401k Plan data: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN plan

BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN
Plan identification number	002

BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

BHARAT J. SHAH MD INC. has sponsored the creation of one or more 401k plans.

Company Name: BHARAT J. SHAH MD INC.

Employer identification number (EIN): 341528157

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 BHARAT J. SHAH MD
002 2016-01-01 BHARAT J. SHAH MD
002 2015-01-01 BHARAT J. SHAH MD
002 2014-01-01 BHARAT J. SHAH MD
002 2013-01-01 BHARAT J. SHAH MD
002 2012-01-01 BHARAT J. SHAH MD
002 2011-01-01 BHARAT J SHAH MD
002 2009-01-01 BHARAT J SHAH MD

Plan Statistics for BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN

Measure Date Value
2023: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 10
Number of other retired or separated participants entitled to future benefits 2023-01-01 24
Total of all active and inactive participants 2023-01-01 34
Total participants 2023-01-01 34
Number of participants with account balances 2023-01-01 34
2022: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 25
Total of all active and inactive participants 2022-01-01 35
Total participants 2022-01-01 35
Number of participants with account balances 2022-01-01 35
2021: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 12
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 35
Total participants 2021-01-01 35
Number of participants with account balances 2021-01-01 35
2020: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 38
Total participants 2020-01-01 38
Number of participants with account balances 2020-01-01 38
2019: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 40
Total participants 2019-01-01 40
Number of participants with account balances 2019-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 21
Number of other retired or separated participants entitled to future benefits 2018-01-01 19
Total of all active and inactive participants 2018-01-01 40
Total participants 2018-01-01 40
Number of participants with account balances 2018-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 21
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 36
Total participants 2017-01-01 36
Number of participants with account balances 2017-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 25
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 39
Total participants 2016-01-01 39
Number of participants with account balances 2016-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 34
Total participants 2015-01-01 34
Number of participants with account balances 2015-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 24
Total participants 2014-01-01 24
Number of participants with account balances 2014-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 22
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 21
Total participants 2012-01-01 21
Number of participants with account balances 2012-01-01 21
2011: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 20
Total participants 2011-01-01 20
Number of participants with account balances 2011-01-01 20
2009: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Total of all active and inactive participants 2009-01-01 16
Total participants 2009-01-01 16
Number of participants with account balances 2009-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	10
Number of other retired or separated participants entitled to future benefits	2023-01-01	24
Total of all active and inactive participants	2023-01-01	34
Total participants	2023-01-01	34
Number of participants with account balances	2023-01-01	34
2022: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	25
Total of all active and inactive participants	2022-01-01	35
Total participants	2022-01-01	35
Number of participants with account balances	2022-01-01	35
2021: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	12
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	35
Total participants	2021-01-01	35
Number of participants with account balances	2021-01-01	35
2020: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	38
Total participants	2020-01-01	38
Number of participants with account balances	2020-01-01	38
2019: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	40
Total participants	2019-01-01	40
Number of participants with account balances	2019-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	21
Number of other retired or separated participants entitled to future benefits	2018-01-01	19
Total of all active and inactive participants	2018-01-01	40
Total participants	2018-01-01	40
Number of participants with account balances	2018-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	21
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	36
Total participants	2017-01-01	36
Number of participants with account balances	2017-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	25
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	39
Total participants	2016-01-01	39
Number of participants with account balances	2016-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	34
Total participants	2015-01-01	34
Number of participants with account balances	2015-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	24
Total participants	2014-01-01	24
Number of participants with account balances	2014-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	22
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	21
Total participants	2012-01-01	21
Number of participants with account balances	2012-01-01	21
2011: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	20
Total participants	2011-01-01	20
Number of participants with account balances	2011-01-01	20
2009: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Total of all active and inactive participants	2009-01-01	16
Total participants	2009-01-01	16
Number of participants with account balances	2009-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$808,655
Expenses. Total of all expenses incurred	2023-12-31	$42,839
Benefits paid (including direct rollovers)	2023-12-31	$42,813
Total plan assets at end of year	2023-12-31	$4,133,346
Total plan assets at beginning of year	2023-12-31	$3,367,530
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$32,509
Expenses. Other expenses not covered elsewhere	2023-12-31	$26
Other income received	2023-12-31	$761,474
Net income (gross income less expenses)	2023-12-31	$765,816
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,133,346
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,367,530
Total contributions received or receivable from employer(s)	2023-12-31	$14,672
2022 : BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-467,391
Expenses. Total of all expenses incurred	2022-12-31	$18,026
Benefits paid (including direct rollovers)	2022-12-31	$18,000
Total plan assets at end of year	2022-12-31	$3,367,530
Total plan assets at beginning of year	2022-12-31	$3,852,947
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$19,934
Other income received	2022-12-31	$-503,357
Net income (gross income less expenses)	2022-12-31	$-485,417
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,367,530
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,852,947
Total contributions received or receivable from employer(s)	2022-12-31	$16,032
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$26
2021 : BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$600,668
Expenses. Total of all expenses incurred	2021-12-31	$49,289
Benefits paid (including direct rollovers)	2021-12-31	$49,251
Total plan assets at end of year	2021-12-31	$3,852,947
Total plan assets at beginning of year	2021-12-31	$3,301,568
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$19,835
Other income received	2021-12-31	$562,056
Net income (gross income less expenses)	2021-12-31	$551,379
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,852,947
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,301,568
Total contributions received or receivable from employer(s)	2021-12-31	$18,777
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$38
2020 : BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$328,057
Expenses. Total of all expenses incurred	2020-12-31	$48,474
Benefits paid (including direct rollovers)	2020-12-31	$48,474
Total plan assets at end of year	2020-12-31	$3,301,568
Total plan assets at beginning of year	2020-12-31	$3,021,985
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$43,275
Other income received	2020-12-31	$260,464
Net income (gross income less expenses)	2020-12-31	$279,583
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,301,568
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,021,985
Total contributions received or receivable from employer(s)	2020-12-31	$24,318
2019 : BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$602,667
Expenses. Total of all expenses incurred	2019-12-31	$7,184
Benefits paid (including direct rollovers)	2019-12-31	$7,000
Total plan assets at end of year	2019-12-31	$3,021,985
Total plan assets at beginning of year	2019-12-31	$2,426,502
Total contributions received or receivable from participants	2019-12-31	$52,082
Expenses. Other expenses not covered elsewhere	2019-12-31	$184
Contributions received from other sources (not participants or employers)	2019-12-31	$28,758
Other income received	2019-12-31	$497,479
Net income (gross income less expenses)	2019-12-31	$595,483
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,021,985
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,426,502
Total contributions received or receivable from employer(s)	2019-12-31	$24,348
2018 : BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$40,960
Expenses. Total of all expenses incurred	2018-12-31	$6,025
Benefits paid (including direct rollovers)	2018-12-31	$6,000
Total plan assets at end of year	2018-12-31	$2,426,502
Total plan assets at beginning of year	2018-12-31	$2,391,567
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$49,247
Expenses. Other expenses not covered elsewhere	2018-12-31	$25
Other income received	2018-12-31	$-23,703
Net income (gross income less expenses)	2018-12-31	$34,935
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,426,502
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,391,567
Total contributions received or receivable from employer(s)	2018-12-31	$15,416
2017 : BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$467,224
Expenses. Total of all expenses incurred	2017-12-31	$18,371
Benefits paid (including direct rollovers)	2017-12-31	$17,992
Total plan assets at end of year	2017-12-31	$2,391,567
Total plan assets at beginning of year	2017-12-31	$1,942,714
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$45,736
Expenses. Other expenses not covered elsewhere	2017-12-31	$379
Other income received	2017-12-31	$395,662
Net income (gross income less expenses)	2017-12-31	$448,853
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,391,567
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,942,714
Total contributions received or receivable from employer(s)	2017-12-31	$25,826
2016 : BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$288,638
Expenses. Total of all expenses incurred	2016-12-31	$109,372
Benefits paid (including direct rollovers)	2016-12-31	$108,923
Total plan assets at end of year	2016-12-31	$1,942,714
Total plan assets at beginning of year	2016-12-31	$1,763,448
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$50,099
Expenses. Other expenses not covered elsewhere	2016-12-31	$449
Other income received	2016-12-31	$200,028
Net income (gross income less expenses)	2016-12-31	$179,266
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,942,714
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,763,448
Assets. Value of participant loans	2016-12-31	$401
Total contributions received or receivable from employer(s)	2016-12-31	$38,511
2015 : BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-20,168
Expenses. Total of all expenses incurred	2015-12-31	$336
Total plan assets at end of year	2015-12-31	$1,763,448
Total plan assets at beginning of year	2015-12-31	$1,783,952
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$40,681
Expenses. Other expenses not covered elsewhere	2015-12-31	$336
Other income received	2015-12-31	$-88,768
Net income (gross income less expenses)	2015-12-31	$-20,504
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,763,448
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,783,952
Assets. Value of participant loans	2015-12-31	$673
Total contributions received or receivable from employer(s)	2015-12-31	$27,919
2014 : BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$236,398
Expenses. Total of all expenses incurred	2014-12-31	$1,620
Benefits paid (including direct rollovers)	2014-12-31	$1,619
Total plan assets at end of year	2014-12-31	$1,783,952
Total plan assets at beginning of year	2014-12-31	$1,549,174
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$38,704
Expenses. Other expenses not covered elsewhere	2014-12-31	$1
Other income received	2014-12-31	$174,495
Net income (gross income less expenses)	2014-12-31	$234,778
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,783,952
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,549,174
Assets. Value of participant loans	2014-12-31	$938
Total contributions received or receivable from employer(s)	2014-12-31	$23,199
2013 : BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$229,172
Expenses. Total of all expenses incurred	2013-12-31	$2,339
Benefits paid (including direct rollovers)	2013-12-31	$161
Total plan assets at end of year	2013-12-31	$1,549,174
Total plan assets at beginning of year	2013-12-31	$1,322,341
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$38,495
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,178
Other income received	2013-12-31	$164,316
Net income (gross income less expenses)	2013-12-31	$226,833
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,549,174
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,322,341
Assets. Value of participant loans	2013-12-31	$938
Total contributions received or receivable from employer(s)	2013-12-31	$26,361
2012 : BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$155,767
Expenses. Total of all expenses incurred	2012-12-31	$7,657
Benefits paid (including direct rollovers)	2012-12-31	$7,657
Total plan assets at end of year	2012-12-31	$1,322,341
Total plan assets at beginning of year	2012-12-31	$1,174,231
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$36,167
Other income received	2012-12-31	$94,444
Net income (gross income less expenses)	2012-12-31	$148,110
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,322,341
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,174,231
Assets. Value of participant loans	2012-12-31	$938
Total contributions received or receivable from employer(s)	2012-12-31	$25,156
2011 : BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-48,731
Total plan assets at end of year	2011-12-31	$1,174,231
Total plan assets at beginning of year	2011-12-31	$1,222,962
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$34,394
Other income received	2011-12-31	$-106,604
Net income (gross income less expenses)	2011-12-31	$-48,731
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,174,231
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,222,962
Assets. Value of participant loans	2011-12-31	$938
Total contributions received or receivable from employer(s)	2011-12-31	$23,479
2010 : BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$206,402
Expenses. Total of all expenses incurred	2010-12-31	$4,539
Benefits paid (including direct rollovers)	2010-12-31	$4,539
Total plan assets at end of year	2010-12-31	$1,222,962
Total plan assets at beginning of year	2010-12-31	$1,021,099
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$27,770
Other income received	2010-12-31	$148,166
Net income (gross income less expenses)	2010-12-31	$201,863
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,222,962
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,021,099
Assets. Value of participant loans	2010-12-31	$1,197
Total contributions received or receivable from employer(s)	2010-12-31	$30,466

Form 5500 Responses for BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN

2023: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BHARAT J SHAH MD INC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BHARAT J SHAH MD INC 401K 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: BHARAT J SHAH MD INC 401K 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: BHARAT J SHAH MD INC 401K 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: BHARAT J SHAH MD INC 401K 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: BHARAT J SHAH MD INC 401K 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:	BHARAT J. SHAH MD INC.
Employer identification number (EIN):	341528157
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists