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CHILDREN'S HEALTH SERVICES, PA SIMPLE 401-K PLAN AND TRUST 401k Plan overview

Plan NameCHILDREN'S HEALTH SERVICES, PA SIMPLE 401-K PLAN AND TRUST
Plan identification number 001

CHILDREN'S HEALTH SERVICES, PA SIMPLE 401-K PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

CHILDREN'S HEALTH SERVICES, PA has sponsored the creation of one or more 401k plans.

Company Name:CHILDREN'S HEALTH SERVICES, PA
Employer identification number (EIN):562084142
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDREN'S HEALTH SERVICES, PA SIMPLE 401-K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01CHRISTOPHER L. OZIMEK, MD2021-10-14
0012019-01-01CHRISTOPHER L. OZIMEK, MD2020-10-15
0012018-01-01CHRISTOPHER L. OZIMEK, MD2019-10-07
0012017-01-01CARTER TATE HOLBROOK, M.D.2018-10-11
0012016-01-01CARTER TATE HOLBROOK, M.D.2017-10-13
0012015-01-01CARTER TATE HOLBROOK, M.D.2016-10-14
0012014-01-01CARTER TATE HOLBROOK, M.D.2015-10-15
0012013-01-01CARTER TATE HOLBROOK, M.D.2014-02-21
0012012-01-01CARTER TATE HOLBROOK, M.D.2013-06-17
0012011-01-01CARTER TATE HOLBROOK MD2012-03-16
0012010-01-01CARTER TATE HOLBROOK MD2011-07-29

Plan Statistics for CHILDREN'S HEALTH SERVICES, PA SIMPLE 401-K PLAN AND TRUST

401k plan membership statisitcs for CHILDREN'S HEALTH SERVICES, PA SIMPLE 401-K PLAN AND TRUST

Measure Date Value
2025: CHILDREN'S HEALTH SERVICES, PA SIMPLE 401-K PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-09-2331
Total number of particpants at end of year2025-09-2335
Number of Participants With Account Balances2025-09-2335
2024: CHILDREN'S HEALTH SERVICES, PA SIMPLE 401-K PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-10-1133
Total number of particpants at end of year2024-10-1131
Number of Participants With Account Balances2024-10-1131

Financial Data on CHILDREN'S HEALTH SERVICES, PA SIMPLE 401-K PLAN AND TRUST

Measure Date Value
2025 : CHILDREN'S HEALTH SERVICES, PA SIMPLE 401-K PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-230
Total liabilities as of the end of the plan year2025-09-230
Total liabilities as of the beginning of the plan year2025-09-230
Total expenses incurred by plan in this plan year2025-09-2359953
Net assets as of the end of the plan year2025-09-232362643
Total assets as of the beginning of the plan year2025-09-231871087
Participant contributions to plan in this plan year2025-09-23135332
Other expenses paid from plan in this plan year2025-09-230
Other contributions to plan in this plan year2025-09-230
Other income to plan in this plan year2025-09-23286040
Plan net income in this plan year2025-09-23491556
Net assets as of the end of the plan year2025-09-232362643
Net assets as of the beginning of the plan year2025-09-231871087
Employer contributions to plan in this plan year2025-09-23130137
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-23450
2024 : CHILDREN'S HEALTH SERVICES, PA SIMPLE 401-K PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-11422079
Net assets as of the end of the plan year2024-10-111871087
Total assets as of the beginning of the plan year2024-10-111769415
Participant contributions to plan in this plan year2024-10-1197654
Other expenses paid from plan in this plan year2024-10-11200
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-11323234
Plan net income in this plan year2024-10-11101672
Net assets as of the end of the plan year2024-10-111871087
Net assets as of the beginning of the plan year2024-10-111769415
Employer contributions to plan in this plan year2024-10-11102863
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-110

Potentially related plans

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