401k Plan data: SHERMAN DON PROFIT SHARING PLAN plan

SHERMAN DON PROFIT SHARING PLAN 401k Plan overview

Plan Name	SHERMAN DON PROFIT SHARING PLAN
Plan identification number	002

SHERMAN DON 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
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.
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

SHERMAN DON M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: SHERMAN DON M.D., INC.

Employer identification number (EIN): 952852618

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHERMAN DON PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-10-01 SHERMAN DON SHERMAN DON 2018-10-01
002 2016-10-01 SHERMAN DON SHERMAN DON 2018-02-15
002 2015-10-01 SHERMAN DON SHERMAN DON 2017-01-18
002 2014-10-01 SHERMAN DON SHERMAN DON 2016-02-16
002 2013-10-01 SHERMAN DON SHERMAN DON 2015-01-23
002 2012-10-01 SHERMAN DON SHERMAN DON 2014-01-22
002 2011-10-01 SHERMAN DON
002 2010-10-01 SHERMAN DON
002 2009-10-01 SHERMAN DON

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2017-10-01	SHERMAN DON	SHERMAN DON	2018-10-01
002	2016-10-01	SHERMAN DON	SHERMAN DON	2018-02-15
002	2015-10-01	SHERMAN DON	SHERMAN DON	2017-01-18
002	2014-10-01	SHERMAN DON	SHERMAN DON	2016-02-16
002	2013-10-01	SHERMAN DON	SHERMAN DON	2015-01-23
002	2012-10-01	SHERMAN DON	SHERMAN DON	2014-01-22
002	2011-10-01	SHERMAN DON
002	2010-10-01	SHERMAN DON
002	2009-10-01	SHERMAN DON

Plan Statistics for SHERMAN DON PROFIT SHARING PLAN

401k plan membership statisitcs for SHERMAN DON PROFIT SHARING PLAN

Measure Date Value
2017: SHERMAN DON PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 0
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 0
Total of all active and inactive participants 2017-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 0
Number of participants with account balances 2017-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: SHERMAN DON PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 1
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 0
Total of all active and inactive participants 2016-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 1
Number of participants with account balances 2016-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: SHERMAN DON PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 1
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 0
Total of all active and inactive participants 2015-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 1
Number of participants with account balances 2015-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: SHERMAN DON PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 1
Total of all active and inactive participants 2014-10-01 1
Total participants 2014-10-01 1
Number of participants with account balances 2014-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: SHERMAN DON PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 1
Total of all active and inactive participants 2013-10-01 1
Total participants 2013-10-01 1
Number of participants with account balances 2013-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: SHERMAN DON PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 1
Total of all active and inactive participants 2012-10-01 1
Total participants 2012-10-01 1
Number of participants with account balances 2012-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: SHERMAN DON PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 1
Total of all active and inactive participants 2011-10-01 1
Total participants 2011-10-01 1
Number of participants with account balances 2011-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: SHERMAN DON PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 1
Total of all active and inactive participants 2010-10-01 1
Total participants 2010-10-01 1
Number of participants with account balances 2010-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: SHERMAN DON PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 1
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 1
Number of participants with account balances 2009-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2017: SHERMAN DON PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	0
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	0
Total of all active and inactive participants	2017-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	0
Number of participants with account balances	2017-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: SHERMAN DON PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	1
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	0
Total of all active and inactive participants	2016-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	1
Number of participants with account balances	2016-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: SHERMAN DON PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	1
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	0
Total of all active and inactive participants	2015-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	1
Number of participants with account balances	2015-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: SHERMAN DON PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	1
Total of all active and inactive participants	2014-10-01	1
Total participants	2014-10-01	1
Number of participants with account balances	2014-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: SHERMAN DON PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	1
Total of all active and inactive participants	2013-10-01	1
Total participants	2013-10-01	1
Number of participants with account balances	2013-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: SHERMAN DON PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	1
Total of all active and inactive participants	2012-10-01	1
Total participants	2012-10-01	1
Number of participants with account balances	2012-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: SHERMAN DON PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	1
Total of all active and inactive participants	2011-10-01	1
Total participants	2011-10-01	1
Number of participants with account balances	2011-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: SHERMAN DON PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	1
Total of all active and inactive participants	2010-10-01	1
Total participants	2010-10-01	1
Number of participants with account balances	2010-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: SHERMAN DON PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	1
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	1
Number of participants with account balances	2009-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on SHERMAN DON PROFIT SHARING PLAN

Measure	Date	Value
2018 : SHERMAN DON PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-09-30	$0
Expenses. Total of all expenses incurred	2018-09-30	$2,205,871
Benefits paid (including direct rollovers)	2018-09-30	$2,205,871
Total plan assets at end of year	2018-09-30	$0
Total plan assets at beginning of year	2018-09-30	$2,205,871
Value of fidelity bond covering the plan	2018-09-30	$30,000
Net income (gross income less expenses)	2018-09-30	$-2,205,871
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$2,205,871
2017 : SHERMAN DON PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$308,903
Expenses. Total of all expenses incurred	2017-09-30	$100,000
Benefits paid (including direct rollovers)	2017-09-30	$100,000
Total plan assets at end of year	2017-09-30	$2,205,871
Total plan assets at beginning of year	2017-09-30	$1,996,968
Value of fidelity bond covering the plan	2017-09-30	$30,000
Other income received	2017-09-30	$308,903
Net income (gross income less expenses)	2017-09-30	$208,903
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$2,205,871
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$1,996,968
2016 : SHERMAN DON PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$166,026
Expenses. Total of all expenses incurred	2016-09-30	$100,000
Benefits paid (including direct rollovers)	2016-09-30	$100,000
Total plan assets at end of year	2016-09-30	$1,996,968
Total plan assets at beginning of year	2016-09-30	$1,930,942
Value of fidelity bond covering the plan	2016-09-30	$30,000
Other income received	2016-09-30	$166,026
Net income (gross income less expenses)	2016-09-30	$66,026
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$1,996,968
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$1,930,942
2015 : SHERMAN DON PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$30,096
Expenses. Total of all expenses incurred	2015-09-30	$100,000
Benefits paid (including direct rollovers)	2015-09-30	$100,000
Total plan assets at end of year	2015-09-30	$1,930,942
Total plan assets at beginning of year	2015-09-30	$2,000,846
Value of fidelity bond covering the plan	2015-09-30	$30,000
Other income received	2015-09-30	$30,096
Net income (gross income less expenses)	2015-09-30	$-69,904
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$1,930,942
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$2,000,846
2014 : SHERMAN DON PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$292,758
Expenses. Total of all expenses incurred	2014-09-30	$80,000
Benefits paid (including direct rollovers)	2014-09-30	$80,000
Total plan assets at end of year	2014-09-30	$2,000,846
Total plan assets at beginning of year	2014-09-30	$1,788,088
Value of fidelity bond covering the plan	2014-09-30	$30,000
Other income received	2014-09-30	$292,758
Net income (gross income less expenses)	2014-09-30	$212,758
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$2,000,846
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$1,788,088
2013 : SHERMAN DON PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$149,262
Expenses. Total of all expenses incurred	2013-09-30	$80,000
Benefits paid (including direct rollovers)	2013-09-30	$80,000
Total plan assets at end of year	2013-09-30	$1,788,088
Total plan assets at beginning of year	2013-09-30	$1,718,826
Value of fidelity bond covering the plan	2013-09-30	$30,000
Other income received	2013-09-30	$149,262
Net income (gross income less expenses)	2013-09-30	$69,262
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$1,788,088
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$1,718,826
2012 : SHERMAN DON PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$168,820
Expenses. Total of all expenses incurred	2012-09-30	$75,000
Benefits paid (including direct rollovers)	2012-09-30	$75,000
Total plan assets at end of year	2012-09-30	$1,718,826
Total plan assets at beginning of year	2012-09-30	$1,625,006
Value of fidelity bond covering the plan	2012-09-30	$30,000
Other income received	2012-09-30	$168,820
Net income (gross income less expenses)	2012-09-30	$93,820
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$1,718,826
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$1,625,006
Assets. Value of employer securities	2012-09-30	$1,718,826
2011 : SHERMAN DON PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$47,685
Expenses. Total of all expenses incurred	2011-09-30	$75,000
Benefits paid (including direct rollovers)	2011-09-30	$75,000
Total plan assets at end of year	2011-09-30	$1,625,006
Total plan assets at beginning of year	2011-09-30	$1,652,321
Value of fidelity bond covering the plan	2011-09-30	$30,000
Other income received	2011-09-30	$47,685
Net income (gross income less expenses)	2011-09-30	$-27,315
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$1,625,006
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$1,652,321
Assets. Value of employer securities	2011-09-30	$1,625,006

Form 5500 Responses for SHERMAN DON PROFIT SHARING PLAN

2017: SHERMAN DON PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	Yes
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: SHERMAN DON PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: SHERMAN DON PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: SHERMAN DON PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: SHERMAN DON PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: SHERMAN DON PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: SHERMAN DON PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: SHERMAN DON PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: SHERMAN DON PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHERMAN DON M.D., INC.
Employer identification number (EIN):	952852618
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)