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PUGET SOUND PHYSICIANS, PLLC 401K PLAN 401k Plan overview

Plan NamePUGET SOUND PHYSICIANS, PLLC 401K PLAN
Plan identification number 002

PUGET SOUND PHYSICIANS, PLLC 401K 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

PUGET SOUND PHYSICIANS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:PUGET SOUND PHYSICIANS, PLLC
Employer identification number (EIN):911692040
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about PUGET SOUND PHYSICIANS, PLLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1995-07-13
Company Identification Number: 601643593
Legal Registered Office Address: 1035 116TH AVE NE

BELLEVUE
United States of America (USA)
980044604

More information about PUGET SOUND PHYSICIANS, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUGET SOUND PHYSICIANS, PLLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ERIC R. SHIPLEY M.D.2024-04-16 ERIC R. SHIPLEY M.D.2024-04-16
0022022-01-01ERIC R. SHIPLEY M.D.2023-07-18 ERIC R. SHIPLEY M.D.2023-07-18
0022021-01-01ERIC R. SHIPLEY M.D.2022-09-06 ERIC R. SHIPLEY M.D.2022-09-06
0022020-01-01ERIC R. SHIPLEY M.D.2021-09-29 ERIC R. SHIPLEY M.D.2021-09-29
0022019-01-01ERIC R. SHIPLEY M.D.2020-10-06 ERIC R. SHIPLEY M.D.2020-10-06
0022018-01-01ERIC R. SHIPLEY M.D.2019-08-30 ERIC R. SHIPLEY M.D.2019-08-30
0022017-01-01STEPHEN MARSHALL2018-09-24
0022016-01-01STEPHEN W. MARSHALL, MD2017-10-04
0022015-01-01STEPHEN W. MARSHALL, MD2016-04-12
0022014-01-01STEPHEN W. MARSHALL, MD2015-10-05
0022013-01-01STEPHEN MARSHALL2014-08-11
0022012-01-01STEPHEN MARSHALL2013-10-11
0022011-01-01STEPHEN MARSHALL2012-10-12
0022010-01-01STEPHEN MARSHALL2011-10-12

Financial Data on PUGET SOUND PHYSICIANS, PLLC 401K PLAN

Measure Date Value
2025 : PUGET SOUND PHYSICIANS, PLLC 401K PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-281344374
Net assets as of the end of the plan year2025-07-2831700272
Total assets as of the beginning of the plan year2025-07-2826033505
Value of plan covered by a fidelity bond2025-07-28500000
Participant contributions to plan in this plan year2025-07-28686958
Value of participant loans at end of plan year2025-07-287
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-28374406
Other income to plan in this plan year2025-07-284226020
Plan net income in this plan year2025-07-285666767
Net assets as of the end of the plan year2025-07-2831700272
Net assets as of the beginning of the plan year2025-07-2826033505
Employer contributions to plan in this plan year2025-07-281723757
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-280
2024 : PUGET SOUND PHYSICIANS, PLLC 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-161853807
Net assets as of the end of the plan year2024-04-1626033505
Total assets as of the beginning of the plan year2024-04-1621517604
Value of plan covered by a fidelity bond2024-04-16500000
Participant contributions to plan in this plan year2024-04-16727895
Value of participant loans at end of plan year2024-04-1659
Other contributions to plan in this plan year2024-04-16329896
Other income to plan in this plan year2024-04-163804476
Plan net income in this plan year2024-04-164515901
Net assets as of the end of the plan year2024-04-1626033505
Net assets as of the beginning of the plan year2024-04-1621517604
Value of contributions failed to transmitted timely2024-04-162112
Employer contributions to plan in this plan year2024-04-161507441
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-1691443

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