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JAMES E. WILLIS, M.D., P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES E. WILLIS, M.D., P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JAMES E. WILLIS, M.D., P.C. 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

JAMES E. WILLIS, MD, PC DBA CARDIOLOGY ASSOCIATES OF NORTHERN NEW YORK has sponsored the creation of one or more 401k plans.

Company Name:JAMES E. WILLIS, MD, PC DBA CARDIOLOGY ASSOCIATES OF NORTHERN NEW YORK
Employer identification number (EIN):161491976
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E. WILLIS, M.D., P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES E. WILLIS MD2024-04-03
0012022-01-01JAMES E WILLIS2023-04-06
0012021-01-01JAMES WILLIS2022-04-25
0012020-01-01JAMES WILLIS2021-05-07
0012019-01-01JAMES WILLIS2020-04-28
0012018-01-01JAMES E WILLIS2019-03-29
0012017-01-01JAMES E WILLIS2018-07-06
0012016-01-01JAMES WILLIS2017-07-07
0012015-01-01JAMES WILLIS2016-09-06 JAMES WILLIS2016-09-06
0012014-01-01JAMES WILLIS2015-07-14 JAMES WILLIS2015-07-14
0012013-01-01JAMES WILLIS2014-08-20 JAMES WILLIS2014-08-20
0012012-01-01JAMES WILLIS2013-05-31 JAMES WILLIS2013-05-31
0012011-01-01JAMES WILLIS2012-06-19 JAMES WILLIS2012-06-19
0012010-01-01JAMES E WILLIS, MD2011-07-05 JAMES E WILLIS, MD2011-07-05

Financial Data on JAMES E. WILLIS, M.D., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JAMES E. WILLIS, M.D., P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-140
Total liabilities as of the end of the plan year2025-05-140
Total liabilities as of the beginning of the plan year2025-05-140
Total expenses incurred by plan in this plan year2025-05-142511506
Net assets as of the end of the plan year2025-05-143994662
Total assets as of the beginning of the plan year2025-05-146002892
Value of plan covered by a fidelity bond2025-05-14500000
Participant contributions to plan in this plan year2025-05-1456299
Other expenses paid from plan in this plan year2025-05-140
Other contributions to plan in this plan year2025-05-140
Other income to plan in this plan year2025-05-14429360
Plan net income in this plan year2025-05-14-2008230
Net assets as of the end of the plan year2025-05-143994662
Net assets as of the beginning of the plan year2025-05-146002892
Employer contributions to plan in this plan year2025-05-1417617
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1415250
2024 : JAMES E. WILLIS, M.D., P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-030
Total liabilities as of the end of the plan year2024-04-030
Total liabilities as of the beginning of the plan year2024-04-030
Total expenses incurred by plan in this plan year2024-04-0316827
Net assets as of the end of the plan year2024-04-036002892
Total assets as of the beginning of the plan year2024-04-035066815
Value of plan covered by a fidelity bond2024-04-03500000
Participant contributions to plan in this plan year2024-04-0397405
Value of participant loans at end of plan year2024-04-0315672
Other expenses paid from plan in this plan year2024-04-030
Other contributions to plan in this plan year2024-04-030
Other income to plan in this plan year2024-04-03832192
Plan net income in this plan year2024-04-03936077
Net assets as of the end of the plan year2024-04-036002892
Net assets as of the beginning of the plan year2024-04-035066815
Employer contributions to plan in this plan year2024-04-0323307
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-0316792
2022 : JAMES E. WILLIS, M.D., P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-250
Total liabilities as of the end of the plan year2022-04-250
Total liabilities as of the beginning of the plan year2022-04-250
Total expenses incurred by plan in this plan year2022-04-2553310
Net assets as of the end of the plan year2022-04-256260167
Total assets as of the beginning of the plan year2022-04-255649321
Value of plan covered by a fidelity bond2022-04-25500000
Participant contributions to plan in this plan year2022-04-2592808
Other expenses paid from plan in this plan year2022-04-250
Other contributions to plan in this plan year2022-04-250
Other income to plan in this plan year2022-04-25473221
Plan net income in this plan year2022-04-25610846
Net assets as of the end of the plan year2022-04-256260167
Net assets as of the beginning of the plan year2022-04-255649321
Employer contributions to plan in this plan year2022-04-2598127
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-2513957

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