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ANTHONY L. CAPASSO, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameANTHONY L. CAPASSO, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 003

ANTHONY L. CAPASSO, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST 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

ANTHONY L. CAPASSO, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:ANTHONY L. CAPASSO, M.D., P.A.
Employer identification number (EIN):593719766
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Additional information about ANTHONY L. CAPASSO, M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2001-05-03
Company Identification Number: P01000045887
Legal Registered Office Address: 161 BEAR PEN ROAD

PONTE VEDRA BEACH

32082

More information about ANTHONY L. CAPASSO, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANTHONY L. CAPASSO, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01ANTHONY L. CAPASSO, MD2013-06-13 ANTHONY L. CAPASSO, MD2013-06-13
0032011-01-01ANTHONY L. CAPASSO, MD2013-06-13

Plan Statistics for ANTHONY L. CAPASSO, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ANTHONY L. CAPASSO, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: ANTHONY L. CAPASSO, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-0814
Total number of particpants at end of year2025-07-0811
Number of Participants With Account Balances2025-07-0811
2024: ANTHONY L. CAPASSO, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-2512
Total number of particpants at end of year2024-07-2514
Number of Participants With Account Balances2024-07-2513
2022: ANTHONY L. CAPASSO, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-2912
Total number of particpants at end of year2022-07-2912
Number of Participants With Account Balances2022-07-2912

Financial Data on ANTHONY L. CAPASSO, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : ANTHONY L. CAPASSO, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-088201
Net assets as of the end of the plan year2025-07-081794794
Total assets as of the beginning of the plan year2025-07-081411072
Value of plan covered by a fidelity bond2025-07-08150000
Participant contributions to plan in this plan year2025-07-0830126
Other income to plan in this plan year2025-07-08310772
Plan net income in this plan year2025-07-08383722
Net assets as of the end of the plan year2025-07-081794794
Net assets as of the beginning of the plan year2025-07-081411072
Employer contributions to plan in this plan year2025-07-0851025
Fees paid to broker by Benefit Provider2025-07-087070
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-08225
2024 : ANTHONY L. CAPASSO, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-253710
Net assets as of the end of the plan year2024-07-251411072
Total assets as of the beginning of the plan year2024-07-251182128
Value of plan covered by a fidelity bond2024-07-25130000
Participant contributions to plan in this plan year2024-07-2530000
Other income to plan in this plan year2024-07-25150907
Plan net income in this plan year2024-07-25228944
Net assets as of the end of the plan year2024-07-251411072
Net assets as of the beginning of the plan year2024-07-251182128
Employer contributions to plan in this plan year2024-07-2551747
Fees paid to broker by Benefit Provider2024-07-255061
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2550
2022 : ANTHONY L. CAPASSO, M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-290
Net assets as of the end of the plan year2022-07-291255414
Total assets as of the beginning of the plan year2022-07-291020620
Value of plan covered by a fidelity bond2022-07-29110000
Participant contributions to plan in this plan year2022-07-2924917
Other income to plan in this plan year2022-07-29168469
Plan net income in this plan year2022-07-29234794
Net assets as of the end of the plan year2022-07-291255414
Net assets as of the beginning of the plan year2022-07-291020620
Employer contributions to plan in this plan year2022-07-2941408
Fees paid to broker by Benefit Provider2022-07-294933

Potentially related plans

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