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EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. 401(K) PLAN 401k Plan overview

Plan NameEAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. 401(K) PLAN
Plan identification number 001

EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

EAR, NOSE AND THROAT FAMILY CLINIC has sponsored the creation of one or more 401k plans.

Company Name:EAR, NOSE AND THROAT FAMILY CLINIC
Employer identification number (EIN):391738005
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HILEL SWERDLIN2024-04-09 HILEL SWERDLIN2024-04-09
0012022-01-01HILEL SWERDLIN2023-06-09 HILEL SWERDLIN2023-06-09
0012021-01-01HILEL SWERDLIN2022-06-03 HILEL SWERDLIN2022-06-03
0012020-01-01HILEL SWERDLIN2021-10-11 HILEL SWERDLIN2021-10-11
0012019-01-01HILEL SWERDLIN2020-10-09 HILEL SWERDLIN2020-10-09
0012018-01-01HILEL SWERDLIN2019-09-03 HILEL SWERDLIN2019-09-03
0012017-01-01HILEL SWERDLIN2018-10-11 HILEL SWERDLIN2018-10-11
0012016-01-01HILEL SWERDLIN2017-09-25 HILEL SWERDLIN2017-09-25
0012015-01-01HILEL SWERDLIN2016-10-10 HILEL SWERDLIN2016-10-10

Plan Statistics for EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. 401(K) PLAN

401k plan membership statisitcs for EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. 401(K) PLAN

Measure Date Value
2025: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-3035
Total number of particpants at end of year2025-06-3036
Number of Participants With Account Balances2025-06-3034
2024: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-0927
Total number of particpants at end of year2024-04-0934
Number of Participants With Account Balances2024-04-0934
2022: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-0618
Total number of particpants at end of year2022-06-0619
Number of Participants With Account Balances2022-06-0619

Financial Data on EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. 401(K) PLAN

Measure Date Value
2025 : EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-302755
Net assets as of the end of the plan year2025-06-303982930
Total assets as of the beginning of the plan year2025-06-303368273
Value of plan covered by a fidelity bond2025-06-30385000
Participant contributions to plan in this plan year2025-06-30162522
Value of participant loans at end of plan year2025-06-3015559
Other expenses paid from plan in this plan year2025-06-300
Other income to plan in this plan year2025-06-30306161
Plan net income in this plan year2025-06-30614657
Net assets as of the end of the plan year2025-06-303982930
Net assets as of the beginning of the plan year2025-06-303368273
Value of contributions failed to transmitted timely2025-06-306194
Employer contributions to plan in this plan year2025-06-30148729
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-300
2024 : EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-091824
Net assets as of the end of the plan year2024-04-093368273
Total assets as of the beginning of the plan year2024-04-092658706
Value of plan covered by a fidelity bond2024-04-09385000
Participant contributions to plan in this plan year2024-04-09134365
Value of participant loans at end of plan year2024-04-0919744
Other expenses paid from plan in this plan year2024-04-090
Other contributions to plan in this plan year2024-04-090
Other income to plan in this plan year2024-04-09435607
Plan net income in this plan year2024-04-09709567
Net assets as of the end of the plan year2024-04-093368273
Net assets as of the beginning of the plan year2024-04-092658706
Employer contributions to plan in this plan year2024-04-09141419
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-091824
2022 : EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-0619752
Net assets as of the end of the plan year2022-06-062821060
Total assets as of the beginning of the plan year2022-06-062389257
Value of plan covered by a fidelity bond2022-06-06282106
Participant contributions to plan in this plan year2022-06-0635853
Other expenses paid from plan in this plan year2022-06-060
Other income to plan in this plan year2022-06-06361140
Plan net income in this plan year2022-06-06431803
Net assets as of the end of the plan year2022-06-062821060
Net assets as of the beginning of the plan year2022-06-062389257
Employer contributions to plan in this plan year2022-06-0654562
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-067859

Potentially related plans

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