Logo

PERSONALCARE PHYSICIANS OF NEWPORT BEACH, INC 401K PLAN 401k Plan overview

Plan NamePERSONALCARE PHYSICIANS OF NEWPORT BEACH, INC 401K PLAN
Plan identification number 005

PERSONALCARE PHYSICIANS OF NEWPORT BEACH, INC 401K 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).
  • Target benefit plan
  • 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.
  • 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

PERSONALCARE PHYSICIANS OF NEW has sponsored the creation of one or more 401k plans.

Company Name:PERSONALCARE PHYSICIANS OF NEW
Employer identification number (EIN):273533253
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONALCARE PHYSICIANS OF NEWPORT BEACH, INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01
0052022-01-01
0052021-01-01
0052021-01-01

Financial Data on PERSONALCARE PHYSICIANS OF NEWPORT BEACH, INC 401K PLAN

Measure Date Value
2025 : PERSONALCARE PHYSICIANS OF NEWPORT BEACH, INC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-2592790
Net assets as of the end of the plan year2025-09-25740314
Total assets as of the beginning of the plan year2025-09-25600105
Participant contributions to plan in this plan year2025-09-2574349
Value of participant loans at end of plan year2025-09-257772
Other income to plan in this plan year2025-09-2569814
Plan net income in this plan year2025-09-25140209
Net assets as of the end of the plan year2025-09-25740314
Net assets as of the beginning of the plan year2025-09-25600105
Employer contributions to plan in this plan year2025-09-2588836
Fees paid to broker by Benefit Provider2025-09-25764
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-258236
2024 : PERSONALCARE PHYSICIANS OF NEWPORT BEACH, INC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-045836
Net assets as of the end of the plan year2024-10-04600105
Total assets as of the beginning of the plan year2024-10-04401881
Participant contributions to plan in this plan year2024-10-0499858
Value of participant loans at end of plan year2024-10-047245
Other income to plan in this plan year2024-10-0458672
Plan net income in this plan year2024-10-04198224
Net assets as of the end of the plan year2024-10-04600105
Net assets as of the beginning of the plan year2024-10-04401881
Employer contributions to plan in this plan year2024-10-0445530
Fees paid to broker by Benefit Provider2024-10-04377
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-045836

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1