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COACHELLA VALLEY FOOT AND ANKLE INSTITUTE 401k Plan overview

Plan NameCOACHELLA VALLEY FOOT AND ANKLE INSTITUTE
Plan identification number 001

COACHELLA VALLEY FOOT AND ANKLE INSTITUTE 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.
  • 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

COACHELLA VALLEY FOOT AND ANKLE has sponsored the creation of one or more 401k plans.

Company Name:COACHELLA VALLEY FOOT AND ANKLE
Employer identification number (EIN):472568315
NAIC Classification:621391
NAIC Description:Offices of Podiatrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COACHELLA VALLEY FOOT AND ANKLE INSTITUTE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-09-01
0012022-03-01SHIRLEY HORNER2023-09-12

Financial Data on COACHELLA VALLEY FOOT AND ANKLE INSTITUTE

Measure Date Value
2025 : COACHELLA VALLEY FOOT AND ANKLE INSTITUTE 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-210
Net assets as of the end of the plan year2025-07-2131022
Total assets as of the beginning of the plan year2025-07-2117100
Value of plan covered by a fidelity bond2025-07-212000
Participant contributions to plan in this plan year2025-07-2111314
Other income to plan in this plan year2025-07-212608
Plan net income in this plan year2025-07-2113922
Net assets as of the end of the plan year2025-07-2131022
Net assets as of the beginning of the plan year2025-07-2117100
2024 : COACHELLA VALLEY FOOT AND ANKLE INSTITUTE 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-013686
Net assets as of the end of the plan year2024-09-0117100
Total assets as of the beginning of the plan year2024-09-018587
Value of plan covered by a fidelity bond2024-09-011000
Participant contributions to plan in this plan year2024-09-0110042
Other income to plan in this plan year2024-09-012157
Plan net income in this plan year2024-09-018513
Net assets as of the end of the plan year2024-09-0117100
Net assets as of the beginning of the plan year2024-09-018587
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-01165

Potentially related plans

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