MICHAEL A. STEWART, MD, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL A. STEWART MD MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2025 : MICHAEL A. STEWART MD MONEY PURCHASE PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-16 | 500 |
| Net assets as of the end of the plan year | 2025-07-16 | 1020822 |
| Total assets as of the beginning of the plan year | 2025-07-16 | 868297 |
| Value of plan covered by a fidelity bond | 2025-07-16 | 250000 |
| Other expenses paid from plan in this plan year | 2025-07-16 | 500 |
| Other income to plan in this plan year | 2025-07-16 | 153025 |
| Plan net income in this plan year | 2025-07-16 | 152525 |
| Net assets as of the end of the plan year | 2025-07-16 | 1020822 |
| Net assets as of the beginning of the plan year | 2025-07-16 | 868297 |
| 2024 : MICHAEL A. STEWART MD MONEY PURCHASE PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-22 | 49447 |
| Net assets as of the end of the plan year | 2024-07-22 | 868297 |
| Total assets as of the beginning of the plan year | 2024-07-22 | 770510 |
| Value of plan covered by a fidelity bond | 2024-07-22 | 250000 |
| Other expenses paid from plan in this plan year | 2024-07-22 | 625 |
| Other income to plan in this plan year | 2024-07-22 | 131409 |
| Plan net income in this plan year | 2024-07-22 | 97787 |
| Net assets as of the end of the plan year | 2024-07-22 | 868297 |
| Net assets as of the beginning of the plan year | 2024-07-22 | 770510 |
| Value of funding deficiency | 2024-07-22 | 0 |
| Value of employer contributions paid | 2024-07-22 | 15825 |
| Employer contributions to plan in this plan year | 2024-07-22 | 15825 |
| 2009 : MICHAEL A. STEWART MD MONEY PURCHASE PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $16,001 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $16,001 |
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