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PRIMARY CARE PHYSICIANS OF JOLIET CASH BALANCE PENSION PLAN 401k Plan overview

Plan NamePRIMARY CARE PHYSICIANS OF JOLIET CASH BALANCE PENSION PLAN
Plan identification number 002

PRIMARY CARE PHYSICIANS OF JOLIET CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

PRIMARY CARE PHYSICIANS OF JOL has sponsored the creation of one or more 401k plans.

Company Name:PRIMARY CARE PHYSICIANS OF JOL
Employer identification number (EIN):823096414
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMARY CARE PHYSICIANS OF JOLIET CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01

Financial Data on PRIMARY CARE PHYSICIANS OF JOLIET CASH BALANCE PENSION PLAN

Measure Date Value
2025 : PRIMARY CARE PHYSICIANS OF JOLIET CASH BALANCE PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-130
Net assets as of the end of the plan year2025-10-132183180
Total assets as of the beginning of the plan year2025-10-131443811
Value of plan covered by a fidelity bond2025-10-13219000
Participant contributions to plan in this plan year2025-10-130
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-13-68249
Plan net income in this plan year2025-10-13739369
Net assets as of the end of the plan year2025-10-132183180
Net assets as of the beginning of the plan year2025-10-131443811
Employer contributions to plan in this plan year2025-10-13807618
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-130
2024 : PRIMARY CARE PHYSICIANS OF JOLIET CASH BALANCE PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-140
Net assets as of the end of the plan year2024-10-141443811
Total assets as of the beginning of the plan year2024-10-14647713
Value of plan covered by a fidelity bond2024-10-14145000
Participant contributions to plan in this plan year2024-10-140
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-14-10440
Plan net income in this plan year2024-10-14796098
Net assets as of the end of the plan year2024-10-141443811
Net assets as of the beginning of the plan year2024-10-14647713
Employer contributions to plan in this plan year2024-10-14806538
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-140

Potentially related plans

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