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JOHN A. SAZY, MD, PA MONEY PURCHASE PLAN 401k Plan overview

Plan NameJOHN A. SAZY, MD, PA MONEY PURCHASE PLAN
Plan identification number 001

JOHN A. SAZY, MD, PA MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

JOHN A. SAZY, MD, PA has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. SAZY, MD, PA
Employer identification number (EIN):752601315
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. SAZY, MD, PA MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN A. SAZY MD2024-09-05 JOHN A. SAZY MD2024-09-05
0012022-01-01JOHN A. SAZY MD2023-09-18 JOHN A. SAZY MD2023-09-18
0012021-01-01JOHN A. SAZY MD2022-09-14
0012020-01-01JOHN A. SAZY MD2021-07-19 JOHN A. SAZY MD2021-07-19
0012019-01-01JOHN A. SAZY MD2020-10-02 JOHN A. SAZY MD2020-10-02
0012018-01-01JOHN A. SAZY MD2019-07-24 JOHN A. SAZY MD2019-07-24
0012017-01-01
0012016-01-01JOHN A. SAZY MD2017-09-25 JOHN A. SAZY MD2017-09-25
0012015-01-01JOHN A. SAZY MD2016-08-31
0012014-01-01JOHN A. SAZY MD2015-08-26
0012013-01-01JOHN A. SAZY MD2014-09-10
0012012-01-01JOHN A. SAZY MD2013-09-23
0012011-01-01JOHN A SAZY MD2012-08-24
0012010-01-01JOHN A SAZY MD2011-09-01
0012009-01-01JOHN A SAZY MD

Financial Data on JOHN A. SAZY, MD, PA MONEY PURCHASE PLAN

Measure Date Value
2025 : JOHN A. SAZY, MD, PA MONEY PURCHASE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-115109
Net assets as of the end of the plan year2025-09-11643641
Total assets as of the beginning of the plan year2025-09-11575731
Other income to plan in this plan year2025-09-1158313
Plan net income in this plan year2025-09-1167910
Net assets as of the end of the plan year2025-09-11643641
Net assets as of the beginning of the plan year2025-09-11575731
Employer contributions to plan in this plan year2025-09-1114706
2024 : JOHN A. SAZY, MD, PA MONEY PURCHASE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-054002
Net assets as of the end of the plan year2024-09-05575731
Total assets as of the beginning of the plan year2024-09-05465029
Other income to plan in this plan year2024-09-05100068
Plan net income in this plan year2024-09-05110702
Net assets as of the end of the plan year2024-09-05575731
Net assets as of the beginning of the plan year2024-09-05465029
Employer contributions to plan in this plan year2024-09-0514636
2009 : JOHN A. SAZY, MD, PA MONEY PURCHASE PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$5,703
Minimum employer required contribution for this plan year2009-12-31$5,703

Form 5500 Responses for JOHN A. SAZY, MD, PA MONEY PURCHASE PLAN

2009: JOHN A. SAZY, MD, PA MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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