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ROBERT G. SZEWC, M.D., P.A. 401(K) PLAN 401k Plan overview

Plan NameROBERT G. SZEWC, M.D., P.A. 401(K) PLAN
Plan identification number 001

ROBERT G. SZEWC, M.D., P.A. 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT G. SZEWC M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT G. SZEWC M.D., P.A.
Employer identification number (EIN):450488317
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT G. SZEWC, M.D., P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DARRYL OTTEN2024-01-23
0012022-01-01DARRYL OTTEN2023-09-20
0012021-01-01BEN LIRA2022-10-12
0012021-01-01BEN LIRA2022-10-12
0012020-01-01BEN LIRA2021-10-04
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ROBERT SZEWC2013-10-09 ROBERT SZEWC2013-10-09
0012011-01-01ROBERT SZEWC2012-10-11 ROBERT SZEWC2012-10-11
0012010-01-01ROBERT SZEWC2011-10-13 ROBERT SZEWC2011-10-13
0012008-01-01

Plan Statistics for ROBERT G. SZEWC, M.D., P.A. 401(K) PLAN

401k plan membership statisitcs for ROBERT G. SZEWC, M.D., P.A. 401(K) PLAN

Measure Date Value
2024: ROBERT G. SZEWC, M.D., P.A. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-01-2338
Total number of particpants at end of year2024-01-230
Number of Participants With Account Balances2024-01-230
2022: ROBERT G. SZEWC, M.D., P.A. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-1230
Total number of particpants at end of year2022-10-1230
Number of Participants With Account Balances2022-10-1230

Financial Data on ROBERT G. SZEWC, M.D., P.A. 401(K) PLAN

Measure Date Value
2024 : ROBERT G. SZEWC, M.D., P.A. 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-01-230
Total liabilities as of the beginning of the plan year2024-01-230
Total expenses incurred by plan in this plan year2024-01-23462402
Net assets as of the end of the plan year2024-01-230
Total assets as of the beginning of the plan year2024-01-23324980
Value of plan covered by a fidelity bond2024-01-23140000
Participant contributions to plan in this plan year2024-01-230
Value of participant loans at end of plan year2024-01-230
Other expenses paid from plan in this plan year2024-01-230
Other contributions to plan in this plan year2024-01-230
Other income to plan in this plan year2024-01-2351189
Plan net income in this plan year2024-01-23-324980
Net assets as of the end of the plan year2024-01-230
Net assets as of the beginning of the plan year2024-01-23324980
Employer contributions to plan in this plan year2024-01-2386233
Fees paid to broker by Benefit Provider2024-01-232281
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-236442
2022 : ROBERT G. SZEWC, M.D., P.A. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-12109403
Net assets as of the end of the plan year2022-10-12343854
Total assets as of the beginning of the plan year2022-10-12323278
Value of plan covered by a fidelity bond2022-10-12140000
Participant contributions to plan in this plan year2022-10-1242470
Value of participant loans at end of plan year2022-10-121384
Other expenses paid from plan in this plan year2022-10-120
Other contributions to plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-1225027
Plan net income in this plan year2022-10-1220576
Net assets as of the end of the plan year2022-10-12343854
Net assets as of the beginning of the plan year2022-10-12323278
Employer contributions to plan in this plan year2022-10-1262482
Fees paid to broker by Benefit Provider2022-10-12579
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-125763

Form 5500 Responses for ROBERT G. SZEWC, M.D., P.A. 401(K) PLAN

2008: ROBERT G. SZEWC, M.D., P.A. 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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