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JAMES L SCHUTZENHOFER MD LLC 401(K) 401k Plan overview

Plan NameJAMES L SCHUTZENHOFER MD LLC 401(K)
Plan identification number 001

JAMES L SCHUTZENHOFER MD LLC 401(K) 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

JAMES L SCHUTZENHOFER MD LLC has sponsored the creation of one or more 401k plans.

Company Name:JAMES L SCHUTZENHOFER MD LLC
Employer identification number (EIN):205412514
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 L SCHUTZENHOFER MD LLC 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JAIME NEWCOMB2024-12-11 DR JAMES SCHUTZENHOFER2024-12-11
0012023-01-01JAIME NEWCOMB2024-06-10
0012022-01-01JAMES SCHUTZENHOFER2023-07-03
0012021-01-01JAMES SCHUTZENHOFER2022-06-26
0012020-01-01JAMES SCHUTZENHOFER2021-07-29
0012019-09-01JAMES SCHUTZENHOFER2020-12-21

Plan Statistics for JAMES L SCHUTZENHOFER MD LLC 401(K)

401k plan membership statisitcs for JAMES L SCHUTZENHOFER MD LLC 401(K)

Measure Date Value
2024: JAMES L SCHUTZENHOFER MD LLC 401(K) 2024 401k membership
Total number of particpants at beginning of year2024-12-113
Total number of particpants at end of year2024-12-110
Number of Participants With Account Balances2024-12-110
Total number of particpants at beginning of year2024-06-104
Total number of particpants at end of year2024-06-103
Number of Participants With Account Balances2024-06-103

Financial Data on JAMES L SCHUTZENHOFER MD LLC 401(K)

Measure Date Value
2024 : JAMES L SCHUTZENHOFER MD LLC 401(K) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-12-11260335
Net assets as of the end of the plan year2024-12-110
Total assets as of the beginning of the plan year2024-12-11230459
Value of plan covered by a fidelity bond2024-12-1124000
Participant contributions to plan in this plan year2024-12-1123377
Value of participant loans at end of plan year2024-12-110
Other income to plan in this plan year2024-12-115486
Plan net income in this plan year2024-12-11-230459
Net assets as of the end of the plan year2024-12-110
Net assets as of the beginning of the plan year2024-12-11230459
Employer contributions to plan in this plan year2024-12-111013
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-11647
Total expenses incurred by plan in this plan year2024-06-1018145
Net assets as of the end of the plan year2024-06-10230459
Total assets as of the beginning of the plan year2024-06-10231889
Value of plan covered by a fidelity bond2024-06-1024000
Participant contributions to plan in this plan year2024-06-102804
Value of participant loans at end of plan year2024-06-102154
Other income to plan in this plan year2024-06-1013513
Plan net income in this plan year2024-06-10-1430
Net assets as of the end of the plan year2024-06-10230459
Net assets as of the beginning of the plan year2024-06-10231889
Employer contributions to plan in this plan year2024-06-10398
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-101056

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