401k Plan data: MUSHTAQ A. SHAH, MD, PA 401(K) PLAN plan

MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 401k Plan overview

Plan Name	MUSHTAQ A. SHAH, MD, PA 401(K) PLAN
Plan identification number	002

MUSHTAQ A. SHAH, MD, PA 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
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.
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

MUSHTAQ A. SHAH, MD PA has sponsored the creation of one or more 401k plans.

Company Name: MUSHTAQ A. SHAH, MD PA

Employer identification number (EIN): 521308945

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUSHTAQ A. SHAH, MD, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MUSHTAQ A. SHAH, M.D. 2024-06-10 MUSHTAQ A. SHAH, M.D. 2024-06-10
002 2022-01-01 MUSHTAQ A. SHAH, M.D. 2023-08-03 MUSHTAQ A. SHAH, M.D. 2023-08-03
002 2021-01-01 MUSHTAQ A. SHAH, M.D. 2022-09-23
002 2020-01-01 MUSHTAQ A. SHAH, M.D. 2021-07-09
002 2019-01-01 MUSHTAQ A. SHAH, M.D. 2020-07-30
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 MUSHTAQ A. SHAH, M.D.
002 2013-01-01 MUSHTAQ A. SHAH, M.D. 2014-07-17
002 2012-01-01 MUSHTAQ A. SHAH, M.D. 2013-10-08
002 2011-01-01 MUSHTAQ A. SHAH, M.D. 2012-07-17
002 2010-01-01 MUSHTAQ SHAH 2011-09-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MUSHTAQ A. SHAH, M.D.	2024-06-10	MUSHTAQ A. SHAH, M.D.	2024-06-10
002	2022-01-01	MUSHTAQ A. SHAH, M.D.	2023-08-03	MUSHTAQ A. SHAH, M.D.	2023-08-03
002	2021-01-01	MUSHTAQ A. SHAH, M.D.	2022-09-23
002	2020-01-01	MUSHTAQ A. SHAH, M.D.	2021-07-09
002	2019-01-01	MUSHTAQ A. SHAH, M.D.	2020-07-30
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	MUSHTAQ A. SHAH, M.D.
002	2013-01-01	MUSHTAQ A. SHAH, M.D.	2014-07-17
002	2012-01-01	MUSHTAQ A. SHAH, M.D.	2013-10-08
002	2011-01-01	MUSHTAQ A. SHAH, M.D.	2012-07-17
002	2010-01-01	MUSHTAQ SHAH	2011-09-01

Financial Data on MUSHTAQ A. SHAH, MD, PA 401(K) PLAN

Measure	Date	Value
2024 : MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2024 401k financial data
Total income from all sources	2024-01-01	$1,026,640
Expenses. Total of all expenses incurred	2024-01-01	$283,604
Benefits paid (including direct rollovers)	2024-01-01	$230,917
Total plan assets at end of year	2024-01-01	$6,565,151
Total plan assets at beginning of year	2024-01-01	$5,822,115
Value of fidelity bond covering the plan	2024-01-01	$500,000
Other income received	2024-01-01	$1,021,447
Net income (gross income less expenses)	2024-01-01	$743,036
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$6,565,151
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$5,822,115
Assets. Value of assets in partnership/joint-venture interests	2024-01-01	$2,626
Total contributions received or receivable from employer(s)	2024-01-01	$5,193
Expenses. Administrative service providers (salaries,fees and commissions)	2024-01-01	$52,687
2023 : MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$1,356,407
Expenses. Total of all expenses incurred	2023-12-31	$224,946
Benefits paid (including direct rollovers)	2023-12-31	$180,639
Total plan assets at end of year	2023-12-31	$5,822,115
Total plan assets at beginning of year	2023-12-31	$4,690,654
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$25,992
Other income received	2023-12-31	$1,326,698
Net income (gross income less expenses)	2023-12-31	$1,131,461
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,822,115
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,690,654
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$2,710
Total contributions received or receivable from employer(s)	2023-12-31	$3,717
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$44,307
2022 : MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,639,130
Expenses. Total of all expenses incurred	2022-12-31	$265,220
Benefits paid (including direct rollovers)	2022-12-31	$246,749
Total plan assets at end of year	2022-12-31	$4,690,654
Total plan assets at beginning of year	2022-12-31	$6,595,004
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$25,992
Other income received	2022-12-31	$-1,716,799
Net income (gross income less expenses)	2022-12-31	$-1,904,350
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,690,654
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,595,004
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$3,003
Total contributions received or receivable from employer(s)	2022-12-31	$51,677
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$18,471
2021 : MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,437,232
Expenses. Total of all expenses incurred	2021-12-31	$237,710
Benefits paid (including direct rollovers)	2021-12-31	$209,706
Total plan assets at end of year	2021-12-31	$6,595,004
Total plan assets at beginning of year	2021-12-31	$5,395,482
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$23,826
Other income received	2021-12-31	$1,361,729
Net income (gross income less expenses)	2021-12-31	$1,199,522
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,595,004
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,395,482
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$3,120
Total contributions received or receivable from employer(s)	2021-12-31	$51,677
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$28,004
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,359,755
Expenses. Total of all expenses incurred	2020-12-31	$35,679
Total plan assets at end of year	2020-12-31	$5,395,482
Total plan assets at beginning of year	2020-12-31	$4,071,406
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$4,711
Other income received	2020-12-31	$1,313,925
Net income (gross income less expenses)	2020-12-31	$1,324,076
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,395,482
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,071,406
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$3,120
Total contributions received or receivable from employer(s)	2020-12-31	$41,119
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$35,679
2019 : MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,050,146
Expenses. Total of all expenses incurred	2019-12-31	$151,979
Benefits paid (including direct rollovers)	2019-12-31	$116,340
Total plan assets at end of year	2019-12-31	$4,071,406
Total plan assets at beginning of year	2019-12-31	$3,173,239
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$24,500
Other income received	2019-12-31	$970,645
Net income (gross income less expenses)	2019-12-31	$898,167
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,071,406
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,173,239
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$3,123
Total contributions received or receivable from employer(s)	2019-12-31	$55,001
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$35,639
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$27,538
Expenses. Total of all expenses incurred	2018-12-31	$152,139
Benefits paid (including direct rollovers)	2018-12-31	$117,920
Total plan assets at end of year	2018-12-31	$3,173,239
Total plan assets at beginning of year	2018-12-31	$3,297,840
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$24,500
Other income received	2018-12-31	$-49,842
Net income (gross income less expenses)	2018-12-31	$-124,601
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,173,239
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,297,840
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$3,104
Total contributions received or receivable from employer(s)	2018-12-31	$52,880
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$34,219
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$790,839
Expenses. Total of all expenses incurred	2017-12-31	$21,912
Total plan assets at end of year	2017-12-31	$3,297,840
Total plan assets at beginning of year	2017-12-31	$2,528,913
Value of fidelity bond covering the plan	2017-12-31	$400,000
Other income received	2017-12-31	$736,090
Net income (gross income less expenses)	2017-12-31	$768,927
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,297,840
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,528,913
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$3,166
Total contributions received or receivable from employer(s)	2017-12-31	$54,749
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$21,912
2016 : MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$194,781
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$2,528,913
Total plan assets at beginning of year	2016-12-31	$2,334,132
Value of fidelity bond covering the plan	2016-12-31	$250,000
Other income received	2016-12-31	$137,851
Net income (gross income less expenses)	2016-12-31	$194,781
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,528,913
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,334,132
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$3,168
Total contributions received or receivable from employer(s)	2016-12-31	$56,930
2015 : MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$65,710
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,334,132
Total plan assets at beginning of year	2015-12-31	$2,268,422
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$6,000
Other income received	2015-12-31	$2,656
Net income (gross income less expenses)	2015-12-31	$65,710
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,334,132
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,268,422
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$3,193
Total contributions received or receivable from employer(s)	2015-12-31	$57,054
2014 : MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$246,090
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,268,422
Total plan assets at beginning of year	2014-12-31	$2,022,332
Value of fidelity bond covering the plan	2014-12-31	$200,000
Other income received	2014-12-31	$191,886
Net income (gross income less expenses)	2014-12-31	$246,090
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,268,422
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,022,332
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$3,286
Total contributions received or receivable from employer(s)	2014-12-31	$54,204

Form 5500 Responses for MUSHTAQ A. SHAH, MD, PA 401(K) PLAN

2023: MUSHTAQ A. SHAH, MD, PA 401(K) 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: MUSHTAQ A. SHAH, MD, PA 401(K) 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: MUSHTAQ A. SHAH, MD, PA 401(K) 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: MUSHTAQ A. SHAH, MD, PA 401(K) 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: MUSHTAQ A. SHAH, MD, PA 401(K) 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
2018: MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: MUSHTAQ A. SHAH, MD, PA 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VR05071392
Policy instance	1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VR05071392
Policy instance	1

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MUSHTAQ A. SHAH, MD PA
Employer identification number (EIN):	521308945
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)