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PRIMARY CARE SPECIALISTS PC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePRIMARY CARE SPECIALISTS PC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

PRIMARY CARE SPECIALISTS 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.
  • 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

PRIMARY CARE SPECIALIST PC has sponsored the creation of one or more 401k plans.

Company Name:PRIMARY CARE SPECIALIST PC
Employer identification number (EIN):300048518
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY CARE SPECIALISTS PC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DR. LISA O'NEIL2024-06-10 DR. ELISE MURRAY2024-07-11
0012022-01-01DR. LISA O'NEIL2023-06-22 DR. ELISE MURRAY2023-07-02
0012021-01-01DR. LISA O'NEIL2022-03-29 DR. ELISE MURRAY2022-03-29
0012020-01-01DR. LISA O'NEIL2021-04-30 DR. ELISE MURRAY2021-05-03
0012019-01-01DR. LISA O'NEIL2020-03-30 DR. ELISE MURRAY2020-03-30
0012018-01-01DR. LISA O'NEIL2019-05-10 DR. ELISE MURRAY2019-06-03
0012017-01-01DR. LISA O'NEIL2018-05-08 DR. ELISE MURRAY2018-05-09
0012016-01-01DR. LISA O'NEIL2017-07-26 DR. ELISE MURRAY2017-07-25
0012015-01-01
0012014-01-01LISA M. ONEIL2015-05-06
0012013-01-01LISA M. ONEIL2014-04-16
0012012-01-01LISA M. ONEIL2013-04-22
0012011-01-01LISA M. ONEIL2012-06-13
0012010-01-01PRIMARY CARE SPECIALISTS PC2011-05-09

Financial Data on PRIMARY CARE SPECIALISTS PC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : PRIMARY CARE SPECIALISTS PC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-282
Net assets as of the end of the plan year2025-05-281037600
Total assets as of the beginning of the plan year2025-05-28892206
Value of plan covered by a fidelity bond2025-05-28150000
Participant contributions to plan in this plan year2025-05-2861216
Other income to plan in this plan year2025-05-2879210
Plan net income in this plan year2025-05-28145394
Net assets as of the end of the plan year2025-05-281037600
Net assets as of the beginning of the plan year2025-05-28892206
Employer contributions to plan in this plan year2025-05-284970
Fees paid to broker by Benefit Provider2025-05-282755
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-282
2024 : PRIMARY CARE SPECIALISTS PC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-110
Net assets as of the end of the plan year2024-07-11892206
Total assets as of the beginning of the plan year2024-07-11739333
Value of plan covered by a fidelity bond2024-07-11150000
Participant contributions to plan in this plan year2024-07-1139100
Other income to plan in this plan year2024-07-11104213
Plan net income in this plan year2024-07-11152873
Net assets as of the end of the plan year2024-07-11892206
Net assets as of the beginning of the plan year2024-07-11739333
Employer contributions to plan in this plan year2024-07-119560
Fees paid to broker by Benefit Provider2024-07-112350
2022 : PRIMARY CARE SPECIALISTS PC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-290
Net assets as of the end of the plan year2022-03-29874822
Total assets as of the beginning of the plan year2022-03-29752832
Value of plan covered by a fidelity bond2022-03-29150000
Participant contributions to plan in this plan year2022-03-2935100
Other income to plan in this plan year2022-03-2978770
Plan net income in this plan year2022-03-29121990
Net assets as of the end of the plan year2022-03-29874822
Net assets as of the beginning of the plan year2022-03-29752832
Employer contributions to plan in this plan year2022-03-298120
Fees paid to broker by Benefit Provider2022-03-292735

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