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SHARED MEDICAL TECHNOLOGY INC 401K PLAN 401k Plan overview

Plan NameSHARED MEDICAL TECHNOLOGY INC 401K PLAN
Plan identification number 001

SHARED MEDICAL TECHNOLOGY INC 401K 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

SHARED MEDICAL TECHNOLOGY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHARED MEDICAL TECHNOLOGY, INC.
Employer identification number (EIN):391515390
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHARED MEDICAL TECHNOLOGY INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANIELLE ASPER2024-07-19
0012022-01-01JILL DUNLAVY2023-07-18
0012021-01-01JESSICA SUMICH2022-06-22
0012021-01-01JESSICA SUMICH2022-07-29
0012020-01-01JESSICA SUMICH2021-09-10
0012019-01-01JILL DUNLAVY2020-09-21
0012019-01-01JILL DUNLAVY2020-10-05
0012018-01-01JILL DUNLAVY2019-08-02
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01GEORGE PETRY2015-06-19
0012013-01-01GEORGE PETRY2014-07-29
0012012-01-01GEORGE PETRY2013-07-11
0012011-01-01GEORGE PETRY2012-07-27
0012010-01-01GEORGE PETRY2011-07-28

Financial Data on SHARED MEDICAL TECHNOLOGY INC 401K PLAN

Measure Date Value
2025 : SHARED MEDICAL TECHNOLOGY INC 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-25110615
Net assets as of the end of the plan year2025-09-250
Total assets as of the beginning of the plan year2025-09-25105807
Value of plan covered by a fidelity bond2025-09-25500000
Participant contributions to plan in this plan year2025-09-250
Other expenses paid from plan in this plan year2025-09-250
Other contributions to plan in this plan year2025-09-250
Other income to plan in this plan year2025-09-254808
Plan net income in this plan year2025-09-25-105807
Net assets as of the end of the plan year2025-09-250
Net assets as of the beginning of the plan year2025-09-25105807
Employer contributions to plan in this plan year2025-09-250
Fees paid to broker by Benefit Provider2025-09-25110
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-251941
Total transfers to/from plan in this plan year2025-07-070
Total liabilities as of the end of the plan year2025-07-070
Total liabilities as of the beginning of the plan year2025-07-070
Total expenses incurred by plan in this plan year2025-07-074969086
Net assets as of the end of the plan year2025-07-07105807
Total assets as of the beginning of the plan year2025-07-074363047
Value of plan covered by a fidelity bond2025-07-07500000
Participant contributions to plan in this plan year2025-07-0797285
Other expenses paid from plan in this plan year2025-07-070
Other contributions to plan in this plan year2025-07-070
Other income to plan in this plan year2025-07-07581987
Plan net income in this plan year2025-07-07-4257240
Net assets as of the end of the plan year2025-07-07105807
Net assets as of the beginning of the plan year2025-07-074363047
Employer contributions to plan in this plan year2025-07-0732574
Fees paid to broker by Benefit Provider2025-07-079326
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0727681
2024 : SHARED MEDICAL TECHNOLOGY INC 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-190
Total liabilities as of the end of the plan year2024-07-190
Total liabilities as of the beginning of the plan year2024-07-190
Total expenses incurred by plan in this plan year2024-07-19425345
Net assets as of the end of the plan year2024-07-194363047
Total assets as of the beginning of the plan year2024-07-193534228
Value of plan covered by a fidelity bond2024-07-19500000
Participant contributions to plan in this plan year2024-07-19387277
Value of participant loans at end of plan year2024-07-194929
Other expenses paid from plan in this plan year2024-07-190
Other contributions to plan in this plan year2024-07-1950545
Other income to plan in this plan year2024-07-19708416
Plan net income in this plan year2024-07-19828819
Net assets as of the end of the plan year2024-07-194363047
Net assets as of the beginning of the plan year2024-07-193534228
Employer contributions to plan in this plan year2024-07-19107926
Fees paid to broker by Benefit Provider2024-07-199745
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1930718
2022 : SHARED MEDICAL TECHNOLOGY INC 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-290
Total liabilities as of the end of the plan year2022-07-290
Total liabilities as of the beginning of the plan year2022-07-290
Total expenses incurred by plan in this plan year2022-07-29128569
Net assets as of the end of the plan year2022-07-294405162
Total assets as of the beginning of the plan year2022-07-293527385
Value of plan covered by a fidelity bond2022-07-29500000
Participant contributions to plan in this plan year2022-07-29360719
Value of participant loans at end of plan year2022-07-2910408
Other expenses paid from plan in this plan year2022-07-290
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-29545207
Plan net income in this plan year2022-07-29877777
Net assets as of the end of the plan year2022-07-294405162
Net assets as of the beginning of the plan year2022-07-293527385
Employer contributions to plan in this plan year2022-07-29100420
Fees paid to broker by Benefit Provider2022-07-298323
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2928860

Potentially related plans

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