?>
Logo

L EHRLICH & ASSOCIATES MEDICAL CLINIC, PLLC PROFIT SHARING PLAN 401k Plan overview

Plan NameL EHRLICH & ASSOCIATES MEDICAL CLINIC, PLLC PROFIT SHARING PLAN
Plan identification number 001

L EHRLICH & ASSOCIATES MEDICAL CLINIC, PLLC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

L EHRLICH & ASSOCIATES MEDICAL CLINIC, PLLC has sponsored the creation of one or more 401k plans.

Company Name:L EHRLICH & ASSOCIATES MEDICAL CLINIC, PLLC
Employer identification number (EIN):043587446
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L EHRLICH & ASSOCIATES MEDICAL CLINIC, PLLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01EDWARD MALONE2022-10-02
0012020-01-01EDWARD MALONE2021-10-15
0012019-01-01LISA EHRLICH2020-07-22
0012018-01-01LISA EHRLICH2019-07-08
0012017-01-01LISA EHRLICH2018-09-17
0012016-01-01LISA EHRLICH2017-07-11
0012015-01-01LISA EHRLICH2016-09-21
0012014-01-01LISA EHRLICH2015-02-19
0012013-01-01LISA EHRLICH2014-07-29
0012012-01-01LISA EHRLICH2013-06-04
0012011-01-01LISA EHRLICH2012-05-09 LISA EHRLICH2012-05-09
0012010-01-01LISA EHRLICH, M.D.2011-07-20

Plan Statistics for L EHRLICH & ASSOCIATES MEDICAL CLINIC, PLLC PROFIT SHARING PLAN

401k plan membership statisitcs for L EHRLICH & ASSOCIATES MEDICAL CLINIC, PLLC PROFIT SHARING PLAN

Measure Date Value
2022: L EHRLICH & ASSOCIATES MEDICAL CLINIC, PLLC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0119
Total number of active participants reported on line 7a of the Form 55002022-01-0115
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0119
Number of participants with account balances2022-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012

Financial Data on L EHRLICH & ASSOCIATES MEDICAL CLINIC, PLLC PROFIT SHARING PLAN

Measure Date Value
2022 : L EHRLICH & ASSOCIATES MEDICAL CLINIC, PLLC PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-64,975
Expenses. Total of all expenses incurred2022-12-31$7,190
Benefits paid (including direct rollovers)2022-12-31$1,401
Total plan assets at end of year2022-12-31$1,235,465
Total plan assets at beginning of year2022-12-31$1,307,630
Value of fidelity bond covering the plan2022-12-31$50,000
Total contributions received or receivable from participants2022-12-31$82,200
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-203,825
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-72,165
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,235,465
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,307,630
Assets. Value of participant loans2022-12-31$100,000
Total contributions received or receivable from employer(s)2022-12-31$56,650
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,789

Form 5500 Responses for L EHRLICH & ASSOCIATES MEDICAL CLINIC, PLLC PROFIT SHARING PLAN

2022: L EHRLICH & ASSOCIATES MEDICAL CLINIC, PLLC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes

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 S3