401k Plan data: MOUNT AUBURN PHYSICAL 401 K PROFIT SHARING PLAN TRUST plan

MOUNT AUBURN PHYSICAL 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	MOUNT AUBURN PHYSICAL 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

MOUNT AUBURN PHYSICAL 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined 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.
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

MOUNT AUBURN PHYSICAL has sponsored the creation of one or more 401k plans.

Company Name: MOUNT AUBURN PHYSICAL

Employer identification number (EIN): 043296453

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNT AUBURN PHYSICAL 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SUSAN M LATTANZI 2023-09-25 SUSAN M LATTANZI 2023-09-25
001 2022-01-01 SUSAN LATTANZI 2023-05-29
001 2021-01-01 SUSAN LATTANZI 2022-06-13
001 2020-01-01 SUSAN LATTANZI 2021-06-09
001 2019-01-01 SUSAN LATTANZI 2020-06-30
001 2018-01-01 SUSAN LATTANZI 2019-06-30
001 2017-01-01 SUSAN LATTANZI 2018-07-15
001 2016-01-01 SUSAN M LATTANZI 2017-07-04
001 2015-01-01 SUSAN M LATTANZI 2016-07-14
001 2014-01-01 SUSAN M. LATTANZI 2015-07-26
001 2013-01-01 SUSAN M. LATTANZI 2014-07-28
001 2012-01-01 MOUNT AUBURN PHYSICAL 2013-07-23
001 2011-01-01 MOUNT AUBURN PHYSICAL 2012-07-25
001 2010-01-01 MOUNT AUBURN PHYSICAL 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SUSAN M LATTANZI	2023-09-25	SUSAN M LATTANZI	2023-09-25
001	2022-01-01	SUSAN LATTANZI	2023-05-29
001	2021-01-01	SUSAN LATTANZI	2022-06-13
001	2020-01-01	SUSAN LATTANZI	2021-06-09
001	2019-01-01	SUSAN LATTANZI	2020-06-30
001	2018-01-01	SUSAN LATTANZI	2019-06-30
001	2017-01-01	SUSAN LATTANZI	2018-07-15
001	2016-01-01	SUSAN M LATTANZI	2017-07-04
001	2015-01-01	SUSAN M LATTANZI	2016-07-14
001	2014-01-01	SUSAN M. LATTANZI	2015-07-26
001	2013-01-01	SUSAN M. LATTANZI	2014-07-28
001	2012-01-01	MOUNT AUBURN PHYSICAL	2013-07-23
001	2011-01-01	MOUNT AUBURN PHYSICAL	2012-07-25
001	2010-01-01	MOUNT AUBURN PHYSICAL	2011-07-25

Financial Data on MOUNT AUBURN PHYSICAL 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2022 : MOUNT AUBURN PHYSICAL 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-13	0
Net assets as of the end of the plan year	2022-06-13	364656
Total assets as of the beginning of the plan year	2022-06-13	308319
Value of plan covered by a fidelity bond	2022-06-13	31000
Participant contributions to plan in this plan year	2022-06-13	33249
Other income to plan in this plan year	2022-06-13	23088
Plan net income in this plan year	2022-06-13	56337
Net assets as of the end of the plan year	2022-06-13	364656
Net assets as of the beginning of the plan year	2022-06-13	308319

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Company Name:	MOUNT AUBURN PHYSICAL
Employer identification number (EIN):	043296453
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists