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PROFIT SHARING PLAN FOR THE EMPLOYEES OF GEORGE S. STEFANIS, MD, PC 401k Plan overview

Plan NamePROFIT SHARING PLAN FOR THE EMPLOYEES OF GEORGE S. STEFANIS, MD, PC
Plan identification number 001

PROFIT SHARING PLAN FOR THE EMPLOYEES OF GEORGE S. STEFANIS, MD, PC Benefits

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

GEORGE S. STEFANIS, MD, PC has sponsored the creation of one or more 401k plans.

Company Name:GEORGE S. STEFANIS, MD, PC
Employer identification number (EIN):581494260
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN FOR THE EMPLOYEES OF GEORGE S. STEFANIS, MD, PC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GEORGE STEFANIS2024-03-14
0012022-01-01GEORGE STEFANIS2023-04-12
0012021-01-01GEORGE STEFANIS2022-04-25
0012020-01-01GEORGE STEFANIS2021-05-11
0012018-01-01GEORGE STEFANIS2019-04-09
0012017-01-01GEORGE STEFANIS2018-07-25
0012016-01-01GEORGE STEFANIS2017-03-13
0012015-01-01GEORGE STEFANIS2016-05-11
0012013-01-01AILEEN HATCHER2014-07-11
0012012-01-01AILEEN HATCHER2013-06-11
0012011-01-01AILEEN HATCHER2012-06-28
0012010-01-01AILEEN HATCHER2011-07-15

Plan Statistics for PROFIT SHARING PLAN FOR THE EMPLOYEES OF GEORGE S. STEFANIS, MD, PC

401k plan membership statisitcs for PROFIT SHARING PLAN FOR THE EMPLOYEES OF GEORGE S. STEFANIS, MD, PC

Measure Date Value
2025: PROFIT SHARING PLAN FOR THE EMPLOYEES OF GEORGE S. STEFANIS, MD, PC 2025 401k membership
Total number of particpants at beginning of year2025-05-1430
Total number of particpants at end of year2025-05-1427
Number of Participants With Account Balances2025-05-1427
2024: PROFIT SHARING PLAN FOR THE EMPLOYEES OF GEORGE S. STEFANIS, MD, PC 2024 401k membership
Total number of particpants at beginning of year2024-03-1422
Total number of particpants at end of year2024-03-1419
Number of Participants With Account Balances2024-03-1417

Financial Data on PROFIT SHARING PLAN FOR THE EMPLOYEES OF GEORGE S. STEFANIS, MD, PC

Measure Date Value
2025 : PROFIT SHARING PLAN FOR THE EMPLOYEES OF GEORGE S. STEFANIS, MD, PC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-14211384
Net assets as of the end of the plan year2025-05-145302188
Total assets as of the beginning of the plan year2025-05-144865248
Value of plan covered by a fidelity bond2025-05-14500000
Other income to plan in this plan year2025-05-14648324
Plan net income in this plan year2025-05-14436940
Net assets as of the end of the plan year2025-05-145302188
Net assets as of the beginning of the plan year2025-05-144865248
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1452153
2024 : PROFIT SHARING PLAN FOR THE EMPLOYEES OF GEORGE S. STEFANIS, MD, PC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-14333540
Net assets as of the end of the plan year2024-03-144865248
Total assets as of the beginning of the plan year2024-03-144315896
Value of plan covered by a fidelity bond2024-03-14500000
Other income to plan in this plan year2024-03-14782892
Plan net income in this plan year2024-03-14549352
Net assets as of the end of the plan year2024-03-144865248
Net assets as of the beginning of the plan year2024-03-144315896
Employer contributions to plan in this plan year2024-03-14100000
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-1445624

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