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HARTFORD DERMATOLOGY ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHARTFORD DERMATOLOGY ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN
Plan identification number 001

HARTFORD DERMATOLOGY ASSOCIATES PC ROTH SAFE-HARBOR 401(K) 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
  • 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

HARTFORD DERMATOLOGY ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name:HARTFORD DERMATOLOGY ASSOCIATES PC
Employer identification number (EIN):060871670
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARTFORD DERMATOLOGY ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01
0012022-07-01
0012021-07-01
0012021-07-01LISA KUGELMAN2022-08-25 LISA KUGELMAN2022-08-25
0012020-07-01LISA KUGELMAN2021-09-14 LISA KUGELMAN2021-09-14
0012019-07-01LISA KUGELMAN2020-08-29 LISA KUGELMAN2020-08-29
0012018-07-01LISA KUGELMAN2019-07-24 LISA KUGELMAN2019-07-24
0012017-07-01LISA KUGELMAN2018-08-07 LISA KUGELMAN2018-08-07
0012016-07-01LISA KUGELMAN2017-10-12 LISA KUGELMAN2017-10-12
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01PATRICIA MCGOWAN2013-11-14
0012011-07-01PATRICIA MCGOWAN2012-09-14
0012010-07-01PATRICIA MCGOWAN2011-09-22

Plan Statistics for HARTFORD DERMATOLOGY ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HARTFORD DERMATOLOGY ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: HARTFORD DERMATOLOGY ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-01-0710
Total number of particpants at end of year2025-01-079
Number of Participants With Account Balances2025-01-079
2022: HARTFORD DERMATOLOGY ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-259
Total number of particpants at end of year2022-08-259
Number of Participants With Account Balances2022-08-259

Financial Data on HARTFORD DERMATOLOGY ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : HARTFORD DERMATOLOGY ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-01-070
Total liabilities as of the beginning of the plan year2025-01-070
Total expenses incurred by plan in this plan year2025-01-071177932
Net assets as of the end of the plan year2025-01-075146985
Total assets as of the beginning of the plan year2025-01-075512367
Value of plan covered by a fidelity bond2025-01-07500000
Participant contributions to plan in this plan year2025-01-0774191
Other contributions to plan in this plan year2025-01-071029
Other income to plan in this plan year2025-01-07645707
Plan net income in this plan year2025-01-07-365382
Net assets as of the end of the plan year2025-01-075146985
Net assets as of the beginning of the plan year2025-01-075512367
Employer contributions to plan in this plan year2025-01-0791623
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-0714778
2022 : HARTFORD DERMATOLOGY ASSOCIATES PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-250
Total liabilities as of the end of the plan year2022-08-250
Total liabilities as of the beginning of the plan year2022-08-250
Total expenses incurred by plan in this plan year2022-08-250
Net assets as of the end of the plan year2022-08-254775938
Total assets as of the beginning of the plan year2022-08-255850028
Value of plan covered by a fidelity bond2022-08-25500000
Participant contributions to plan in this plan year2022-08-2584071
Other expenses paid from plan in this plan year2022-08-250
Other contributions to plan in this plan year2022-08-250
Other income to plan in this plan year2022-08-25-1251361
Plan net income in this plan year2022-08-25-1074090
Net assets as of the end of the plan year2022-08-254775938
Net assets as of the beginning of the plan year2022-08-255850028
Employer contributions to plan in this plan year2022-08-2593200
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-250

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