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JOHN C. MERRIAM, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN C. MERRIAM, M.D. PROFIT SHARING PLAN
Plan identification number 002

JOHN C. MERRIAM, M.D. 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
  • Plan covering Self-Employed individuals.
  • 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

JOHN C. MERRIAM, M.D. has sponsored the creation of one or more 401k plans.

Company Name:JOHN C. MERRIAM, M.D.
Employer identification number (EIN):133351510
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN C. MERRIAM, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOHN MERRIAM2024-06-18
0022022-01-01JOHN MERRIAM2023-07-11
0022021-01-01JOHN MERRIAM2022-09-27
0022020-01-01JOHN MERRIAM2021-09-20
0022019-01-01JOHN MERRIAM2020-10-02
0022018-01-01JOHN MERRIAM2019-07-01
0022017-01-01JOHN MERRIAM2018-10-12
0022016-01-01JOHN MERRIAM2017-05-12
0022015-01-01JOHN MERRIAM2016-10-04
0022014-01-01JOHN MERRIAM2015-05-27
0022013-01-01JOHN MERRIAM2014-07-08
0022012-01-01JOHN MERRIAM2013-05-07
0022011-01-01JOHN C. MERRIAM, M.D.2012-07-10 JOHN C. MERRIAM, M.D.2012-07-10
0022010-01-01JOHN C. MERRIAM, M.D.2011-07-28 JOHN C. MERRIAM, M.D.2011-07-28

Financial Data on JOHN C. MERRIAM, M.D. PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN C. MERRIAM, M.D. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-13640359
Net assets as of the end of the plan year2025-10-134149596
Total assets as of the beginning of the plan year2025-10-134212250
Value of plan covered by a fidelity bond2025-10-13500000
Participant contributions to plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-13572706
Plan net income in this plan year2025-10-13-62654
Net assets as of the end of the plan year2025-10-134149596
Net assets as of the beginning of the plan year2025-10-134212250
Employer contributions to plan in this plan year2025-10-134999
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1334359
2024 : JOHN C. MERRIAM, M.D. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-18547844
Net assets as of the end of the plan year2024-06-184212250
Total assets as of the beginning of the plan year2024-06-184228815
Value of plan covered by a fidelity bond2024-06-18481762
Other income to plan in this plan year2024-06-18525626
Plan net income in this plan year2024-06-18-16565
Net assets as of the end of the plan year2024-06-184212250
Net assets as of the beginning of the plan year2024-06-184228815
Employer contributions to plan in this plan year2024-06-185653
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1832844
2022 : JOHN C. MERRIAM, M.D. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-27318506
Net assets as of the end of the plan year2022-09-275261507
Total assets as of the beginning of the plan year2022-09-274817615
Value of plan covered by a fidelity bond2022-09-27481762
Other income to plan in this plan year2022-09-27754013
Plan net income in this plan year2022-09-27443892
Net assets as of the end of the plan year2022-09-275261507
Net assets as of the beginning of the plan year2022-09-274817615
Employer contributions to plan in this plan year2022-09-278385
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2738506

Potentially related plans

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