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| Plan Name | DAVID E. T. STEIN, M.D., INC. 401(K) PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DAVID E. T. STEIN, M.D., INC. |
| Employer identification number (EIN): | 770525834 |
| 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 |
|---|---|---|---|---|---|
| 003 | 2015-01-01 | DAVID E.T. STEIN, M.D. | 2016-05-30 | ||
| 003 | 2014-01-01 | DAVID E.T. STEIN, M.D. | 2015-07-21 | ||
| 003 | 2013-01-01 | DAVID E.T. STEIN, M.D. | 2014-08-29 | ||
| 003 | 2012-01-01 | DAVID E.T. STEIN, M.D. | 2013-05-28 | ||
| 003 | 2011-01-01 | DAVID E.T. STEIN, M.D. | 2012-10-03 | ||
| 003 | 2010-01-01 | DAVID E.T. STEIN, M.D. |
| Measure | Date | Value |
|---|---|---|
| 2010: DAVID E. T. STEIN, M.D., INC. 401(K) PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| 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 | 7 |
| Total participants | 2010-01-01 | 7 |
| Number of participants with account balances | 2010-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2010 : DAVID E. T. STEIN, M.D., INC. 401(K) PLAN 2010 401k financial data | ||
| Transfers to/from the plan | 2010-12-31 | $565,602 |
| Total income from all sources | 2010-12-31 | $137,211 |
| Total plan assets at end of year | 2010-12-31 | $702,813 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $23,300 |
| Other income received | 2010-12-31 | $76,769 |
| Net income (gross income less expenses) | 2010-12-31 | $137,211 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $702,813 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $37,142 |
| 2010: DAVID E. T. STEIN, M.D., INC. 401(K) PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | First time form 5500 has been submitted | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
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