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MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN
Plan identification number 002

MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

MICHAEL WEINER, MD. P.A. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL WEINER, MD. P.A.
Employer identification number (EIN):591884174
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022019-01-01
0022018-01-01
0022017-01-01MICHAEL WEINER M.D.
0022016-01-01MICHAEL WEINER M.D.
0022015-01-01MICHAEL WEINER M.D.
0022014-01-01MICHAEL WEINER M.D.
0022013-01-01MICHAEL WEINER M.D.
0022012-01-01MICHAEL WEINER M.D.
0022011-01-01MICHAEL WEINER M.D.
0022010-01-01MICHAEL WEINER
0022009-01-01MICHAEL WEINER

Plan Statistics for MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN

Measure Date Value
2021: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Number of retired or separated participants receiving benefits2021-01-011
Total of all active and inactive participants2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-011
2019: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Number of retired or separated participants receiving benefits2019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Number of retired or separated participants receiving benefits2018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
2017: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-012
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN

Measure Date Value
2021 : MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$586,851
Expenses. Total of all expenses incurred2021-12-31$856,546
Benefits paid (including direct rollovers)2021-12-31$771,430
Total plan assets at end of year2021-12-31$4,285,451
Total plan assets at beginning of year2021-12-31$4,555,146
Expenses. Other expenses not covered elsewhere2021-12-31$85,116
Other income received2021-12-31$586,851
Net income (gross income less expenses)2021-12-31$-269,695
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,285,451
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,555,146
Assets. Value of real-estate (other than employer real property)2021-12-31$585,000
2019 : MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$-437,242
Expenses. Total of all expenses incurred2019-12-31$315,738
Benefits paid (including direct rollovers)2019-12-31$250,635
Total plan assets at end of year2019-12-31$4,642,243
Total plan assets at beginning of year2019-12-31$5,395,223
Expenses. Other expenses not covered elsewhere2019-12-31$65,103
Other income received2019-12-31$-437,242
Net income (gross income less expenses)2019-12-31$-752,980
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,642,243
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,395,223
Assets. Value of real-estate (other than employer real property)2019-12-31$585,000
2018 : MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$1,675,849
Expenses. Total of all expenses incurred2018-12-31$322,669
Benefits paid (including direct rollovers)2018-12-31$176,509
Total plan assets at end of year2018-12-31$5,395,223
Total plan assets at beginning of year2018-12-31$4,042,043
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$146,160
Other income received2018-12-31$1,675,849
Net income (gross income less expenses)2018-12-31$1,353,180
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,395,223
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,042,043
Assets. Value of real-estate (other than employer real property)2018-12-31$585,000
2017 : MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$-4,228,065
Expenses. Total of all expenses incurred2017-12-31$648,827
Benefits paid (including direct rollovers)2017-12-31$338,692
Total plan assets at end of year2017-12-31$4,042,043
Total plan assets at beginning of year2017-12-31$8,918,935
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$296,346
Other income received2017-12-31$-4,228,065
Net income (gross income less expenses)2017-12-31$-4,876,892
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,042,043
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$8,918,935
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$4,150,760
Assets. Value of real-estate (other than employer real property)2017-12-31$985,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,789
2016 : MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$844,149
Expenses. Total of all expenses incurred2016-12-31$506,237
Benefits paid (including direct rollovers)2016-12-31$357,000
Total plan assets at end of year2016-12-31$8,918,935
Total plan assets at beginning of year2016-12-31$8,581,023
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$122,407
Other income received2016-12-31$844,149
Net income (gross income less expenses)2016-12-31$337,912
Net plan assets at end of year (total assets less liabilities)2016-12-31$8,918,935
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,581,023
Assets. Value of real-estate (other than employer real property)2016-12-31$985,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$26,830
2015 : MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$715,555
Expenses. Total of all expenses incurred2015-12-31$581,464
Benefits paid (including direct rollovers)2015-12-31$340,000
Total plan assets at end of year2015-12-31$8,581,023
Total plan assets at beginning of year2015-12-31$8,446,932
Value of fidelity bond covering the plan2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$101,680
Other income received2015-12-31$715,555
Net income (gross income less expenses)2015-12-31$134,091
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,581,023
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,446,932
Assets. Value of real-estate (other than employer real property)2015-12-31$985,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$139,784
2014 : MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$497,316
Expenses. Total of all expenses incurred2014-12-31$452,382
Benefits paid (including direct rollovers)2014-12-31$325,000
Total plan assets at end of year2014-12-31$8,446,932
Total plan assets at beginning of year2014-12-31$8,401,998
Value of fidelity bond covering the plan2014-12-31$500,000
Expenses. Other expenses not covered elsewhere2014-12-31$83,277
Other income received2014-12-31$497,316
Net income (gross income less expenses)2014-12-31$44,934
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,446,932
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,401,998
Assets. Value of real-estate (other than employer real property)2014-12-31$1,040,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$44,105
2013 : MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$661,125
Expenses. Total of all expenses incurred2013-12-31$482,149
Benefits paid (including direct rollovers)2013-12-31$301,000
Total plan assets at end of year2013-12-31$8,401,998
Total plan assets at beginning of year2013-12-31$8,223,022
Value of fidelity bond covering the plan2013-12-31$500,000
Expenses. Other expenses not covered elsewhere2013-12-31$140,850
Other income received2013-12-31$661,125
Net income (gross income less expenses)2013-12-31$178,976
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,401,998
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,223,022
Assets. Value of real-estate (other than employer real property)2013-12-31$1,120,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$40,299
2012 : MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$-378,044
Expenses. Total of all expenses incurred2012-12-31$291,647
Benefits paid (including direct rollovers)2012-12-31$694
Total plan assets at end of year2012-12-31$8,223,022
Total plan assets at beginning of year2012-12-31$8,892,713
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$250,323
Other income received2012-12-31$-378,044
Net income (gross income less expenses)2012-12-31$-669,691
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,223,022
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,892,713
Assets. Value of real-estate (other than employer real property)2012-12-31$981,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$40,630
2011 : MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$190,377
Expenses. Total of all expenses incurred2011-12-31$553,639
Benefits paid (including direct rollovers)2011-12-31$100,000
Total plan assets at end of year2011-12-31$8,892,713
Total plan assets at beginning of year2011-12-31$9,255,975
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$423,070
Other income received2011-12-31$190,377
Net income (gross income less expenses)2011-12-31$-363,262
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,892,713
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$9,255,975
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$30,569
2010 : MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$20,898
Expenses. Total of all expenses incurred2010-12-31$345,900
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$9,255,975
Total plan assets at beginning of year2010-12-31$9,580,977
Value of fidelity bond covering the plan2010-12-31$900,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$345,900
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$20,898
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-325,002
Net plan assets at end of year (total assets less liabilities)2010-12-31$9,255,975
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$9,580,977
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN

2021: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2019: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MICHAEL WEINER, M.D. P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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