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CATHERINE DYER STEVENSON MD PLLC 401(K) PLAN 401k Plan overview

Plan NameCATHERINE DYER STEVENSON MD PLLC 401(K) PLAN
Plan identification number 001

CATHERINE DYER STEVENSON MD PLLC 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CATHERINE DYER STEVENSON MD PLLC has sponsored the creation of one or more 401k plans.

Company Name:CATHERINE DYER STEVENSON MD PLLC
Employer identification number (EIN):464443836
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHERINE DYER STEVENSON MD PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-15
0012022-01-01CHRISTINE RIMER2023-05-27
0012021-01-01CHRISTINE RIMER2022-06-02
0012020-01-01CATHERINE STEVENSON2021-07-01
0012019-01-01CATHERINE STEVENSON2020-07-22
0012018-01-01CATHERINE DYER STEVENSON2019-07-03
0012017-01-01CATHERINE DYER STEVENSON MD2018-07-19
0012016-01-01CATHERINE STEVENSON2018-09-04
0012015-01-01CATHERINE STEVENSON2018-09-04
0012014-01-01CATHERINE DYER STEVENSON2015-07-31

Financial Data on CATHERINE DYER STEVENSON MD PLLC 401(K) PLAN

Measure Date Value
2025 : CATHERINE DYER STEVENSON MD PLLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-150
Total liabilities as of the end of the plan year2025-04-150
Total liabilities as of the beginning of the plan year2025-04-150
Total expenses incurred by plan in this plan year2025-04-15822
Net assets as of the end of the plan year2025-04-151105405
Total assets as of the beginning of the plan year2025-04-15908036
Value of plan covered by a fidelity bond2025-04-15917471694
Participant contributions to plan in this plan year2025-04-1548083
Other expenses paid from plan in this plan year2025-04-150
Other contributions to plan in this plan year2025-04-150
Other income to plan in this plan year2025-04-15100473
Plan net income in this plan year2025-04-15197369
Net assets as of the end of the plan year2025-04-151105405
Net assets as of the beginning of the plan year2025-04-15908036
Value of contributions failed to transmitted timely2025-04-150
Employer contributions to plan in this plan year2025-04-1549635
Fees paid to broker by Benefit Provider2025-04-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-15804
2024 : CATHERINE DYER STEVENSON MD PLLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-150
Total liabilities as of the end of the plan year2024-05-150
Total liabilities as of the beginning of the plan year2024-05-150
Total expenses incurred by plan in this plan year2024-05-151179
Net assets as of the end of the plan year2024-05-15908036
Total assets as of the beginning of the plan year2024-05-15696110
Value of plan covered by a fidelity bond2024-05-15705050000
Participant contributions to plan in this plan year2024-05-1549075
Other expenses paid from plan in this plan year2024-05-150
Other contributions to plan in this plan year2024-05-150
Other income to plan in this plan year2024-05-15115839
Plan net income in this plan year2024-05-15211926
Net assets as of the end of the plan year2024-05-15908036
Net assets as of the beginning of the plan year2024-05-15696110
Value of contributions failed to transmitted timely2024-05-150
Employer contributions to plan in this plan year2024-05-1548191
Fees paid to broker by Benefit Provider2024-05-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-15622
2022 : CATHERINE DYER STEVENSON MD PLLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-020
Total liabilities as of the end of the plan year2022-06-020
Total liabilities as of the beginning of the plan year2022-06-020
Total expenses incurred by plan in this plan year2022-06-022688
Net assets as of the end of the plan year2022-06-02745414
Total assets as of the beginning of the plan year2022-06-02574055
Value of plan covered by a fidelity bond2022-06-02336000000
Participant contributions to plan in this plan year2022-06-0226361
Other expenses paid from plan in this plan year2022-06-020
Other contributions to plan in this plan year2022-06-020
Other income to plan in this plan year2022-06-02109155
Plan net income in this plan year2022-06-02171359
Net assets as of the end of the plan year2022-06-02745414
Net assets as of the beginning of the plan year2022-06-02574055
Value of contributions failed to transmitted timely2022-06-020
Employer contributions to plan in this plan year2022-06-0238531
Fees paid to broker by Benefit Provider2022-06-020
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-022510

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