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EAST BAY FOOT & ANKLE CLINIC 401 (K) PLAN & TRUST 401k Plan overview

Plan NameEAST BAY FOOT & ANKLE CLINIC 401 (K) PLAN & TRUST
Plan identification number 001

EAST BAY FOOT & ANKLE CLINIC 401 (K) PLAN & TRUST 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.
  • 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

EAST BAY FOOT & ANKLE CLINIC 401 (K) PLAN & TRUS has sponsored the creation of one or more 401k plans.

Company Name:EAST BAY FOOT & ANKLE CLINIC 401 (K) PLAN & TRUS
Employer identification number (EIN):473306644
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAST BAY FOOT & ANKLE CLINIC 401 (K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PETER TERNUS2024-06-03
0012022-01-01PETER TERNUS2023-05-17
0012021-01-01PETER TERNUS2022-07-20
0012020-01-01PETER TERNUS2021-10-06
0012019-01-01PETER TERNUS2020-07-19
0012018-01-01PETER TERNUS2019-05-24
0012017-01-01PETER TERNUS2018-07-30

Plan Statistics for EAST BAY FOOT & ANKLE CLINIC 401 (K) PLAN & TRUST

401k plan membership statisitcs for EAST BAY FOOT & ANKLE CLINIC 401 (K) PLAN & TRUST

Measure Date Value
2025: EAST BAY FOOT & ANKLE CLINIC 401 (K) PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-227
Total number of particpants at end of year2025-05-225
Number of Participants With Account Balances2025-05-225
2024: EAST BAY FOOT & ANKLE CLINIC 401 (K) PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-046
Total number of particpants at end of year2024-06-046
Number of Participants With Account Balances2024-06-046

Financial Data on EAST BAY FOOT & ANKLE CLINIC 401 (K) PLAN & TRUST

Measure Date Value
2025 : EAST BAY FOOT & ANKLE CLINIC 401 (K) PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-22155
Net assets as of the end of the plan year2025-05-22797121
Total assets as of the beginning of the plan year2025-05-22615284
Value of plan covered by a fidelity bond2025-05-22340000
Participant contributions to plan in this plan year2025-05-2216600
Other expenses paid from plan in this plan year2025-05-220
Other income to plan in this plan year2025-05-2294587
Plan net income in this plan year2025-05-22181837
Net assets as of the end of the plan year2025-05-22797121
Net assets as of the beginning of the plan year2025-05-22615284
Employer contributions to plan in this plan year2025-05-2270805
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2255
2024 : EAST BAY FOOT & ANKLE CLINIC 401 (K) PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-040
Net assets as of the end of the plan year2024-06-04615284
Total assets as of the beginning of the plan year2024-06-04449082
Value of plan covered by a fidelity bond2024-06-04340000
Participant contributions to plan in this plan year2024-06-0424001
Other expenses paid from plan in this plan year2024-06-040
Other income to plan in this plan year2024-06-0480108
Plan net income in this plan year2024-06-04166202
Net assets as of the end of the plan year2024-06-04615284
Net assets as of the beginning of the plan year2024-06-04449082
Employer contributions to plan in this plan year2024-06-0462093
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-040

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