401k Plan data: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA plan

1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 401k Plan overview

Plan Name	1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA
Plan identification number	003

1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

NORMAN URICH, D.O., P.A. has sponsored the creation of one or more 401k plans.

Company Name: NORMAN URICH, D.O., P.A.

Employer identification number (EIN): 591780418

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

Additional information about NORMAN URICH, D.O., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1977-05-18

Company Identification Number: 533941

Legal Registered Office Address: 1762 N FT HARRISON AVE.

CLEARWATER

33755

More information about NORMAN URICH, D.O., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 NORMAN URICH NORMAN URICH 2015-10-16
003 2013-01-01 NORMAN URICH NORMAN URICH 2014-07-28
003 2012-01-01 NORMAN URICH NORMAN URICH 2013-07-17
003 2011-01-01 NORMAN URICH NORMAN URICH 2012-07-20
003 2010-01-01 NORMAN URICH NORMAN URICH 2011-07-12
003 2009-01-01 NORMAN URICH NORMAN URICH 2010-07-02

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	NORMAN URICH	NORMAN URICH	2015-10-16
003	2013-01-01	NORMAN URICH	NORMAN URICH	2014-07-28
003	2012-01-01	NORMAN URICH	NORMAN URICH	2013-07-17
003	2011-01-01	NORMAN URICH	NORMAN URICH	2012-07-20
003	2010-01-01	NORMAN URICH	NORMAN URICH	2011-07-12
003	2009-01-01	NORMAN URICH	NORMAN URICH	2010-07-02

Plan Statistics for 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA

401k plan membership statisitcs for 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA

Measure Date Value
2016: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2016 401k membership
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 retired or separated participants receiving benefits 2016-01-01 0
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 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 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 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: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
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: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
2009: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2009 401k membership
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 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2016: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2016 401k membership
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 retired or separated participants receiving benefits	2016-01-01	0
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 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	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 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: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
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: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
2009: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2009 401k membership
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	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA

Measure	Date	Value
2016 : 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2016 401k financial data
Total income from all sources	2016-12-31	$61,456
Expenses. Total of all expenses incurred	2016-12-31	$18,964
Total plan assets at end of year	2016-12-31	$891,443
Total plan assets at beginning of year	2016-12-31	$848,951
Other income received	2016-12-31	$61,456
Net income (gross income less expenses)	2016-12-31	$42,492
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$891,443
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$848,951
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$18,964
2015 : 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2015 401k financial data
Total income from all sources	2015-12-31	$17,093
Expenses. Total of all expenses incurred	2015-12-31	$17,812
Total plan assets at end of year	2015-12-31	$848,951
Total plan assets at beginning of year	2015-12-31	$849,670
Other income received	2015-12-31	$17,093
Net income (gross income less expenses)	2015-12-31	$-719
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$848,951
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$849,670
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$17,812
2014 : 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2014 401k financial data
Total income from all sources	2014-12-31	$119,120
Expenses. Total of all expenses incurred	2014-12-31	$16,162
Total plan assets at end of year	2014-12-31	$849,670
Total plan assets at beginning of year	2014-12-31	$746,712
Other income received	2014-12-31	$99,120
Net income (gross income less expenses)	2014-12-31	$102,958
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$849,670
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$746,712
Total contributions received or receivable from employer(s)	2014-12-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,162
2013 : 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2013 401k financial data
Total income from all sources	2013-12-31	$195,552
Expenses. Total of all expenses incurred	2013-12-31	$11,651
Total plan assets at end of year	2013-12-31	$746,712
Total plan assets at beginning of year	2013-12-31	$562,811
Other income received	2013-12-31	$175,552
Net income (gross income less expenses)	2013-12-31	$183,901
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$746,712
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$562,811
Total contributions received or receivable from employer(s)	2013-12-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$11,651
2012 : 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2012 401k financial data
Total income from all sources	2012-12-31	$55,393
Expenses. Total of all expenses incurred	2012-12-31	$14,110
Total plan assets at end of year	2012-12-31	$562,811
Total plan assets at beginning of year	2012-12-31	$521,528
Other income received	2012-12-31	$55,393
Net income (gross income less expenses)	2012-12-31	$41,283
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$562,811
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$521,528
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$14,110
2011 : 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2011 401k financial data
Total income from all sources	2011-12-31	$9,521
Expenses. Total of all expenses incurred	2011-12-31	$13,529
Total plan assets at end of year	2011-12-31	$521,528
Total plan assets at beginning of year	2011-12-31	$525,536
Other income received	2011-12-31	$9,521
Net income (gross income less expenses)	2011-12-31	$-4,008
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$521,528
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$525,536
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$13,529
2010 : 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2010 401k financial data
Total income from all sources	2010-12-31	$77,096
Expenses. Total of all expenses incurred	2010-12-31	$12,365
Total plan assets at end of year	2010-12-31	$525,536
Total plan assets at beginning of year	2010-12-31	$460,805
Other income received	2010-12-31	$67,096
Net income (gross income less expenses)	2010-12-31	$64,731
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$525,536
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$460,805
Total contributions received or receivable from employer(s)	2010-12-31	$10,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$12,365

Form 5500 Responses for 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA

2016: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2016 form 5500 responses
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: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2015 form 5500 responses
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: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2014 form 5500 responses
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: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 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: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 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: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 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
2010: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 2010 form 5500 responses
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: 1989 PROFIT SHARING PLAN & TRUST FOR NORMAN URICH DO PA 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:	NORMAN URICH, D.O., P.A.
Employer identification number (EIN):	591780418
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1977-05-18
Company Identification Number:	533941
Legal Registered Office Address:	1762 N FT HARRISON AVE. CLEARWATER 33755