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EAR, NOSE & THROAT SPECIALISTS OF SHADY GROVE 401k Plan overview

Plan NameEAR, NOSE & THROAT SPECIALISTS OF SHADY GROVE
Plan identification number 002

EAR, NOSE & THROAT SPECIALISTS OF SHADY GROVE 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.
  • 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

EAR, NOSE & THROAT SPECIALISTS OF SHADY GROVE, P.C. has sponsored the creation of one or more 401k plans.

Company Name:EAR, NOSE & THROAT SPECIALISTS OF SHADY GROVE, P.C.
Employer identification number (EIN):521166310
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAR, NOSE & THROAT SPECIALISTS OF SHADY GROVE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01SUZEL HALL2024-10-01 SUZEL HALL2024-10-01
0022022-01-01SUZEL HALL2024-10-01 SUZEL HALL2024-10-01

Plan Statistics for EAR, NOSE & THROAT SPECIALISTS OF SHADY GROVE

401k plan membership statisitcs for EAR, NOSE & THROAT SPECIALISTS OF SHADY GROVE

Measure Date Value
2025: EAR, NOSE & THROAT SPECIALISTS OF SHADY GROVE 2025 401k membership
Total number of particpants at beginning of year2025-05-1421
Total number of particpants at end of year2025-05-1419
Number of Participants With Account Balances2025-05-1419
2024: EAR, NOSE & THROAT SPECIALISTS OF SHADY GROVE 2024 401k membership
Total number of particpants at beginning of year2024-10-0118
Total number of particpants at end of year2024-10-0121
Number of Participants With Account Balances2024-10-0119

Financial Data on EAR, NOSE & THROAT SPECIALISTS OF SHADY GROVE

Measure Date Value
2025 : EAR, NOSE & THROAT SPECIALISTS OF SHADY GROVE 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-140
Total liabilities as of the end of the plan year2025-05-140
Total liabilities as of the beginning of the plan year2025-05-140
Total expenses incurred by plan in this plan year2025-05-1430713
Net assets as of the end of the plan year2025-05-14125718
Total assets as of the beginning of the plan year2025-05-14116358
Participant contributions to plan in this plan year2025-05-1424179
Value of participant loans at end of plan year2025-05-144026
Other expenses paid from plan in this plan year2025-05-140
Other contributions to plan in this plan year2025-05-140
Other income to plan in this plan year2025-05-1415894
Plan net income in this plan year2025-05-149360
Net assets as of the end of the plan year2025-05-14125718
Net assets as of the beginning of the plan year2025-05-14116358
Employer contributions to plan in this plan year2025-05-140
Fees paid to broker by Benefit Provider2025-05-14513
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-142455
2024 : EAR, NOSE & THROAT SPECIALISTS OF SHADY GROVE 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-010
Total liabilities as of the end of the plan year2024-10-010
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-01623
Net assets as of the end of the plan year2024-10-01116358
Total assets as of the beginning of the plan year2024-10-0135802
Participant contributions to plan in this plan year2024-10-0121372
Other expenses paid from plan in this plan year2024-10-010
Other contributions to plan in this plan year2024-10-0129512
Other income to plan in this plan year2024-10-016773
Plan net income in this plan year2024-10-0180556
Net assets as of the end of the plan year2024-10-01116358
Net assets as of the beginning of the plan year2024-10-0135802
Employer contributions to plan in this plan year2024-10-0123522
Fees paid to broker by Benefit Provider2024-10-01145
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-01623

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