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| Plan Name | JAMES S. AMONTREE, M.D., P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES S. AMONTREE, M.D., P.A. |
| Employer identification number (EIN): | 650933291 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about JAMES S. AMONTREE, M.D., P.A.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1999-06-15 |
| Company Identification Number: | P99000054234 |
| Legal Registered Office Address: |
1515 RINGLING BLVD SARASOTA 34236 |
More information about JAMES S. AMONTREE, M.D., P.A.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | JAMES S. AMONTREE, M.D. | 2017-05-30 | ||
| 001 | 2015-01-01 | JAMES S. AMONTREE, M.D. | 2016-05-23 | ||
| 001 | 2014-01-01 | JAMES S. AMONTREE, M.D. | 2015-04-29 | ||
| 001 | 2013-01-01 | JAMES S. AMONTREE, M.D. | 2014-03-03 | JAMES S. AMONTREE, M.D. | 2014-03-03 |
| 001 | 2012-01-01 | JAMES S. AMONTREE, M.D. | 2013-10-01 | JAMES S. AMONTREE, M.D. | 2013-10-01 |
| 001 | 2011-01-01 | JAMES S. AMONTREE, M.D. | 2012-08-13 | JAMES S. AMONTREE, M.D. | 2012-08-13 |
| 001 | 2010-01-01 | JAMES S. AMONTREE, M.D. | 2011-08-22 | JAMES S. AMONTREE, M.D. | 2011-08-22 |
| Measure | Date | Value |
|---|---|---|
| 2022: JAMES S. AMONTREE, M.D., P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-07-01 | 2 |
| Total number of particpants at end of year | 2022-07-01 | 2 |
| Number of Participants With Account Balances | 2022-07-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2022 : JAMES S. AMONTREE, M.D., P.A. EMPLOYEE 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-07-01 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-01 | 45145 |
| Net assets as of the end of the plan year | 2022-07-01 | 3949845 |
| Total assets as of the beginning of the plan year | 2022-07-01 | 3452451 |
| Value of plan covered by a fidelity bond | 2022-07-01 | 400000 |
| Participant contributions to plan in this plan year | 2022-07-01 | 48000 |
| Other expenses paid from plan in this plan year | 2022-07-01 | 0 |
| Other contributions to plan in this plan year | 2022-07-01 | 0 |
| Other income to plan in this plan year | 2022-07-01 | 462235 |
| Plan net income in this plan year | 2022-07-01 | 497394 |
| Net assets as of the end of the plan year | 2022-07-01 | 3949845 |
| Net assets as of the beginning of the plan year | 2022-07-01 | 3452451 |
| Employer contributions to plan in this plan year | 2022-07-01 | 32304 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-01 | 45145 |