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JAMES T. MARTIN, JR. LLC 401(K) PLAN 401k Plan overview

Plan NameJAMES T. MARTIN, JR. LLC 401(K) PLAN
Plan identification number 001

JAMES T. MARTIN, JR. LLC 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

JAMES T. MARTIN, JR. LLC has sponsored the creation of one or more 401k plans.

Company Name:JAMES T. MARTIN, JR. LLC
Employer identification number (EIN):204803257
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES T. MARTIN, JR. LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TRPC PLAN SERVICES2024-08-30
0012022-01-01TRPC PLAN SERVICES2023-10-16
0012021-01-01TERRI YUNGHANS2022-10-12
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01CHRISTINA CORNELL2016-10-11
0012014-01-01JAMES T. MARTIN, JR.2015-10-12
0012013-01-01JAMES T. MARTIN, JR.2014-10-13
0012012-01-01JAMES T. MARTIN, JR.2013-08-22
0012011-01-01JAMES T. MARTIN, JR.2012-06-27
0012010-01-01AUDREY R. BALLENGER2011-05-25

Financial Data on JAMES T. MARTIN, JR. LLC 401(K) PLAN

Measure Date Value
2025 : JAMES T. MARTIN, JR. LLC 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-290
Total liabilities as of the beginning of the plan year2025-09-290
Total expenses incurred by plan in this plan year2025-09-2928821
Net assets as of the end of the plan year2025-09-291110229
Total assets as of the beginning of the plan year2025-09-291042794
Value of plan covered by a fidelity bond2025-09-29385000
Participant contributions to plan in this plan year2025-09-2917342
Other expenses paid from plan in this plan year2025-09-290
Other contributions to plan in this plan year2025-09-290
Other income to plan in this plan year2025-09-2969710
Plan net income in this plan year2025-09-2967435
Net assets as of the end of the plan year2025-09-291110229
Net assets as of the beginning of the plan year2025-09-291042794
Employer contributions to plan in this plan year2025-09-299204
Fees paid to broker by Benefit Provider2025-09-297039
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-296310
2024 : JAMES T. MARTIN, JR. LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-300
Total liabilities as of the end of the plan year2024-08-300
Total liabilities as of the beginning of the plan year2024-08-300
Total expenses incurred by plan in this plan year2024-08-30687241
Net assets as of the end of the plan year2024-08-301042794
Total assets as of the beginning of the plan year2024-08-301568289
Value of plan covered by a fidelity bond2024-08-30385000
Participant contributions to plan in this plan year2024-08-3035909
Other expenses paid from plan in this plan year2024-08-300
Other contributions to plan in this plan year2024-08-300
Other income to plan in this plan year2024-08-30112520
Plan net income in this plan year2024-08-30-525495
Net assets as of the end of the plan year2024-08-301042794
Net assets as of the beginning of the plan year2024-08-301568289
Employer contributions to plan in this plan year2024-08-3013317
Fees paid to broker by Benefit Provider2024-08-309746
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-308605

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