401k Plan data: CHARLES E. SCHLAGER M.D., LTD 401K PLAN plan

CHARLES E. SCHLAGER M.D., LTD 401K PLAN 401k Plan overview

Plan Name	CHARLES E. SCHLAGER M.D., LTD 401K PLAN
Plan identification number	002

CHARLES E. SCHLAGER M.D., LTD 401K PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

CHARLES E. SCHLAGER M.D., LTD has sponsored the creation of one or more 401k plans.

Company Name: CHARLES E. SCHLAGER M.D., LTD

Employer identification number (EIN): 231999123

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES E. SCHLAGER M.D., LTD 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ALLISON SCHRODER 2024-06-13
002 2022-01-01 ALLISON SCHRODER 2023-06-09
002 2021-01-01 ALLISON SCHRODER 2022-06-01
002 2020-01-01 ALLISON SCHRODER 2021-06-04
002 2019-01-01 ALLISON SCHRODER 2020-07-21
002 2018-01-01 ALLISON SCHRODER 2019-06-07
002 2017-01-01 ALLISON SCHRODER 2018-06-22
002 2016-01-01 ALLISON SCHRODER 2017-06-06
002 2015-01-01 ALESHA SMITH 2016-06-01
002 2014-01-01 ALESHA SMITH 2015-06-10
002 2013-01-01 ALESHA SMITH 2014-05-29
002 2012-01-01 ANTHONY CRERAND 2013-06-04
002 2011-01-01 ANTHONY CRERAND 2012-06-07
002 2010-01-01 ANTHONY CRERAND 2011-06-27
002 2009-01-01 ANTHONY D. CRERAND
002 2009-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	ALLISON SCHRODER	2024-06-13
002	2022-01-01	ALLISON SCHRODER	2023-06-09
002	2021-01-01	ALLISON SCHRODER	2022-06-01
002	2020-01-01	ALLISON SCHRODER	2021-06-04
002	2019-01-01	ALLISON SCHRODER	2020-07-21
002	2018-01-01	ALLISON SCHRODER	2019-06-07
002	2017-01-01	ALLISON SCHRODER	2018-06-22
002	2016-01-01	ALLISON SCHRODER	2017-06-06
002	2015-01-01	ALESHA SMITH	2016-06-01
002	2014-01-01	ALESHA SMITH	2015-06-10
002	2013-01-01	ALESHA SMITH	2014-05-29
002	2012-01-01	ANTHONY CRERAND	2013-06-04
002	2011-01-01	ANTHONY CRERAND	2012-06-07
002	2010-01-01	ANTHONY CRERAND	2011-06-27
002	2009-01-01	ANTHONY D. CRERAND
002	2009-01-01

Financial Data on CHARLES E. SCHLAGER M.D., LTD 401K PLAN

Measure	Date	Value
2025 : CHARLES E. SCHLAGER M.D., LTD 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-14	93169
Net assets as of the end of the plan year	2025-06-14	1571382
Total assets as of the beginning of the plan year	2025-06-14	1292307
Value of plan covered by a fidelity bond	2025-06-14	130000
Participant contributions to plan in this plan year	2025-06-14	111890
Value of participant loans at end of plan year	2025-06-14	31809
Other contributions to plan in this plan year	2025-06-14	68670
Other income to plan in this plan year	2025-06-14	169307
Plan net income in this plan year	2025-06-14	279075
Net assets as of the end of the plan year	2025-06-14	1571382
Net assets as of the beginning of the plan year	2025-06-14	1292307
Employer contributions to plan in this plan year	2025-06-14	22377
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-14	2623
2024 : CHARLES E. SCHLAGER M.D., LTD 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-13	595486
Net assets as of the end of the plan year	2024-06-13	1292307
Total assets as of the beginning of the plan year	2024-06-13	1540930
Value of plan covered by a fidelity bond	2024-06-13	155000
Participant contributions to plan in this plan year	2024-06-13	109238
Value of participant loans at end of plan year	2024-06-13	45089
Other contributions to plan in this plan year	2024-06-13	13191
Other income to plan in this plan year	2024-06-13	201893
Plan net income in this plan year	2024-06-13	-248623
Net assets as of the end of the plan year	2024-06-13	1292307
Net assets as of the beginning of the plan year	2024-06-13	1540930
Employer contributions to plan in this plan year	2024-06-13	22541
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-13	455
2009 : CHARLES E. SCHLAGER M.D., LTD 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CHARLES E. SCHLAGER M.D., LTD 401K PLAN

2009: CHARLES E. SCHLAGER M.D., LTD 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	CHARLES E. SCHLAGER M.D., LTD
Employer identification number (EIN):	231999123
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)