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DAVID J. OLIVERI, M.D. 401(K) PLAN 401k Plan overview

Plan NameDAVID J. OLIVERI, M.D. 401(K) PLAN
Plan identification number 002

DAVID J. OLIVERI, M.D. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DAVID J. OLIVERI, M.D. PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:DAVID J. OLIVERI, M.D. PROFESSIONAL CORPORATION
Employer identification number (EIN):880315037
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. OLIVERI, M.D. 401(K) PLAN

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
0022017-01-01

Plan Statistics for DAVID J. OLIVERI, M.D. 401(K) PLAN

401k plan membership statisitcs for DAVID J. OLIVERI, M.D. 401(K) PLAN

Measure Date Value
2025: DAVID J. OLIVERI, M.D. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-224
Total number of particpants at end of year2025-04-223
Number of Participants With Account Balances2025-04-223
2024: DAVID J. OLIVERI, M.D. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-094
Total number of particpants at end of year2024-07-094
Number of Participants With Account Balances2024-07-094
2022: DAVID J. OLIVERI, M.D. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-104
Total number of particpants at end of year2022-10-104
Number of Participants With Account Balances2022-10-103

Financial Data on DAVID J. OLIVERI, M.D. 401(K) PLAN

Measure Date Value
2025 : DAVID J. OLIVERI, M.D. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-220
Total liabilities as of the end of the plan year2025-04-220
Total liabilities as of the beginning of the plan year2025-04-220
Total expenses incurred by plan in this plan year2025-04-220
Net assets as of the end of the plan year2025-04-22770464
Total assets as of the beginning of the plan year2025-04-22630545
Value of plan covered by a fidelity bond2025-04-2245154
Participant contributions to plan in this plan year2025-04-2261000
Other expenses paid from plan in this plan year2025-04-220
Other contributions to plan in this plan year2025-04-220
Other income to plan in this plan year2025-04-2259540
Plan net income in this plan year2025-04-22139919
Net assets as of the end of the plan year2025-04-22770464
Net assets as of the beginning of the plan year2025-04-22630545
Employer contributions to plan in this plan year2025-04-2219379
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-220
2024 : DAVID J. OLIVERI, M.D. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-0939968
Net assets as of the end of the plan year2024-07-09630545
Total assets as of the beginning of the plan year2024-07-09451538
Value of plan covered by a fidelity bond2024-07-0945154
Participant contributions to plan in this plan year2024-07-09111038
Other income to plan in this plan year2024-07-0966718
Plan net income in this plan year2024-07-09179007
Net assets as of the end of the plan year2024-07-09630545
Net assets as of the beginning of the plan year2024-07-09451538
Employer contributions to plan in this plan year2024-07-0941219
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-09527
2022 : DAVID J. OLIVERI, M.D. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-100
Net assets as of the end of the plan year2022-10-10447899
Total assets as of the beginning of the plan year2022-10-10322591
Participant contributions to plan in this plan year2022-10-1058226
Other income to plan in this plan year2022-10-1050929
Plan net income in this plan year2022-10-10125308
Net assets as of the end of the plan year2022-10-10447899
Net assets as of the beginning of the plan year2022-10-10322591
Employer contributions to plan in this plan year2022-10-1016153

Potentially related plans

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