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RICHARD REES DPM, PA 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameRICHARD REES DPM, PA 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

RICHARD REES DPM, PA 401 K PROFIT SHARING PLAN TRUST 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
  • 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

RICHARD A REES DPM PA has sponsored the creation of one or more 401k plans.

Company Name:RICHARD A REES DPM PA
Employer identification number (EIN):050587349
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD REES DPM, PA 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICHARD REES2024-06-29
0012022-01-01RICHARD REES2023-06-05
0012021-01-01RICHARD REES2022-05-27
0012020-01-01RICHARD REES2021-08-07
0012019-01-01RICHARD REES2020-05-11
0012018-01-01RICHARD REES2019-05-17
0012017-01-01RICHARD REES2018-07-06
0012016-01-01RICHARD REES2017-07-08
0012015-01-01RICHARD REES2016-06-08
0012014-01-01RICHARD REES2015-06-06
0012013-01-01RICHARD REES2014-06-03
0012012-01-01RICHARD A REES DPM PA2013-08-13

Plan Statistics for RICHARD REES DPM, PA 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for RICHARD REES DPM, PA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: RICHARD REES DPM, PA 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-051
Total number of particpants at end of year2025-06-051
Number of Participants With Account Balances2025-06-051
2024: RICHARD REES DPM, PA 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-291
Total number of particpants at end of year2024-06-291
Number of Participants With Account Balances2024-06-291

Financial Data on RICHARD REES DPM, PA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : RICHARD REES DPM, PA 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-050
Total liabilities as of the end of the plan year2025-06-050
Total liabilities as of the beginning of the plan year2025-06-050
Total expenses incurred by plan in this plan year2025-06-055517
Net assets as of the end of the plan year2025-06-05150130
Total assets as of the beginning of the plan year2025-06-05124962
Value of plan covered by a fidelity bond2025-06-0520000
Participant contributions to plan in this plan year2025-06-0513000
Other expenses paid from plan in this plan year2025-06-050
Other contributions to plan in this plan year2025-06-050
Other income to plan in this plan year2025-06-0515085
Plan net income in this plan year2025-06-0525168
Net assets as of the end of the plan year2025-06-05150130
Net assets as of the beginning of the plan year2025-06-05124962
Employer contributions to plan in this plan year2025-06-052600
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-0560
2024 : RICHARD REES DPM, PA 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-290
Total liabilities as of the end of the plan year2024-06-290
Total liabilities as of the beginning of the plan year2024-06-290
Total expenses incurred by plan in this plan year2024-06-294244
Net assets as of the end of the plan year2024-06-29124962
Total assets as of the beginning of the plan year2024-06-2999151
Value of plan covered by a fidelity bond2024-06-2920000
Participant contributions to plan in this plan year2024-06-2912500
Other expenses paid from plan in this plan year2024-06-290
Other contributions to plan in this plan year2024-06-290
Other income to plan in this plan year2024-06-2914955
Plan net income in this plan year2024-06-2925811
Net assets as of the end of the plan year2024-06-29124962
Net assets as of the beginning of the plan year2024-06-2999151
Employer contributions to plan in this plan year2024-06-292600
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2960

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