401k Plan data: OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN plan

OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN
Plan identification number	002

OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OB-GYN ASSOCIATES OF MONTGOMERY, PC has sponsored the creation of one or more 401k plans.

Company Name: OB-GYN ASSOCIATES OF MONTGOMERY, PC

Employer identification number (EIN): 640801795

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 GREGORY A. WALLER, M.D. 2017-05-24
002 2015-01-01 GREGORY A. WALLER, M.D. 2016-07-07
002 2014-01-01 GREGORY A. WALLER, M.D. 2015-10-12
002 2013-01-01 GREGORY A. WALLER, M.D. 2014-10-10
002 2012-01-01 GREGORY A. WALLER, M.D. 2013-10-14
002 2011-01-01 GREGORY A. WALLER, M.D. 2012-10-09
002 2010-01-01 GREGORY A. WALLER, M.D. 2011-09-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	GREGORY A. WALLER, M.D.	2017-05-24
002	2015-01-01	GREGORY A. WALLER, M.D.	2016-07-07
002	2014-01-01	GREGORY A. WALLER, M.D.	2015-10-12
002	2013-01-01	GREGORY A. WALLER, M.D.	2014-10-10
002	2012-01-01	GREGORY A. WALLER, M.D.	2013-10-14
002	2011-01-01	GREGORY A. WALLER, M.D.	2012-10-09
002	2010-01-01	GREGORY A. WALLER, M.D.	2011-09-21

Plan Statistics for OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-08-04 108
Total number of particpants at end of year 2025-08-04 96
Number of Participants With Account Balances 2025-08-04 96
2024: OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-11 99
Total number of particpants at end of year 2024-06-11 93
Number of Participants With Account Balances 2024-06-11 93
2022: OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-09-01 107
Total number of particpants at end of year 2022-09-01 90
Number of Participants With Account Balances 2022-09-01 90

Measure	Date	Value
2025: OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-08-04	108
Total number of particpants at end of year	2025-08-04	96
Number of Participants With Account Balances	2025-08-04	96
2024: OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-11	99
Total number of particpants at end of year	2024-06-11	93
Number of Participants With Account Balances	2024-06-11	93
2022: OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-09-01	107
Total number of particpants at end of year	2022-09-01	90
Number of Participants With Account Balances	2022-09-01	90

Financial Data on OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-08-04	1302346
Net assets as of the end of the plan year	2025-08-04	15020795
Total assets as of the beginning of the plan year	2025-08-04	14352244
Value of plan covered by a fidelity bond	2025-08-04	500000
Participant contributions to plan in this plan year	2025-08-04	244956
Value of participant loans at end of plan year	2025-08-04	147905
Other contributions to plan in this plan year	2025-08-04	5012
Other income to plan in this plan year	2025-08-04	1234420
Plan net income in this plan year	2025-08-04	668551
Net assets as of the end of the plan year	2025-08-04	15020795
Net assets as of the beginning of the plan year	2025-08-04	14352244
Employer contributions to plan in this plan year	2025-08-04	486509
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-04	121363
2024 : OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-11	585600
Net assets as of the end of the plan year	2024-06-11	14352244
Total assets as of the beginning of the plan year	2024-06-11	12771343
Value of plan covered by a fidelity bond	2024-06-11	500000
Participant contributions to plan in this plan year	2024-06-11	256542
Value of participant loans at end of plan year	2024-06-11	136901
Other income to plan in this plan year	2024-06-11	1446024
Plan net income in this plan year	2024-06-11	1580901
Net assets as of the end of the plan year	2024-06-11	14352244
Net assets as of the beginning of the plan year	2024-06-11	12771343
Employer contributions to plan in this plan year	2024-06-11	463935
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-11	111099
2022 : OB-GYN ASSOCIATES OF MONTGOMERY, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-01	273807
Net assets as of the end of the plan year	2022-09-01	14427908
Total assets as of the beginning of the plan year	2022-09-01	12422230
Value of plan covered by a fidelity bond	2022-09-01	500000
Participant contributions to plan in this plan year	2022-09-01	259112
Value of participant loans at end of plan year	2022-09-01	150065
Other contributions to plan in this plan year	2022-09-01	23748
Other income to plan in this plan year	2022-09-01	1543396
Plan net income in this plan year	2022-09-01	2005678
Net assets as of the end of the plan year	2022-09-01	14427908
Net assets as of the beginning of the plan year	2022-09-01	12422230
Employer contributions to plan in this plan year	2022-09-01	453229
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-01	107553

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Company Name:	OB-GYN ASSOCIATES OF MONTGOMERY, PC
Employer identification number (EIN):	640801795
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)