401k Plan data: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN plan

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 401k Plan overview

Plan Name	BENEFITGUARD RETIREMENT INCOME SECURITY PLAN
Plan identification number	003

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN Benefits

401k Plan Type

Defined 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.
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.
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

ANDERSON FAMILY MEDICAL has sponsored the creation of one or more 401k plans.

Company Name: ANDERSON FAMILY MEDICAL

Employer identification number (EIN): 561918323

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 STEVEN STOUT 2024-08-20
003 2022-01-01 STEVEN STOUT 2023-07-24
003 2021-01-01 STEVEN STOUT 2022-07-26
003 2020-01-01 STEVEN STOUT 2021-07-22
003 2019-01-01 STEVEN STOUT 2020-07-02
003 2018-01-01 STEVEN STOUT 2019-07-22
003 2017-01-01 SPENCER BARCLAY 2018-07-27
003 2016-01-01 SPENCER BARCLAY 2017-07-28
003 2015-01-01 SPENCER BARCLAY 2016-07-25
003 2014-01-01 SPENCER BARCLAY 2015-07-20
003 2013-01-01 SPENCER BARCLAY 2014-07-24
003 2012-01-01 D. TAYLOR WELCH 2013-08-19
003 2011-01-01 D. TAYLOR WELCH 2012-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01	STEVEN STOUT	2024-08-20
003	2022-01-01	STEVEN STOUT	2023-07-24
003	2021-01-01	STEVEN STOUT	2022-07-26
003	2020-01-01	STEVEN STOUT	2021-07-22
003	2019-01-01	STEVEN STOUT	2020-07-02
003	2018-01-01	STEVEN STOUT	2019-07-22
003	2017-01-01	SPENCER BARCLAY	2018-07-27
003	2016-01-01	SPENCER BARCLAY	2017-07-28
003	2015-01-01	SPENCER BARCLAY	2016-07-25
003	2014-01-01	SPENCER BARCLAY	2015-07-20
003	2013-01-01	SPENCER BARCLAY	2014-07-24
003	2012-01-01	D. TAYLOR WELCH	2013-08-19
003	2011-01-01	D. TAYLOR WELCH	2012-10-12

Financial Data on BENEFITGUARD RETIREMENT INCOME SECURITY PLAN

Measure	Date	Value
2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-28	0
Total liabilities as of the end of the plan year	2025-07-28	0
Total liabilities as of the beginning of the plan year	2025-07-28	0
Total expenses incurred by plan in this plan year	2025-07-28	2518
Net assets as of the end of the plan year	2025-07-28	74821
Total assets as of the beginning of the plan year	2025-07-28	72396
Value of plan covered by a fidelity bond	2025-07-28	500000
Participant contributions to plan in this plan year	2025-07-28	0
Value of participant loans at end of plan year	2025-07-28	0
Other expenses paid from plan in this plan year	2025-07-28	0
Other contributions to plan in this plan year	2025-07-28	0
Other income to plan in this plan year	2025-07-28	4943
Plan net income in this plan year	2025-07-28	2425
Net assets as of the end of the plan year	2025-07-28	74821
Net assets as of the beginning of the plan year	2025-07-28	72396
Value of contributions failed to transmitted timely	2025-07-28	8400
Employer contributions to plan in this plan year	2025-07-28	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-28	2518
2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-08-20	0
Total liabilities as of the end of the plan year	2024-08-20	0
Total liabilities as of the beginning of the plan year	2024-08-20	0
Total expenses incurred by plan in this plan year	2024-08-20	2209
Net assets as of the end of the plan year	2024-08-20	72396
Total assets as of the beginning of the plan year	2024-08-20	67556
Value of plan covered by a fidelity bond	2024-08-20	500000
Participant contributions to plan in this plan year	2024-08-20	80
Other expenses paid from plan in this plan year	2024-08-20	0
Other contributions to plan in this plan year	2024-08-20	0
Other income to plan in this plan year	2024-08-20	6889
Plan net income in this plan year	2024-08-20	4840
Net assets as of the end of the plan year	2024-08-20	72396
Net assets as of the beginning of the plan year	2024-08-20	67556
Value of contributions failed to transmitted timely	2024-08-20	12030
Employer contributions to plan in this plan year	2024-08-20	80
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-20	2209
2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-07-26	0
Total liabilities as of the end of the plan year	2022-07-26	0
Total liabilities as of the beginning of the plan year	2022-07-26	0
Total expenses incurred by plan in this plan year	2022-07-26	128
Net assets as of the end of the plan year	2022-07-26	37782
Total assets as of the beginning of the plan year	2022-07-26	5
Value of plan covered by a fidelity bond	2022-07-26	500000
Participant contributions to plan in this plan year	2022-07-26	27390
Value of participant loans at end of plan year	2022-07-26	0
Other expenses paid from plan in this plan year	2022-07-26	0
Other contributions to plan in this plan year	2022-07-26	0
Other income to plan in this plan year	2022-07-26	1650
Plan net income in this plan year	2022-07-26	37777
Net assets as of the end of the plan year	2022-07-26	37782
Net assets as of the beginning of the plan year	2022-07-26	5
Value of contributions failed to transmitted timely	2022-07-26	240
Employer contributions to plan in this plan year	2022-07-26	8865
Fees paid to broker by Benefit Provider	2022-07-26	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-26	128

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ANDERSON FAMILY MEDICAL
Employer identification number (EIN):	561918323
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)