401k Plan data: MARGOLIN AND KEINARTH, MD PA 401(K) PLAN plan

MARGOLIN AND KEINARTH, MD PA 401(K) PLAN 401k Plan overview

Plan Name	MARGOLIN AND KEINARTH, MD PA 401(K) PLAN
Plan identification number	001

MARGOLIN AND KEINARTH, 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

MARGOLIN AND KEINARTH MD, P.A. has sponsored the creation of one or more 401k plans.

Company Name: MARGOLIN AND KEINARTH MD, P.A.

Employer identification number (EIN): 743009274

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARGOLIN AND KEINARTH, MD PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 STEPHANIE HUNTER 2023-05-31
001 2021-01-01 STEPHANIE HUNTER 2022-06-02
001 2020-01-01 STEPHANIE HUNTER 2021-09-08
001 2019-01-01 SHUNTER2738 2020-06-16
001 2019-01-01 STEPHANIE HUNTER 2020-06-30
001 2018-01-01 STEPHANIE HUNTER 2019-05-31
001 2017-01-01 STEPHANIE HUNTER 2018-05-21
001 2016-01-01 STEPHANIE HUNTER 2017-06-16
001 2015-01-01 STEPHANIE HUNTER 2016-06-17
001 2014-01-01 STEPHANIE HUNTER 2015-06-22
001 2013-01-01 STEPHANIE HUNTER 2014-06-16
001 2012-01-01 STEPHANIE HUNTER 2013-07-08
001 2011-01-01 STEVE MARGOLIN 2012-06-06
001 2010-01-01 STEVE MARGOLIN
001 2009-01-01 STEVE MARGOLIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	STEPHANIE HUNTER	2023-05-31
001	2021-01-01	STEPHANIE HUNTER	2022-06-02
001	2020-01-01	STEPHANIE HUNTER	2021-09-08
001	2019-01-01	SHUNTER2738	2020-06-16
001	2019-01-01	STEPHANIE HUNTER	2020-06-30
001	2018-01-01	STEPHANIE HUNTER	2019-05-31
001	2017-01-01	STEPHANIE HUNTER	2018-05-21
001	2016-01-01	STEPHANIE HUNTER	2017-06-16
001	2015-01-01	STEPHANIE HUNTER	2016-06-17
001	2014-01-01	STEPHANIE HUNTER	2015-06-22
001	2013-01-01	STEPHANIE HUNTER	2014-06-16
001	2012-01-01	STEPHANIE HUNTER	2013-07-08
001	2011-01-01	STEVE MARGOLIN	2012-06-06
001	2010-01-01	STEVE MARGOLIN
001	2009-01-01	STEVE MARGOLIN

Plan Statistics for MARGOLIN AND KEINARTH, MD PA 401(K) PLAN

401k plan membership statisitcs for MARGOLIN AND KEINARTH, MD PA 401(K) PLAN

Measure Date Value
2010: MARGOLIN AND KEINARTH, MD PA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 12
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 3
Total of all active and inactive participants 2010-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MARGOLIN AND KEINARTH, MD PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
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 2
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2010: MARGOLIN AND KEINARTH, MD PA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	12
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	3
Total of all active and inactive participants	2010-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MARGOLIN AND KEINARTH, MD PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
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	2
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MARGOLIN AND KEINARTH, MD PA 401(K) PLAN

Measure	Date	Value
2010 : MARGOLIN AND KEINARTH, MD PA 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$141,561
Expenses. Total of all expenses incurred	2010-12-31	$9,270
Benefits paid (including direct rollovers)	2010-12-31	$9,270
Total plan assets at end of year	2010-12-31	$625,072
Total plan assets at beginning of year	2010-12-31	$492,781
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$54,237
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$1,516
Other income received	2010-12-31	$59,289
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$132,291
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$625,072
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$492,781
Assets. Value of participant loans	2010-12-31	$554
Total contributions received or receivable from employer(s)	2010-12-31	$26,519
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$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 securities	2010-12-31	$0
2009 : MARGOLIN AND KEINARTH, MD PA 401(K) 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

Form 5500 Responses for MARGOLIN AND KEINARTH, MD PA 401(K) PLAN

2010: MARGOLIN AND KEINARTH, MD PA 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MARGOLIN AND KEINARTH, MD PA 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-023645

Policy instance

Insurance contract or identification number	GA-023645
Number of Individuals Covered	12
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,357
Total amount of fees paid to insurance company	USD $254
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,357
Insurance broker organization code?	3
Amount paid for insurance broker fees	254
Additional information about fees paid to insurance broker	SALES/ADMINISTRATION
Insurance broker name	JULY BUSINESS SERVICES

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Company Name:	MARGOLIN AND KEINARTH MD, P.A.
Employer identification number (EIN):	743009274
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)