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JAMES R REGAN MD PC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameJAMES R REGAN MD PC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

JAMES R REGAN MD PC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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

JAMES R REGAN MD PC has sponsored the creation of one or more 401k plans.

Company Name:JAMES R REGAN MD PC
Employer identification number (EIN):261396553
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R REGAN MD PC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NITA REGAN2024-05-30
0012022-01-01NITA REGAN2023-09-07
0012021-01-01NITA REGAN2022-06-29
0012020-01-01NITA REGAN2021-06-08
0012019-01-01NITA REGAN2020-08-21
0012018-01-01NITA REGAN2019-06-06
0012017-01-01EDWARD ROJAS2018-06-14

Financial Data on JAMES R REGAN MD PC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : JAMES R REGAN MD PC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-10166154
Net assets as of the end of the plan year2025-05-100
Total assets as of the beginning of the plan year2025-05-10136402
Value of plan covered by a fidelity bond2025-05-1014000
Participant contributions to plan in this plan year2025-05-108412
Other income to plan in this plan year2025-05-1015773
Plan net income in this plan year2025-05-10-136402
Net assets as of the end of the plan year2025-05-100
Net assets as of the beginning of the plan year2025-05-10136402
Employer contributions to plan in this plan year2025-05-105567
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-10781
2024 : JAMES R REGAN MD PC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-30501
Net assets as of the end of the plan year2024-05-30136402
Total assets as of the beginning of the plan year2024-05-3094246
Value of plan covered by a fidelity bond2024-05-3010000
Participant contributions to plan in this plan year2024-05-3015876
Other income to plan in this plan year2024-05-3014586
Plan net income in this plan year2024-05-3042156
Net assets as of the end of the plan year2024-05-30136402
Net assets as of the beginning of the plan year2024-05-3094246
Employer contributions to plan in this plan year2024-05-3012195
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-30501
2022 : JAMES R REGAN MD PC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-2917012
Net assets as of the end of the plan year2022-06-2989665
Total assets as of the beginning of the plan year2022-06-2973937
Value of plan covered by a fidelity bond2022-06-298000
Participant contributions to plan in this plan year2022-06-2913601
Value of participant loans at end of plan year2022-06-29456
Other income to plan in this plan year2022-06-297560
Plan net income in this plan year2022-06-2915728
Net assets as of the end of the plan year2022-06-2989665
Net assets as of the beginning of the plan year2022-06-2973937
Employer contributions to plan in this plan year2022-06-2911579
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-29644

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