| Plan Name | ROBERT S. MCWILLIAM, MD, LLC 401(K) P/S PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ROBERT S. MCWILLIAM, MD, LLC |
| Employer identification number (EIN): | 813226857 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ROBERT S MCWILLIAM MD | 2024-10-02 | ||
| 001 | 2022-01-01 | ROBERT MCWILLIAM | 2023-05-16 | ||
| 001 | 2021-01-01 | ROBERT MCWILLIAM | 2022-08-10 | ||
| 001 | 2020-01-01 | ROBERT MCWILLIAM | 2021-05-25 | ||
| 001 | 2019-01-01 | ROBERT MCWILLIAM | 2020-08-17 | ||
| 001 | 2018-01-01 | ROBERT MCWILLIAM | 2019-09-10 |
| Measure | Date | Value |
|---|---|---|
| 2024 : ROBERT S. MCWILLIAM, MD, LLC 401(K) P/S PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-02 | 5326 |
| Net assets as of the end of the plan year | 2024-10-02 | 1517716 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 1349610 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 120000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 35299 |
| Other income to plan in this plan year | 2024-10-02 | 130506 |
| Plan net income in this plan year | 2024-10-02 | 168106 |
| Net assets as of the end of the plan year | 2024-10-02 | 1517716 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 1349610 |
| Employer contributions to plan in this plan year | 2024-10-02 | 7627 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 5326 |