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FOX VALLEY MEDICINE, LTD. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameFOX VALLEY MEDICINE, LTD. 401(K) SAVINGS PLAN
Plan identification number 001

FOX VALLEY MEDICINE, LTD. 401(K) SAVINGS PLAN 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

FOX VALLEY MEDICINE, LTD. has sponsored the creation of one or more 401k plans.

Company Name:FOX VALLEY MEDICINE, LTD.
Employer identification number (EIN):363320390
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOX VALLEY MEDICINE, LTD. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HARRY RUBINSTEIN2024-04-18 HARRY RUBINSTEIN2024-04-18
0012022-01-01KIM NEVEROUSKI2023-02-20 KIM NEVEROUSKI2023-02-20
0012021-01-01HARRY RUBINSTEIN, MD2022-01-27 HARRY RUBINSTEIN, MD2022-01-27
0012020-01-01HARRY RUBINSTEIN, MD2021-02-18 HARRY RUBINSTEIN, MD2021-02-18
0012019-01-01KIMBERLY NEVEROUSKI2020-02-20 KIMBERLY NEVEROUSKI2020-02-20
0012018-01-01KIMBERLY NEVEROUSKI2019-02-12 KIMBERLY NEVEROUSKI2019-02-12
0012017-01-01KIM NEVEROUSKI2018-03-14 KIM NEVEROUSKI2018-03-14
0012016-01-01KIMBERLY NEVEROUSKI2017-02-28 KIMBERLY NEVEROUSKI2017-02-28
0012015-01-01KIM NEVEROUSKI2016-04-13 KIM NEVEROUSKI2016-04-13
0012014-01-01KIM NEVEROUSKI2015-03-16 KIM NEVEROUSKI2015-03-16
0012013-01-01KIM NEVEROUSKI2014-03-12 KIM NEVEROUSKI2014-03-12
0012012-01-01KIM NEVEROUSKI2013-02-26 KIM NEVEROUSKI2013-02-26
0012011-01-01KIM NEVEROUSKI2012-02-14 KIM NEVEROUSKI2012-02-14
0012010-01-01KIM NEVEROUSKI2011-02-14 KIM NEVEROUSKI2011-02-14

Financial Data on FOX VALLEY MEDICINE, LTD. 401(K) SAVINGS PLAN

Measure Date Value
2025 : FOX VALLEY MEDICINE, LTD. 401(K) SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-12-21457820
Net assets as of the end of the plan year2025-12-210
Total assets as of the beginning of the plan year2025-12-21391797
Value of plan covered by a fidelity bond2025-12-2190000
Participant contributions to plan in this plan year2025-12-217038
Other income to plan in this plan year2025-12-2158085
Plan net income in this plan year2025-12-21-391797
Net assets as of the end of the plan year2025-12-210
Net assets as of the beginning of the plan year2025-12-21391797
Employer contributions to plan in this plan year2025-12-21900
Expensese paid to adminstrative service provicers from plan in this plan year2025-12-212980
Total expenses incurred by plan in this plan year2025-02-266641
Net assets as of the end of the plan year2025-02-26391797
Total assets as of the beginning of the plan year2025-02-26337855
Value of plan covered by a fidelity bond2025-02-2680000
Participant contributions to plan in this plan year2025-02-2617398
Other expenses paid from plan in this plan year2025-02-260
Other income to plan in this plan year2025-02-2641040
Plan net income in this plan year2025-02-2653942
Net assets as of the end of the plan year2025-02-26391797
Net assets as of the beginning of the plan year2025-02-26337855
Employer contributions to plan in this plan year2025-02-262145
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-263099
2024 : FOX VALLEY MEDICINE, LTD. 401(K) SAVINGS PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-04-180
Total expenses incurred by plan in this plan year2024-04-185962
Net assets as of the end of the plan year2024-04-18337855
Total assets as of the beginning of the plan year2024-04-18284266
Value of plan covered by a fidelity bond2024-04-1880000
Participant contributions to plan in this plan year2024-04-1816082
Other expenses paid from plan in this plan year2024-04-180
Other income to plan in this plan year2024-04-1841324
Plan net income in this plan year2024-04-1853589
Net assets as of the end of the plan year2024-04-18337855
Net assets as of the beginning of the plan year2024-04-18284266
Employer contributions to plan in this plan year2024-04-182145
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-182830

Potentially related plans

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