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SECTION 403(B) RETIREMENT PLAN FOR PRIMARY CARE DEVELOPMENT CORPORATION 401k Plan overview

Plan NameSECTION 403(B) RETIREMENT PLAN FOR PRIMARY CARE DEVELOPMENT CORPORATION
Plan identification number 001

SECTION 403(B) RETIREMENT PLAN FOR PRIMARY CARE DEVELOPMENT CORPORATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

PRIMARY CARE DEVELOPMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PRIMARY CARE DEVELOPMENT CORPORATION
Employer identification number (EIN):133711803
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about PRIMARY CARE DEVELOPMENT CORPORATION

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1993-02-24
Company Identification Number: 1705030
Legal Registered Office Address: ATTN: PRESIDENT & CEO
45 BROADWAY - SUITE 530
NEW YORK
United States of America (USA)
10006

More information about PRIMARY CARE DEVELOPMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECTION 403(B) RETIREMENT PLAN FOR PRIMARY CARE DEVELOPMENT CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JIM SHARP2024-05-15
0012022-01-01JIM SHARP2023-07-13
0012021-01-01JIM SHARP2022-07-13
0012020-01-01JIM SHARP2021-08-26
0012019-01-01JIM SHARP2020-08-25
0012018-01-01JIM SHARP2019-09-18
0012017-01-01LEE LICHTENSTEIN2018-07-19
0012016-01-01LEE LICHTENSTEIN2017-10-02
0012015-01-01LEE LICHTENSTEIN2016-10-14
0012014-01-01LEE LICHTENSTEIN2015-08-10
0012013-01-01LEE LICHTENSTEIN2014-09-26
0012012-01-01MICHAEL ROSEN2013-10-10
0012011-01-01MICHAEL ROSEN2012-10-11
0012010-01-01MICHAEL ROSEN2011-10-04

Plan Statistics for SECTION 403(B) RETIREMENT PLAN FOR PRIMARY CARE DEVELOPMENT CORPORATION

401k plan membership statisitcs for SECTION 403(B) RETIREMENT PLAN FOR PRIMARY CARE DEVELOPMENT CORPORATION

Measure Date Value
2025: SECTION 403(B) RETIREMENT PLAN FOR PRIMARY CARE DEVELOPMENT CORPORATION 2025 401k membership
Total number of particpants at beginning of year2025-07-2580
Total number of particpants at end of year2025-07-2581
Number of Participants With Account Balances2025-07-2581
2024: SECTION 403(B) RETIREMENT PLAN FOR PRIMARY CARE DEVELOPMENT CORPORATION 2024 401k membership
Total number of particpants at beginning of year2024-05-1579
Total number of particpants at end of year2024-05-1581
Number of Participants With Account Balances2024-05-1581

Financial Data on SECTION 403(B) RETIREMENT PLAN FOR PRIMARY CARE DEVELOPMENT CORPORATION

Measure Date Value
2025 : SECTION 403(B) RETIREMENT PLAN FOR PRIMARY CARE DEVELOPMENT CORPORATION 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-25733
Total liabilities as of the beginning of the plan year2025-07-254286
Total expenses incurred by plan in this plan year2025-07-25343160
Net assets as of the end of the plan year2025-07-258758798
Total assets as of the beginning of the plan year2025-07-257470822
Value of plan covered by a fidelity bond2025-07-25500000
Participant contributions to plan in this plan year2025-07-25485858
Value of participant loans at end of plan year2025-07-2533144
Other income to plan in this plan year2025-07-25852393
Plan net income in this plan year2025-07-251291529
Net assets as of the end of the plan year2025-07-258758065
Net assets as of the beginning of the plan year2025-07-257466536
Employer contributions to plan in this plan year2025-07-25296438
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2531995
2024 : SECTION 403(B) RETIREMENT PLAN FOR PRIMARY CARE DEVELOPMENT CORPORATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-150
Total liabilities as of the end of the plan year2024-05-154286
Total liabilities as of the beginning of the plan year2024-05-154286
Total expenses incurred by plan in this plan year2024-05-15125554
Net assets as of the end of the plan year2024-05-157470822
Total assets as of the beginning of the plan year2024-05-155679417
Value of plan covered by a fidelity bond2024-05-15500000
Participant contributions to plan in this plan year2024-05-15601480
Value of participant loans at end of plan year2024-05-1541281
Other expenses paid from plan in this plan year2024-05-150
Other contributions to plan in this plan year2024-05-155589
Other income to plan in this plan year2024-05-15947263
Plan net income in this plan year2024-05-151791405
Net assets as of the end of the plan year2024-05-157466536
Net assets as of the beginning of the plan year2024-05-155675131
Employer contributions to plan in this plan year2024-05-15362627
Fees paid to broker by Benefit Provider2024-05-15150
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1524593

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