| Plan Name | CHARLES B. STOER, M.D., P.A. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CHARLES BLANCHARD STOER, M.D., P.A. |
| Employer identification number (EIN): | 593099448 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about CHARLES BLANCHARD STOER, M.D., P.A.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1991-12-04 |
| Company Identification Number: | S98059 |
| Legal Registered Office Address: |
4525 SW 13TH STREET GAINESVILLE 32608 |
More information about CHARLES BLANCHARD STOER, M.D., P.A.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | TARA EVANS, FOR TAG RESOURCES | 2024-08-30 | ||
| 001 | 2022-01-01 | TARA EVANS, FOR TAG RESOURCES | 2023-10-06 | ||
| 001 | 2022-01-01 | TARA EVANS, FOR TAG RESOURCES | 2024-08-20 | ||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | NICOLE WACHA | 2021-05-12 | ||
| 001 | 2019-01-01 | CHARLES. B. STOER, M.D. | 2020-04-28 | ||
| 001 | 2018-01-01 | CHARLES. B. STOER, M.D. | 2019-02-13 | ||
| 001 | 2017-01-01 | CHARLES. B. STOER, M.D. | 2018-03-28 | ||
| 001 | 2016-01-01 | CHARLES. B. STOER, M.D. | 2017-04-13 | ||
| 001 | 2015-01-01 | CHARLES. B. STOER, M.D. | 2016-02-05 | ||
| 001 | 2014-01-01 | CHARLES. B. STOER, M.D. | 2015-09-03 | ||
| 001 | 2013-01-01 | CHARLES. B. STOER, M.D. | 2014-05-15 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CHARLES B. STOER, M.D., P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-05-30 | 150630 |
| Net assets as of the end of the plan year | 2025-05-30 | 2596598 |
| Total assets as of the beginning of the plan year | 2025-05-30 | 2092404 |
| Value of plan covered by a fidelity bond | 2025-05-30 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-30 | 83573 |
| Other income to plan in this plan year | 2025-05-30 | 571251 |
| Plan net income in this plan year | 2025-05-30 | 504194 |
| Net assets as of the end of the plan year | 2025-05-30 | 2596598 |
| Net assets as of the beginning of the plan year | 2025-05-30 | 2092404 |
| Value of contributions failed to transmitted timely | 2025-05-30 | 115 |
| Fees paid to broker by Benefit Provider | 2025-05-30 | 5767 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-30 | 19591 |
| Total transfers to/from plan in this plan year | 2025-05-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-22 | 180664 |
| Net assets as of the end of the plan year | 2025-05-22 | 2092404 |
| Total assets as of the beginning of the plan year | 2025-05-22 | 1632301 |
| Value of plan covered by a fidelity bond | 2025-05-22 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-22 | 77886 |
| Other expenses paid from plan in this plan year | 2025-05-22 | 0 |
| Other contributions to plan in this plan year | 2025-05-22 | 0 |
| Other income to plan in this plan year | 2025-05-22 | 520223 |
| Plan net income in this plan year | 2025-05-22 | 460103 |
| Net assets as of the end of the plan year | 2025-05-22 | 2092404 |
| Net assets as of the beginning of the plan year | 2025-05-22 | 1632301 |
| Value of contributions failed to transmitted timely | 2025-05-22 | 29 |
| Employer contributions to plan in this plan year | 2025-05-22 | 42658 |
| Fees paid to broker by Benefit Provider | 2025-05-22 | 4076 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-22 | 16197 |