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ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. 401(K) PLAN 401k Plan overview

Plan NameASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. 401(K) PLAN
Plan identification number 002

ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. 401(K) 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A.
Employer identification number (EIN):223327664
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LAURA DOWNEY2024-03-27 LAURA DOWNEY2024-03-27
0022022-01-01PAT SPERLING2023-11-20 PAT SPERLING2023-11-20
0022021-01-01LAURA DOWNEY2022-10-07 LAURA DOWNEY2022-10-07
0022021-01-01PAT SPERLING2023-02-08 PAT SPERLING2023-02-08
0022020-01-01LAURA DOWNEY2021-10-13
0022019-01-01LAURA DOWNEY2020-10-05
0022018-01-01ROBERT FIELDMAN2019-10-07
0022017-01-01ROBERT FIELDMAN2018-10-10
0022016-01-01ROBERT FIELDMAN2017-10-11
0022015-01-01ROBERT FIELDMAN2016-10-10
0022014-01-01ROBERT FIELDMAN2015-10-14
0022013-01-01ROBERT FIELDMAN2014-10-13
0022012-01-01ROBERT FIELDMAN2013-10-09
0022011-01-01ROBERT FIELDMAN2012-10-10
0022010-01-01ROBERT FIELDMAN2011-10-19
0022009-01-01ROBERT FIELDMAN

Financial Data on ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. 401(K) PLAN

Measure Date Value
2025 : ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-31183186
Total expenses incurred by plan in this plan year2025-07-31142060
Net assets as of the end of the plan year2025-07-317520530
Total assets as of the beginning of the plan year2025-07-316433501
Value of plan covered by a fidelity bond2025-07-311000000
Participant contributions to plan in this plan year2025-07-31111827
Value of participant loans at end of plan year2025-07-31116378
Other contributions to plan in this plan year2025-07-31120117
Other income to plan in this plan year2025-07-31648317
Plan net income in this plan year2025-07-31903843
Net assets as of the end of the plan year2025-07-317520530
Net assets as of the beginning of the plan year2025-07-316433501
Employer contributions to plan in this plan year2025-07-31165642
Total transfers to/from plan in this plan year2025-06-30183186
Total expenses incurred by plan in this plan year2025-06-30142060
Net assets as of the end of the plan year2025-06-307520530
Total assets as of the beginning of the plan year2025-06-306433501
Value of plan covered by a fidelity bond2025-06-301000000
Participant contributions to plan in this plan year2025-06-30111827
Value of participant loans at end of plan year2025-06-30116378
Other contributions to plan in this plan year2025-06-30120117
Other income to plan in this plan year2025-06-30648317
Plan net income in this plan year2025-06-30903843
Net assets as of the end of the plan year2025-06-307520530
Net assets as of the beginning of the plan year2025-06-306433501
Employer contributions to plan in this plan year2025-06-30165642
2024 : ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-27173206
Net assets as of the end of the plan year2024-03-276433501
Total assets as of the beginning of the plan year2024-03-275487637
Value of plan covered by a fidelity bond2024-03-271000000
Participant contributions to plan in this plan year2024-03-27109502
Value of participant loans at end of plan year2024-03-2764781
Other income to plan in this plan year2024-03-27789968
Plan net income in this plan year2024-03-27945864
Net assets as of the end of the plan year2024-03-276433501
Net assets as of the beginning of the plan year2024-03-275487637
Employer contributions to plan in this plan year2024-03-27219600
2009 : ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. 401(K) PLAN

2009: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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