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DAVID J. BARNETTE JR. MD 401K PLAN 401k Plan overview

Plan NameDAVID J. BARNETTE JR. MD 401K PLAN
Plan identification number 002

DAVID J. BARNETTE JR. MD 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

DJ BARNETTE MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:DJ BARNETTE MEDICAL CORPORATION
Employer identification number (EIN):010652288
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. BARNETTE JR. MD 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAVID BARNETTE2024-05-24
0022022-01-01DAVID BARNETTE2023-05-26
0022021-01-01DAVID BARNETTE2022-05-22
0022020-01-01DAVID BARNETTE2021-07-03
0022019-01-01DAVID BARNETTE2020-06-30
0022018-01-01DAVID BARNETTE2019-05-23
0022017-01-01DAVID BARNETTE2018-06-04
0022016-01-01DAVID BARNETTE2017-06-13
0022015-01-01DAVID BARNETTE2016-06-03

Plan Statistics for DAVID J. BARNETTE JR. MD 401K PLAN

401k plan membership statisitcs for DAVID J. BARNETTE JR. MD 401K PLAN

Measure Date Value
2025: DAVID J. BARNETTE JR. MD 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-233
Total number of particpants at end of year2025-05-233
Number of Participants With Account Balances2025-05-233
2024: DAVID J. BARNETTE JR. MD 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-243
Total number of particpants at end of year2024-05-243
Number of Participants With Account Balances2024-05-243
2022: DAVID J. BARNETTE JR. MD 401K PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-223
Total number of particpants at end of year2022-05-223
Number of Participants With Account Balances2022-05-223

Financial Data on DAVID J. BARNETTE JR. MD 401K PLAN

Measure Date Value
2025 : DAVID J. BARNETTE JR. MD 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-230
Net assets as of the end of the plan year2025-05-231307244
Total assets as of the beginning of the plan year2025-05-231060634
Value of plan covered by a fidelity bond2025-05-23107000
Participant contributions to plan in this plan year2025-05-2377159
Other income to plan in this plan year2025-05-23116393
Plan net income in this plan year2025-05-23246610
Net assets as of the end of the plan year2025-05-231307244
Net assets as of the beginning of the plan year2025-05-231060634
Employer contributions to plan in this plan year2025-05-2353058
2024 : DAVID J. BARNETTE JR. MD 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-240
Net assets as of the end of the plan year2024-05-241060634
Total assets as of the beginning of the plan year2024-05-24812159
Value of plan covered by a fidelity bond2024-05-2482000
Participant contributions to plan in this plan year2024-05-2469525
Other income to plan in this plan year2024-05-24138228
Plan net income in this plan year2024-05-24248475
Net assets as of the end of the plan year2024-05-241060634
Net assets as of the beginning of the plan year2024-05-24812159
Employer contributions to plan in this plan year2024-05-2440722
2022 : DAVID J. BARNETTE JR. MD 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-220
Net assets as of the end of the plan year2022-05-22854372
Total assets as of the beginning of the plan year2022-05-22641426
Value of plan covered by a fidelity bond2022-05-2265000
Participant contributions to plan in this plan year2022-05-2257285
Other income to plan in this plan year2022-05-2292132
Plan net income in this plan year2022-05-22212946
Net assets as of the end of the plan year2022-05-22854372
Net assets as of the beginning of the plan year2022-05-22641426
Employer contributions to plan in this plan year2022-05-2263529

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