401k Plan data: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN plan

JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 401k Plan overview

Plan Name	JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN
Plan identification number	001

JOANNE LEVITAN, M.D. P.C. 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.

401k Sponsoring company profile

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

Company Name: JOANNE LEVITAN, M.D., P.C.

Employer identification number (EIN): 383065767

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JOANNE LEVITAN
001 2013-01-01 JOANNE LEVITAN
001 2012-01-01 JOANNE LEVITAN
001 2011-01-01 JOANNE LEVITAN
001 2009-01-01 JOANNE LEVITAN

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	JOANNE LEVITAN
001	2013-01-01	JOANNE LEVITAN
001	2012-01-01	JOANNE LEVITAN
001	2011-01-01	JOANNE LEVITAN
001	2009-01-01	JOANNE LEVITAN

Plan Statistics for JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN

401k plan membership statisitcs for JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN

Measure Date Value
2014: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2014: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN

Measure	Date	Value
2014 : JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$100,527
Expenses. Total of all expenses incurred	2014-12-31	$1,117,253
Benefits paid (including direct rollovers)	2014-12-31	$1,106,906
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$1,016,726
Value of fidelity bond covering the plan	2014-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$10,347
Other income received	2014-12-31	$100,527
Net income (gross income less expenses)	2014-12-31	$-1,016,726
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,016,726
2013 : JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$183,244
Expenses. Total of all expenses incurred	2013-12-31	$9,049
Total plan assets at end of year	2013-12-31	$1,016,726
Total plan assets at beginning of year	2013-12-31	$842,531
Value of fidelity bond covering the plan	2013-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$9,049
Other income received	2013-12-31	$183,244
Net income (gross income less expenses)	2013-12-31	$174,195
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,016,726
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$842,531
2012 : JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$83,102
Expenses. Total of all expenses incurred	2012-12-31	$12,043
Benefits paid (including direct rollovers)	2012-12-31	$2,425
Total plan assets at end of year	2012-12-31	$842,531
Total plan assets at beginning of year	2012-12-31	$771,472
Value of fidelity bond covering the plan	2012-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$9,618
Other income received	2012-12-31	$83,102
Net income (gross income less expenses)	2012-12-31	$71,059
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$842,531
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$771,472
2011 : JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-33,381
Expenses. Total of all expenses incurred	2011-12-31	$79,198
Benefits paid (including direct rollovers)	2011-12-31	$68,188
Total plan assets at end of year	2011-12-31	$771,472
Total plan assets at beginning of year	2011-12-31	$884,051
Value of fidelity bond covering the plan	2011-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$11,010
Other income received	2011-12-31	$-33,381
Net income (gross income less expenses)	2011-12-31	$-112,579
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$771,472
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$884,051
2010 : JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$108,281
Expenses. Total of all expenses incurred	2010-12-31	$19,455
Benefits paid (including direct rollovers)	2010-12-31	$12,700
Total plan assets at end of year	2010-12-31	$884,051
Total plan assets at beginning of year	2010-12-31	$795,225
Value of fidelity bond covering the plan	2010-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$6,755
Other income received	2010-12-31	$92,851
Net income (gross income less expenses)	2010-12-31	$88,826
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$884,051
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$795,225
Total contributions received or receivable from employer(s)	2010-12-31	$15,430

Form 5500 Responses for JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN

2014: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOANNE LEVITAN, M.D. P.C. PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOANNE LEVITAN, M.D., P.C.
Employer identification number (EIN):	383065767
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)