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FAMILY PRACTICE ASSOCIATES OF UPPER DUBLIN, P.C. PROFIT SHARING 401K PLAN 401k Plan overview

Plan NameFAMILY PRACTICE ASSOCIATES OF UPPER DUBLIN, P.C. PROFIT SHARING 401K PLAN
Plan identification number 002

FAMILY PRACTICE ASSOCIATES OF UPPER DUBLIN, P.C. PROFIT SHARING 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

FAMILY PRACTICE ASSOCIATES OF UPPER DUBLIN, P.C. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY PRACTICE ASSOCIATES OF UPPER DUBLIN, P.C.
Employer identification number (EIN):232151493
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY PRACTICE ASSOCIATES OF UPPER DUBLIN, P.C. PROFIT SHARING 401K 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
0022018-01-01IRA GERSTMAN2019-03-20
0022017-01-01IRA GERSTMAN2018-10-11
0022016-01-01IRA GERSTMAN2017-03-20
0022015-01-01IRA GERSTMAN2016-02-26
0022014-01-01IRA GERSTMAN2015-05-18
0022013-01-01IRA GERSTMAN2014-03-21
0022012-01-01IRA GERSTMAN2013-05-21
0022011-01-01IRA GERSTMAN2012-03-22
0022010-01-01IRA GERSTMAN2012-03-19

Financial Data on FAMILY PRACTICE ASSOCIATES OF UPPER DUBLIN, P.C. PROFIT SHARING 401K PLAN

Measure Date Value
2025 : FAMILY PRACTICE ASSOCIATES OF UPPER DUBLIN, P.C. PROFIT SHARING 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-110
Total liabilities as of the end of the plan year2025-09-110
Total liabilities as of the beginning of the plan year2025-09-110
Total expenses incurred by plan in this plan year2025-09-11220218
Net assets as of the end of the plan year2025-09-116151997
Total assets as of the beginning of the plan year2025-09-115544166
Value of plan covered by a fidelity bond2025-09-11500000
Participant contributions to plan in this plan year2025-09-1161682
Value of participant loans at end of plan year2025-09-1110172
Other expenses paid from plan in this plan year2025-09-110
Other contributions to plan in this plan year2025-09-110
Other income to plan in this plan year2025-09-11681367
Plan net income in this plan year2025-09-11607831
Net assets as of the end of the plan year2025-09-116151997
Net assets as of the beginning of the plan year2025-09-115544166
Value of contributions failed to transmitted timely2025-09-118534
Employer contributions to plan in this plan year2025-09-1185000
Fees paid to broker by Benefit Provider2025-09-11451
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1148507
Total transfers to/from plan in this plan year2025-05-300
Total liabilities as of the end of the plan year2025-05-300
Total liabilities as of the beginning of the plan year2025-05-300
Total expenses incurred by plan in this plan year2025-05-3054963
Net assets as of the end of the plan year2025-05-305544166
Total assets as of the beginning of the plan year2025-05-304730823
Value of plan covered by a fidelity bond2025-05-30480000
Participant contributions to plan in this plan year2025-05-3091149
Value of participant loans at end of plan year2025-05-3012366
Other expenses paid from plan in this plan year2025-05-300
Other contributions to plan in this plan year2025-05-300
Other income to plan in this plan year2025-05-30677157
Plan net income in this plan year2025-05-30813343
Net assets as of the end of the plan year2025-05-305544166
Net assets as of the beginning of the plan year2025-05-304730823
Value of contributions failed to transmitted timely2025-05-306071
Employer contributions to plan in this plan year2025-05-30100000
Fees paid to broker by Benefit Provider2025-05-30424
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-3042684
2022 : FAMILY PRACTICE ASSOCIATES OF UPPER DUBLIN, P.C. PROFIT SHARING 401K 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 year2022-06-1667619
Net assets as of the end of the plan year2022-06-165360863
Total assets as of the beginning of the plan year2022-06-164414821
Value of plan covered by a fidelity bond2022-06-16480000
Participant contributions to plan in this plan year2022-06-16113380
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 year2022-06-16790281
Plan net income in this plan year2022-06-16946042
Net assets as of the end of the plan year2022-06-165360863
Net assets as of the beginning of the plan year2022-06-164414821
Value of contributions failed to transmitted timely2022-06-164221
Employer contributions to plan in this plan year2022-06-16110000
Fees paid to broker by Benefit Provider2022-06-16413
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1641811

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