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WILLIAM J. GRISAITIS, M.D., P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM J. GRISAITIS, M.D., P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

WILLIAM J. GRISAITIS, M.D., P.A. 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.
  • 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

WILLIAM J. GRISAITIS, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J. GRISAITIS, M.D., P.A.
Employer identification number (EIN):593350228
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about WILLIAM J. GRISAITIS, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1995-12-29
Company Identification Number: P96000001332
Legal Registered Office Address: 331 NORTH MAITLAND AVE.,

MAITLAND

32751

More information about WILLIAM J. GRISAITIS, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. GRISAITIS, M.D., P.A. 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
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01WILLIAM J GRISAITIS2017-03-28
0012015-01-01WILLIAM J GRISAITIS2016-05-31
0012014-01-01WILLIAM J GRISAITIS2015-07-30
0012013-01-01WILLIAM J GRISAITIS2014-05-29 WILLIAM J GRISAITIS2014-05-29
0012012-01-01WILLIAM J GRISAITIS2013-05-10 WILLIAM J GRISAITIS2013-05-10
0012011-01-01WILLIAM J GRISAITIS2012-05-29 WILLIAM J GRISAITIS2012-05-29
0012010-01-01WILLIAM GRISAITIS2011-05-05 WILLIAM GRISAITIS2011-05-05

Financial Data on WILLIAM J. GRISAITIS, M.D., P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : WILLIAM J. GRISAITIS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-281725586
Net assets as of the end of the plan year2025-05-28432789
Total assets as of the beginning of the plan year2025-05-281970586
Value of plan covered by a fidelity bond2025-05-281000000
Participant contributions to plan in this plan year2025-05-2831418
Other income to plan in this plan year2025-05-28122418
Plan net income in this plan year2025-05-28-1537797
Net assets as of the end of the plan year2025-05-28432789
Net assets as of the beginning of the plan year2025-05-281970586
Employer contributions to plan in this plan year2025-05-2833953
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-281734
2024 : WILLIAM J. GRISAITIS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-075985
Net assets as of the end of the plan year2024-06-071970586
Total assets as of the beginning of the plan year2024-06-071673178
Value of plan covered by a fidelity bond2024-06-071000000
Participant contributions to plan in this plan year2024-06-0732697
Other income to plan in this plan year2024-06-07235960
Plan net income in this plan year2024-06-07297408
Net assets as of the end of the plan year2024-06-071970586
Net assets as of the beginning of the plan year2024-06-071673178
Employer contributions to plan in this plan year2024-06-0734736
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-075985
2022 : WILLIAM J. GRISAITIS, M.D., P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-015647
Net assets as of the end of the plan year2022-04-011787872
Total assets as of the beginning of the plan year2022-04-011498547
Value of plan covered by a fidelity bond2022-04-011000000
Participant contributions to plan in this plan year2022-04-0130652
Other income to plan in this plan year2022-04-01236728
Plan net income in this plan year2022-04-01289325
Net assets as of the end of the plan year2022-04-011787872
Net assets as of the beginning of the plan year2022-04-011498547
Employer contributions to plan in this plan year2022-04-0127592
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-015647

Potentially related plans

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