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WILLIAM T. MCKENZIE, MD PA 401K PLAN 401k Plan overview

Plan NameWILLIAM T. MCKENZIE, MD PA 401K PLAN
Plan identification number 001

WILLIAM T. MCKENZIE, MD PA 401K 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.
  • 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

WILLIAM T. MCKENZIE, MD, PA has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM T. MCKENZIE, MD, PA
Employer identification number (EIN):205229770
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM T. MCKENZIE, MD PA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM T. MCKENZIE2024-06-24 VONDA TATE2024-06-24
0012022-01-01WILLIAM T. MCKENZIE2023-07-26 VONDA TATE2023-07-26
0012021-01-01WILLIAM T. MCKENZIE2022-07-21 VONDA TATE2022-07-21
0012020-01-01WILLIAM T. MCKENZIE2021-06-21 VONDA TATE2021-06-21
0012019-01-01WILLIAM T. MCKENZIE2020-06-02 VONDA TATE2020-06-02
0012018-01-01WILLIAM T. MCKENZIE2019-07-22 VONDA TATE2019-07-22
0012017-01-01WILLIAM T. MCKENZIE2018-07-30 VONDA TATE2018-07-30
0012016-01-01WILLIAM T. MCKENZIE2017-10-11 VONDA TATE2017-10-05
0012015-01-01
0012014-01-01WILLIAM T. MCKENZIE, MD2015-07-27
0012013-01-01WILLIAM T. MCKENZIE, MD2014-07-07 WILLIAM T. MCKENZIE, MD2014-07-07
0012012-01-01WILLIAM T. MCKENZIE, MD2013-03-22 WILLIAM T. MCKENZIE, MD2013-03-22
0012011-01-01WILLIAM T. MCKENZIE, MD2012-05-23 WILLIAM T. MCKENZIE, MD2012-05-23
0012010-01-01WILLIAM T. MCKENZIE, MD2011-07-21 WILLIAM T. MCKENZIE, MD2011-07-21

Financial Data on WILLIAM T. MCKENZIE, MD PA 401K PLAN

Measure Date Value
2025 : WILLIAM T. MCKENZIE, MD PA 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1630754
Net assets as of the end of the plan year2025-07-16605332
Total assets as of the beginning of the plan year2025-07-16498904
Value of plan covered by a fidelity bond2025-07-1630000
Participant contributions to plan in this plan year2025-07-1628479
Other income to plan in this plan year2025-07-1691056
Plan net income in this plan year2025-07-16106428
Net assets as of the end of the plan year2025-07-16605332
Net assets as of the beginning of the plan year2025-07-16498904
Employer contributions to plan in this plan year2025-07-1617647
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-163932
2024 : WILLIAM T. MCKENZIE, MD PA 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2410617
Net assets as of the end of the plan year2024-06-24498904
Total assets as of the beginning of the plan year2024-06-24381951
Value of plan covered by a fidelity bond2024-06-2430000
Participant contributions to plan in this plan year2024-06-2429820
Other income to plan in this plan year2024-06-2480219
Plan net income in this plan year2024-06-24116953
Net assets as of the end of the plan year2024-06-24498904
Net assets as of the beginning of the plan year2024-06-24381951
Employer contributions to plan in this plan year2024-06-2417531
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-243663

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