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INTERNAL MEDICINE ASSOC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameINTERNAL MEDICINE ASSOC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

INTERNAL MEDICINE ASSOC 401 K PROFIT SHARING PLAN TRUST 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.
  • 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

INTERNAL MEDICINE ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:INTERNAL MEDICINE ASSOCIATES
Employer identification number (EIN):841479151
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNAL MEDICINE ASSOC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AUBREY DOBBS, M.D.2024-07-10
0012022-01-01AUBREY DOBBS, M.D.2023-07-12
0012021-01-01AUBREY DOBBS2022-07-22
0012020-01-01AUBREY R.DOBBS,M.D.2021-05-21
0012018-01-01AUBREY R. DOBBS2019-07-26
0012017-01-01AUBREY R. DOBBS,M.D.2018-07-27
0012016-01-01AUBREY R. DOBBS,M.D.2017-07-14
0012015-01-01AUBREY DOBBS2016-07-15
0012014-01-01AUBREY DOBBS,MD2015-05-22
0012013-01-01AUBREY DOBBS2014-07-18
0012012-01-01INTERNAL MEDICINE ASSOCIATES2013-07-31
0012011-01-01INTERNAL MEDICINE ASSOCIATES2015-08-12
0012010-01-01INTERNAL MEDICINE ASSOCIATES2011-06-17

Plan Statistics for INTERNAL MEDICINE ASSOC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for INTERNAL MEDICINE ASSOC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2024: INTERNAL MEDICINE ASSOC 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-1019
Total number of particpants at end of year2024-07-1020
Number of Participants With Account Balances2024-07-1013
2022: INTERNAL MEDICINE ASSOC 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-2219
Total number of particpants at end of year2022-07-2220
Number of Participants With Account Balances2022-07-2212

Financial Data on INTERNAL MEDICINE ASSOC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2024 : INTERNAL MEDICINE ASSOC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-100
Total liabilities as of the end of the plan year2024-07-100
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-10120
Net assets as of the end of the plan year2024-07-105187559
Total assets as of the beginning of the plan year2024-07-104036445
Value of plan covered by a fidelity bond2024-07-10403645
Participant contributions to plan in this plan year2024-07-10129028
Value of participant loans at end of plan year2024-07-1019033
Other expenses paid from plan in this plan year2024-07-100
Other contributions to plan in this plan year2024-07-100
Other income to plan in this plan year2024-07-10985313
Plan net income in this plan year2024-07-101151114
Net assets as of the end of the plan year2024-07-105187559
Net assets as of the beginning of the plan year2024-07-104036445
Employer contributions to plan in this plan year2024-07-1036893
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-10120
2022 : INTERNAL MEDICINE ASSOC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-220
Total liabilities as of the end of the plan year2022-07-220
Total liabilities as of the beginning of the plan year2022-07-220
Total expenses incurred by plan in this plan year2022-07-222403
Net assets as of the end of the plan year2022-07-224956479
Total assets as of the beginning of the plan year2022-07-224136817
Value of plan covered by a fidelity bond2022-07-22413682
Participant contributions to plan in this plan year2022-07-22115813
Value of participant loans at end of plan year2022-07-2222560
Other expenses paid from plan in this plan year2022-07-220
Other contributions to plan in this plan year2022-07-2214248
Other income to plan in this plan year2022-07-22649160
Plan net income in this plan year2022-07-22819662
Net assets as of the end of the plan year2022-07-224956479
Net assets as of the beginning of the plan year2022-07-224136817
Employer contributions to plan in this plan year2022-07-2242844
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-22195

Potentially related plans

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