401k Plan data: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN plan

DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN
Plan identification number	003

DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

DANIEL N. OVADIA, M.D. has sponsored the creation of one or more 401k plans.

Company Name: DANIEL N. OVADIA, M.D.

Employer identification number (EIN): 770075878

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 DANIEL N. OVADIA 2020-01-13
003 2018-01-01
003 2018-01-01 DANIEL N. OVADIA 2020-01-13
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01 DANIEL N. OVADIA, M.D.
003 2012-01-01 DANIEL N. OVADIA, M.D.
003 2011-01-01 DANIEL N. OVADIA, M.D.
003 2009-01-01 DOUGLAS S. HENDRY

Plan Statistics for DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Total participants 2019-01-01 0
2018: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2018 401k membership
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 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
2017: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2017 401k membership
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 3
Number of retired or separated participants receiving benefits 2017-01-01 1
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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
2009: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Total participants	2019-01-01	0
2018: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2018 401k membership
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	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
2017: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2017 401k membership
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	3
Number of retired or separated participants receiving benefits	2017-01-01	1
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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
2009: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2019 : DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-5,607
Expenses. Total of all expenses incurred	2019-12-31	$34,693
Benefits paid (including direct rollovers)	2019-12-31	$34,693
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$40,300
Value of fidelity bond covering the plan	2019-12-31	$250,000
Other income received	2019-12-31	$-5,607
Net income (gross income less expenses)	2019-12-31	$-40,300
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$40,300
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$0
2018 : DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$90,188
Expenses. Total of all expenses incurred	2018-12-31	$3,568,078
Benefits paid (including direct rollovers)	2018-12-31	$3,567,678
Total plan assets at end of year	2018-12-31	$40,300
Total plan assets at beginning of year	2018-12-31	$3,518,190
Value of fidelity bond covering the plan	2018-12-31	$250,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$400
Contributions received from other sources (not participants or employers)	2018-12-31	$324
Other income received	2018-12-31	$89,864
Net income (gross income less expenses)	2018-12-31	$-3,477,890
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$40,300
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,518,190
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$40,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Total income from all sources	2018-07-31	$90,188
Expenses. Total of all expenses incurred	2018-07-31	$3,608,378
Benefits paid (including direct rollovers)	2018-07-31	$3,607,978
Total plan assets at end of year	2018-07-31	$0
Total plan assets at beginning of year	2018-07-31	$3,518,190
Value of fidelity bond covering the plan	2018-07-31	$250,000
Expenses. Other expenses not covered elsewhere	2018-07-31	$400
Contributions received from other sources (not participants or employers)	2018-07-31	$324
Other income received	2018-07-31	$89,864
Net income (gross income less expenses)	2018-07-31	$-3,518,190
Net plan assets at end of year (total assets less liabilities)	2018-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-07-31	$3,518,190
Assets. Value of assets in partnership/joint-venture interests	2018-07-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-07-31	$0
2017 : DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$635,234
Expenses. Total of all expenses incurred	2017-12-31	$15,499
Benefits paid (including direct rollovers)	2017-12-31	$14,645
Total plan assets at end of year	2017-12-31	$3,518,190
Total plan assets at beginning of year	2017-12-31	$2,898,455
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$24,000
Other income received	2017-12-31	$571,334
Net income (gross income less expenses)	2017-12-31	$619,735
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,518,190
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,898,455
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$40,300
Total contributions received or receivable from employer(s)	2017-12-31	$39,900
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$854
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$223,972
Expenses. Total of all expenses incurred	2016-12-31	$754
Total plan assets at end of year	2016-12-31	$2,898,455
Total plan assets at beginning of year	2016-12-31	$2,675,237
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$47,068
Contributions received from other sources (not participants or employers)	2016-12-31	$1,008
Other income received	2016-12-31	$125,546
Net income (gross income less expenses)	2016-12-31	$223,218
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,898,455
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,675,237
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$19,904
Total contributions received or receivable from employer(s)	2016-12-31	$50,350
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$754
2015 : DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$65,976
Total plan assets at end of year	2015-12-31	$2,675,237
Total plan assets at beginning of year	2015-12-31	$2,609,261
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$48,000
Other income received	2015-12-31	$-35,417
Net income (gross income less expenses)	2015-12-31	$65,976
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,675,237
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,609,261
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$40,300
Total contributions received or receivable from employer(s)	2015-12-31	$53,393
2014 : DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$24
Total income from all sources	2014-12-31	$379,397
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,609,261
Total plan assets at beginning of year	2014-12-31	$2,229,888
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$46,000
Assets. Value of loans (other than to participants)	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$281,353
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$379,397
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,609,261
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,229,864
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$176,806
Total contributions received or receivable from employer(s)	2014-12-31	$52,044
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$24
Total plan liabilities at beginning of year	2013-12-31	$132
Total income from all sources	2013-12-31	$275,012
Expenses. Total of all expenses incurred	2013-12-31	$105
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,229,888
Total plan assets at beginning of year	2013-12-31	$1,955,089
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$46,000
Assets. Value of loans (other than to participants)	2013-12-31	$260,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$105
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$177,685
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$274,907
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,229,864
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,954,957
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$179,645
Total contributions received or receivable from employer(s)	2013-12-31	$51,327
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$132
Total plan liabilities at beginning of year	2012-12-31	$395
Total income from all sources	2012-12-31	$191,414
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,955,089
Total plan assets at beginning of year	2012-12-31	$1,763,938
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$45,000
Assets. Value of loans (other than to participants)	2012-12-31	$320,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$95,055
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$191,414
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,954,957
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,763,543
Total contributions received or receivable from employer(s)	2012-12-31	$51,359
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$395
Total plan liabilities at beginning of year	2011-12-31	$851
Total income from all sources	2011-12-31	$98,505
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,763,938
Total plan assets at beginning of year	2011-12-31	$1,665,889
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$44,000
Assets. Value of loans (other than to participants)	2011-12-31	$350,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$6,762
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$98,505
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,763,543
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,665,038
Total contributions received or receivable from employer(s)	2011-12-31	$47,743
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$851
Total plan liabilities at beginning of year	2010-12-31	$303
Total income from all sources	2010-12-31	$1,286,982
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,665,889
Total plan assets at beginning of year	2010-12-31	$378,359
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$44,000
Assets. Value of loans (other than to participants)	2010-12-31	$470,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$1,105,326
Other income received	2010-12-31	$89,873
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$1,286,982
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,665,038
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$378,056
Total contributions received or receivable from employer(s)	2010-12-31	$47,783
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

Form 5500 Responses for DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN

2019: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
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: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 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: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DANIEL N. OVADIA, M.D. 401(K) 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: DANIEL N. OVADIA, M.D. 401(K) 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
2009: DANIEL N. OVADIA, M.D. 401(K) PROFIT SHARING 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	DANIEL N. OVADIA, M.D.
Employer identification number (EIN):	770075878
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2019-01-01	DANIEL N. OVADIA	2020-01-13
003	2018-01-01
003	2018-01-01	DANIEL N. OVADIA	2020-01-13
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01	DANIEL N. OVADIA, M.D.
003	2012-01-01	DANIEL N. OVADIA, M.D.
003	2011-01-01	DANIEL N. OVADIA, M.D.
003	2009-01-01	DOUGLAS S. HENDRY