401k Plan data: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN plan

DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 401k Plan overview

Plan Name	DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN
Plan identification number	002

DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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

DRS. HECHT, BASS, SCHWARTZ & HILA, P.A. has sponsored the creation of one or more 401k plans.

Company Name: DRS. HECHT, BASS, SCHWARTZ & HILA, P.A.

Employer identification number (EIN): 521128613

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-09-01
002 2021-09-01
002 2020-09-01
002 2019-09-01
002 2018-09-01
002 2017-09-01 DR. RAYMOND BASS DR. RAYMOND BASS 2019-03-25
002 2016-09-01 DR. RAYMOND BASS DR. RAYMOND BASS 2017-11-16
002 2015-09-01 DR. RAYMOND BASS DR. RAYMOND BASS 2017-06-13
002 2014-09-01 DR. RAYMOND BASS
002 2013-09-01 DR. RAYMOND BASS
002 2012-09-01 DR. RAYMOND BASS
002 2011-09-01 DR. RAYMOND BASS
002 2009-09-01 BARRY HECHT BARRY HECHT 2010-12-22

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-09-01
002	2021-09-01
002	2020-09-01
002	2019-09-01
002	2018-09-01
002	2017-09-01	DR. RAYMOND BASS	DR. RAYMOND BASS	2019-03-25
002	2016-09-01	DR. RAYMOND BASS	DR. RAYMOND BASS	2017-11-16
002	2015-09-01	DR. RAYMOND BASS	DR. RAYMOND BASS	2017-06-13
002	2014-09-01	DR. RAYMOND BASS
002	2013-09-01	DR. RAYMOND BASS
002	2012-09-01	DR. RAYMOND BASS
002	2011-09-01	DR. RAYMOND BASS
002	2009-09-01	BARRY HECHT	BARRY HECHT	2010-12-22

Plan Statistics for DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN

401k plan membership statisitcs for DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN

Measure Date Value
2022: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-09-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 10
Total of all active and inactive participants 2022-09-01 10
Total participants 2022-09-01 10
Number of participants with account balances 2022-09-01 10
2021: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 9
Total of all active and inactive participants 2021-09-01 9
Total participants 2021-09-01 9
Number of participants with account balances 2021-09-01 9
2020: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 12
Total of all active and inactive participants 2020-09-01 12
Total participants 2020-09-01 12
Number of participants with account balances 2020-09-01 12
2019: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 11
Total of all active and inactive participants 2019-09-01 11
Total participants 2019-09-01 11
Number of participants with account balances 2019-09-01 11
2018: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 10
Total of all active and inactive participants 2018-09-01 10
Total participants 2018-09-01 10
Number of participants with account balances 2018-09-01 10
2017: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 10
Total of all active and inactive participants 2017-09-01 10
Total participants 2017-09-01 10
Number of participants with account balances 2017-09-01 10
2016: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 9
Number of retired or separated participants receiving benefits 2016-09-01 2
Total of all active and inactive participants 2016-09-01 11
Total participants 2016-09-01 11
Number of participants with account balances 2016-09-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 11
Total of all active and inactive participants 2015-09-01 11
Total participants 2015-09-01 11
Number of participants with account balances 2015-09-01 11
2014: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 11
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 0
Total of all active and inactive participants 2014-09-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 11
Number of participants with account balances 2014-09-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 11
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 0
Total of all active and inactive participants 2013-09-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 11
Number of participants with account balances 2013-09-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 12
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 0
Total of all active and inactive participants 2012-09-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 12
Number of participants with account balances 2012-09-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 13
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 2
Total of all active and inactive participants 2011-09-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 15
Number of participants with account balances 2011-09-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2009: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 14
Number of retired or separated participants receiving benefits 2009-09-01 1
Total of all active and inactive participants 2009-09-01 15
Total participants 2009-09-01 15
Number of participants with account balances 2009-09-01 14

Measure	Date	Value
2022: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-09-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	10
Total of all active and inactive participants	2022-09-01	10
Total participants	2022-09-01	10
Number of participants with account balances	2022-09-01	10
2021: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	9
Total of all active and inactive participants	2021-09-01	9
Total participants	2021-09-01	9
Number of participants with account balances	2021-09-01	9
2020: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	12
Total of all active and inactive participants	2020-09-01	12
Total participants	2020-09-01	12
Number of participants with account balances	2020-09-01	12
2019: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	11
Total of all active and inactive participants	2019-09-01	11
Total participants	2019-09-01	11
Number of participants with account balances	2019-09-01	11
2018: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	10
Total of all active and inactive participants	2018-09-01	10
Total participants	2018-09-01	10
Number of participants with account balances	2018-09-01	10
2017: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	10
Total of all active and inactive participants	2017-09-01	10
Total participants	2017-09-01	10
Number of participants with account balances	2017-09-01	10
2016: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	9
Number of retired or separated participants receiving benefits	2016-09-01	2
Total of all active and inactive participants	2016-09-01	11
Total participants	2016-09-01	11
Number of participants with account balances	2016-09-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	11
Total of all active and inactive participants	2015-09-01	11
Total participants	2015-09-01	11
Number of participants with account balances	2015-09-01	11
2014: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	11
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	0
Total of all active and inactive participants	2014-09-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	11
Number of participants with account balances	2014-09-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	11
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	0
Total of all active and inactive participants	2013-09-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	11
Number of participants with account balances	2013-09-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	12
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	0
Total of all active and inactive participants	2012-09-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	12
Number of participants with account balances	2012-09-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	13
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	2
Total of all active and inactive participants	2011-09-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	15
Number of participants with account balances	2011-09-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2009: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	14
Number of retired or separated participants receiving benefits	2009-09-01	1
Total of all active and inactive participants	2009-09-01	15
Total participants	2009-09-01	15
Number of participants with account balances	2009-09-01	14

Financial Data on DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN

Measure	Date	Value
2023 : DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-08-31	$875,328
Expenses. Total of all expenses incurred	2023-08-31	$256,542
Benefits paid (including direct rollovers)	2023-08-31	$223,357
Total plan assets at end of year	2023-08-31	$6,690,912
Total plan assets at beginning of year	2023-08-31	$6,072,126
Value of fidelity bond covering the plan	2023-08-31	$500,000
Total contributions received or receivable from participants	2023-08-31	$87,450
Other income received	2023-08-31	$606,209
Net income (gross income less expenses)	2023-08-31	$618,786
Net plan assets at end of year (total assets less liabilities)	2023-08-31	$6,690,912
Net plan assets at beginning of year (total assets less liabilities)	2023-08-31	$6,072,126
Assets. Value of participant loans	2023-08-31	$3,208
Total contributions received or receivable from employer(s)	2023-08-31	$181,669
Expenses. Administrative service providers (salaries,fees and commissions)	2023-08-31	$33,185
2022 : DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-08-31	$-646,397
Expenses. Total of all expenses incurred	2022-08-31	$373,589
Benefits paid (including direct rollovers)	2022-08-31	$337,133
Total plan assets at end of year	2022-08-31	$6,072,126
Total plan assets at beginning of year	2022-08-31	$7,092,112
Value of fidelity bond covering the plan	2022-08-31	$500,000
Total contributions received or receivable from participants	2022-08-31	$77,910
Other income received	2022-08-31	$-920,588
Net income (gross income less expenses)	2022-08-31	$-1,019,986
Net plan assets at end of year (total assets less liabilities)	2022-08-31	$6,072,126
Net plan assets at beginning of year (total assets less liabilities)	2022-08-31	$7,092,112
Assets. Value of participant loans	2022-08-31	$8,510
Total contributions received or receivable from employer(s)	2022-08-31	$196,281
Expenses. Administrative service providers (salaries,fees and commissions)	2022-08-31	$36,456
2021 : DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-08-31	$1,259,583
Expenses. Total of all expenses incurred	2021-08-31	$45,311
Benefits paid (including direct rollovers)	2021-08-31	$15,862
Total plan assets at end of year	2021-08-31	$7,092,112
Total plan assets at beginning of year	2021-08-31	$5,877,840
Value of fidelity bond covering the plan	2021-08-31	$500,000
Total contributions received or receivable from participants	2021-08-31	$64,740
Other income received	2021-08-31	$1,022,578
Net income (gross income less expenses)	2021-08-31	$1,214,272
Net plan assets at end of year (total assets less liabilities)	2021-08-31	$7,092,112
Net plan assets at beginning of year (total assets less liabilities)	2021-08-31	$5,877,840
Assets. Value of participant loans	2021-08-31	$7,347
Total contributions received or receivable from employer(s)	2021-08-31	$172,265
Expenses. Administrative service providers (salaries,fees and commissions)	2021-08-31	$29,449
2020 : DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-08-31	$0
Total plan liabilities at beginning of year	2020-08-31	$1,897
Total income from all sources	2020-08-31	$589,460
Expenses. Total of all expenses incurred	2020-08-31	$183,684
Benefits paid (including direct rollovers)	2020-08-31	$153,917
Total plan assets at end of year	2020-08-31	$5,877,840
Total plan assets at beginning of year	2020-08-31	$5,473,961
Value of fidelity bond covering the plan	2020-08-31	$500,000
Total contributions received or receivable from participants	2020-08-31	$50,730
Other income received	2020-08-31	$396,106
Net income (gross income less expenses)	2020-08-31	$405,776
Net plan assets at end of year (total assets less liabilities)	2020-08-31	$5,877,840
Net plan assets at beginning of year (total assets less liabilities)	2020-08-31	$5,472,064
Assets. Value of participant loans	2020-08-31	$15,060
Total contributions received or receivable from employer(s)	2020-08-31	$142,624
Expenses. Administrative service providers (salaries,fees and commissions)	2020-08-31	$29,767
2019 : DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-08-31	$1,897
Total income from all sources	2019-08-31	$380,793
Expenses. Total of all expenses incurred	2019-08-31	$162,537
Benefits paid (including direct rollovers)	2019-08-31	$137,595
Total plan assets at end of year	2019-08-31	$5,473,961
Total plan assets at beginning of year	2019-08-31	$5,253,808
Value of fidelity bond covering the plan	2019-08-31	$500,000
Total contributions received or receivable from participants	2019-08-31	$41,025
Other income received	2019-08-31	$203,451
Net income (gross income less expenses)	2019-08-31	$218,256
Net plan assets at end of year (total assets less liabilities)	2019-08-31	$5,472,064
Net plan assets at beginning of year (total assets less liabilities)	2019-08-31	$5,253,808
Assets. Value of participant loans	2019-08-31	$20,947
Assets. Value of assets in partnership/joint-venture interests	2019-08-31	$0
Total contributions received or receivable from employer(s)	2019-08-31	$136,317
Expenses. Administrative service providers (salaries,fees and commissions)	2019-08-31	$24,942
2018 : DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-08-31	$615,973
Expenses. Total of all expenses incurred	2018-08-31	$1,991,785
Benefits paid (including direct rollovers)	2018-08-31	$1,959,324
Total plan assets at end of year	2018-08-31	$5,253,808
Total plan assets at beginning of year	2018-08-31	$6,629,620
Value of fidelity bond covering the plan	2018-08-31	$500,000
Total contributions received or receivable from participants	2018-08-31	$29,475
Other income received	2018-08-31	$456,123
Net income (gross income less expenses)	2018-08-31	$-1,375,812
Net plan assets at end of year (total assets less liabilities)	2018-08-31	$5,253,808
Net plan assets at beginning of year (total assets less liabilities)	2018-08-31	$6,629,620
Assets. Value of participant loans	2018-08-31	$15,883
Assets. Value of assets in partnership/joint-venture interests	2018-08-31	$36,550
Total contributions received or receivable from employer(s)	2018-08-31	$130,375
Expenses. Administrative service providers (salaries,fees and commissions)	2018-08-31	$32,461
2017 : DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-08-31	$888,440
Expenses. Total of all expenses incurred	2017-08-31	$41,996
Benefits paid (including direct rollovers)	2017-08-31	$24,324
Total plan assets at end of year	2017-08-31	$6,629,620
Total plan assets at beginning of year	2017-08-31	$5,783,176
Value of fidelity bond covering the plan	2017-08-31	$500,000
Total contributions received or receivable from participants	2017-08-31	$30,160
Other income received	2017-08-31	$682,096
Net income (gross income less expenses)	2017-08-31	$846,444
Net plan assets at end of year (total assets less liabilities)	2017-08-31	$6,629,620
Net plan assets at beginning of year (total assets less liabilities)	2017-08-31	$5,783,176
Assets. Value of participant loans	2017-08-31	$4,443
Assets. Value of assets in partnership/joint-venture interests	2017-08-31	$65,250
Total contributions received or receivable from employer(s)	2017-08-31	$176,184
Expenses. Administrative service providers (salaries,fees and commissions)	2017-08-31	$17,672
2016 : DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-08-31	$575,997
Expenses. Total of all expenses incurred	2016-08-31	$27,322
Benefits paid (including direct rollovers)	2016-08-31	$16,876
Total plan assets at end of year	2016-08-31	$5,783,176
Total plan assets at beginning of year	2016-08-31	$5,234,501
Value of fidelity bond covering the plan	2016-08-31	$500,000
Total contributions received or receivable from participants	2016-08-31	$30,550
Other income received	2016-08-31	$398,856
Net income (gross income less expenses)	2016-08-31	$548,675
Net plan assets at end of year (total assets less liabilities)	2016-08-31	$5,783,176
Net plan assets at beginning of year (total assets less liabilities)	2016-08-31	$5,234,501
Assets. Value of participant loans	2016-08-31	$2,124
Assets. Value of assets in partnership/joint-venture interests	2016-08-31	$61,700
Total contributions received or receivable from employer(s)	2016-08-31	$146,591
Expenses. Administrative service providers (salaries,fees and commissions)	2016-08-31	$10,446
2015 : DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-08-31	$0
Total plan liabilities at end of year	2015-08-31	$0
Total plan liabilities at beginning of year	2015-08-31	$0
Total income from all sources	2015-08-31	$-9,501
Expenses. Total of all expenses incurred	2015-08-31	$14,415
Benefits paid (including direct rollovers)	2015-08-31	$328
Total plan assets at end of year	2015-08-31	$5,234,501
Total plan assets at beginning of year	2015-08-31	$5,258,417
Value of fidelity bond covering the plan	2015-08-31	$500,000
Total contributions received or receivable from participants	2015-08-31	$30,215
Expenses. Other expenses not covered elsewhere	2015-08-31	$0
Contributions received from other sources (not participants or employers)	2015-08-31	$0
Other income received	2015-08-31	$-187,041
Noncash contributions received	2015-08-31	$0
Net income (gross income less expenses)	2015-08-31	$-23,916
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$5,234,501
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$5,258,417
Assets. Value of participant loans	2015-08-31	$2,723
Assets. Value of assets in partnership/joint-venture interests	2015-08-31	$97,984
Total contributions received or receivable from employer(s)	2015-08-31	$147,325
Value of certain deemed distributions of participant loans	2015-08-31	$0
Value of corrective distributions	2015-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-08-31	$14,087
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
2014 : DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-08-31	$0
Total plan liabilities at beginning of year	2014-08-31	$0
Total income from all sources	2014-08-31	$863,286
Expenses. Total of all expenses incurred	2014-08-31	$36,051
Benefits paid (including direct rollovers)	2014-08-31	$15,310
Total plan assets at end of year	2014-08-31	$5,258,417
Total plan assets at beginning of year	2014-08-31	$4,431,182
Value of fidelity bond covering the plan	2014-08-31	$500,000
Total contributions received or receivable from participants	2014-08-31	$28,751
Expenses. Other expenses not covered elsewhere	2014-08-31	$0
Contributions received from other sources (not participants or employers)	2014-08-31	$0
Other income received	2014-08-31	$691,592
Noncash contributions received	2014-08-31	$0
Net income (gross income less expenses)	2014-08-31	$827,235
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$5,258,417
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$4,431,182
Assets. Value of participant loans	2014-08-31	$4,521
Assets. Value of assets in partnership/joint-venture interests	2014-08-31	$104,250
Total contributions received or receivable from employer(s)	2014-08-31	$142,943
Value of certain deemed distributions of participant loans	2014-08-31	$0
Value of corrective distributions	2014-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-08-31	$20,741
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
2013 : DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-08-31	$0
Total plan liabilities at end of year	2013-08-31	$0
Total plan liabilities at beginning of year	2013-08-31	$0
Total income from all sources	2013-08-31	$544,006
Expenses. Total of all expenses incurred	2013-08-31	$35,331
Benefits paid (including direct rollovers)	2013-08-31	$18,797
Total plan assets at end of year	2013-08-31	$4,431,182
Total plan assets at beginning of year	2013-08-31	$3,922,507
Value of fidelity bond covering the plan	2013-08-31	$500,000
Total contributions received or receivable from participants	2013-08-31	$26,156
Expenses. Other expenses not covered elsewhere	2013-08-31	$0
Contributions received from other sources (not participants or employers)	2013-08-31	$0
Other income received	2013-08-31	$400,676
Noncash contributions received	2013-08-31	$0
Net income (gross income less expenses)	2013-08-31	$508,675
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$4,431,182
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$3,922,507
Assets. Value of participant loans	2013-08-31	$6,239
Assets. Value of assets in partnership/joint-venture interests	2013-08-31	$75,317
Total contributions received or receivable from employer(s)	2013-08-31	$117,174
Value of certain deemed distributions of participant loans	2013-08-31	$0
Value of corrective distributions	2013-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$16,534
2012 : DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-08-31	$0
Total plan liabilities at end of year	2012-08-31	$0
Total plan liabilities at beginning of year	2012-08-31	$0
Total income from all sources	2012-08-31	$450,603
Expenses. Total of all expenses incurred	2012-08-31	$15,119
Benefits paid (including direct rollovers)	2012-08-31	$0
Total plan assets at end of year	2012-08-31	$3,922,507
Total plan assets at beginning of year	2012-08-31	$3,487,023
Value of fidelity bond covering the plan	2012-08-31	$500,000
Total contributions received or receivable from participants	2012-08-31	$26,065
Expenses. Other expenses not covered elsewhere	2012-08-31	$0
Contributions received from other sources (not participants or employers)	2012-08-31	$0
Other income received	2012-08-31	$304,477
Noncash contributions received	2012-08-31	$0
Net income (gross income less expenses)	2012-08-31	$435,484
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$3,922,507
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$3,487,023
Assets. Value of assets in partnership/joint-venture interests	2012-08-31	$59,181
Total contributions received or receivable from employer(s)	2012-08-31	$120,061
Value of certain deemed distributions of participant loans	2012-08-31	$0
Value of corrective distributions	2012-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$15,119
2011 : DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-08-31	$0
Total plan liabilities at end of year	2011-08-31	$0
Total plan liabilities at beginning of year	2011-08-31	$0
Total income from all sources	2011-08-31	$386,236
Expenses. Total of all expenses incurred	2011-08-31	$10,585
Benefits paid (including direct rollovers)	2011-08-31	$0
Total plan assets at end of year	2011-08-31	$3,487,023
Total plan assets at beginning of year	2011-08-31	$3,111,372
Value of fidelity bond covering the plan	2011-08-31	$500,000
Total contributions received or receivable from participants	2011-08-31	$13,676
Expenses. Other expenses not covered elsewhere	2011-08-31	$0
Contributions received from other sources (not participants or employers)	2011-08-31	$0
Other income received	2011-08-31	$294,068
Noncash contributions received	2011-08-31	$0
Net income (gross income less expenses)	2011-08-31	$375,651
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$3,487,023
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$3,111,372
Assets. Value of assets in partnership/joint-venture interests	2011-08-31	$45,100
Total contributions received or receivable from employer(s)	2011-08-31	$78,492
Value of certain deemed distributions of participant loans	2011-08-31	$0
Value of corrective distributions	2011-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-08-31	$10,585

Form 5500 Responses for DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN

2022: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2022 form 5500 responses
2022-09-01	Type of plan entity	Single employer plan
2022-09-01	Plan funding arrangement – Trust	Yes
2022-09-01	Plan benefit arrangement - Trust	Yes
2021: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Single employer plan
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2009: DRS. HECHT, BASS, ROSEN & SCHWARTZ, P.A. SECTION 401(K) PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	This submission is the final filing	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DRS. HECHT, BASS, SCHWARTZ & HILA, P.A.
Employer identification number (EIN):	521128613
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)