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CENTER FOR ADVANCED LIPID MANAGEMENT 401(K) P/S PLAN 401k Plan overview

Plan NameCENTER FOR ADVANCED LIPID MANAGEMENT 401(K) P/S PLAN
Plan identification number 001

CENTER FOR ADVANCED LIPID MANAGEMENT 401(K) P/S PLAN 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
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CENTER FOR ADVANCED LIPID MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR ADVANCED LIPID MANAGEMENT
Employer identification number (EIN):272125821
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR ADVANCED LIPID MANAGEMENT 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GEORGE CHACONAS2024-06-28
0012022-01-01GEORGE CHACONAS2023-05-10
0012021-01-01GEORGE CHACONAS2022-06-16

Financial Data on CENTER FOR ADVANCED LIPID MANAGEMENT 401(K) P/S PLAN

Measure Date Value
2025 : CENTER FOR ADVANCED LIPID MANAGEMENT 401(K) P/S PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-223992
Net assets as of the end of the plan year2025-09-22381200
Total assets as of the beginning of the plan year2025-09-22223100
Value of plan covered by a fidelity bond2025-09-2275000
Participant contributions to plan in this plan year2025-09-2237371
Other expenses paid from plan in this plan year2025-09-220
Other contributions to plan in this plan year2025-09-2233585
Other income to plan in this plan year2025-09-2238549
Plan net income in this plan year2025-09-22158100
Net assets as of the end of the plan year2025-09-22381200
Net assets as of the beginning of the plan year2025-09-22223100
Employer contributions to plan in this plan year2025-09-2252587
Fees paid to broker by Benefit Provider2025-09-22840
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-223864
2024 : CENTER FOR ADVANCED LIPID MANAGEMENT 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-280
Total expenses incurred by plan in this plan year2024-06-281818
Net assets as of the end of the plan year2024-06-28223100
Total assets as of the beginning of the plan year2024-06-28144143
Value of plan covered by a fidelity bond2024-06-2875000
Participant contributions to plan in this plan year2024-06-2836954
Other income to plan in this plan year2024-06-2829697
Plan net income in this plan year2024-06-2878957
Net assets as of the end of the plan year2024-06-28223100
Net assets as of the beginning of the plan year2024-06-28144143
Employer contributions to plan in this plan year2024-06-2814124
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-281818
2022 : CENTER FOR ADVANCED LIPID MANAGEMENT 401(K) P/S PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-160
Total expenses incurred by plan in this plan year2022-06-16547
Net assets as of the end of the plan year2022-06-1674847
Value of plan covered by a fidelity bond2022-06-1675000
Participant contributions to plan in this plan year2022-06-1628741
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 year2022-06-162483
Plan net income in this plan year2022-06-1674847
Net assets as of the end of the plan year2022-06-1674847
Net assets as of the beginning of the plan year2022-06-160
Employer contributions to plan in this plan year2022-06-1644170
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-16547

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