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W DANIEL ZANT JR, MD PC 401(K) PLAN 401k Plan overview

Plan NameW DANIEL ZANT JR, MD PC 401(K) PLAN
Plan identification number 001

W DANIEL ZANT JR, MD PC 401(K) 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

W DANIEL ZANT JR, MD PC has sponsored the creation of one or more 401k plans.

Company Name:W DANIEL ZANT JR, MD PC
Employer identification number (EIN):814188001
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about W DANIEL ZANT JR, MD PC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 16098869

More information about W DANIEL ZANT JR, MD PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W DANIEL ZANT JR, MD PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JENNY DUNN2024-06-04
0012022-01-01JENNY DUNN2023-07-26
0012021-01-01JANICE PHILIPPI2022-07-20
0012020-01-01JANICE PHILIPPI2021-10-13
0012019-01-01DR. WALTER ZANT2020-10-15

Financial Data on W DANIEL ZANT JR, MD PC 401(K) PLAN

Measure Date Value
2025 : W DANIEL ZANT JR, MD PC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-160
Net assets as of the end of the plan year2025-06-16886702
Total assets as of the beginning of the plan year2025-06-16695345
Value of plan covered by a fidelity bond2025-06-1669535
Participant contributions to plan in this plan year2025-06-1653190
Other income to plan in this plan year2025-06-16110616
Plan net income in this plan year2025-06-16191357
Net assets as of the end of the plan year2025-06-16886702
Net assets as of the beginning of the plan year2025-06-16695345
Employer contributions to plan in this plan year2025-06-1627551
2024 : W DANIEL ZANT JR, MD PC 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-040
Total expenses incurred by plan in this plan year2024-06-04162059
Net assets as of the end of the plan year2024-06-04695345
Total assets as of the beginning of the plan year2024-06-04664655
Value of plan covered by a fidelity bond2024-06-0466466
Participant contributions to plan in this plan year2024-06-0453424
Other income to plan in this plan year2024-06-04114674
Plan net income in this plan year2024-06-0430690
Net assets as of the end of the plan year2024-06-04695345
Net assets as of the beginning of the plan year2024-06-04664655
Employer contributions to plan in this plan year2024-06-0424651
Fees paid to broker by Benefit Provider2024-06-046418
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-04300
2022 : W DANIEL ZANT JR, MD PC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-200
Total liabilities as of the end of the plan year2022-07-200
Total liabilities as of the beginning of the plan year2022-07-200
Total expenses incurred by plan in this plan year2022-07-208160
Net assets as of the end of the plan year2022-07-20753911
Total assets as of the beginning of the plan year2022-07-20595920
Participant contributions to plan in this plan year2022-07-2052118
Other expenses paid from plan in this plan year2022-07-200
Other contributions to plan in this plan year2022-07-200
Other income to plan in this plan year2022-07-2092154
Plan net income in this plan year2022-07-20157991
Net assets as of the end of the plan year2022-07-20753911
Net assets as of the beginning of the plan year2022-07-20595920
Employer contributions to plan in this plan year2022-07-2021879
Fees paid to broker by Benefit Provider2022-07-206674
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-20285

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