401k Plan data: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN plan

NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN
Plan identification number	001

NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

ISMAIL B. SENDI, MD PC has sponsored the creation of one or more 401k plans.

Company Name: ISMAIL B. SENDI, MD PC

Employer identification number (EIN): 383006825

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KEVIN SENDI 2024-10-15
001 2022-01-01 KEVIN SENDI 2023-10-02
001 2021-01-01 KEVIN SENDI 2022-10-12
001 2020-01-01 KEVIN SENDI 2021-09-30
001 2019-01-01 KEVIN SENDI 2020-10-12 KEVIN SENDI 2020-10-12
001 2018-01-01
001 2017-01-01
001 2016-01-01 DOREEN BARRETT 2017-08-24
001 2015-01-01 DOREEN BARRETT 2016-10-11
001 2014-01-01 DOREEN BARRETT 2015-10-14
001 2013-01-01 DOREEN BARRETT 2014-10-14
001 2012-01-01 DOREEN BARRETT 2013-09-19
001 2011-01-01 DOREEN BARRETT 2012-10-14
001 2010-01-01 ISMAIL B. SENDI MD PC 2011-08-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KEVIN SENDI	2024-10-15
001	2022-01-01	KEVIN SENDI	2023-10-02
001	2021-01-01	KEVIN SENDI	2022-10-12
001	2020-01-01	KEVIN SENDI	2021-09-30
001	2019-01-01	KEVIN SENDI	2020-10-12	KEVIN SENDI	2020-10-12
001	2018-01-01
001	2017-01-01
001	2016-01-01	DOREEN BARRETT	2017-08-24
001	2015-01-01	DOREEN BARRETT	2016-10-11
001	2014-01-01	DOREEN BARRETT	2015-10-14
001	2013-01-01	DOREEN BARRETT	2014-10-14
001	2012-01-01	DOREEN BARRETT	2013-09-19
001	2011-01-01	DOREEN BARRETT	2012-10-14
001	2010-01-01	ISMAIL B. SENDI MD PC	2011-08-01

Plan Statistics for NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 239
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 24
Total of all active and inactive participants 2023-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 263
Number of participants with account balances 2023-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 15
2022: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 240
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 16
Total of all active and inactive participants 2022-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 257
Number of participants with account balances 2022-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 213
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 229
Number of participants with account balances 2021-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 185
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 196
Number of participants with account balances 2020-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 155
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 9
Total of all active and inactive participants 2019-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 164
Number of participants with account balances 2019-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5

Measure	Date	Value
2023: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	239
Number of retired or separated participants receiving benefits	2023-01-01	0
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	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	263
Number of participants with account balances	2023-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	15
2022: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	240
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	16
Total of all active and inactive participants	2022-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	257
Number of participants with account balances	2022-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	213
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	229
Number of participants with account balances	2021-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	185
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	196
Number of participants with account balances	2020-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	155
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	9
Total of all active and inactive participants	2019-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	164
Number of participants with account balances	2019-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5

Financial Data on NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,104,203
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$126,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$92,920
Value of total corrective distributions	2023-12-31	$27,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$601,623
Value of total assets at end of year	2023-12-31	$3,994,151
Value of total assets at beginning of year	2023-12-31	$3,016,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$5,950
Total interest from all sources	2023-12-31	$826
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$91,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$91,055
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$497,512
Participant contributions at end of year	2023-12-31	$13,686
Participant contributions at beginning of year	2023-12-31	$15,340
Participant contributions at end of year	2023-12-31	$18,418
Participant contributions at beginning of year	2023-12-31	$14,603
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$28,097
Other income not declared elsewhere	2023-12-31	$3,067
Liabilities. Value of operating payables at end of year	2023-12-31	$0
Liabilities. Value of operating payables at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$977,496
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$3,994,151
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$3,016,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$3,959,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$2,984,773
Interest on participant loans	2023-12-31	$826
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$407,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$76,014
Employer contributions (assets) at end of year	2023-12-31	$2,964
Employer contributions (assets) at beginning of year	2023-12-31	$1,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$92,920
Contract administrator fees	2023-12-31	$4,650
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WALTER, BOESKY & ASSOCIATES, P.C.
Accountancy firm EIN	2023-12-31	383629743
2022 : NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$3,178
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$161,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$160,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$526,646
Value of total assets at end of year	2022-12-31	$3,016,655
Value of total assets at beginning of year	2022-12-31	$3,175,310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$888
Total interest from all sources	2022-12-31	$802
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$447,387
Participant contributions at end of year	2022-12-31	$15,340
Participant contributions at beginning of year	2022-12-31	$14,231
Participant contributions at end of year	2022-12-31	$14,603
Participant contributions at beginning of year	2022-12-31	$12,674
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$8,790
Other income not declared elsewhere	2022-12-31	$2,647
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-158,655
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,016,655
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,175,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,984,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,146,166
Interest on participant loans	2022-12-31	$802
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-526,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$70,469
Employer contributions (assets) at end of year	2022-12-31	$1,939
Employer contributions (assets) at beginning of year	2022-12-31	$2,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$160,945
Contract administrator fees	2022-12-31	$888
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WALTER, BOESKY & ASSOCIATES, P.C.
Accountancy firm EIN	2022-12-31	383629743
2021 : NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$825,382
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$353,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$352,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$473,156
Value of total assets at end of year	2021-12-31	$3,175,310
Value of total assets at beginning of year	2021-12-31	$2,703,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,000
Total interest from all sources	2021-12-31	$3,812
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$384,231
Participant contributions at end of year	2021-12-31	$14,231
Participant contributions at beginning of year	2021-12-31	$54,596
Participant contributions at end of year	2021-12-31	$12,674
Participant contributions at beginning of year	2021-12-31	$11,304
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$25,351
Other income not declared elsewhere	2021-12-31	$803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$471,851
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,175,310
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,703,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,146,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,635,479
Interest on participant loans	2021-12-31	$3,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$347,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$63,574
Employer contributions (assets) at end of year	2021-12-31	$2,239
Employer contributions (assets) at beginning of year	2021-12-31	$2,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$352,531
Contract administrator fees	2021-12-31	$1,000
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WALTER, BOESKY & ASSOCIATES, P.C.
Accountancy firm EIN	2021-12-31	383629743
2020 : NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$741,683
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$72,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$71,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$406,878
Value of total assets at end of year	2020-12-31	$2,703,459
Value of total assets at beginning of year	2020-12-31	$2,034,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,205
Total interest from all sources	2020-12-31	$1,246
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$525
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$314,323
Participant contributions at end of year	2020-12-31	$54,596
Participant contributions at beginning of year	2020-12-31	$17,496
Participant contributions at end of year	2020-12-31	$11,304
Participant contributions at beginning of year	2020-12-31	$9,808
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$45,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$669,063
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,703,459
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,034,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,635,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,005,361
Interest on participant loans	2020-12-31	$1,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$333,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$47,257
Employer contributions (assets) at end of year	2020-12-31	$2,080
Employer contributions (assets) at beginning of year	2020-12-31	$1,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$71,415
Contract administrator fees	2020-12-31	$680
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WALTER, BOESKY & ASSOCIATES, P.C.
Accountancy firm EIN	2020-12-31	383629743
2019 : NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$731,496
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$98,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$97,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$435,843
Value of total assets at end of year	2019-12-31	$2,034,396
Value of total assets at beginning of year	2019-12-31	$1,401,235
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$720
Total interest from all sources	2019-12-31	$627
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$350
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$307,400
Participant contributions at end of year	2019-12-31	$17,496
Participant contributions at beginning of year	2019-12-31	$5,185
Participant contributions at end of year	2019-12-31	$9,808
Participant contributions at beginning of year	2019-12-31	$7,966
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$80,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$633,161
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,034,396
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,401,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,005,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,387,267
Interest on participant loans	2019-12-31	$617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$295,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$48,000
Employer contributions (assets) at end of year	2019-12-31	$1,731
Employer contributions (assets) at beginning of year	2019-12-31	$817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$97,615
Contract administrator fees	2019-12-31	$370
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	WALTER, BOESKY & ASSOCIATES, P.C.
Accountancy firm EIN	2019-12-31	383629743

Form 5500 Responses for NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN

2023: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NEW OAKLAND CHILD-ADOLESCENT AND FAMILY CENTER 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ISMAIL B. SENDI, MD PC
Employer identification number (EIN):	383006825
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists