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ADRIAN L. CONNOLLY, M.D., LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameADRIAN L. CONNOLLY, M.D., LLC PROFIT SHARING PLAN
Plan identification number 001

ADRIAN L. CONNOLLY, M.D., LLC 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.
  • 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

ADRIAN L. CONNOLLY, M.D., LLC has sponsored the creation of one or more 401k plans.

Company Name:ADRIAN L. CONNOLLY, M.D., LLC
Employer identification number (EIN):223759844
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADRIAN L. CONNOLLY, M.D., LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAREN SCOTT2024-05-29
0012022-01-01KAREN SCOTT2023-05-31
0012021-01-01KAREN SCOTT2022-05-20
0012020-01-01KAREN SCOTT2021-06-07
0012019-01-01KAREN SCOTT2020-06-30
0012018-01-01KAREN SCOTT2019-06-14

Financial Data on ADRIAN L. CONNOLLY, M.D., LLC PROFIT SHARING PLAN

Measure Date Value
2025 : ADRIAN L. CONNOLLY, M.D., LLC PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-072344525
Net assets as of the end of the plan year2025-07-072099835
Total assets as of the beginning of the plan year2025-07-073860261
Value of plan covered by a fidelity bond2025-07-07386000
Participant contributions to plan in this plan year2025-07-0757993
Value of participant loans at end of plan year2025-07-0722117
Other income to plan in this plan year2025-07-07445344
Plan net income in this plan year2025-07-07-1760426
Net assets as of the end of the plan year2025-07-072099835
Net assets as of the beginning of the plan year2025-07-073860261
Employer contributions to plan in this plan year2025-07-0780762
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0726672
2024 : ADRIAN L. CONNOLLY, M.D., LLC PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-2997203
Net assets as of the end of the plan year2024-05-293860261
Total assets as of the beginning of the plan year2024-05-293287780
Value of plan covered by a fidelity bond2024-05-29329000
Participant contributions to plan in this plan year2024-05-2971645
Value of participant loans at end of plan year2024-05-2938163
Other income to plan in this plan year2024-05-29515930
Plan net income in this plan year2024-05-29572481
Net assets as of the end of the plan year2024-05-293860261
Net assets as of the beginning of the plan year2024-05-293287780
Employer contributions to plan in this plan year2024-05-2982109
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2912615
2022 : ADRIAN L. CONNOLLY, M.D., LLC PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-2093460
Net assets as of the end of the plan year2022-05-203722302
Total assets as of the beginning of the plan year2022-05-203167167
Value of plan covered by a fidelity bond2022-05-20317000
Participant contributions to plan in this plan year2022-05-2094127
Value of participant loans at end of plan year2022-05-2046095
Other contributions to plan in this plan year2022-05-204477
Other income to plan in this plan year2022-05-20435010
Plan net income in this plan year2022-05-20555135
Net assets as of the end of the plan year2022-05-203722302
Net assets as of the beginning of the plan year2022-05-203167167
Employer contributions to plan in this plan year2022-05-20114981
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2012063

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