Logo

EDWARD J JACOBS, MD, SEAN Y LEE, MD & CHERYL BURACK, MD, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEDWARD J JACOBS, MD, SEAN Y LEE, MD & CHERYL BURACK, MD, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

EDWARD J JACOBS, MD, SEAN Y LEE, MD & CHERYL BURACK, MD, PC 401(K) 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
  • 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.
  • 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

EDWARD J JACOBS, MD, SEAN Y LEE, MD & CHERYL BURAK, MD, PC has sponsored the creation of one or more 401k plans.

Company Name:EDWARD J JACOBS, MD, SEAN Y LEE, MD & CHERYL BURAK, MD, PC
Employer identification number (EIN):141627997
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD J JACOBS, MD, SEAN Y LEE, MD & CHERYL BURACK, MD, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01CHERYL BURACK2020-06-12 CHERYL BURACK2020-06-12
0012018-01-01CHERYL BURACK2019-07-19 CHERYL BURACK2019-07-19
0012017-01-01CHERYL BURACK2018-07-31 CHERYL BURACK2018-07-31
0012016-01-01CHERYL BURACK2017-07-05 CHERYL BURACK2017-07-05
0012015-01-01CHERYL BURACK2016-06-30 CHERYL BURACK2016-06-30
0012014-01-01CHERYL BURACK2015-07-27 CHERYL BURACK2015-07-27
0012013-01-01CHERYL BURACK2014-07-15 CHERYL BURACK2014-07-15
0012012-01-01EDWARD JACOBS2013-02-27 EDWARD JACOBS2013-02-27
0012011-01-01EDWARD JACOBS MD2012-03-20 EDWARD JACOBS MD2012-03-20
0012010-01-01EDWARD J. JACOBS, MD2011-04-06 EDWARD J. JACOBS, MD2011-04-06

Financial Data on EDWARD J JACOBS, MD, SEAN Y LEE, MD & CHERYL BURACK, MD, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : EDWARD J JACOBS, MD, SEAN Y LEE, MD & CHERYL BURACK, MD, PC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-160
Total liabilities as of the end of the plan year2025-09-162163
Total liabilities as of the beginning of the plan year2025-09-160
Total expenses incurred by plan in this plan year2025-09-1640773
Net assets as of the end of the plan year2025-09-164112371
Total assets as of the beginning of the plan year2025-09-163620335
Value of plan covered by a fidelity bond2025-09-16200000
Participant contributions to plan in this plan year2025-09-16117840
Value of participant loans at end of plan year2025-09-1610427
Other expenses paid from plan in this plan year2025-09-160
Other contributions to plan in this plan year2025-09-160
Other income to plan in this plan year2025-09-16287809
Plan net income in this plan year2025-09-16489873
Net assets as of the end of the plan year2025-09-164110208
Net assets as of the beginning of the plan year2025-09-163620335
Employer contributions to plan in this plan year2025-09-16124997
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-167896
2024 : EDWARD J JACOBS, MD, SEAN Y LEE, MD & CHERYL BURACK, MD, PC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-260
Total liabilities as of the end of the plan year2024-08-260
Total liabilities as of the beginning of the plan year2024-08-260
Total expenses incurred by plan in this plan year2024-08-2645439
Net assets as of the end of the plan year2024-08-263620335
Total assets as of the beginning of the plan year2024-08-263016103
Value of plan covered by a fidelity bond2024-08-26200000
Participant contributions to plan in this plan year2024-08-26102616
Value of participant loans at end of plan year2024-08-2621666
Other expenses paid from plan in this plan year2024-08-260
Other contributions to plan in this plan year2024-08-2639552
Other income to plan in this plan year2024-08-26388119
Plan net income in this plan year2024-08-26604232
Net assets as of the end of the plan year2024-08-263620335
Net assets as of the beginning of the plan year2024-08-263016103
Employer contributions to plan in this plan year2024-08-26119384
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-266215
2022 : EDWARD J JACOBS, MD, SEAN Y LEE, MD & CHERYL BURACK, MD, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-210
Total liabilities as of the end of the plan year2022-09-210
Total liabilities as of the beginning of the plan year2022-09-210
Total expenses incurred by plan in this plan year2022-09-21230958
Net assets as of the end of the plan year2022-09-213296369
Total assets as of the beginning of the plan year2022-09-213019599
Value of plan covered by a fidelity bond2022-09-21330000
Participant contributions to plan in this plan year2022-09-2192637
Value of participant loans at end of plan year2022-09-2140885
Other expenses paid from plan in this plan year2022-09-210
Other contributions to plan in this plan year2022-09-210
Other income to plan in this plan year2022-09-21340772
Plan net income in this plan year2022-09-21276770
Net assets as of the end of the plan year2022-09-213296369
Net assets as of the beginning of the plan year2022-09-213019599
Employer contributions to plan in this plan year2022-09-2174319
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-213723

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1