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NORTH SHORE FERTILITY 401(K) PLAN 401k Plan overview

Plan NameNORTH SHORE FERTILITY 401(K) PLAN
Plan identification number 001

NORTH SHORE FERTILITY 401(K) 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.
  • 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

NORTH SHORE FERTILITY, S.C. has sponsored the creation of one or more 401k plans.

Company Name:NORTH SHORE FERTILITY, S.C.
Employer identification number (EIN):364335336
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH SHORE FERTILITY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TERRI METRO2024-07-26
0012022-01-01TERRI METRO2023-07-06
0012021-01-01TERRI METRO2022-05-30
0012020-01-01TERRI METRO2022-02-28
0012019-01-01TERRI METRO2020-10-14
0012018-01-01TERRI METRO2019-07-18
0012017-01-01TERRI METRO2018-05-22
0012016-01-01TERRI METRO2018-09-28
0012016-01-01TERRI METRO2018-07-13
0012015-01-01TERRI METRO2016-10-17
0012013-01-01ANNE BORKOWSKI2014-07-24 ANNE BORKOWSKI2014-07-24
0012012-01-01ANNE BORKOWSKI2013-07-26 ANNE BORKOWSKI2013-07-26
0012011-01-01SUSAN DAVIES2012-09-25 SUSAN DAVIES2012-09-25
0012010-01-01SUSAN DAVIES2011-08-31 SUSAN DAVIES2011-08-31

Financial Data on NORTH SHORE FERTILITY 401(K) PLAN

Measure Date Value
2025 : NORTH SHORE FERTILITY 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-050
Net assets as of the end of the plan year2025-06-052009489
Total assets as of the beginning of the plan year2025-06-051750543
Value of plan covered by a fidelity bond2025-06-05176000
Participant contributions to plan in this plan year2025-06-0531570
Value of participant loans at end of plan year2025-06-0510861
Other income to plan in this plan year2025-06-05214402
Plan net income in this plan year2025-06-05258946
Net assets as of the end of the plan year2025-06-052009489
Net assets as of the beginning of the plan year2025-06-051750543
Employer contributions to plan in this plan year2025-06-0512974
2024 : NORTH SHORE FERTILITY 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-260
Net assets as of the end of the plan year2024-07-261750543
Total assets as of the beginning of the plan year2024-07-261486919
Value of plan covered by a fidelity bond2024-07-26149000
Participant contributions to plan in this plan year2024-07-2630134
Value of participant loans at end of plan year2024-07-2619181
Other income to plan in this plan year2024-07-26221405
Plan net income in this plan year2024-07-26263624
Net assets as of the end of the plan year2024-07-261750543
Net assets as of the beginning of the plan year2024-07-261486919
Employer contributions to plan in this plan year2024-07-2612085

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