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PEREZ & DENNEY, MD, PA PROFIT SHARING PLAN 401k Plan overview

Plan NamePEREZ & DENNEY, MD, PA PROFIT SHARING PLAN
Plan identification number 001

PEREZ & DENNEY, MD, PA 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
  • 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.
  • 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

PEREZ & DENNEY, MD, PA has sponsored the creation of one or more 401k plans.

Company Name:PEREZ & DENNEY, MD, PA
Employer identification number (EIN):650916457
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEREZ & DENNEY, MD, PA 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
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAY NICHOLSON2013-04-24
0012011-01-01JAY NICHOLSON2012-03-04
0012010-01-01JAY NICHOLSON2011-02-02

Financial Data on PEREZ & DENNEY, MD, PA PROFIT SHARING PLAN

Measure Date Value
2025 : PEREZ & DENNEY, MD, PA PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-070
Total liabilities as of the beginning of the plan year2025-10-070
Total expenses incurred by plan in this plan year2025-10-0726678
Net assets as of the end of the plan year2025-10-07936435
Total assets as of the beginning of the plan year2025-10-07828603
Value of plan covered by a fidelity bond2025-10-07200000
Participant contributions to plan in this plan year2025-10-0730500
Other expenses paid from plan in this plan year2025-10-076678
Other income to plan in this plan year2025-10-0776277
Plan net income in this plan year2025-10-07107832
Net assets as of the end of the plan year2025-10-07936435
Net assets as of the beginning of the plan year2025-10-07828603
Employer contributions to plan in this plan year2025-10-0727733
2024 : PEREZ & DENNEY, MD, PA PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-100
Total liabilities as of the beginning of the plan year2024-09-100
Total expenses incurred by plan in this plan year2024-09-109822
Net assets as of the end of the plan year2024-09-10828603
Total assets as of the beginning of the plan year2024-09-10737511
Value of plan covered by a fidelity bond2024-09-10200000
Participant contributions to plan in this plan year2024-09-1030000
Value of participant loans at end of plan year2024-09-1020000
Other expenses paid from plan in this plan year2024-09-106819
Other income to plan in this plan year2024-09-1064602
Plan net income in this plan year2024-09-1091092
Net assets as of the end of the plan year2024-09-10828603
Net assets as of the beginning of the plan year2024-09-10737511
Employer contributions to plan in this plan year2024-09-106312
2022 : PEREZ & DENNEY, MD, PA PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-030
Total liabilities as of the end of the plan year2022-10-030
Total liabilities as of the beginning of the plan year2022-10-030
Total expenses incurred by plan in this plan year2022-10-0312334
Net assets as of the end of the plan year2022-10-032153212
Total assets as of the beginning of the plan year2022-10-031919323
Value of plan covered by a fidelity bond2022-10-03200000
Participant contributions to plan in this plan year2022-10-030
Value of participant loans at end of plan year2022-10-030
Other expenses paid from plan in this plan year2022-10-0312334
Other contributions to plan in this plan year2022-10-030
Other income to plan in this plan year2022-10-03240931
Plan net income in this plan year2022-10-03233889
Net assets as of the end of the plan year2022-10-032153212
Net assets as of the beginning of the plan year2022-10-031919323
Value of contributions failed to transmitted timely2022-10-030
Employer contributions to plan in this plan year2022-10-035292
Fees paid to broker by Benefit Provider2022-10-030
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-030

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