ALEX HERTZMAN, MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEX HERTZMAN, MD RETIREMENT PLAN
Measure | Date | Value |
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2021: ALEX HERTZMAN, MD RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
2020: ALEX HERTZMAN, MD RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 3 |
Number of participants with account balances | 2020-01-01 | 3 |
2019: ALEX HERTZMAN, MD RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 3 |
2018: ALEX HERTZMAN, MD RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
2017: ALEX HERTZMAN, MD RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
2016: ALEX HERTZMAN, MD RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
2015: ALEX HERTZMAN, MD RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
2014: ALEX HERTZMAN, MD RETIREMENT PLAN 2014 401k membership |
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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 | 3 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
2013: ALEX HERTZMAN, MD RETIREMENT PLAN 2013 401k membership |
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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 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
2012: ALEX HERTZMAN, MD RETIREMENT PLAN 2012 401k membership |
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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 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 4 |
2011: ALEX HERTZMAN, MD RETIREMENT PLAN 2011 401k membership |
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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 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
2010: ALEX HERTZMAN, MD RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 5 |
Total participants | 2010-01-01 | 5 |
Number of participants with account balances | 2010-01-01 | 5 |
2009: ALEX HERTZMAN, MD RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 5 |
Measure | Date | Value |
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2021 : ALEX HERTZMAN, MD RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $90,542 |
Expenses. Total of all expenses incurred | 2021-12-31 | $745,899 |
Benefits paid (including direct rollovers) | 2021-12-31 | $735,421 |
Total plan assets at beginning of year | 2021-12-31 | $655,357 |
Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
Other income received | 2021-12-31 | $90,542 |
Net income (gross income less expenses) | 2021-12-31 | $-655,357 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $655,357 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $10,478 |
2020 : ALEX HERTZMAN, MD RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $134,630 |
Expenses. Total of all expenses incurred | 2020-12-31 | $7,157 |
Total plan assets at end of year | 2020-12-31 | $655,357 |
Total plan assets at beginning of year | 2020-12-31 | $527,884 |
Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
Other income received | 2020-12-31 | $134,630 |
Net income (gross income less expenses) | 2020-12-31 | $127,473 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $655,357 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $527,884 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $7,157 |
2019 : ALEX HERTZMAN, MD RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $126,849 |
Expenses. Total of all expenses incurred | 2019-12-31 | $9,172 |
Benefits paid (including direct rollovers) | 2019-12-31 | $2,864 |
Total plan assets at end of year | 2019-12-31 | $527,884 |
Total plan assets at beginning of year | 2019-12-31 | $410,207 |
Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
Total contributions received or receivable from participants | 2019-12-31 | $1,650 |
Other income received | 2019-12-31 | $120,199 |
Net income (gross income less expenses) | 2019-12-31 | $117,677 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $527,884 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $410,207 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $5,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,308 |
2018 : ALEX HERTZMAN, MD RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-20,104 |
Expenses. Total of all expenses incurred | 2018-12-31 | $5,996 |
Total plan assets at end of year | 2018-12-31 | $410,207 |
Total plan assets at beginning of year | 2018-12-31 | $436,307 |
Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
Total contributions received or receivable from participants | 2018-12-31 | $1,150 |
Other income received | 2018-12-31 | $-26,254 |
Net income (gross income less expenses) | 2018-12-31 | $-26,100 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $410,207 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $436,307 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $5,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $5,996 |
2017 : ALEX HERTZMAN, MD RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $69,170 |
Expenses. Total of all expenses incurred | 2017-12-31 | $5,422 |
Total plan assets at end of year | 2017-12-31 | $436,307 |
Total plan assets at beginning of year | 2017-12-31 | $372,559 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Other income received | 2017-12-31 | $69,170 |
Net income (gross income less expenses) | 2017-12-31 | $63,748 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $436,307 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $372,559 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,422 |
2016 : ALEX HERTZMAN, MD RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $26,348 |
Expenses. Total of all expenses incurred | 2016-12-31 | $4,944 |
Total plan assets at end of year | 2016-12-31 | $372,559 |
Total plan assets at beginning of year | 2016-12-31 | $351,155 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Other income received | 2016-12-31 | $26,348 |
Net income (gross income less expenses) | 2016-12-31 | $21,404 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $372,559 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $351,155 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,944 |
2015 : ALEX HERTZMAN, MD RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $18,112 |
Expenses. Total of all expenses incurred | 2015-12-31 | $4,511 |
Total plan assets at end of year | 2015-12-31 | $351,155 |
Total plan assets at beginning of year | 2015-12-31 | $337,554 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Other income received | 2015-12-31 | $-9,032 |
Net income (gross income less expenses) | 2015-12-31 | $13,601 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $351,155 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $337,554 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $27,144 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4,511 |
2014 : ALEX HERTZMAN, MD RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $42,698 |
Expenses. Total of all expenses incurred | 2014-12-31 | $5,164 |
Benefits paid (including direct rollovers) | 2014-12-31 | $944 |
Total plan assets at end of year | 2014-12-31 | $337,554 |
Total plan assets at beginning of year | 2014-12-31 | $300,020 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Other income received | 2014-12-31 | $15,744 |
Net income (gross income less expenses) | 2014-12-31 | $37,534 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $337,554 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $300,020 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $26,954 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,220 |
2013 : ALEX HERTZMAN, MD RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $91,752 |
Expenses. Total of all expenses incurred | 2013-12-31 | $3,074 |
Total plan assets at end of year | 2013-12-31 | $300,020 |
Total plan assets at beginning of year | 2013-12-31 | $211,342 |
Other income received | 2013-12-31 | $67,300 |
Net income (gross income less expenses) | 2013-12-31 | $88,678 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $300,020 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $211,342 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $24,452 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,074 |
2012 : ALEX HERTZMAN, MD RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $30,917 |
Expenses. Total of all expenses incurred | 2012-12-31 | $125,908 |
Benefits paid (including direct rollovers) | 2012-12-31 | $125,558 |
Total plan assets at end of year | 2012-12-31 | $211,342 |
Total plan assets at beginning of year | 2012-12-31 | $306,333 |
Other income received | 2012-12-31 | $6,817 |
Net income (gross income less expenses) | 2012-12-31 | $-94,991 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $211,342 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $306,333 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $24,100 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $350 |
2011 : ALEX HERTZMAN, MD RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $23,164 |
Expenses. Total of all expenses incurred | 2011-12-31 | $3,526 |
Total plan assets at end of year | 2011-12-31 | $306,333 |
Total plan assets at beginning of year | 2011-12-31 | $286,695 |
Other income received | 2011-12-31 | $-336 |
Net income (gross income less expenses) | 2011-12-31 | $19,638 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $306,333 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $286,695 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $23,500 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $3,526 |
2010 : ALEX HERTZMAN, MD RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $39,766 |
Expenses. Total of all expenses incurred | 2010-12-31 | $100 |
Total plan assets at end of year | 2010-12-31 | $286,695 |
Total plan assets at beginning of year | 2010-12-31 | $247,029 |
Other income received | 2010-12-31 | $27,984 |
Net income (gross income less expenses) | 2010-12-31 | $39,666 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $286,695 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $247,029 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $11,782 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $100 |
2021: ALEX HERTZMAN, MD RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ALEX HERTZMAN, MD RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ALEX HERTZMAN, MD RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ALEX HERTZMAN, MD RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ALEX HERTZMAN, MD RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ALEX HERTZMAN, MD RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ALEX HERTZMAN, MD RETIREMENT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ALEX HERTZMAN, MD RETIREMENT PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ALEX HERTZMAN, MD RETIREMENT PLAN 2013 form 5500 responses |
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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: ALEX HERTZMAN, MD RETIREMENT PLAN 2012 form 5500 responses |
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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: ALEX HERTZMAN, MD RETIREMENT PLAN 2011 form 5500 responses |
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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 |
2010: ALEX HERTZMAN, MD RETIREMENT PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ALEX HERTZMAN, MD RETIREMENT PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |