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STEVEN E. OZERAN, M.D., P.A. RETIREMENT PLAN 401k Plan overview

Plan NameSTEVEN E. OZERAN, M.D., P.A. RETIREMENT PLAN
Plan identification number 001

STEVEN E. OZERAN, M.D., P.A. RETIREMENT 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.
  • 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

STEVEN E. OZERAN, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:STEVEN E. OZERAN, M.D., P.A.
Employer identification number (EIN):841402882
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN E. OZERAN, M.D., P.A. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01STEVEN OZERAN2023-09-26 STEVEN OZERAN2023-09-26
0012021-01-01STEVEN OZERAN2022-09-08 STEVEN OZERAN2022-09-08
0012021-01-01STEVEN OZERAN2022-09-08 STEVEN OZERAN2022-09-08
0012020-01-01STEVEN OZERAN2021-09-30 STEVEN OZERAN2021-09-30
0012019-01-01STEVEN OZERAN2020-10-09 STEVEN OZERAN2020-10-09
0012018-01-01STEVEN OZERAN2019-09-19 STEVEN OZERAN2019-09-19
0012017-01-01STEVEN OZERAN2018-09-17 STEVEN OZERAN2018-09-17
0012016-01-01STEVEN OZERAN2017-09-29 STEVEN OZERAN2017-09-29
0012015-01-01STEVEN OZERAN2016-06-27 STEVEN OZERAN2016-06-27
0012014-01-01STEVEN OZERAN2015-03-27 STEVEN OZERAN2015-03-27
0012013-01-01STEVEN OZERAN2014-04-24 STEVEN OZERAN2014-04-24
0012012-01-01STEVEN OZERAN2013-09-19
0012011-01-01STEVEN OZERAN2012-09-11
0012010-01-01STEVEN OZERAN2011-09-09

Plan Statistics for STEVEN E. OZERAN, M.D., P.A. RETIREMENT PLAN

401k plan membership statisitcs for STEVEN E. OZERAN, M.D., P.A. RETIREMENT PLAN

Measure Date Value
2025: STEVEN E. OZERAN, M.D., P.A. RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-144
Total number of particpants at end of year2025-03-140
Number of Participants With Account Balances2025-03-140
2024: STEVEN E. OZERAN, M.D., P.A. RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-276
Total number of particpants at end of year2024-09-274
Number of Participants With Account Balances2024-09-274

Financial Data on STEVEN E. OZERAN, M.D., P.A. RETIREMENT PLAN

Measure Date Value
2025 : STEVEN E. OZERAN, M.D., P.A. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-142173862
Net assets as of the end of the plan year2025-03-140
Total assets as of the beginning of the plan year2025-03-141879764
Value of plan covered by a fidelity bond2025-03-1410000
Participant contributions to plan in this plan year2025-03-140
Other contributions to plan in this plan year2025-03-140
Other income to plan in this plan year2025-03-14294098
Plan net income in this plan year2025-03-14-1879764
Net assets as of the end of the plan year2025-03-140
Net assets as of the beginning of the plan year2025-03-141879764
Employer contributions to plan in this plan year2025-03-140
Fees paid to broker by Benefit Provider2025-03-141462
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-1419363
2024 : STEVEN E. OZERAN, M.D., P.A. RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-270
Total expenses incurred by plan in this plan year2024-09-2723356
Net assets as of the end of the plan year2024-09-271879764
Total assets as of the beginning of the plan year2024-09-271547670
Value of plan covered by a fidelity bond2024-09-2710000
Participant contributions to plan in this plan year2024-09-270
Other contributions to plan in this plan year2024-09-270
Other income to plan in this plan year2024-09-27355111
Plan net income in this plan year2024-09-27332094
Net assets as of the end of the plan year2024-09-271879764
Net assets as of the beginning of the plan year2024-09-271547670
Employer contributions to plan in this plan year2024-09-27339
Fees paid to broker by Benefit Provider2024-09-27150
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2718714

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