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THE CENTER FOR URINARY AND PELVIC DISORDER, PLLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE CENTER FOR URINARY AND PELVIC DISORDER, PLLC 401K PROFIT SHARING PLAN
Plan identification number 001

THE CENTER FOR URINARY AND PELVIC DISORDER, PLLC 401K 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

THE CENTER FOR URINARY AND PELVIC DISORDER, PLLC has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER FOR URINARY AND PELVIC DISORDER, PLLC
Employer identification number (EIN):621850475
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER FOR URINARY AND PELVIC DISORDER, PLLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01AMY S PORTERA2024-11-11 AMY S PORTERA2024-11-11
0012023-01-01AMY SHORT PORTERA2024-02-23 AMY SHORT PORTERA2024-02-23
0012022-01-01AMY SHORT PORTERA2023-05-08 AMY SHORT PORTERA2023-05-08
0012021-01-01AMY PORTERA2022-06-12 AMY PORTERA2022-06-12
0012020-01-01AMY PORTERA2021-03-28 AMY PORTERA2021-03-28
0012019-01-01AMY PORTERA2020-07-10 AMY PORTERA2020-07-10
0012018-01-01AMY PORTERA2019-07-17 AMY PORTERA2019-07-17
0012017-01-01AMY S PORTERA2018-08-22
0012016-01-01AMY S PORTERA2017-07-19
0012015-01-01AMY PORTERA2016-04-12 S GREG PORTERA2016-04-12
0012014-01-01AMY PORTERA2015-07-15
0012013-01-01AMY PORTERA2014-06-26
0012012-01-01AMY PORTERA2013-07-08
0012011-01-01S. GREGORY PORTERA2012-07-16
0012010-01-01S. GREGORY PORTERA2012-07-16

Plan Statistics for THE CENTER FOR URINARY AND PELVIC DISORDER, PLLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for THE CENTER FOR URINARY AND PELVIC DISORDER, PLLC 401K PROFIT SHARING PLAN

Measure Date Value
2024: THE CENTER FOR URINARY AND PELVIC DISORDER, PLLC 401K PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-11-127
Total number of particpants at end of year2024-11-120
Number of Participants With Account Balances2024-11-120
Total number of particpants at beginning of year2024-02-237
Total number of particpants at end of year2024-02-237
Number of Participants With Account Balances2024-02-237
2022: THE CENTER FOR URINARY AND PELVIC DISORDER, PLLC 401K PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-1411
Total number of particpants at end of year2022-06-148
Number of Participants With Account Balances2022-06-148

Financial Data on THE CENTER FOR URINARY AND PELVIC DISORDER, PLLC 401K PROFIT SHARING PLAN

Measure Date Value
2024 : THE CENTER FOR URINARY AND PELVIC DISORDER, PLLC 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-11-124895543
Net assets as of the end of the plan year2024-11-120
Total assets as of the beginning of the plan year2024-11-124658722
Value of plan covered by a fidelity bond2024-11-12465872
Participant contributions to plan in this plan year2024-11-120
Other expenses paid from plan in this plan year2024-11-120
Other income to plan in this plan year2024-11-12236821
Plan net income in this plan year2024-11-12-4658722
Net assets as of the end of the plan year2024-11-120
Net assets as of the beginning of the plan year2024-11-124658722
Employer contributions to plan in this plan year2024-11-120
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-1211622
Total expenses incurred by plan in this plan year2024-02-2347250
Net assets as of the end of the plan year2024-02-234658722
Total assets as of the beginning of the plan year2024-02-233958960
Value of plan covered by a fidelity bond2024-02-23465872
Participant contributions to plan in this plan year2024-02-2331385
Other expenses paid from plan in this plan year2024-02-2344994
Other income to plan in this plan year2024-02-23685571
Plan net income in this plan year2024-02-23699762
Net assets as of the end of the plan year2024-02-234658722
Net assets as of the beginning of the plan year2024-02-233958960
Employer contributions to plan in this plan year2024-02-2330056
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-23100
2022 : THE CENTER FOR URINARY AND PELVIC DISORDER, PLLC 401K PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-1442257
Net assets as of the end of the plan year2022-06-144886237
Total assets as of the beginning of the plan year2022-06-144108608
Value of plan covered by a fidelity bond2022-06-14488624
Participant contributions to plan in this plan year2022-06-1451830
Other expenses paid from plan in this plan year2022-06-140
Other income to plan in this plan year2022-06-14681476
Plan net income in this plan year2022-06-14777629
Net assets as of the end of the plan year2022-06-144886237
Net assets as of the beginning of the plan year2022-06-144108608
Employer contributions to plan in this plan year2022-06-1486580
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1439623

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