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BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-SPEIGHT FAMILY MEDICAL 401k Plan overview

Plan NameBENEFITGUARD RETIREMENT INCOME SECURITY PLAN-SPEIGHT FAMILY MEDICAL
Plan identification number 003

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-SPEIGHT FAMILY MEDICAL 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

SPEIGHT FAMILY MEDICAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:SPEIGHT FAMILY MEDICAL, LLC
Employer identification number (EIN):743240597
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-SPEIGHT FAMILY MEDICAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01STEVEN STOUT2024-08-20
0032022-01-01STEVEN STOUT2023-07-24
0032021-01-01STEVEN STOUT2022-07-26
0032020-01-01STEVEN STOUT2021-07-22
0032019-01-01STEVEN STOUT2020-07-03
0032018-01-01STEVEN STOUT2019-07-25
0032017-01-01SPENCER BARCLAY2018-07-27
0032016-01-01SPENCER BARCLAY2017-07-28
0032015-02-01SPENCER BARCLAY2016-07-25

Financial Data on BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-SPEIGHT FAMILY MEDICAL

Measure Date Value
2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-SPEIGHT FAMILY MEDICAL 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-28268
Net assets as of the end of the plan year2025-07-2860942
Total assets as of the beginning of the plan year2025-07-2854284
Value of plan covered by a fidelity bond2025-07-28500000
Participant contributions to plan in this plan year2025-07-28495
Value of participant loans at end of plan year2025-07-288
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-286431
Plan net income in this plan year2025-07-286658
Net assets as of the end of the plan year2025-07-2860942
Net assets as of the beginning of the plan year2025-07-2854284
Value of contributions failed to transmitted timely2025-07-280
Employer contributions to plan in this plan year2025-07-280
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28268
2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-SPEIGHT FAMILY MEDICAL 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-200
Total liabilities as of the end of the plan year2024-08-200
Total liabilities as of the beginning of the plan year2024-08-200
Total expenses incurred by plan in this plan year2024-08-20342
Net assets as of the end of the plan year2024-08-2054284
Total assets as of the beginning of the plan year2024-08-2041497
Value of plan covered by a fidelity bond2024-08-20500000
Participant contributions to plan in this plan year2024-08-205997
Value of participant loans at end of plan year2024-08-208
Other expenses paid from plan in this plan year2024-08-200
Other contributions to plan in this plan year2024-08-200
Other income to plan in this plan year2024-08-207132
Plan net income in this plan year2024-08-2012787
Net assets as of the end of the plan year2024-08-2054284
Net assets as of the beginning of the plan year2024-08-2041497
Employer contributions to plan in this plan year2024-08-200
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-20342

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