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BRIAN J. LOGUE, M.D., P.C. RETIREMENT PLAN 401k Plan overview

Plan NameBRIAN J. LOGUE, M.D., P.C. RETIREMENT PLAN
Plan identification number 001

BRIAN J. LOGUE, M.D., P.C. RETIREMENT 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.
  • 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

BRIAN J. LOGUE, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:BRIAN J. LOGUE, M.D., P.C.
Employer identification number (EIN):351840845
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J. LOGUE, M.D., P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ERIC SMITH2024-12-10
0012023-01-01ERIC SMITH2024-06-21
0012022-01-01ERIC SMITH2023-07-13
0012021-01-01ERIC SMITH2022-07-11
0012020-01-01ERIC SMITH2021-04-23
0012019-01-01ERIC SMITH2020-08-23
0012018-01-01ERIC SMITH2019-10-11
0012017-01-01ERIC SMITH2018-10-09
0012016-01-01
0012015-01-01
0012014-01-01ERIC M. SMITH, MD, PRESIDENT2015-07-21
0012013-01-01ERIC M. SMITH, MD, PRESIDENT2014-09-30
0012012-01-01BRIAN J. LOGUE, MD, PRESIDENT2013-07-25
0012011-01-01BRIAN J. LOGUE, MD, PRESIDENT2012-06-05
0012010-01-01BRIAN J. LOGUE, MD, PRESIDENT2011-10-17

Financial Data on BRIAN J. LOGUE, M.D., P.C. RETIREMENT PLAN

Measure Date Value
2024 : BRIAN J. LOGUE, M.D., P.C. RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-12-100
Total liabilities as of the beginning of the plan year2024-12-100
Total expenses incurred by plan in this plan year2024-12-104681933
Net assets as of the end of the plan year2024-12-100
Total assets as of the beginning of the plan year2024-12-104264253
Value of plan covered by a fidelity bond2024-12-10427000
Participant contributions to plan in this plan year2024-12-108696
Other income to plan in this plan year2024-12-10401850
Plan net income in this plan year2024-12-10-4264253
Net assets as of the end of the plan year2024-12-100
Net assets as of the beginning of the plan year2024-12-104264253
Employer contributions to plan in this plan year2024-12-107134
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-1020378
Total liabilities as of the end of the plan year2024-06-210
Total liabilities as of the beginning of the plan year2024-06-210
Total expenses incurred by plan in this plan year2024-06-2140993
Net assets as of the end of the plan year2024-06-214264253
Total assets as of the beginning of the plan year2024-06-213600372
Value of plan covered by a fidelity bond2024-06-21361000
Participant contributions to plan in this plan year2024-06-2136439
Other contributions to plan in this plan year2024-06-213591
Other income to plan in this plan year2024-06-21613534
Plan net income in this plan year2024-06-21663881
Net assets as of the end of the plan year2024-06-214264253
Net assets as of the beginning of the plan year2024-06-213600372
Employer contributions to plan in this plan year2024-06-2151310
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2113926

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