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ANDREW J. LEO, MD P.C. 401(K) P/S PLAN 401k Plan overview

Plan NameANDREW J. LEO, MD P.C. 401(K) P/S PLAN
Plan identification number 001

ANDREW J. LEO, MD P.C. 401(K) P/S 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

ANDREW J. LEO, MD P.C. has sponsored the creation of one or more 401k plans.

Company Name:ANDREW J. LEO, MD P.C.
Employer identification number (EIN):472043878
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDREW J. LEO, MD P.C. 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ANDREW LEO2024-10-23
0012023-01-01ANDREW J LEO2024-10-15
0012022-01-01ANDREW LEO2023-09-22
0012021-01-01ANDREW LEO2022-07-14
0012020-01-01ANDREW LEO2021-06-04
0012019-01-01ANDREW LEO2020-07-06
0012018-01-01ANDREW LEO2019-06-03
0012017-01-01ANDREW LEO2018-03-27
0012016-01-01ANDREW LEO2017-04-17

Financial Data on ANDREW J. LEO, MD P.C. 401(K) P/S PLAN

Measure Date Value
2024 : ANDREW J. LEO, MD P.C. 401(K) P/S PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-230
Total expenses incurred by plan in this plan year2024-10-23357145
Net assets as of the end of the plan year2024-10-230
Total assets as of the beginning of the plan year2024-10-23355288
Value of plan covered by a fidelity bond2024-10-23250000
Other income to plan in this plan year2024-10-231857
Plan net income in this plan year2024-10-23-355288
Net assets as of the end of the plan year2024-10-230
Net assets as of the beginning of the plan year2024-10-23355288
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-23189
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-1532567
Net assets as of the end of the plan year2024-10-15355288
Total assets as of the beginning of the plan year2024-10-15312347
Value of plan covered by a fidelity bond2024-10-15250000
Participant contributions to plan in this plan year2024-10-159462
Other income to plan in this plan year2024-10-1558126
Plan net income in this plan year2024-10-1542941
Net assets as of the end of the plan year2024-10-15355288
Net assets as of the beginning of the plan year2024-10-15312347
Employer contributions to plan in this plan year2024-10-157920
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-151275
2022 : ANDREW J. LEO, MD P.C. 401(K) P/S PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-140
Total liabilities as of the beginning of the plan year2022-07-140
Total expenses incurred by plan in this plan year2022-07-14715
Net assets as of the end of the plan year2022-07-14341809
Total assets as of the beginning of the plan year2022-07-14255991
Value of plan covered by a fidelity bond2022-07-14250000
Participant contributions to plan in this plan year2022-07-1422593
Other expenses paid from plan in this plan year2022-07-140
Other contributions to plan in this plan year2022-07-140
Other income to plan in this plan year2022-07-1443687
Plan net income in this plan year2022-07-1485818
Net assets as of the end of the plan year2022-07-14341809
Net assets as of the beginning of the plan year2022-07-14255991
Employer contributions to plan in this plan year2022-07-1420253
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-14715

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