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DAVID J. SMITH, M.D., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID J. SMITH, M.D., P.A. PROFIT SHARING PLAN
Plan identification number 001

DAVID J. SMITH, M.D., P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

DAVID J. SMITH, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVID J. SMITH, M.D., P.A.
Employer identification number (EIN):221966817
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. SMITH, M.D., P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DAVID J. SMITH2013-07-11 DAVID J. SMITH2013-07-11
0012011-01-01DAVID J. SMITH2012-09-05 DAVID J. SMITH2012-09-05
0012010-01-01DAVID J. SMITH2011-04-19 DAVID J. SMITH2011-04-19

Financial Data on DAVID J. SMITH, M.D., P.A. PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID J. SMITH, M.D., P.A. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-090
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-09269907
Net assets as of the end of the plan year2025-07-098555580
Total assets as of the beginning of the plan year2025-07-097402315
Value of plan covered by a fidelity bond2025-07-09500000
Participant contributions to plan in this plan year2025-07-0973980
Value of participant loans at end of plan year2025-07-0934788
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-091276230
Plan net income in this plan year2025-07-091153265
Net assets as of the end of the plan year2025-07-098555580
Net assets as of the beginning of the plan year2025-07-097402315
Employer contributions to plan in this plan year2025-07-0972962
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-09200
Total transfers to/from plan in this plan year2025-01-310
Total liabilities as of the end of the plan year2025-01-310
Total liabilities as of the beginning of the plan year2025-01-310
Total expenses incurred by plan in this plan year2025-01-31169658
Net assets as of the end of the plan year2025-01-317402315
Total assets as of the beginning of the plan year2025-01-316125738
Value of plan covered by a fidelity bond2025-01-31500000
Participant contributions to plan in this plan year2025-01-3175941
Value of participant loans at end of plan year2025-01-3115710
Other expenses paid from plan in this plan year2025-01-310
Other contributions to plan in this plan year2025-01-310
Other income to plan in this plan year2025-01-311295721
Plan net income in this plan year2025-01-311276577
Net assets as of the end of the plan year2025-01-317402315
Net assets as of the beginning of the plan year2025-01-316125738
Employer contributions to plan in this plan year2025-01-3174573
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-310
2022 : DAVID J. SMITH, M.D., P.A. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-240
Total liabilities as of the end of the plan year2022-06-240
Total liabilities as of the beginning of the plan year2022-06-240
Total expenses incurred by plan in this plan year2022-06-24227396
Net assets as of the end of the plan year2022-06-247527837
Total assets as of the beginning of the plan year2022-06-246619731
Value of plan covered by a fidelity bond2022-06-24500000
Participant contributions to plan in this plan year2022-06-2467345
Value of participant loans at end of plan year2022-06-2435657
Other expenses paid from plan in this plan year2022-06-240
Other contributions to plan in this plan year2022-06-240
Other income to plan in this plan year2022-06-24972973
Plan net income in this plan year2022-06-24908106
Net assets as of the end of the plan year2022-06-247527837
Net assets as of the beginning of the plan year2022-06-246619731
Employer contributions to plan in this plan year2022-06-2495184
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2435303

Potentially related plans

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