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ROBERT J ZADALIS, M.D., P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT J ZADALIS, M.D., P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT J ZADALIS, M.D., P.C. 401(K) PROFIT SHARING 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.
  • 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

ROBERT J ZADALIS, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J ZADALIS, M.D., P.C.
Employer identification number (EIN):562436659
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J ZADALIS, M.D., P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01ROBERT J. ZADALIS2022-04-12
0012020-01-01ROBERT J. ZADALIS2021-07-27
0012019-01-01ROBERT J. ZADALIS2020-07-21

Plan Statistics for ROBERT J ZADALIS, M.D., P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT J ZADALIS, M.D., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: ROBERT J ZADALIS, M.D., P.C. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-226
Total number of particpants at end of year2025-05-226
Number of Participants With Account Balances2025-05-226
2024: ROBERT J ZADALIS, M.D., P.C. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-309
Total number of particpants at end of year2024-05-307
Number of Participants With Account Balances2024-05-306
2022: ROBERT J ZADALIS, M.D., P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-128
Total number of particpants at end of year2022-04-127
Number of Participants With Account Balances2022-04-127

Financial Data on ROBERT J ZADALIS, M.D., P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERT J ZADALIS, M.D., P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-220
Net assets as of the end of the plan year2025-05-221134221
Total assets as of the beginning of the plan year2025-05-22981929
Value of plan covered by a fidelity bond2025-05-22125000
Participant contributions to plan in this plan year2025-05-2239249
Value of participant loans at end of plan year2025-05-220
Other income to plan in this plan year2025-05-2295450
Plan net income in this plan year2025-05-22152292
Net assets as of the end of the plan year2025-05-221134221
Net assets as of the beginning of the plan year2025-05-22981929
Employer contributions to plan in this plan year2025-05-2217593
2024 : ROBERT J ZADALIS, M.D., P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-30236581
Net assets as of the end of the plan year2024-05-30981929
Total assets as of the beginning of the plan year2024-05-301030771
Value of plan covered by a fidelity bond2024-05-30125000
Participant contributions to plan in this plan year2024-05-3039136
Value of participant loans at end of plan year2024-05-305676
Other income to plan in this plan year2024-05-30118104
Plan net income in this plan year2024-05-30-48842
Net assets as of the end of the plan year2024-05-30981929
Net assets as of the beginning of the plan year2024-05-301030771
Employer contributions to plan in this plan year2024-05-3030499
2022 : ROBERT J ZADALIS, M.D., P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-1265246
Net assets as of the end of the plan year2022-04-121092495
Total assets as of the beginning of the plan year2022-04-12915265
Value of plan covered by a fidelity bond2022-04-12125000
Participant contributions to plan in this plan year2022-04-1259600
Other contributions to plan in this plan year2022-04-126016
Other income to plan in this plan year2022-04-12160893
Plan net income in this plan year2022-04-12177230
Net assets as of the end of the plan year2022-04-121092495
Net assets as of the beginning of the plan year2022-04-12915265
Employer contributions to plan in this plan year2022-04-1215967
Fees paid to broker by Benefit Provider2022-04-1229
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-128937

Potentially related plans

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