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WILLIAM J. LEWIS, M.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM J. LEWIS, M.D., P.C. PROFIT SHARING PLAN
Plan identification number 002

WILLIAM J. LEWIS, M.D., P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

WILLIAM J. LEWIS, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J. LEWIS, M.D., P.C.
Employer identification number (EIN):232053092
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. LEWIS, M.D., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01WILLIAM J. LEWIS, M.D.2013-05-15
0022011-01-01WILLIAM J. LEWIS, M.D.2012-05-11
0022010-01-01WILLIAM J. LEWIS, M.D.2011-04-29

Plan Statistics for WILLIAM J. LEWIS, M.D., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM J. LEWIS, M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2025: WILLIAM J. LEWIS, M.D., P.C. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-0515
Total number of particpants at end of year2025-06-0516
Number of Participants With Account Balances2025-06-0514
2024: WILLIAM J. LEWIS, M.D., P.C. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0915
Total number of particpants at end of year2024-10-0915
Number of Participants With Account Balances2024-10-0915
2022: WILLIAM J. LEWIS, M.D., P.C. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-0715
Total number of particpants at end of year2022-10-0714
Number of Participants With Account Balances2022-10-0714

Financial Data on WILLIAM J. LEWIS, M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2025 : WILLIAM J. LEWIS, M.D., P.C. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-050
Total liabilities as of the beginning of the plan year2025-06-050
Total expenses incurred by plan in this plan year2025-06-0522450
Net assets as of the end of the plan year2025-06-053046401
Total assets as of the beginning of the plan year2025-06-052600756
Value of plan covered by a fidelity bond2025-06-05490000
Other income to plan in this plan year2025-06-05468095
Plan net income in this plan year2025-06-05445645
Net assets as of the end of the plan year2025-06-053046401
Net assets as of the beginning of the plan year2025-06-052600756
2024 : WILLIAM J. LEWIS, M.D., P.C. PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-090
Net assets as of the end of the plan year2024-10-092600756
Total assets as of the beginning of the plan year2024-10-092168036
Value of plan covered by a fidelity bond2024-10-09490000
Other income to plan in this plan year2024-10-09384720
Plan net income in this plan year2024-10-09432720
Net assets as of the end of the plan year2024-10-092600756
Net assets as of the beginning of the plan year2024-10-092168036
Employer contributions to plan in this plan year2024-10-0948000
2022 : WILLIAM J. LEWIS, M.D., P.C. PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-10-070
Total liabilities as of the beginning of the plan year2022-10-070
Total expenses incurred by plan in this plan year2022-10-0766903
Net assets as of the end of the plan year2022-10-072516260
Total assets as of the beginning of the plan year2022-10-072272002
Value of plan covered by a fidelity bond2022-10-07490000
Other income to plan in this plan year2022-10-07263161
Plan net income in this plan year2022-10-07244258
Net assets as of the end of the plan year2022-10-072516260
Net assets as of the beginning of the plan year2022-10-072272002
Employer contributions to plan in this plan year2022-10-0748000

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