015-12-31$-12,868
Net income (gross income less expenses)2015-12-31$5,249
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,180,562
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,175,313
Assets. Value of participant loans2015-12-31$9,458
Total contributions received or receivable from employer(s)2015-12-31$18,323
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$206
2014 : BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$137,928
Expenses. Total of all expenses incurred2014-12-31$130
Total plan assets at end of year2014-12-31$1,175,313
Total plan assets at beginning of year2014-12-31$1,037,515
Other income received2014-12-31$97,186
Net income (gross income less expenses)2014-12-31$137,798
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,175,313
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,037,515
Total contributions received or receivable from employer(s)2014-12-31$40,742
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$130
2013 : BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$159,491
Expenses. Total of all expenses incurred2013-12-31$131
Total plan assets at end of year2013-12-31$1,037,515
Total plan assets at beginning of year2013-12-31$878,155
Other income received2013-12-31$107,682
Net income (gross income less expenses)2013-12-31$159,360
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,037,515
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$878,155
Total contributions received or receivable from employer(s)2013-12-31$51,809
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$131
2012 : BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$70,390
Expenses. Total of all expenses incurred2012-12-31$78
Total plan assets at end of year2012-12-31$878,155
Total plan assets at beginning of year2012-12-31$807,843
Other income received2012-12-31$32,905
Net income (gross income less expenses)2012-12-31$70,312
Net plan assets at end of year (total assets less liabilities)2012-12-31$878,155
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$807,843
Total contributions received or receivable from employer(s)2012-12-31$37,485
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$78
2011 : BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$55,428
Total plan assets at end of year2011-12-31$807,843
Total plan assets at beginning of year2011-12-31$752,415
Other income received2011-12-31$18,586
Net income (gross income less expenses)2011-12-31$55,428
Net plan assets at end of year (total assets less liabilities)2011-12-31$807,843
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$752,415
Total contributions received or receivable from employer(s)2011-12-31$36,842
2010 : BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$70,192
Expenses. Total of all expenses incurred2010-12-31$3,848
Benefits paid (including direct rollovers)2010-12-31$3,818
Total plan assets at end of year2010-12-31$752,415
Total plan assets at beginning of year2010-12-31$686,071
Other income received2010-12-31$33,652
Net income (gross income less expenses)2010-12-31$66,344
Net plan assets at end of year (total assets less liabilities)2010-12-31$752,415
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$686,071
Total contributions received or receivable from employer(s)2010-12-31$36,540
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$30

Form 5500 Responses for BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN

2023: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRIAN SZABO, D.P.M. P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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