401k Plan data: JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN plan

JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

JEFFREY CARTER, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: JEFFREY CARTER, M.D., INC.

Employer identification number (EIN): 770431583

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 JEFFREY CARTER 2017-09-25
002 2015-01-01 JEFFREY CARTER 2016-09-28 JEFFREY CARTER 2016-09-28
002 2014-01-01 JEFFREY CARTER 2015-10-13 JEFFREY CARTER 2015-10-13
002 2013-01-01 JEFFREY CARTER 2014-09-22 JEFFREY CARTER 2014-09-22
002 2012-01-01 JEFFREY CARTER 2013-10-03
002 2011-01-01 JEFFREY CARTER 2012-07-30
002 2010-01-01 JEFFREY CARTER 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	JEFFREY CARTER	2017-09-25
002	2015-01-01	JEFFREY CARTER	2016-09-28	JEFFREY CARTER	2016-09-28
002	2014-01-01	JEFFREY CARTER	2015-10-13	JEFFREY CARTER	2015-10-13
002	2013-01-01	JEFFREY CARTER	2014-09-22	JEFFREY CARTER	2014-09-22
002	2012-01-01	JEFFREY CARTER	2013-10-03
002	2011-01-01	JEFFREY CARTER	2012-07-30
002	2010-01-01	JEFFREY CARTER	2011-10-11

Plan Statistics for JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-09 5
Total number of particpants at end of year 2025-07-09 5
Number of Participants With Account Balances 2025-07-09 5
2024: JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-08 5
Total number of particpants at end of year 2024-07-08 5
Number of Participants With Account Balances 2024-07-08 5

Measure	Date	Value
2025: JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-09	5
Total number of particpants at end of year	2025-07-09	5
Number of Participants With Account Balances	2025-07-09	5
2024: JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-08	5
Total number of particpants at end of year	2024-07-08	5
Number of Participants With Account Balances	2024-07-08	5

Financial Data on JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-09	237
Net assets as of the end of the plan year	2025-07-09	2276314
Total assets as of the beginning of the plan year	2025-07-09	1915671
Value of plan covered by a fidelity bond	2025-07-09	200000
Participant contributions to plan in this plan year	2025-07-09	61575
Other expenses paid from plan in this plan year	2025-07-09	15
Other income to plan in this plan year	2025-07-09	245198
Plan net income in this plan year	2025-07-09	360643
Net assets as of the end of the plan year	2025-07-09	2276314
Net assets as of the beginning of the plan year	2025-07-09	1915671
Employer contributions to plan in this plan year	2025-07-09	54107
2024 : JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-08	1249
Net assets as of the end of the plan year	2024-07-08	1915671
Total assets as of the beginning of the plan year	2024-07-08	1568045
Value of plan covered by a fidelity bond	2024-07-08	100000
Participant contributions to plan in this plan year	2024-07-08	55951
Other expenses paid from plan in this plan year	2024-07-08	1249
Other income to plan in this plan year	2024-07-08	235340
Plan net income in this plan year	2024-07-08	347626
Net assets as of the end of the plan year	2024-07-08	1915671
Net assets as of the beginning of the plan year	2024-07-08	1568045
Employer contributions to plan in this plan year	2024-07-08	57584

Potentially related plans

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Company Name:	JEFFREY CARTER, M.D., INC.
Employer identification number (EIN):	770431583
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)