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BLUE RIDGE PREMIER MEDICINE 401 (K) PLAN & TRUST 401k Plan overview

Plan NameBLUE RIDGE PREMIER MEDICINE 401 (K) PLAN & TRUST
Plan identification number 001

BLUE RIDGE PREMIER MEDICINE 401 (K) PLAN & TRUST 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BLUE RIDGE PREMIER MEDICINE, PLLC has sponsored the creation of one or more 401k plans.

Company Name:BLUE RIDGE PREMIER MEDICINE, PLLC
Employer identification number (EIN):271436655
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about BLUE RIDGE PREMIER MEDICINE, PLLC

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 1063062

More information about BLUE RIDGE PREMIER MEDICINE, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE RIDGE PREMIER MEDICINE 401 (K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01W. CLAY BALLANTINE2024-09-09
0012022-01-01W. CLAY BALLANTINE2023-09-25
0012021-01-01W. CLAY BALLANTINE2022-08-01
0012020-01-01W. CLAY BALLANTINE2021-09-02
0012019-01-01W. CLAY BALLANTINE2020-08-26
0012018-01-01
0012017-01-01WILLIAM C. BALLANTINE2018-10-09 WILLIAM C BALLANTINE2018-10-09
0012016-01-01WILLIAM C BALLANTINE2017-05-31 WILLIAM C BALLANTINE2017-05-31
0012015-01-01WILLIAM C BALLANTINE2016-09-26 WILLIAM C BALLANTINE2016-09-26
0012014-01-01WILLIAM CLAYTON BALLANTINE2015-10-13
0012013-01-01DR. CLAY BALLANTINE2014-07-17
0012012-01-01DR. CLAY BALLANTINE2013-07-15

Plan Statistics for BLUE RIDGE PREMIER MEDICINE 401 (K) PLAN & TRUST

401k plan membership statisitcs for BLUE RIDGE PREMIER MEDICINE 401 (K) PLAN & TRUST

Measure Date Value
2025: BLUE RIDGE PREMIER MEDICINE 401 (K) PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-09-0623
Total number of particpants at end of year2025-09-0620
Number of Participants With Account Balances2025-09-0620
2024: BLUE RIDGE PREMIER MEDICINE 401 (K) PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-09-0915
Total number of particpants at end of year2024-09-0923
Number of Participants With Account Balances2024-09-0923
2022: BLUE RIDGE PREMIER MEDICINE 401 (K) PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-08-0112
Total number of particpants at end of year2022-08-0113
Number of Participants With Account Balances2022-08-0113

Financial Data on BLUE RIDGE PREMIER MEDICINE 401 (K) PLAN & TRUST

Measure Date Value
2025 : BLUE RIDGE PREMIER MEDICINE 401 (K) PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-06464451
Net assets as of the end of the plan year2025-09-064552105
Total assets as of the beginning of the plan year2025-09-063901459
Value of plan covered by a fidelity bond2025-09-06250000
Participant contributions to plan in this plan year2025-09-06285526
Other expenses paid from plan in this plan year2025-09-067728
Other income to plan in this plan year2025-09-06503810
Plan net income in this plan year2025-09-06650646
Net assets as of the end of the plan year2025-09-064552105
Net assets as of the beginning of the plan year2025-09-063901459
Employer contributions to plan in this plan year2025-09-06325761
2024 : BLUE RIDGE PREMIER MEDICINE 401 (K) PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-097077
Net assets as of the end of the plan year2024-09-093901459
Total assets as of the beginning of the plan year2024-09-092855771
Value of plan covered by a fidelity bond2024-09-09250000
Participant contributions to plan in this plan year2024-09-09224756
Other expenses paid from plan in this plan year2024-09-097077
Other income to plan in this plan year2024-09-09545439
Plan net income in this plan year2024-09-091045688
Net assets as of the end of the plan year2024-09-093901459
Net assets as of the beginning of the plan year2024-09-092855771
Employer contributions to plan in this plan year2024-09-09282570
2022 : BLUE RIDGE PREMIER MEDICINE 401 (K) PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-0110386
Net assets as of the end of the plan year2022-08-013131519
Total assets as of the beginning of the plan year2022-08-012436341
Value of plan covered by a fidelity bond2022-08-01250000
Participant contributions to plan in this plan year2022-08-01179653
Other expenses paid from plan in this plan year2022-08-012411
Other income to plan in this plan year2022-08-01341014
Plan net income in this plan year2022-08-01695178
Net assets as of the end of the plan year2022-08-013131519
Net assets as of the beginning of the plan year2022-08-012436341
Employer contributions to plan in this plan year2022-08-01184897

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