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LONG ISLAND SURGERY PC 401K PLAN 401k Plan overview

Plan NameLONG ISLAND SURGERY PC 401K PLAN
Plan identification number 003

LONG ISLAND SURGERY PC 401K 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.
  • 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

LONG ISLAND SURGERY, PC has sponsored the creation of one or more 401k plans.

Company Name:LONG ISLAND SURGERY, PC
Employer identification number (EIN):113382645
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG ISLAND SURGERY PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01HARRY ROSENBERG2013-10-08
0032011-01-01HARRY ROSENBERG2012-10-14

Plan Statistics for LONG ISLAND SURGERY PC 401K PLAN

401k plan membership statisitcs for LONG ISLAND SURGERY PC 401K PLAN

Measure Date Value
2025: LONG ISLAND SURGERY PC 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1027
Total number of particpants at end of year2025-10-1027
Number of Participants With Account Balances2025-10-1026
2024: LONG ISLAND SURGERY PC 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0724
Total number of particpants at end of year2024-10-0724
Number of Participants With Account Balances2024-10-0724

Financial Data on LONG ISLAND SURGERY PC 401K PLAN

Measure Date Value
2025 : LONG ISLAND SURGERY PC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-10207176
Net assets as of the end of the plan year2025-10-102385031
Total assets as of the beginning of the plan year2025-10-102322513
Value of plan covered by a fidelity bond2025-10-10500000
Participant contributions to plan in this plan year2025-10-105031
Value of participant loans at end of plan year2025-10-1020276
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-10232667
Plan net income in this plan year2025-10-1062518
Net assets as of the end of the plan year2025-10-102385031
Net assets as of the beginning of the plan year2025-10-102322513
Employer contributions to plan in this plan year2025-10-1031996
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1015026
2024 : LONG ISLAND SURGERY PC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-07130950
Net assets as of the end of the plan year2024-10-072357013
Total assets as of the beginning of the plan year2024-10-072115125
Value of plan covered by a fidelity bond2024-10-07500000
Participant contributions to plan in this plan year2024-10-0735023
Value of participant loans at end of plan year2024-10-0731966
Other contributions to plan in this plan year2024-10-070
Other income to plan in this plan year2024-10-07258952
Plan net income in this plan year2024-10-07241888
Net assets as of the end of the plan year2024-10-072357013
Net assets as of the beginning of the plan year2024-10-072115125
Employer contributions to plan in this plan year2024-10-0778863
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-074426

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