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JOHN E. GATTI, MD 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN E. GATTI, MD 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN E. GATTI, MD 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JOHN E. GATTI, MD has sponsored the creation of one or more 401k plans.

Company Name:JOHN E. GATTI, MD
Employer identification number (EIN):222751085
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN E. GATTI, MD 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012013-01-01JENNA WATSON2014-10-14
0012012-01-01JENNA WATSON2013-10-15
0012011-01-01SUE ACHUFF2012-10-15
0012010-01-01SUE ACHUFF2011-10-31

Plan Statistics for JOHN E. GATTI, MD 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN E. GATTI, MD 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: JOHN E. GATTI, MD 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-162
Total number of particpants at end of year2022-06-160
Number of Participants With Account Balances2022-06-160
Total number of particpants at beginning of year2022-02-083
Total number of particpants at end of year2022-02-082
Number of Participants With Account Balances2022-02-082

Financial Data on JOHN E. GATTI, MD 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : JOHN E. GATTI, MD 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-160
Total liabilities as of the end of the plan year2022-06-160
Total liabilities as of the beginning of the plan year2022-06-160
Total expenses incurred by plan in this plan year2022-06-1636164
Net assets as of the end of the plan year2022-06-160
Total assets as of the beginning of the plan year2022-06-1635413
Value of plan covered by a fidelity bond2022-06-16330000
Participant contributions to plan in this plan year2022-06-160
Other expenses paid from plan in this plan year2022-06-160
Other contributions to plan in this plan year2022-06-160
Other income to plan in this plan year2022-06-16751
Plan net income in this plan year2022-06-16-35413
Net assets as of the end of the plan year2022-06-160
Net assets as of the beginning of the plan year2022-06-1635413
Employer contributions to plan in this plan year2022-06-160
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-16220
Total transfers to/from plan in this plan year2022-02-080
Total liabilities as of the end of the plan year2022-02-080
Total liabilities as of the beginning of the plan year2022-02-080
Total expenses incurred by plan in this plan year2022-02-08970141
Net assets as of the end of the plan year2022-02-0835413
Total assets as of the beginning of the plan year2022-02-08885967
Value of plan covered by a fidelity bond2022-02-08330000
Participant contributions to plan in this plan year2022-02-080
Other expenses paid from plan in this plan year2022-02-080
Other contributions to plan in this plan year2022-02-080
Other income to plan in this plan year2022-02-08119587
Plan net income in this plan year2022-02-08-850554
Net assets as of the end of the plan year2022-02-0835413
Net assets as of the beginning of the plan year2022-02-08885967
Employer contributions to plan in this plan year2022-02-080
Expensese paid to adminstrative service provicers from plan in this plan year2022-02-083641

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