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WOLF & YUN, P.S.C. 401(K)/ PROFIT SHARING PLAN 401k Plan overview

Plan NameWOLF & YUN, P.S.C. 401(K)/ PROFIT SHARING PLAN
Plan identification number 003

WOLF & YUN, P.S.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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WOLF & YUN, P.S.C. has sponsored the creation of one or more 401k plans.

Company Name:WOLF & YUN, P.S.C.
Employer identification number (EIN):611252475
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLF & YUN, P.S.C. 401(K)/ PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01DAVID THOMAS2024-06-22
0032023-01-01DAVID THOMAS2024-06-22
0032022-01-01DAVID THOMAS2023-07-18
0032021-01-01DAVID THOMAS2022-07-28
0032020-01-01DAVID THOMAS2021-08-25
0032019-01-01DAVID THOMAS2020-06-24
0032018-01-01DAVID THOMAS2019-07-26
0032017-01-01DAVID THOMAS2018-06-12
0032016-01-01DAVID THOMAS2017-06-16
0032015-01-01DAVID THOMAS2016-07-19
0032014-01-01DAVID THOMAS2015-09-08
0032013-01-01DAVID THOMAS2014-06-23
0032012-01-01DAVID THOMAS2013-06-24
0032011-01-01DAVID THOMAS2012-09-25
0032010-01-01DAVID THOMAS2011-06-01

Financial Data on WOLF & YUN, P.S.C. 401(K)/ PROFIT SHARING PLAN

Measure Date Value
2024 : WOLF & YUN, P.S.C. 401(K)/ PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-220
Total liabilities as of the end of the plan year2024-06-220
Total liabilities as of the beginning of the plan year2024-06-220
Total expenses incurred by plan in this plan year2024-06-2226504
Net assets as of the end of the plan year2024-06-223686081
Total assets as of the beginning of the plan year2024-06-223129977
Value of plan covered by a fidelity bond2024-06-22500000
Participant contributions to plan in this plan year2024-06-22575
Other expenses paid from plan in this plan year2024-06-220
Other contributions to plan in this plan year2024-06-220
Other income to plan in this plan year2024-06-22559824
Plan net income in this plan year2024-06-22556104
Net assets as of the end of the plan year2024-06-223686081
Net assets as of the beginning of the plan year2024-06-223129977
Employer contributions to plan in this plan year2024-06-2222209
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2213137
2022 : WOLF & YUN, P.S.C. 401(K)/ PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-280
Total liabilities as of the end of the plan year2022-07-280
Total liabilities as of the beginning of the plan year2022-07-280
Total expenses incurred by plan in this plan year2022-07-286365402
Net assets as of the end of the plan year2022-07-283864624
Total assets as of the beginning of the plan year2022-07-288685273
Value of plan covered by a fidelity bond2022-07-28500000
Participant contributions to plan in this plan year2022-07-2852000
Other expenses paid from plan in this plan year2022-07-280
Other contributions to plan in this plan year2022-07-280
Other income to plan in this plan year2022-07-281492753
Plan net income in this plan year2022-07-28-4820649
Net assets as of the end of the plan year2022-07-283864624
Net assets as of the beginning of the plan year2022-07-288685273
Employer contributions to plan in this plan year2022-07-280
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2835264

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