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RHEUMATOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST AGREEMENT 401k Plan overview

Plan NameRHEUMATOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST AGREEMENT
Plan identification number 001

RHEUMATOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST AGREEMENT 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

RHEUMATOLOGY ASSOCIATES, SC has sponsored the creation of one or more 401k plans.

Company Name:RHEUMATOLOGY ASSOCIATES, SC
Employer identification number (EIN):362673183
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RHEUMATOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ROBERT KATZ2015-10-13 ROBERT KATZ2015-10-13
0012013-01-01ROBERT KATZ2014-10-13 ROBERT KATZ2014-10-13
0012012-01-01ROBERT KATZ2013-10-15

Plan Statistics for RHEUMATOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST AGREEMENT

401k plan membership statisitcs for RHEUMATOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST AGREEMENT

Measure Date Value
2025: RHEUMATOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST AGREEMENT 2025 401k membership
Total number of particpants at beginning of year2025-10-1426
Total number of particpants at end of year2025-10-1426
Number of Participants With Account Balances2025-10-1425
2024: RHEUMATOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST AGREEMENT 2024 401k membership
Total number of particpants at beginning of year2024-10-1126
Total number of particpants at end of year2024-10-1122
Number of Participants With Account Balances2024-10-1122
2022: RHEUMATOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST AGREEMENT 2022 401k membership
Total number of particpants at beginning of year2022-10-0627
Total number of particpants at end of year2022-10-0626
Number of Participants With Account Balances2022-10-0626

Financial Data on RHEUMATOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST AGREEMENT

Measure Date Value
2025 : RHEUMATOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST AGREEMENT 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1488892
Net assets as of the end of the plan year2025-10-143631635
Total assets as of the beginning of the plan year2025-10-143037151
Value of plan covered by a fidelity bond2025-10-14500000
Participant contributions to plan in this plan year2025-10-1463670
Value of participant loans at end of plan year2025-10-1429509
Other income to plan in this plan year2025-10-14329278
Plan net income in this plan year2025-10-14594484
Net assets as of the end of the plan year2025-10-143631635
Net assets as of the beginning of the plan year2025-10-143037151
Employer contributions to plan in this plan year2025-10-14290428
Fees paid to broker by Benefit Provider2025-10-147990
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1422709
2024 : RHEUMATOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST AGREEMENT 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1184353
Net assets as of the end of the plan year2024-10-113037151
Total assets as of the beginning of the plan year2024-10-112629924
Value of plan covered by a fidelity bond2024-10-11500000
Participant contributions to plan in this plan year2024-10-1148020
Value of participant loans at end of plan year2024-10-1135533
Other contributions to plan in this plan year2024-10-1127980
Other income to plan in this plan year2024-10-11415580
Plan net income in this plan year2024-10-11407227
Net assets as of the end of the plan year2024-10-113037151
Net assets as of the beginning of the plan year2024-10-112629924
Fees paid to broker by Benefit Provider2024-10-116643
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1118912
2022 : RHEUMATOLOGY ASSOCIATES, S.C. EMPLOYEES' PROFIT SHARING & 401(K) PLAN & TRUST AGREEMENT 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-06870383
Net assets as of the end of the plan year2022-10-062896664
Total assets as of the beginning of the plan year2022-10-063103996
Value of plan covered by a fidelity bond2022-10-06500000
Participant contributions to plan in this plan year2022-10-06151870
Value of participant loans at end of plan year2022-10-0625960
Other income to plan in this plan year2022-10-06337636
Plan net income in this plan year2022-10-06-207332
Net assets as of the end of the plan year2022-10-062896664
Net assets as of the beginning of the plan year2022-10-063103996
Value of contributions failed to transmitted timely2022-10-065017
Employer contributions to plan in this plan year2022-10-06173545
Fees paid to broker by Benefit Provider2022-10-067447
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0620749

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