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ASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C. SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C. SAFE HARBOR 401(K) PLAN
Plan identification number 003

ASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C. SAFE HARBOR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C.
Employer identification number (EIN):840597978
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C. SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01KARLI REUL2024-05-28
0032022-01-01KARLI REUL2023-05-30
0032021-01-01KARLI REUL2022-06-15
0032020-01-01KARLI REUL2021-08-10
0032019-01-01JACK W. TUBBS, JR.2020-10-13
0032018-01-01JACK W. TUBBS, JR.2019-10-01
0032017-01-01JACK W. TUBBS, JR.2018-09-10
0032016-01-01JACK W. TUBBS, JR.2017-07-12
0032014-01-01JACK W. TUBBS, JR.2017-06-30
0032013-01-01JACK W. TUBBS, JR.2017-06-30
0032012-01-01JACK W. TUBBS, JR.2017-06-30
0032011-01-01DAWN HUBBARD2012-10-12
0032010-01-01DAWN HUBBARD2011-10-12

Plan Statistics for ASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C. SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for ASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C. SAFE HARBOR 401(K) PLAN

Measure Date Value
2025: ASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C. SAFE HARBOR 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-3019
Total number of particpants at end of year2025-05-3018
Number of Participants With Account Balances2025-05-3018
2024: ASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C. SAFE HARBOR 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-2816
Total number of particpants at end of year2024-05-2817
Number of Participants With Account Balances2024-05-2817
2022: ASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C. SAFE HARBOR 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-1514
Total number of particpants at end of year2022-06-1517
Number of Participants With Account Balances2022-06-1517

Financial Data on ASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C. SAFE HARBOR 401(K) PLAN

Measure Date Value
2025 : ASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C. SAFE HARBOR 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-3048108
Net assets as of the end of the plan year2025-05-301568608
Total assets as of the beginning of the plan year2025-05-301292426
Value of plan covered by a fidelity bond2025-05-30130000
Participant contributions to plan in this plan year2025-05-3085128
Value of participant loans at end of plan year2025-05-3010810
Other income to plan in this plan year2025-05-30190806
Plan net income in this plan year2025-05-30276182
Net assets as of the end of the plan year2025-05-301568608
Net assets as of the beginning of the plan year2025-05-301292426
Employer contributions to plan in this plan year2025-05-3048356
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-304410
2024 : ASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C. SAFE HARBOR 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-2824163
Net assets as of the end of the plan year2024-05-281292426
Total assets as of the beginning of the plan year2024-05-28986829
Value of plan covered by a fidelity bond2024-05-2899000
Participant contributions to plan in this plan year2024-05-2878707
Value of participant loans at end of plan year2024-05-286861
Other contributions to plan in this plan year2024-05-2817915
Other income to plan in this plan year2024-05-28192166
Plan net income in this plan year2024-05-28305597
Net assets as of the end of the plan year2024-05-281292426
Net assets as of the beginning of the plan year2024-05-28986829
Employer contributions to plan in this plan year2024-05-2840972
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-284071
2022 : ASSOCIATES IN OBSTETRICS & GYNECOLOGY, P.C. SAFE HARBOR 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-157390
Net assets as of the end of the plan year2022-06-151080952
Total assets as of the beginning of the plan year2022-06-15865967
Value of plan covered by a fidelity bond2022-06-1587000
Participant contributions to plan in this plan year2022-06-1559989
Value of participant loans at end of plan year2022-06-150
Other income to plan in this plan year2022-06-15127461
Plan net income in this plan year2022-06-15214985
Net assets as of the end of the plan year2022-06-151080952
Net assets as of the beginning of the plan year2022-06-15865967
Employer contributions to plan in this plan year2022-06-1534925
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-153798

Potentially related plans

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