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TRI COUNTY PODIATRY P.A. 401(K) PLAN 401k Plan overview

Plan NameTRI COUNTY PODIATRY P.A. 401(K) PLAN
Plan identification number 001

TRI COUNTY PODIATRY P.A. 401(K) 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

TRI COUNTY PODIATRY, P.A. has sponsored the creation of one or more 401k plans.

Company Name:TRI COUNTY PODIATRY, P.A.
Employer identification number (EIN):203729549
NAIC Classification:621391
NAIC Description:Offices of Podiatrists

Additional information about TRI COUNTY PODIATRY, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2005-10-31
Company Identification Number: P05000146408
Legal Registered Office Address: 1585 Santa Barbara Blvd, Suite B

The Villages

32159

More information about TRI COUNTY PODIATRY, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI COUNTY PODIATRY P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-07-18
0012023-01-01VANESSA URREGO2024-10-02
0012022-01-01NICK RICE2023-06-23
0012021-01-01JENINE FRAZIER2022-05-25
0012020-01-01JENINE FRAZIER2021-06-03
0012019-01-01JENINE FRAZIER2020-06-30
0012018-01-01JENINE FRAZIER2019-06-10
0012017-01-01JENINE FRAZIER2018-06-13
0012016-01-01JENINE FRAZIER2017-07-12
0012015-01-01FELIX ESAREY2016-10-12 FELIX ESAREY2016-10-12
0012014-01-01FELIX ESAREY, M.D.2015-05-22
0012013-01-01FELIX ESAREY, M.D.2014-05-28
0012012-01-01FELIX ESAREY, M.D.2013-06-28
0012011-01-01FELIX ESAREY, M.D.2012-06-25

Plan Statistics for TRI COUNTY PODIATRY P.A. 401(K) PLAN

401k plan membership statisitcs for TRI COUNTY PODIATRY P.A. 401(K) PLAN

Measure Date Value
2025: TRI COUNTY PODIATRY P.A. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1033
Total number of particpants at end of year2025-07-1029
Number of Participants With Account Balances2025-07-1026
2024: TRI COUNTY PODIATRY P.A. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0229
Total number of particpants at end of year2024-10-0233
Number of Participants With Account Balances2024-10-0229
2022: TRI COUNTY PODIATRY P.A. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-2535
Total number of particpants at end of year2022-05-2534
Number of Participants With Account Balances2022-05-2532

Financial Data on TRI COUNTY PODIATRY P.A. 401(K) PLAN

Measure Date Value
2025 : TRI COUNTY PODIATRY P.A. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1067551
Net assets as of the end of the plan year2025-07-102219966
Total assets as of the beginning of the plan year2025-07-101913731
Value of plan covered by a fidelity bond2025-07-10192000
Participant contributions to plan in this plan year2025-07-10114707
Other income to plan in this plan year2025-07-10211364
Plan net income in this plan year2025-07-10306235
Net assets as of the end of the plan year2025-07-102219966
Net assets as of the beginning of the plan year2025-07-101913731
Employer contributions to plan in this plan year2025-07-1047715
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-103226
2024 : TRI COUNTY PODIATRY P.A. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0238834
Net assets as of the end of the plan year2024-10-021913732
Total assets as of the beginning of the plan year2024-10-021518317
Value of plan covered by a fidelity bond2024-10-02152000
Participant contributions to plan in this plan year2024-10-02118389
Other income to plan in this plan year2024-10-02261343
Plan net income in this plan year2024-10-02395415
Net assets as of the end of the plan year2024-10-021913732
Net assets as of the beginning of the plan year2024-10-021518317
Employer contributions to plan in this plan year2024-10-0254517
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-02425
2022 : TRI COUNTY PODIATRY P.A. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-25769
Net assets as of the end of the plan year2022-05-252016803
Total assets as of the beginning of the plan year2022-05-251635165
Value of plan covered by a fidelity bond2022-05-25164000
Participant contributions to plan in this plan year2022-05-25104408
Other income to plan in this plan year2022-05-25220858
Plan net income in this plan year2022-05-25381638
Net assets as of the end of the plan year2022-05-252016803
Net assets as of the beginning of the plan year2022-05-251635165
Employer contributions to plan in this plan year2022-05-2557141
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-25151

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