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JEFFREY D. WAGNER, M.D., P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY D. WAGNER, M.D., P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JEFFREY D. WAGNER, 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
  • 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.
  • 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

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

Company Name:JEFFREY D. WAGNER, M.D., P.C.
Employer identification number (EIN):200519090
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 D. WAGNER, 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
0012023-01-01
0012022-01-01JEFFREY WAGNER2023-02-22 JEFFREY WAGNER2023-02-22
0012021-01-01JEFFREY WAGNER2022-02-28 JEFFREY WAGNER2022-02-28
0012020-01-01JEFFREY WAGNER2021-03-15 JEFFREY WAGNER2021-03-15
0012019-01-01JEFFREY WAGNER2020-03-26 JEFFREY WAGNER2020-03-26
0012018-01-01JEFFREY WAGNER2019-03-04 JEFFREY WAGNER2019-03-04
0012017-01-01JEFFREY WAGNER2018-02-27 JEFFREY WAGNER2018-02-27
0012016-01-01JEFFREY WAGNER2017-03-07 JEFFREY WAGNER2017-03-07
0012015-01-01JEFFREY WAGNER2016-03-16 JEFFREY WAGNER2016-03-16
0012014-01-01JEFFREY WAGNER2015-03-16 JEFFREY WAGNER2015-03-16
0012013-01-01JEFFREY WAGNER2014-03-24 JEFFREY WAGNER2014-03-24
0012012-01-01JEFFREY WAGNER2013-04-30 JEFFREY WAGNER2013-04-30
0012011-01-01JEFFREY WAGNER2012-04-04 JEFFREY WAGNER2012-04-04
0012010-01-01JEFFREY WAGNER2011-03-08 JEFFREY WAGNER2011-03-08

Plan Statistics for JEFFREY D. WAGNER, M.D., P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY D. WAGNER, M.D., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: JEFFREY D. WAGNER, M.D., P.C. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-087
Total number of particpants at end of year2025-07-087
Number of Participants With Account Balances2025-07-087
2024: JEFFREY D. WAGNER, M.D., P.C. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-267
Total number of particpants at end of year2024-09-267
Number of Participants With Account Balances2024-09-265

Financial Data on JEFFREY D. WAGNER, M.D., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JEFFREY D. WAGNER, M.D., P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-0865556
Net assets as of the end of the plan year2025-07-085950882
Total assets as of the beginning of the plan year2025-07-085223383
Value of plan covered by a fidelity bond2025-07-08500000
Participant contributions to plan in this plan year2025-07-0830500
Other income to plan in this plan year2025-07-08715395
Plan net income in this plan year2025-07-08727499
Net assets as of the end of the plan year2025-07-085950882
Net assets as of the beginning of the plan year2025-07-085223383
Employer contributions to plan in this plan year2025-07-0847160
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0855256
2024 : JEFFREY D. WAGNER, M.D., P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-26198340
Net assets as of the end of the plan year2024-09-265223383
Total assets as of the beginning of the plan year2024-09-264487688
Value of plan covered by a fidelity bond2024-09-26500000
Participant contributions to plan in this plan year2024-09-2630000
Other income to plan in this plan year2024-09-26900035
Plan net income in this plan year2024-09-26735695
Net assets as of the end of the plan year2024-09-265223383
Net assets as of the beginning of the plan year2024-09-264487688
Employer contributions to plan in this plan year2024-09-264000
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2634598

Potentially related plans

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