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JEFFREY S. SAGER, MD MEDICAL CORPORATION CASH BALANCE PLAN 401k Plan overview

Plan NameJEFFREY S. SAGER, MD MEDICAL CORPORATION CASH BALANCE PLAN
Plan identification number 001

JEFFREY S. SAGER, MD MEDICAL CORPORATION CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='851531245' AND PlanID='001'

401k Sponsoring company profile

JEFFREY S. SAGER, MD MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY S. SAGER, MD MEDICAL CORPORATION
Employer identification number (EIN):851531245
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY S. SAGER, MD MEDICAL CORPORATION CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01

Financial Data on JEFFREY S. SAGER, MD MEDICAL CORPORATION CASH BALANCE PLAN

Measure Date Value
2025 : JEFFREY S. SAGER, MD MEDICAL CORPORATION CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-150
Total liabilities as of the end of the plan year2025-07-150
Total liabilities as of the beginning of the plan year2025-07-150
Total expenses incurred by plan in this plan year2025-07-158365
Net assets as of the end of the plan year2025-07-151178593
Total assets as of the beginning of the plan year2025-07-15873691
Value of plan covered by a fidelity bond2025-07-15117859
Participant contributions to plan in this plan year2025-07-150
Other expenses paid from plan in this plan year2025-07-150
Other contributions to plan in this plan year2025-07-150
Other income to plan in this plan year2025-07-1548267
Plan net income in this plan year2025-07-15304902
Net assets as of the end of the plan year2025-07-151178593
Net assets as of the beginning of the plan year2025-07-15873691
Employer contributions to plan in this plan year2025-07-15265000
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-158365
2024 : JEFFREY S. SAGER, MD MEDICAL CORPORATION CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-255136
Net assets as of the end of the plan year2024-07-25873691
Total assets as of the beginning of the plan year2024-07-25580965
Value of plan covered by a fidelity bond2024-07-2587369
Participant contributions to plan in this plan year2024-07-250
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-2542894
Plan net income in this plan year2024-07-25292726
Net assets as of the end of the plan year2024-07-25873691
Net assets as of the beginning of the plan year2024-07-25580965
Employer contributions to plan in this plan year2024-07-25254968
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-255136

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