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ROBERT S. BARRY, M.D., INC. 401-K PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT S. BARRY, M.D., INC. 401-K PROFIT SHARING PLAN
Plan identification number 001

ROBERT S. BARRY, M.D., INC. 401-K PROFIT SHARING 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
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ROBERT S. BARRY, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S. BARRY, M.D., INC.
Employer identification number (EIN):770531163
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT S. BARRY, M.D., INC. 401-K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT BARRY2024-09-19
0012022-01-01ROBERT BARRY2023-08-31
0012021-01-01ROBERT BARRY2022-09-06
0012020-01-01ROBERT BARRY2021-09-15
0012019-01-01ROBERT BARRY2020-09-15
0012018-01-01ROBERT BARRY2019-07-24
0012017-01-01ROBERT BARRY2018-09-05
0012016-01-01ROBERT BARRY2017-09-11
0012015-01-01ROBERT BARRY2016-07-14
0012014-01-01ROBERT BARRY2015-09-08
0012013-01-01ROBERT BARRY2014-06-26
0012012-01-01ROBERT BARRY2013-09-30
0012011-01-01ROBERT BARRY2012-09-06
0012010-01-01ROBERT BARRY2011-09-07

Financial Data on ROBERT S. BARRY, M.D., INC. 401-K PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERT S. BARRY, M.D., INC. 401-K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-11118132
Net assets as of the end of the plan year2025-09-113279666
Total assets as of the beginning of the plan year2025-09-112800944
Value of plan covered by a fidelity bond2025-09-1150000
Participant contributions to plan in this plan year2025-09-11151932
Other income to plan in this plan year2025-09-11312815
Plan net income in this plan year2025-09-11478722
Net assets as of the end of the plan year2025-09-113279666
Net assets as of the beginning of the plan year2025-09-112800944
Employer contributions to plan in this plan year2025-09-11132107
Fees paid to broker by Benefit Provider2025-09-1115718
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1126717
2024 : ROBERT S. BARRY, M.D., INC. 401-K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-2154009
Net assets as of the end of the plan year2024-09-212800944
Total assets as of the beginning of the plan year2024-09-212223453
Value of plan covered by a fidelity bond2024-09-2150000
Participant contributions to plan in this plan year2024-09-21148263
Other income to plan in this plan year2024-09-21351423
Plan net income in this plan year2024-09-21577491
Net assets as of the end of the plan year2024-09-212800944
Net assets as of the beginning of the plan year2024-09-212223453
Employer contributions to plan in this plan year2024-09-21131814
Fees paid to broker by Benefit Provider2024-09-2112609
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2123894

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