Logo

CAPE ANN PEDIATRICIANS, P.C., PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCAPE ANN PEDIATRICIANS, P.C., PROFIT SHARING PLAN AND TRUST
Plan identification number 001

CAPE ANN PEDIATRICIANS, P.C., PROFIT SHARING PLAN AND TRUST 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.
  • 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

CAPE ANN PEDIATRICIANS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CAPE ANN PEDIATRICIANS, P.C.
Employer identification number (EIN):042687041
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPE ANN PEDIATRICIANS, P.C., PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LISA LUCIDO2024-05-29
0012022-01-01LISA LUCIDO2023-07-06
0012021-01-01LISA LUCIDO2022-09-09
0012020-01-01CHRISTINE ALLEN2021-10-15
0012019-01-01JEFFREY STOCKMAN2020-10-15 JEFFREY STOCKMAN2020-10-15
0012018-01-01JEFFREY STOCKMAN2019-10-15 JEFFREY STOCKMAN2019-10-15
0012017-01-01JEFFREY STOCKMAN2018-10-11 JEFFREY STOCKMAN2018-10-11
0012016-01-01JEFFREY STOCKMAN2017-10-13 JEFFREY STOCKMAN2017-10-13
0012015-01-01ROSEMARIE DE LIMA2016-08-25 ROSEMARIE DE LIMA2016-08-25
0012014-01-01JEFFREY STOCKMAN2015-07-27 JEFFREY STOCKMAN2015-07-27
0012013-01-01JEFFREY STOCKMAN2014-07-22 JEFFREY STOCKMAN2014-07-22
0012012-01-01JEFFREY STOCKMAN2013-09-16 JEFFREY STOCKMAN2013-09-16
0012011-01-01JEFFREY STOCKMAN2012-07-19
0012010-01-01JEFFREY STOCKMAN2011-09-28

Financial Data on CAPE ANN PEDIATRICIANS, P.C., PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : CAPE ANN PEDIATRICIANS, P.C., PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-22150
Net assets as of the end of the plan year2025-05-22961700
Total assets as of the beginning of the plan year2025-05-22755130
Value of plan covered by a fidelity bond2025-05-2276000
Participant contributions to plan in this plan year2025-05-2298333
Value of participant loans at end of plan year2025-05-222672
Other income to plan in this plan year2025-05-22108387
Plan net income in this plan year2025-05-22206570
Net assets as of the end of the plan year2025-05-22961700
Net assets as of the beginning of the plan year2025-05-22755130
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-22150
2024 : CAPE ANN PEDIATRICIANS, P.C., PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-29185885
Net assets as of the end of the plan year2024-05-29755130
Total assets as of the beginning of the plan year2024-05-29739155
Value of plan covered by a fidelity bond2024-05-2974000
Participant contributions to plan in this plan year2024-05-2986868
Other income to plan in this plan year2024-05-29114992
Plan net income in this plan year2024-05-2915975
Net assets as of the end of the plan year2024-05-29755130
Net assets as of the beginning of the plan year2024-05-29739155
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-29165
2022 : CAPE ANN PEDIATRICIANS, P.C., PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-092892
Net assets as of the end of the plan year2022-09-09892525
Total assets as of the beginning of the plan year2022-09-09720233
Value of plan covered by a fidelity bond2022-09-0973000
Participant contributions to plan in this plan year2022-09-0964959
Other income to plan in this plan year2022-09-09110225
Plan net income in this plan year2022-09-09172292
Net assets as of the end of the plan year2022-09-09892525
Net assets as of the beginning of the plan year2022-09-09720233
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-0955

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1