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MEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST 401k Plan overview

Plan NameMEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST
Plan identification number 001

MEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST 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.
  • 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

MEDICAL OFFICES OF DR. SHASHWATI S. KALE has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL OFFICES OF DR. SHASHWATI S. KALE
Employer identification number (EIN):204792431
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHASHATI2024-07-26
0012022-01-01SHASHWATI2023-07-19
0012021-01-01SHASHWATI2022-07-06
0012020-01-01MEDICAL OFFICES OF SHASHWATI S KALE2021-07-05
0012019-01-01NITEEN BHAT2020-07-16
0012018-01-01NITEEN BHAT2019-07-22
0012017-01-01NITEEN BHAT2018-07-12
0012016-01-01SHASHWATI KALE2017-10-04
0012015-01-01SHASHWATI KALE2016-07-06
0012014-01-01SHASHWATI KALE2015-07-05 SHASHWATI KALE2015-07-05
0012013-01-01SHASHWATI KALE2014-09-30
0012012-01-01SHASHWATI KALE2013-07-07 SHASHWATI KALE2013-07-07
0012011-01-01SHASHWATI KALE2012-07-07 SHASHWATI KALE2012-07-07
0012010-01-01SHASHWATI KALE2011-07-03 SHASHWATI KALE2011-07-03

Plan Statistics for MEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST

401k plan membership statisitcs for MEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST

Measure Date Value
2025: MEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-0714
Total number of particpants at end of year2025-07-0713
Number of Participants With Account Balances2025-07-0713
2024: MEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-2610
Total number of particpants at end of year2024-07-2613
Number of Participants With Account Balances2024-07-2610
2022: MEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-0611
Total number of particpants at end of year2022-07-0610
Number of Participants With Account Balances2022-07-0610

Financial Data on MEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST

Measure Date Value
2025 : MEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-078753
Net assets as of the end of the plan year2025-07-071374735
Total assets as of the beginning of the plan year2025-07-071167972
Value of plan covered by a fidelity bond2025-07-070
Participant contributions to plan in this plan year2025-07-0722500
Value of participant loans at end of plan year2025-07-070
Other contributions to plan in this plan year2025-07-070
Other income to plan in this plan year2025-07-07177416
Plan net income in this plan year2025-07-07206763
Net assets as of the end of the plan year2025-07-071374735
Net assets as of the beginning of the plan year2025-07-071167972
Employer contributions to plan in this plan year2025-07-0715600
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-07839
2024 : MEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-26627
Net assets as of the end of the plan year2024-07-261167972
Total assets as of the beginning of the plan year2024-07-26913253
Value of plan covered by a fidelity bond2024-07-26110000
Participant contributions to plan in this plan year2024-07-2614250
Value of participant loans at end of plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-26196922
Plan net income in this plan year2024-07-26254719
Net assets as of the end of the plan year2024-07-261167972
Net assets as of the beginning of the plan year2024-07-26913253
Employer contributions to plan in this plan year2024-07-2644174
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-26627
2022 : MEDICAL OFFICES OF DR. SHASHWATI S. KALE RETIREMENT TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-06600
Net assets as of the end of the plan year2022-07-06946849
Total assets as of the beginning of the plan year2022-07-06777328
Value of plan covered by a fidelity bond2022-07-06100000
Participant contributions to plan in this plan year2022-07-0635000
Value of participant loans at end of plan year2022-07-060
Other contributions to plan in this plan year2022-07-060
Other income to plan in this plan year2022-07-06118120
Plan net income in this plan year2022-07-06169521
Net assets as of the end of the plan year2022-07-06946849
Net assets as of the beginning of the plan year2022-07-06777328
Employer contributions to plan in this plan year2022-07-0617001
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-06600

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