?>
Logo

FAMILY TREE MEDICAL ASSOCIATES, PC RETIREMENT PLAN 401k Plan overview

Plan NameFAMILY TREE MEDICAL ASSOCIATES, PC RETIREMENT PLAN
Plan identification number 001

FAMILY TREE MEDICAL ASSOCIATES, PC RETIREMENT 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

FAMILY TREE MEDICAL ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name:FAMILY TREE MEDICAL ASSOCIATES, PC
Employer identification number (EIN):383486143
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY TREE MEDICAL ASSOCIATES, PC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DR. R. TROY CARLSON2024-09-12 DR. R. TROY CARLSON2024-09-12
0012022-01-01DR. R. TROY CARLSON2023-09-19 DR. R. TROY CARLSON2023-09-19
0012021-01-01DR. R. TROY CARLSON2022-09-14 DR. R. TROY CARLSON2022-09-14
0012020-01-01DR. R. TROY CARLSON2021-07-23 DR. R. TROY CARLSON2021-07-23
0012019-01-01DR. R. TROY CARLSON2020-09-03 DR. R. TROY CARLSON2020-09-03
0012018-01-01DR. R. TROY CARLSON2019-07-22 DR. R. TROY CARLSON2019-07-22
0012018-01-01DR. R. TROY CARLSON2019-06-20 DR. R. TROY CARLSON2019-06-20
0012017-01-01DR. R. TROY CARLSON2018-09-18
0012016-01-01DR. R. TROY CARLSON2017-08-03
0012015-01-01DR. R. TROY CARLSON2016-09-19
0012014-01-01DR. R. TROY CARLSON2015-09-10
0012014-01-01DR. R. TROY CARLSON2015-07-31
0012013-01-01DR. R. TROY CARLSON2014-07-22
0012012-01-01ROBERT CARLSON2013-08-14 ROBERT CARLSON2013-08-14
0012011-01-01ROBERT CARLSON2012-09-25 ROBERT CARLSON2012-09-25
0012010-01-01MATTHEW GARBER2011-09-29 MATTHEW GARBER2011-09-29

Plan Statistics for FAMILY TREE MEDICAL ASSOCIATES, PC RETIREMENT PLAN

401k plan membership statisitcs for FAMILY TREE MEDICAL ASSOCIATES, PC RETIREMENT PLAN

Measure Date Value
2025: FAMILY TREE MEDICAL ASSOCIATES, PC RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-0720
Total number of particpants at end of year2025-05-0718
Number of Participants With Account Balances2025-05-0718
2024: FAMILY TREE MEDICAL ASSOCIATES, PC RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-1218
Total number of particpants at end of year2024-09-1219
Number of Participants With Account Balances2024-09-1219
2022: FAMILY TREE MEDICAL ASSOCIATES, PC RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-1413
Total number of particpants at end of year2022-09-1415
Number of Participants With Account Balances2022-09-1415

Financial Data on FAMILY TREE MEDICAL ASSOCIATES, PC RETIREMENT PLAN

Measure Date Value
2025 : FAMILY TREE MEDICAL ASSOCIATES, PC RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-07557304
Net assets as of the end of the plan year2025-05-072303998
Total assets as of the beginning of the plan year2025-05-072410809
Value of plan covered by a fidelity bond2025-05-07245000
Participant contributions to plan in this plan year2025-05-07106307
Other contributions to plan in this plan year2025-05-070
Other income to plan in this plan year2025-05-07282420
Plan net income in this plan year2025-05-07-106811
Net assets as of the end of the plan year2025-05-072303998
Net assets as of the beginning of the plan year2025-05-072410809
Value of contributions failed to transmitted timely2025-05-074297
Employer contributions to plan in this plan year2025-05-0761766
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-073886
2024 : FAMILY TREE MEDICAL ASSOCIATES, PC RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-124184
Net assets as of the end of the plan year2024-09-122410809
Total assets as of the beginning of the plan year2024-09-121946489
Value of plan covered by a fidelity bond2024-09-12245000
Participant contributions to plan in this plan year2024-09-1261488
Other contributions to plan in this plan year2024-09-128578
Other income to plan in this plan year2024-09-12298034
Plan net income in this plan year2024-09-12464320
Net assets as of the end of the plan year2024-09-122410809
Net assets as of the beginning of the plan year2024-09-121946489
Employer contributions to plan in this plan year2024-09-12100404
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-124184
2022 : FAMILY TREE MEDICAL ASSOCIATES, PC RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-149210
Net assets as of the end of the plan year2022-09-142204987
Total assets as of the beginning of the plan year2022-09-141864190
Value of plan covered by a fidelity bond2022-09-14245000
Participant contributions to plan in this plan year2022-09-1480748
Other expenses paid from plan in this plan year2022-09-14958
Other contributions to plan in this plan year2022-09-1422514
Other income to plan in this plan year2022-09-14196603
Plan net income in this plan year2022-09-14340797
Net assets as of the end of the plan year2022-09-142204987
Net assets as of the beginning of the plan year2022-09-141864190
Employer contributions to plan in this plan year2022-09-1450142
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-143144

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3