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EAST VALLEY ENDOCRINOLOGY, DIABETES, & METABOLISM, P.C. 401(K) PLAN 401k Plan overview

Plan NameEAST VALLEY ENDOCRINOLOGY, DIABETES, & METABOLISM, P.C. 401(K) PLAN
Plan identification number 002

EAST VALLEY ENDOCRINOLOGY, DIABETES, & METABOLISM, P.C. 401(K) 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.
  • 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.
  • 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

EAST VALLEY ENDOCRINOLOGY, DIABETES, & METABOLISM, P.C. has sponsored the creation of one or more 401k plans.

Company Name:EAST VALLEY ENDOCRINOLOGY, DIABETES, & METABOLISM, P.C.
Employer identification number (EIN):201322463
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAST VALLEY ENDOCRINOLOGY, DIABETES, & METABOLISM, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01

Financial Data on EAST VALLEY ENDOCRINOLOGY, DIABETES, & METABOLISM, P.C. 401(K) PLAN

Measure Date Value
2025 : EAST VALLEY ENDOCRINOLOGY, DIABETES, & METABOLISM, P.C. 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-260
Total liabilities as of the beginning of the plan year2025-09-260
Total expenses incurred by plan in this plan year2025-09-2610432
Net assets as of the end of the plan year2025-09-26280933
Total assets as of the beginning of the plan year2025-09-26195408
Participant contributions to plan in this plan year2025-09-2646750
Other contributions to plan in this plan year2025-09-260
Other income to plan in this plan year2025-09-2621830
Plan net income in this plan year2025-09-2685525
Net assets as of the end of the plan year2025-09-26280933
Net assets as of the beginning of the plan year2025-09-26195408
Employer contributions to plan in this plan year2025-09-2627377
Fees paid to broker by Benefit Provider2025-09-26203
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-265329
2024 : EAST VALLEY ENDOCRINOLOGY, DIABETES, & METABOLISM, P.C. 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-1042732
Net assets as of the end of the plan year2024-10-10195408
Total assets as of the beginning of the plan year2024-10-10148244
Participant contributions to plan in this plan year2024-10-1036225
Other income to plan in this plan year2024-10-1022918
Plan net income in this plan year2024-10-1047164
Net assets as of the end of the plan year2024-10-10195408
Net assets as of the beginning of the plan year2024-10-10148244
Value of contributions failed to transmitted timely2024-10-105775
Employer contributions to plan in this plan year2024-10-1030753
Fees paid to broker by Benefit Provider2024-10-10258
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-104358
2022 : EAST VALLEY ENDOCRINOLOGY, DIABETES, & METABOLISM, P.C. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-130
Total liabilities as of the end of the plan year2022-10-130
Total liabilities as of the beginning of the plan year2022-10-130
Total expenses incurred by plan in this plan year2022-10-1310397
Net assets as of the end of the plan year2022-10-13141332
Total assets as of the beginning of the plan year2022-10-13112336
Participant contributions to plan in this plan year2022-10-1328557
Other expenses paid from plan in this plan year2022-10-130
Other contributions to plan in this plan year2022-10-130
Other income to plan in this plan year2022-10-1310836
Plan net income in this plan year2022-10-1328996
Net assets as of the end of the plan year2022-10-13141332
Net assets as of the beginning of the plan year2022-10-13112336
Employer contributions to plan in this plan year2022-10-130
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-133336

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