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FAMILY PRACTICE CENTER, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFAMILY PRACTICE CENTER, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

FAMILY PRACTICE CENTER, P.C. 401(K) PROFIT SHARING 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.
  • 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

FAMILY PRACTICE CENTER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY PRACTICE CENTER, P.C.
Employer identification number (EIN):581351195
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY PRACTICE CENTER, 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
0012021-01-01JAMES H. WHEELER, M.D.2022-07-14 JAMES H. WHEELER M.D.2022-07-14
0012020-01-01JAMES H. WHEELER, M.D.2021-07-12 JAMES H. WHEELER M.D.2021-07-12
0012019-01-01JAMES H. WHEELER, M.D.2020-07-15 HEATHER HEATON2020-07-15
0012018-01-01JAMES H. WHEELER, M.D.2019-05-13 HEATHER HEATON2019-05-13
0012017-01-01JAMES H. WHEELER, M.D.2018-06-26
0012016-01-01
0012016-01-01
0012015-01-01
0012014-01-01JAMES WHEELER2015-10-14
0012013-01-01JAMES WHEELER2014-09-29
0012012-01-01JAMES WHEELER2013-09-16
0012011-01-01JAMES WHEELER2012-10-10
0012010-01-01JAMES WHEELER2011-09-19
0012009-01-01JAMES H WHEELER

Financial Data on FAMILY PRACTICE CENTER, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : FAMILY PRACTICE CENTER, P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-07575167
Net assets as of the end of the plan year2025-05-075089576
Total assets as of the beginning of the plan year2025-05-074521560
Value of plan covered by a fidelity bond2025-05-07500000
Participant contributions to plan in this plan year2025-05-07231467
Other contributions to plan in this plan year2025-05-07138549
Other income to plan in this plan year2025-05-07652310
Plan net income in this plan year2025-05-07568016
Net assets as of the end of the plan year2025-05-075089576
Net assets as of the beginning of the plan year2025-05-074521560
Value of contributions failed to transmitted timely2025-05-0776892
Employer contributions to plan in this plan year2025-05-07120857
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0725100
2024 : FAMILY PRACTICE CENTER, P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1429540
Net assets as of the end of the plan year2024-06-144521560
Total assets as of the beginning of the plan year2024-06-143597467
Value of plan covered by a fidelity bond2024-06-14500000
Participant contributions to plan in this plan year2024-06-14211753
Other income to plan in this plan year2024-06-14644490
Plan net income in this plan year2024-06-14924093
Net assets as of the end of the plan year2024-06-144521560
Net assets as of the beginning of the plan year2024-06-143597467
Value of contributions failed to transmitted timely2024-06-14117534
Employer contributions to plan in this plan year2024-06-1497390
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1418308
2022 : FAMILY PRACTICE CENTER, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-14130394
Net assets as of the end of the plan year2022-07-144097213
Total assets as of the beginning of the plan year2022-07-143522174
Value of plan covered by a fidelity bond2022-07-14500000
Participant contributions to plan in this plan year2022-07-14160364
Other income to plan in this plan year2022-07-14473623
Plan net income in this plan year2022-07-14575039
Net assets as of the end of the plan year2022-07-144097213
Net assets as of the beginning of the plan year2022-07-143522174
Value of contributions failed to transmitted timely2022-07-1414949
Employer contributions to plan in this plan year2022-07-1471446
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1422682

Form 5500 Responses for FAMILY PRACTICE CENTER, P.C. 401(K) PROFIT SHARING PLAN

2009: FAMILY PRACTICE CENTER, P.C. 401(K) PROFIT SHARING PLAN 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

Potentially related plans

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