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BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-GRAND TRAVERSE ONCOLOGY AND HEMATOLOGY PC 401k Plan overview

Plan NameBENEFITGUARD RETIREMENT INCOME SECURITY PLAN-GRAND TRAVERSE ONCOLOGY AND HEMATOLOGY PC
Plan identification number 003

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-GRAND TRAVERSE ONCOLOGY AND HEMATOLOGY PC 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

GRAND TRAVERSE ONCOLOGY AND HEMATOLOGY PC has sponsored the creation of one or more 401k plans.

Company Name:GRAND TRAVERSE ONCOLOGY AND HEMATOLOGY PC
Employer identification number (EIN):811779436
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-GRAND TRAVERSE ONCOLOGY AND HEMATOLOGY PC

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 STOUT2020-07-02
0032018-01-01STEVEN STOUT2019-07-23
0032017-01-01SPENCER BARCLAY2018-07-27
0032016-05-25SPENCER BARCLAY2017-07-28

Financial Data on BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-GRAND TRAVERSE ONCOLOGY AND HEMATOLOGY PC

Measure Date Value
2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-GRAND TRAVERSE ONCOLOGY AND HEMATOLOGY PC 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 year2025-07-2833268
Net assets as of the end of the plan year2025-07-286188803
Total assets as of the beginning of the plan year2025-07-285381013
Value of plan covered by a fidelity bond2025-07-28500000
Participant contributions to plan in this plan year2025-07-28149915
Value of participant loans at end of plan year2025-07-280
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 year2025-07-28406226
Plan net income in this plan year2025-07-28807790
Net assets as of the end of the plan year2025-07-286188803
Net assets as of the beginning of the plan year2025-07-285381013
Value of contributions failed to transmitted timely2025-07-280
Employer contributions to plan in this plan year2025-07-28284917
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2833268
2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-GRAND TRAVERSE ONCOLOGY AND HEMATOLOGY PC 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 year2024-08-202629842
Net assets as of the end of the plan year2024-08-205381013
Total assets as of the beginning of the plan year2024-08-206883002
Value of plan covered by a fidelity bond2024-08-20500000
Participant contributions to plan in this plan year2024-08-20138651
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 year2024-08-20728202
Plan net income in this plan year2024-08-20-1501989
Net assets as of the end of the plan year2024-08-205381013
Net assets as of the beginning of the plan year2024-08-206883002
Employer contributions to plan in this plan year2024-08-20261000
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-2037752
2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-GRAND TRAVERSE ONCOLOGY AND HEMATOLOGY PC 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-2652408
Net assets as of the end of the plan year2022-07-267550015
Total assets as of the beginning of the plan year2022-07-266326809
Value of plan covered by a fidelity bond2022-07-26500000
Participant contributions to plan in this plan year2022-07-26175494
Value of participant loans at end of plan year2022-07-260
Other expenses paid from plan in this plan year2022-07-260
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-26786692
Plan net income in this plan year2022-07-261223206
Net assets as of the end of the plan year2022-07-267550015
Net assets as of the beginning of the plan year2022-07-266326809
Value of contributions failed to transmitted timely2022-07-260
Employer contributions to plan in this plan year2022-07-26313428
Fees paid to broker by Benefit Provider2022-07-260
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2639901

Potentially related plans

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