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DAVID S. BLUMENTHAL, MD AND LAWRENCE A. INRA, MD, LLP PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID S. BLUMENTHAL, MD AND LAWRENCE A. INRA, MD, LLP PROFIT SHARING PLAN
Plan identification number 001

DAVID S. BLUMENTHAL, MD AND LAWRENCE A. INRA, MD, LLP 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Life insurance

401k Sponsoring company profile

DAVID S. BLUMENTHAL MD & LAWRENCE A. INRA MD, LLP has sponsored the creation of one or more 401k plans.

Company Name:DAVID S. BLUMENTHAL MD & LAWRENCE A. INRA MD, LLP
Employer identification number (EIN):134033867
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID S. BLUMENTHAL, MD AND LAWRENCE A. INRA, MD, LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID BLUMENTHAL, M.D.2024-12-12
0012022-01-01DAVID BLUMENTHAL, M.D.2023-06-26
0012021-01-01DAVID BLUMENTHAL2022-08-13 DAVID BLUMENTHAL2022-08-13
0012020-01-01DAVID BLUMENTHAL2021-09-16
0012019-01-01DAVID BLUMENTHAL2020-08-10 DAVID BLUMENTHAL2020-08-10
0012018-01-01DAVID BLUMENTHAL2019-05-28
0012017-01-01DAVID BLUMENTHAL2018-10-10
0012016-01-01DAVID BLUMENTHAL2017-06-30
0012015-01-01DAVID BLUMENTHAL2016-05-05
0012014-01-01DAVID BLUMENTHAL2015-07-23
0012013-01-01DAVID BLUMENTHAL2014-05-12 DAVID BLUMENTHAL2014-05-09
0012012-01-01DAVID BLUMENTHAL2013-07-22
0012011-01-01DAVID BLUMENTHAL2012-07-16
0012010-01-01DAVID BLUMENTHAL2011-06-06

Financial Data on DAVID S. BLUMENTHAL, MD AND LAWRENCE A. INRA, MD, LLP PROFIT SHARING PLAN

Measure Date Value
2024 : DAVID S. BLUMENTHAL, MD AND LAWRENCE A. INRA, MD, LLP PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-12-12394848
Net assets as of the end of the plan year2024-12-1214314878
Total assets as of the beginning of the plan year2024-12-1213006583
Other income to plan in this plan year2024-12-121312190
Plan net income in this plan year2024-12-121308295
Net assets as of the end of the plan year2024-12-1214314878
Net assets as of the beginning of the plan year2024-12-1213006583
Employer contributions to plan in this plan year2024-12-12390953
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-127992
2022 : DAVID S. BLUMENTHAL, MD AND LAWRENCE A. INRA, MD, LLP PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-1349030
Net assets as of the end of the plan year2022-08-1315227674
Total assets as of the beginning of the plan year2022-08-1313220295
Value of plan covered by a fidelity bond2022-08-1350000
Other income to plan in this plan year2022-08-131705726
Plan net income in this plan year2022-08-132007379
Net assets as of the end of the plan year2022-08-1315227674
Net assets as of the beginning of the plan year2022-08-1313220295
Value of funding deficiency2022-08-130
Value of employer contributions paid2022-08-13350684
Employer contributions to plan in this plan year2022-08-13350683

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