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THE DAVID DREW CLINIC 401(K) PLAN 401k Plan overview

Plan NameTHE DAVID DREW CLINIC 401(K) PLAN
Plan identification number 001

THE DAVID DREW CLINIC 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.
  • 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

THE DAVID DREW CLINIC has sponsored the creation of one or more 401k plans.

Company Name:THE DAVID DREW CLINIC
Employer identification number (EIN):521989427
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE DAVID DREW CLINIC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TIMOTHY SONCRANT2024-06-04
0012022-01-01CHAD CARROLL2023-07-24
0012021-01-01TIMOTHY SONCRANT2022-09-04
0012020-01-01TIMOTHY SONCRANT2021-10-09
0012020-01-01
0012019-01-01TIMOTHY SONCRANT2020-10-15
0012018-01-01TIMOTHY SONCRANT2019-10-14
0012017-01-01TIMOTHY SONCRANT2018-07-10
0012016-01-01TIMOTHY SONCRANT2017-07-20
0012015-01-01TIMOTHY SONCRANT2016-10-14
0012014-01-01TIMOTHY SONCRANT2015-10-15
0012013-01-01TIMOTHY SONCRANT2014-09-30
0012012-01-01TIMOTHY SONCRANT2013-07-31
0012011-01-01JEFFREY ELTING2012-07-09
0012010-01-01JEFFREY ELTING2011-07-11
0012009-01-01JEFFREY ELTING

Financial Data on THE DAVID DREW CLINIC 401(K) PLAN

Measure Date Value
2025 : THE DAVID DREW CLINIC 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-160
Total expenses incurred by plan in this plan year2025-06-1626327
Net assets as of the end of the plan year2025-06-162799947
Total assets as of the beginning of the plan year2025-06-162311766
Value of plan covered by a fidelity bond2025-06-16250000
Participant contributions to plan in this plan year2025-06-16179932
Other income to plan in this plan year2025-06-16270612
Plan net income in this plan year2025-06-16488181
Net assets as of the end of the plan year2025-06-162799947
Net assets as of the beginning of the plan year2025-06-162311766
Employer contributions to plan in this plan year2025-06-1663964
Fees paid to broker by Benefit Provider2025-06-161286
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1626327
2024 : THE DAVID DREW CLINIC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-040
Total liabilities as of the end of the plan year2024-06-040
Total liabilities as of the beginning of the plan year2024-06-040
Total expenses incurred by plan in this plan year2024-06-0419069
Net assets as of the end of the plan year2024-06-042311766
Total assets as of the beginning of the plan year2024-06-041833157
Value of plan covered by a fidelity bond2024-06-04250000
Participant contributions to plan in this plan year2024-06-04165129
Other expenses paid from plan in this plan year2024-06-040
Other contributions to plan in this plan year2024-06-040
Other income to plan in this plan year2024-06-04273138
Plan net income in this plan year2024-06-04478609
Net assets as of the end of the plan year2024-06-042311766
Net assets as of the beginning of the plan year2024-06-041833157
Employer contributions to plan in this plan year2024-06-0459411
Fees paid to broker by Benefit Provider2024-06-049031
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0419069
2022 : THE DAVID DREW CLINIC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-04231676
Net assets as of the end of the plan year2022-09-042024451
Total assets as of the beginning of the plan year2022-09-041931264
Value of plan covered by a fidelity bond2022-09-04250000
Participant contributions to plan in this plan year2022-09-04106474
Other income to plan in this plan year2022-09-04174604
Plan net income in this plan year2022-09-0493187
Net assets as of the end of the plan year2022-09-042024451
Net assets as of the beginning of the plan year2022-09-041931264
Employer contributions to plan in this plan year2022-09-0443785
Fees paid to broker by Benefit Provider2022-09-0419731
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-048339

Form 5500 Responses for THE DAVID DREW CLINIC 401(K) PLAN

2009: THE DAVID DREW CLINIC 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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