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RICHARD I. HOROWITZ, PHYSICIAN, PLLC DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan NameRICHARD I. HOROWITZ, PHYSICIAN, PLLC DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number 002

RICHARD I. HOROWITZ, PHYSICIAN, PLLC DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RICHARD I. HOROWITZ, PHYSICIAN, PLLC has sponsored the creation of one or more 401k plans.

Company Name:RICHARD I. HOROWITZ, PHYSICIAN, PLLC
Employer identification number (EIN):823864168
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about RICHARD I. HOROWITZ, PHYSICIAN, PLLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2017-12-22
Company Identification Number: 5254889
Legal Registered Office Address: 4232 ALBANY POST ROAD
Dutchess
HYDE PARK
United States of America (USA)
12538

More information about RICHARD I. HOROWITZ, PHYSICIAN, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD I. HOROWITZ, PHYSICIAN, PLLC DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01

Financial Data on RICHARD I. HOROWITZ, PHYSICIAN, PLLC DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2024 : RICHARD I. HOROWITZ, PHYSICIAN, PLLC DEFINED BENEFIT PENSION PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-093898395
Net assets as of the end of the plan year2024-10-090
Total assets as of the beginning of the plan year2024-10-093579635
Value of plan covered by a fidelity bond2024-10-09500000
Other income to plan in this plan year2024-10-09318760
Plan net income in this plan year2024-10-09-3579635
Net assets as of the end of the plan year2024-10-090
Net assets as of the beginning of the plan year2024-10-093579635
Employer contributions to plan in this plan year2024-10-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0930834

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