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RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 401k Plan overview

Plan NameRICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING
Plan identification number 002

RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 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.
  • 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

RICHARD CARLIN, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD CARLIN, M.D., P.C.
Employer identification number (EIN):581349992
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01RICHARD CARLIN MD2022-07-30 RICHARD CARLIN MD2022-07-30
0022020-01-01RICHARD CARLIN MD2021-10-06 RICHARD CARLIN MD2021-10-06
0022019-01-01RICHARD CARLIN MD2020-10-07 RICHARD CARLIN MD2020-10-07
0022018-01-01RICHARD CARLIN MD2019-08-09 RICHARD CARLIN MD2019-08-09
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01RICHARD CARLIN MD
0022011-01-01RICHARD CARLIN MD
0022009-01-01RICHARD CARLIN MD

Financial Data on RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING

Measure Date Value
2025 : RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-123468713
Net assets as of the end of the plan year2025-06-123612497
Total assets as of the beginning of the plan year2025-06-126334806
Value of plan covered by a fidelity bond2025-06-12500000
Participant contributions to plan in this plan year2025-06-12160805
Other expenses paid from plan in this plan year2025-06-1221532
Other income to plan in this plan year2025-06-12365901
Plan net income in this plan year2025-06-12-2722309
Net assets as of the end of the plan year2025-06-123612497
Net assets as of the beginning of the plan year2025-06-126334806
Employer contributions to plan in this plan year2025-06-12219698
2024 : RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-24413273
Net assets as of the end of the plan year2024-06-246334806
Total assets as of the beginning of the plan year2024-06-245925609
Value of plan covered by a fidelity bond2024-06-24500000
Participant contributions to plan in this plan year2024-06-24156778
Other income to plan in this plan year2024-06-24450586
Plan net income in this plan year2024-06-24409197
Net assets as of the end of the plan year2024-06-246334806
Net assets as of the beginning of the plan year2024-06-245925609
Employer contributions to plan in this plan year2024-06-24215106
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2436433
2021 : RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2021 401k financial data
Total income from all sources2021-12-31$683,699
Expenses. Total of all expenses incurred2021-12-31$455,426
Benefits paid (including direct rollovers)2021-12-31$413,487
Total plan assets at end of year2021-12-31$6,273,337
Total plan assets at beginning of year2021-12-31$6,045,064
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$148,833
Other income received2021-12-31$362,847
Net income (gross income less expenses)2021-12-31$228,273
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,273,337
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,045,064
Total contributions received or receivable from employer(s)2021-12-31$172,019
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$41,939
2020 : RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2020 401k financial data
Total income from all sources2020-12-31$701,620
Expenses. Total of all expenses incurred2020-12-31$518,770
Benefits paid (including direct rollovers)2020-12-31$480,386
Total plan assets at end of year2020-12-31$6,045,064
Total plan assets at beginning of year2020-12-31$5,862,214
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$133,906
Other income received2020-12-31$408,345
Net income (gross income less expenses)2020-12-31$182,850
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,045,064
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,862,214
Total contributions received or receivable from employer(s)2020-12-31$159,369
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$38,384
2019 : RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2019 401k financial data
Total income from all sources2019-12-31$771,054
Expenses. Total of all expenses incurred2019-12-31$269,343
Benefits paid (including direct rollovers)2019-12-31$230,145
Total plan assets at end of year2019-12-31$5,862,214
Total plan assets at beginning of year2019-12-31$5,360,503
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$126,961
Other income received2019-12-31$482,984
Net income (gross income less expenses)2019-12-31$501,711
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,862,214
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,360,503
Total contributions received or receivable from employer(s)2019-12-31$161,109
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$39,198
2018 : RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2018 401k financial data
Total income from all sources2018-12-31$183,645
Expenses. Total of all expenses incurred2018-12-31$254,276
Benefits paid (including direct rollovers)2018-12-31$232,277
Total plan assets at end of year2018-12-31$5,360,503
Total plan assets at beginning of year2018-12-31$5,431,134
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$115,352
Other income received2018-12-31$-82,190
Net income (gross income less expenses)2018-12-31$-70,631
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,360,503
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,431,134
Total contributions received or receivable from employer(s)2018-12-31$150,483
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$21,999
2017 : RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2017 401k financial data
Total income from all sources2017-12-31$542,536
Expenses. Total of all expenses incurred2017-12-31$394,379
Benefits paid (including direct rollovers)2017-12-31$394,304
Total plan assets at end of year2017-12-31$5,431,134
Total plan assets at beginning of year2017-12-31$5,282,977
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$98,851
Other income received2017-12-31$296,574
Net income (gross income less expenses)2017-12-31$148,157
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,431,134
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,282,977
Total contributions received or receivable from employer(s)2017-12-31$147,111
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$75
2016 : RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2016 401k financial data
Total income from all sources2016-12-31$535,052
Expenses. Total of all expenses incurred2016-12-31$18,772
Benefits paid (including direct rollovers)2016-12-31$18,772
Total plan assets at end of year2016-12-31$5,282,977
Total plan assets at beginning of year2016-12-31$4,766,697
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$89,859
Contributions received from other sources (not participants or employers)2016-12-31$27,145
Other income received2016-12-31$288,550
Net income (gross income less expenses)2016-12-31$516,280
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,282,977
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,766,697
Total contributions received or receivable from employer(s)2016-12-31$129,498
2015 : RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2015 401k financial data
Total income from all sources2015-12-31$140,718
Expenses. Total of all expenses incurred2015-12-31$18,084
Benefits paid (including direct rollovers)2015-12-31$18,084
Total plan assets at end of year2015-12-31$4,766,697
Total plan assets at beginning of year2015-12-31$4,644,063
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$90,803
Other income received2015-12-31$-81,988
Net income (gross income less expenses)2015-12-31$122,634
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,766,697
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,644,063
Total contributions received or receivable from employer(s)2015-12-31$131,903
2014 : RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2014 401k financial data
Total income from all sources2014-12-31$414,585
Expenses. Total of all expenses incurred2014-12-31$2,175
Benefits paid (including direct rollovers)2014-12-31$2,175
Total plan assets at end of year2014-12-31$4,644,063
Total plan assets at beginning of year2014-12-31$4,231,653
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$80,261
Contributions received from other sources (not participants or employers)2014-12-31$41,695
Other income received2014-12-31$172,205
Net income (gross income less expenses)2014-12-31$412,410
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,644,063
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,231,653
Total contributions received or receivable from employer(s)2014-12-31$120,424
2013 : RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2013 401k financial data
Total income from all sources2013-12-31$722,749
Expenses. Total of all expenses incurred2013-12-31$137,178
Benefits paid (including direct rollovers)2013-12-31$137,178
Total plan assets at end of year2013-12-31$4,231,653
Total plan assets at beginning of year2013-12-31$3,646,082
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$58,496
Other income received2013-12-31$542,709
Net income (gross income less expenses)2013-12-31$585,571
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,231,653
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,646,082
Total contributions received or receivable from employer(s)2013-12-31$121,544
2012 : RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$1,200
Total income from all sources2012-12-31$237,944
Expenses. Total of all expenses incurred2012-12-31$198,666
Benefits paid (including direct rollovers)2012-12-31$198,666
Total plan assets at end of year2012-12-31$3,646,082
Total plan assets at beginning of year2012-12-31$3,608,004
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$64,037
Other income received2012-12-31$70,497
Net income (gross income less expenses)2012-12-31$39,278
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,646,082
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,606,804
Total contributions received or receivable from employer(s)2012-12-31$103,410
2011 : RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2011 401k financial data
Total plan liabilities at end of year2011-12-31$1,200
Total income from all sources2011-12-31$-20,183
Expenses. Total of all expenses incurred2011-12-31$163,318
Benefits paid (including direct rollovers)2011-12-31$108,282
Total plan assets at end of year2011-12-31$3,608,004
Total plan assets at beginning of year2011-12-31$3,790,305
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$45,849
Other income received2011-12-31$-161,296
Net income (gross income less expenses)2011-12-31$-183,501
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,606,804
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,790,305
Total contributions received or receivable from employer(s)2011-12-31$95,264
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$55,036
2010 : RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2010 401k financial data
Total income from all sources2010-12-31$496,124
Expenses. Total of all expenses incurred2010-12-31$52,809
Benefits paid (including direct rollovers)2010-12-31$10,000
Total plan assets at end of year2010-12-31$3,790,305
Total plan assets at beginning of year2010-12-31$3,346,990
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$48,858
Other income received2010-12-31$352,544
Net income (gross income less expenses)2010-12-31$443,315
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,790,305
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,346,990
Total contributions received or receivable from employer(s)2010-12-31$94,722
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$42,809

Form 5500 Responses for RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING

2021: RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RICHARD CARLIN, M.D., P.C. 401(K) PROFIT SHARING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number104403
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number104403
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number104403
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number104403
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number104403
Policy instance 1

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