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BLUE RIDGE PEDIATRICS LLP PS AND DEFERRAL PLAN 401k Plan overview

Plan NameBLUE RIDGE PEDIATRICS LLP PS AND DEFERRAL PLAN
Plan identification number 001

BLUE RIDGE PEDIATRICS LLP PS AND DEFERRAL PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

BLUE RIDGE PEDIATRICS, LLP has sponsored the creation of one or more 401k plans.

Company Name:BLUE RIDGE PEDIATRICS, LLP
Employer identification number (EIN):560748709
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE RIDGE PEDIATRICS LLP PS AND DEFERRAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01ELLEN DEFLORA2016-07-25
0012013-01-01ELLEN DEFLORA2014-10-13
0012012-01-01LOUIS ALLEN2013-10-14
0012011-01-01LOUIS ALLEN2013-10-14
0012010-01-01LOUIS ALLEN2011-07-14

Plan Statistics for BLUE RIDGE PEDIATRICS LLP PS AND DEFERRAL PLAN

401k plan membership statisitcs for BLUE RIDGE PEDIATRICS LLP PS AND DEFERRAL PLAN

Measure Date Value
2025: BLUE RIDGE PEDIATRICS LLP PS AND DEFERRAL PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-1712
Total number of particpants at end of year2025-06-1710
Number of Participants With Account Balances2025-06-178
Total number of particpants at beginning of year2025-03-0616
Total number of particpants at end of year2025-03-0613
Number of Participants With Account Balances2025-03-0611
2023: BLUE RIDGE PEDIATRICS LLP PS AND DEFERRAL PLAN 2023 401k membership
Total number of particpants at beginning of year2023-10-1317
Total number of particpants at end of year2023-10-1316
Number of Participants With Account Balances2023-10-1311

Financial Data on BLUE RIDGE PEDIATRICS LLP PS AND DEFERRAL PLAN

Measure Date Value
2025 : BLUE RIDGE PEDIATRICS LLP PS AND DEFERRAL PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-17362562
Net assets as of the end of the plan year2025-06-174402994
Total assets as of the beginning of the plan year2025-06-173983425
Value of plan covered by a fidelity bond2025-06-17500000
Participant contributions to plan in this plan year2025-06-1761953
Other contributions to plan in this plan year2025-06-170
Other income to plan in this plan year2025-06-17716365
Plan net income in this plan year2025-06-17419569
Net assets as of the end of the plan year2025-06-174402994
Net assets as of the beginning of the plan year2025-06-173983425
Employer contributions to plan in this plan year2025-06-173813
Fees paid to broker by Benefit Provider2025-06-177148
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1710054
Total liabilities as of the end of the plan year2025-03-060
Total liabilities as of the beginning of the plan year2025-03-060
Total expenses incurred by plan in this plan year2025-03-06156676
Net assets as of the end of the plan year2025-03-063983425
Total assets as of the beginning of the plan year2025-03-063276274
Value of plan covered by a fidelity bond2025-03-06500000
Participant contributions to plan in this plan year2025-03-0663450
Other expenses paid from plan in this plan year2025-03-060
Other contributions to plan in this plan year2025-03-060
Other income to plan in this plan year2025-03-06781501
Plan net income in this plan year2025-03-06707151
Net assets as of the end of the plan year2025-03-063983425
Net assets as of the beginning of the plan year2025-03-063276274
Employer contributions to plan in this plan year2025-03-0618876
Fees paid to broker by Benefit Provider2025-03-064049
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-060
2023 : BLUE RIDGE PEDIATRICS LLP PS AND DEFERRAL PLAN 2023 401k financial data
Total liabilities as of the end of the plan year2023-10-130
Total liabilities as of the beginning of the plan year2023-10-130
Total expenses incurred by plan in this plan year2023-10-1361579
Net assets as of the end of the plan year2023-10-134087991
Total assets as of the beginning of the plan year2023-10-133449728
Value of plan covered by a fidelity bond2023-10-13500000
Participant contributions to plan in this plan year2023-10-1361484
Value of participant loans at end of plan year2023-10-137262
Other income to plan in this plan year2023-10-13627643
Plan net income in this plan year2023-10-13638263
Net assets as of the end of the plan year2023-10-134087991
Net assets as of the beginning of the plan year2023-10-133449728
Employer contributions to plan in this plan year2023-10-1310715
Fees paid to broker by Benefit Provider2023-10-137372
Expensese paid to adminstrative service provicers from plan in this plan year2023-10-139407

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