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RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameRICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN
Plan identification number 002

RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

RICHARD A. BARTLETT, MD, P.C. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD A. BARTLETT, MD, P.C.
Employer identification number (EIN):201481417
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS 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
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01RICHARD A. BARTLETT, M.D.2015-07-08

Financial Data on RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN

Measure Date Value
2025 : RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-1974459
Net assets as of the end of the plan year2025-05-195778132
Total assets as of the beginning of the plan year2025-05-194735821
Value of plan covered by a fidelity bond2025-05-191000000
Participant contributions to plan in this plan year2025-05-1989286
Other income to plan in this plan year2025-05-191005026
Plan net income in this plan year2025-05-191042311
Net assets as of the end of the plan year2025-05-195778132
Net assets as of the beginning of the plan year2025-05-194735821
Employer contributions to plan in this plan year2025-05-1922458
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1974459
2024 : RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-1757068
Net assets as of the end of the plan year2024-04-174735821
Total assets as of the beginning of the plan year2024-04-173771564
Value of plan covered by a fidelity bond2024-04-171000000
Participant contributions to plan in this plan year2024-04-1790769
Other income to plan in this plan year2024-04-17913338
Plan net income in this plan year2024-04-17964257
Net assets as of the end of the plan year2024-04-174735821
Net assets as of the beginning of the plan year2024-04-173771564
Employer contributions to plan in this plan year2024-04-1717218
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-1757068
2022 : RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-1867016
Net assets as of the end of the plan year2022-03-185068024
Total assets as of the beginning of the plan year2022-03-184699155
Value of plan covered by a fidelity bond2022-03-181000000
Participant contributions to plan in this plan year2022-03-1868011
Other income to plan in this plan year2022-03-18348914
Plan net income in this plan year2022-03-18368869
Net assets as of the end of the plan year2022-03-185068024
Net assets as of the beginning of the plan year2022-03-184699155
Employer contributions to plan in this plan year2022-03-1818960
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-1867016

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