Logo

JAMES S. BROWN, III, MD PLLC 401(K) SAVINGS PLAN 401k Plan overview

Plan NameJAMES S. BROWN, III, MD PLLC 401(K) SAVINGS PLAN
Plan identification number 001

JAMES S. BROWN, III, MD PLLC 401(K) SAVINGS 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

DR. JAMES S. BROWN III, MD PLLC has sponsored the creation of one or more 401k plans.

Company Name:DR. JAMES S. BROWN III, MD PLLC
Employer identification number (EIN):043644195
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 JAMES S. BROWN, III, MD PLLC 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT HILL2024-07-29
0012022-01-01SCOTT HILL2023-07-18
0012021-01-01SCOTT HILL2022-07-27
0012020-01-01SCOTT HILL2021-07-30
0012019-01-01JAMES S. BROWN, III, MD2020-08-04
0012018-01-01JAMES S. BROWN, III, MD2019-04-24
0012017-01-01JAMES S. BROWN, III, MD2018-04-16
0012016-01-01JAMES S. BROWN, III, MD2017-07-10
0012015-01-01HEATHER FULGHAM2016-06-14
0012014-01-01HEATHER FULGHAM2015-04-23
0012014-01-01HEATHER FULGHAM2015-05-06
0012013-01-01JAMES BROWN2014-05-05
0012012-01-01JAMES BROWN2013-06-18
0012011-01-01JAMES BROWN2012-04-23
0012010-01-01JAMES BROWN2011-05-02

Financial Data on JAMES S. BROWN, III, MD PLLC 401(K) SAVINGS PLAN

Measure Date Value
2025 : JAMES S. BROWN, III, MD PLLC 401(K) SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-2810077
Net assets as of the end of the plan year2025-07-28762762
Total assets as of the beginning of the plan year2025-07-28579924
Value of plan covered by a fidelity bond2025-07-28100000
Participant contributions to plan in this plan year2025-07-2865608
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-28107294
Plan net income in this plan year2025-07-28182838
Net assets as of the end of the plan year2025-07-28762762
Net assets as of the beginning of the plan year2025-07-28579924
Employer contributions to plan in this plan year2025-07-2820013
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-280
2024 : JAMES S. BROWN, III, MD PLLC 401(K) SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-29583
Net assets as of the end of the plan year2024-07-29579924
Total assets as of the beginning of the plan year2024-07-29419062
Value of plan covered by a fidelity bond2024-07-29100000
Participant contributions to plan in this plan year2024-07-2931215
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-2939891
Other income to plan in this plan year2024-07-2969576
Plan net income in this plan year2024-07-29160862
Net assets as of the end of the plan year2024-07-29579924
Net assets as of the beginning of the plan year2024-07-29419062
Employer contributions to plan in this plan year2024-07-2920763
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-290
2022 : JAMES S. BROWN, III, MD PLLC 401(K) SAVINGS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-270
Total liabilities as of the end of the plan year2022-07-270
Total liabilities as of the beginning of the plan year2022-07-270
Total expenses incurred by plan in this plan year2022-07-27739
Net assets as of the end of the plan year2022-07-27490499
Total assets as of the beginning of the plan year2022-07-27368271
Value of plan covered by a fidelity bond2022-07-27100000
Participant contributions to plan in this plan year2022-07-2726454
Other expenses paid from plan in this plan year2022-07-270
Other contributions to plan in this plan year2022-07-270
Other income to plan in this plan year2022-07-2770108
Plan net income in this plan year2022-07-27122228
Net assets as of the end of the plan year2022-07-27490499
Net assets as of the beginning of the plan year2022-07-27368271
Employer contributions to plan in this plan year2022-07-2726405
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-270

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