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WILLIAM T. ELLIOTT III, M.D., LLC 401(K) PLAN 401k Plan overview

Plan NameWILLIAM T. ELLIOTT III, M.D., LLC 401(K) PLAN
Plan identification number 001

WILLIAM T. ELLIOTT III, M.D., LLC 401(K) PLAN 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.
  • 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

WILLIAM T. ELLIOTT III, M.D., LLC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM T. ELLIOTT III, M.D., LLC
Employer identification number (EIN):271648052
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 T. ELLIOTT III, M.D., LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM ELLIOTT2024-10-10

Financial Data on WILLIAM T. ELLIOTT III, M.D., LLC 401(K) PLAN

Measure Date Value
2025 : WILLIAM T. ELLIOTT III, M.D., LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-060
Total liabilities as of the end of the plan year2025-10-060
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-060
Net assets as of the end of the plan year2025-10-062320998
Total assets as of the beginning of the plan year2025-10-061896054
Participant contributions to plan in this plan year2025-10-0630460
Other expenses paid from plan in this plan year2025-10-060
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-06393944
Plan net income in this plan year2025-10-06424944
Net assets as of the end of the plan year2025-10-062320998
Net assets as of the beginning of the plan year2025-10-061896054
Employer contributions to plan in this plan year2025-10-06540
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-060
2024 : WILLIAM T. ELLIOTT III, M.D., LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-100
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-100
Net assets as of the end of the plan year2024-10-101896054
Total assets as of the beginning of the plan year2024-10-101494181
Participant contributions to plan in this plan year2024-10-1011520
Other expenses paid from plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-10371
Other income to plan in this plan year2024-10-10383502
Plan net income in this plan year2024-10-10401873
Net assets as of the end of the plan year2024-10-101896054
Net assets as of the beginning of the plan year2024-10-101494181
Employer contributions to plan in this plan year2024-10-106480
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-100

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