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WILLIAM T. LIN, M.D., P.A. 401K PLAN 401k Plan overview

Plan NameWILLIAM T. LIN, M.D., P.A. 401K PLAN
Plan identification number 001

WILLIAM T. LIN, M.D., P.A. 401K 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.
  • 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.
  • 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

WILLIAM T. LIN, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM T. LIN, M.D., P.A.
Employer identification number (EIN):752956162
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM T. LIN, M.D., P.A. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM LIN2024-08-12
0012022-01-01WILLIAM LIN2023-06-28
0012021-01-01WILLIAM LIN2022-05-09
0012020-01-01WILLIAM LIN2021-05-18
0012019-01-01WILLIAM LIN2020-04-03
0012018-01-01WILLIAM LIN2019-05-19
0012017-01-01WILLIAM LIN2018-06-06
0012016-01-01WILLIAM LIN2017-06-07
0012015-01-01WILLIAM LIN2016-06-23
0012014-01-01WILLIAM LIN2015-05-01
0012013-01-01WILLIAM LIN2014-04-11
0012012-01-01WILLIAM LIN2013-04-03
0012011-01-01WILLIAM LIN2012-05-05
0012010-01-01WILLIAM LIN2011-07-06

Financial Data on WILLIAM T. LIN, M.D., P.A. 401K PLAN

Measure Date Value
2025 : WILLIAM T. LIN, M.D., P.A. 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-240
Total liabilities as of the end of the plan year2025-09-240
Total liabilities as of the beginning of the plan year2025-09-240
Total expenses incurred by plan in this plan year2025-09-248354
Net assets as of the end of the plan year2025-09-243144442
Total assets as of the beginning of the plan year2025-09-242787376
Value of plan covered by a fidelity bond2025-09-24278738
Participant contributions to plan in this plan year2025-09-2438038
Other expenses paid from plan in this plan year2025-09-240
Other contributions to plan in this plan year2025-09-240
Other income to plan in this plan year2025-09-24317428
Plan net income in this plan year2025-09-24357066
Net assets as of the end of the plan year2025-09-243144442
Net assets as of the beginning of the plan year2025-09-242787376
Employer contributions to plan in this plan year2025-09-249954
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-248354
2024 : WILLIAM T. LIN, M.D., P.A. 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-120
Total liabilities as of the end of the plan year2024-08-120
Total liabilities as of the beginning of the plan year2024-08-120
Total expenses incurred by plan in this plan year2024-08-12125260
Net assets as of the end of the plan year2024-08-122787376
Total assets as of the beginning of the plan year2024-08-122434865
Value of plan covered by a fidelity bond2024-08-12250000
Participant contributions to plan in this plan year2024-08-1244588
Other expenses paid from plan in this plan year2024-08-120
Other contributions to plan in this plan year2024-08-120
Other income to plan in this plan year2024-08-12413746
Plan net income in this plan year2024-08-12352511
Net assets as of the end of the plan year2024-08-122787376
Net assets as of the beginning of the plan year2024-08-122434865
Employer contributions to plan in this plan year2024-08-1219437
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-127161
2022 : WILLIAM T. LIN, M.D., P.A. 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-090
Total liabilities as of the end of the plan year2022-05-090
Total liabilities as of the beginning of the plan year2022-05-090
Total expenses incurred by plan in this plan year2022-05-097279
Net assets as of the end of the plan year2022-05-092902797
Total assets as of the beginning of the plan year2022-05-092458948
Value of plan covered by a fidelity bond2022-05-09175000
Participant contributions to plan in this plan year2022-05-0940300
Other expenses paid from plan in this plan year2022-05-090
Other contributions to plan in this plan year2022-05-090
Other income to plan in this plan year2022-05-09351823
Plan net income in this plan year2022-05-09443849
Net assets as of the end of the plan year2022-05-092902797
Net assets as of the beginning of the plan year2022-05-092458948
Employer contributions to plan in this plan year2022-05-0959005
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-097279

Potentially related plans

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