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JEFFREY SCHILLER, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY SCHILLER, M.D. PROFIT SHARING PLAN
Plan identification number 002

JEFFREY SCHILLER, 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JEFFREY SCHILLER, M.D. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY SCHILLER, M.D.
Employer identification number (EIN):133610250
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY SCHILLER, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JEFFREY SCHILLER2024-09-16
0022022-01-01JEFFREY SCHILLER2023-10-11
0022021-01-01JEFFREY SCHILLER2022-10-15
0022021-01-01JEFFREY SCHILLER2022-10-15
0022020-01-01JEFFREY SCHILLER2021-07-30
0022019-01-01JEFFREY SCHILLER2020-07-16
0022018-01-01JEFFREY SCHILLER2019-07-25
0022017-01-01JEFFREY SCHILLER2018-07-20
0022016-01-01JEFFREY SCHILLER2017-07-26
0022015-01-01JEFFREY SCHILLER2016-08-22
0022013-01-01JEFFREY SCHILLER2014-10-03
0022012-01-01JEFFREY SCHILLER2013-10-15

Plan Statistics for JEFFREY SCHILLER, M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY SCHILLER, M.D. PROFIT SHARING PLAN

Measure Date Value
2025: JEFFREY SCHILLER, M.D. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-295
Total number of particpants at end of year2025-09-295
Number of Participants With Account Balances2025-09-295
2024: JEFFREY SCHILLER, M.D. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-165
Total number of particpants at end of year2024-09-165
Number of Participants With Account Balances2024-09-165

Financial Data on JEFFREY SCHILLER, M.D. PROFIT SHARING PLAN

Measure Date Value
2025 : JEFFREY SCHILLER, M.D. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-290
Total liabilities as of the end of the plan year2025-09-290
Total liabilities as of the beginning of the plan year2025-09-290
Total expenses incurred by plan in this plan year2025-09-2977381
Net assets as of the end of the plan year2025-09-292066286
Total assets as of the beginning of the plan year2025-09-291939479
Value of plan covered by a fidelity bond2025-09-29100000
Participant contributions to plan in this plan year2025-09-290
Other expenses paid from plan in this plan year2025-09-290
Other contributions to plan in this plan year2025-09-290
Other income to plan in this plan year2025-09-29178948
Plan net income in this plan year2025-09-29126807
Net assets as of the end of the plan year2025-09-292066286
Net assets as of the beginning of the plan year2025-09-291939479
Employer contributions to plan in this plan year2025-09-2925240
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-290
2024 : JEFFREY SCHILLER, M.D. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-160
Total liabilities as of the end of the plan year2024-09-160
Total liabilities as of the beginning of the plan year2024-09-160
Total expenses incurred by plan in this plan year2024-09-1660236
Net assets as of the end of the plan year2024-09-161939479
Total assets as of the beginning of the plan year2024-09-161555149
Value of plan covered by a fidelity bond2024-09-16100000
Participant contributions to plan in this plan year2024-09-160
Other expenses paid from plan in this plan year2024-09-160
Other contributions to plan in this plan year2024-09-160
Other income to plan in this plan year2024-09-16383691
Plan net income in this plan year2024-09-16384330
Net assets as of the end of the plan year2024-09-161939479
Net assets as of the beginning of the plan year2024-09-161555149
Employer contributions to plan in this plan year2024-09-1660875
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-160

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