401k Plan data: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN plan

J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN
Plan identification number	002

J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

J.S. PATEL, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: J.S. PATEL, M.D., P.C.

Employer identification number (EIN): 621174498

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 J S. PATEL 2015-10-15
002 2013-01-01 J S. PATEL 2014-10-15
002 2012-01-01 J S. PATEL
002 2011-01-01 JAYKRISHNA PATEL
002 2010-01-01 JAYKRISHNA PATEL
002 2009-01-01 JAYKRISHNA PATEL
002 2009-01-01 JAYKRISHNA PATEL 2011-10-13
002 2009-01-01 JAYKRISHNA PATEL
002 2008-01-01 JAYKRISHNA PATEL

Plan Statistics for J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2012: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 10
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
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 2
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 3
Total of all active and inactive participants 2009-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 8
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 3
Total of all active and inactive participants 2008-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 11
Number of participants with account balances 2008-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2012: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	10
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
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	2
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	3
Total of all active and inactive participants	2009-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	8
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	3
Total of all active and inactive participants	2008-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	11
Number of participants with account balances	2008-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2012 : J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$93,850
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$655,335
Total plan assets at beginning of year	2012-12-31	$561,485
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$23,356
Other income received	2012-12-31	$66,915
Net income (gross income less expenses)	2012-12-31	$93,850
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$655,335
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$561,485
Total contributions received or receivable from employer(s)	2012-12-31	$3,579
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$15,811
Expenses. Total of all expenses incurred	2011-12-31	$4,524
Benefits paid (including direct rollovers)	2011-12-31	$4,524
Total plan assets at end of year	2011-12-31	$561,485
Total plan assets at beginning of year	2011-12-31	$550,198
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$30,460
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-19,451
Net income (gross income less expenses)	2011-12-31	$11,287
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$561,485
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$550,198
Total contributions received or receivable from employer(s)	2011-12-31	$4,802
2010 : J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$79,898
Expenses. Total of all expenses incurred	2010-12-31	$10,209
Benefits paid (including direct rollovers)	2010-12-31	$10,209
Total plan assets at end of year	2010-12-31	$550,198
Total plan assets at beginning of year	2010-12-31	$480,509
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$31,768
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$38,711
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$69,689
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$550,198
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$480,509
Total contributions received or receivable from employer(s)	2010-12-31	$9,419
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
2008 : J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2008 401k financial data
Total plan liabilities at end of year	2008-12-31	$0
Total plan liabilities at beginning of year	2008-12-31	$0
Total income from all sources	2008-12-31	$-33,765
Expenses. Total of all expenses incurred	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$409,812
Total plan assets at beginning of year	2008-12-31	$443,577
Value of fidelity bond covering the plan	2008-12-31	$75,000
Total contributions received or receivable from participants	2008-12-31	$31,316
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$-71,104
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$-33,765
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$409,812
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$443,577
Total contributions received or receivable from employer(s)	2008-12-31	$6,023
2007 : J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2007 401k financial data
Total plan liabilities at end of year	2007-12-31	$0
Total plan liabilities at beginning of year	2007-12-31	$0
Total income from all sources	2007-12-31	$32,874
Expenses. Total of all expenses incurred	2007-12-31	$0
Total plan assets at end of year	2007-12-31	$443,577
Total plan assets at beginning of year	2007-12-31	$410,703
Value of fidelity bond covering the plan	2007-12-31	$75,000
Total contributions received or receivable from participants	2007-12-31	$23,511
Contributions received from other sources (not participants or employers)	2007-12-31	$26,000
Other income received	2007-12-31	$-21,050
Noncash contributions received	2007-12-31	$0
Net income (gross income less expenses)	2007-12-31	$32,874
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$443,577
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$410,703
Total contributions received or receivable from employer(s)	2007-12-31	$4,413

Form 5500 Responses for J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN

2012: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: J.S. PATEL, M.D., P.C. PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J.S. PATEL, M.D., P.C.
Employer identification number (EIN):	621174498
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	J S. PATEL	2015-10-15
002	2013-01-01	J S. PATEL	2014-10-15
002	2012-01-01	J S. PATEL
002	2011-01-01	JAYKRISHNA PATEL
002	2010-01-01	JAYKRISHNA PATEL
002	2009-01-01	JAYKRISHNA PATEL
002	2009-01-01			JAYKRISHNA PATEL	2011-10-13
002	2009-01-01	JAYKRISHNA PATEL
002	2008-01-01	JAYKRISHNA PATEL