401k Plan data: DISTEFANO MEDICAL GROUP 401K PROFIT SHARING PLAN plan

DISTEFANO MEDICAL GROUP 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	DISTEFANO MEDICAL GROUP 401K PROFIT SHARING PLAN
Plan identification number	002

DISTEFANO MEDICAL GROUP 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

DISTEFANO MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name: DISTEFANO MEDICAL GROUP

Employer identification number (EIN): 042928264

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DISTEFANO MEDICAL GROUP 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 MARK S. DISTEFANO, SR. 2013-06-26
002 2011-01-01 MARK S. DISTEFANO, SR. 2012-10-12
002 2010-01-01 MARK S. DISTEFANO, SR. 2011-09-21
002 2008-01-01 MARK S. DISTEFANO, SR.

Financial Data on DISTEFANO MEDICAL GROUP 401K PROFIT SHARING PLAN

Measure	Date	Value
2025 : DISTEFANO MEDICAL GROUP 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-15	421867
Net assets as of the end of the plan year	2025-07-15	1653890
Total assets as of the beginning of the plan year	2025-07-15	1744392
Value of plan covered by a fidelity bond	2025-07-15	500000
Participant contributions to plan in this plan year	2025-07-15	64826
Other income to plan in this plan year	2025-07-15	236353
Plan net income in this plan year	2025-07-15	-90502
Net assets as of the end of the plan year	2025-07-15	1653890
Net assets as of the beginning of the plan year	2025-07-15	1744392
Employer contributions to plan in this plan year	2025-07-15	30186
Fees paid to broker by Benefit Provider	2025-07-15	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-15	400
2024 : DISTEFANO MEDICAL GROUP 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-23	17472
Net assets as of the end of the plan year	2024-09-23	1744392
Total assets as of the beginning of the plan year	2024-09-23	1424621
Value of plan covered by a fidelity bond	2024-09-23	500000
Participant contributions to plan in this plan year	2024-09-23	74152
Other income to plan in this plan year	2024-09-23	226071
Plan net income in this plan year	2024-09-23	319771
Net assets as of the end of the plan year	2024-09-23	1744392
Net assets as of the beginning of the plan year	2024-09-23	1424621
Employer contributions to plan in this plan year	2024-09-23	37020
Fees paid to broker by Benefit Provider	2024-09-23	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-23	325
2022 : DISTEFANO MEDICAL GROUP 401K PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-10-06	245320
Net assets as of the end of the plan year	2022-10-06	1605801
Total assets as of the beginning of the plan year	2022-10-06	1550850
Value of plan covered by a fidelity bond	2022-10-06	500000
Participant contributions to plan in this plan year	2022-10-06	64472
Other income to plan in this plan year	2022-10-06	210081
Plan net income in this plan year	2022-10-06	54951
Net assets as of the end of the plan year	2022-10-06	1605801
Net assets as of the beginning of the plan year	2022-10-06	1550850
Employer contributions to plan in this plan year	2022-10-06	25718
Fees paid to broker by Benefit Provider	2022-10-06	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-06	375
2008 : DISTEFANO MEDICAL GROUP 401K PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$-219,933
Total plan assets at end of year	2008-12-31	$685,981
Total plan assets at beginning of year	2008-12-31	$905,914
Value of fidelity bond covering the plan	2008-12-31	$80,000
Total contributions received or receivable from participants	2008-12-31	$50,025
Other income received	2008-12-31	$-344,493
Net income (gross income less expenses)	2008-12-31	$-219,933
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$685,981
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$905,914
Total contributions received or receivable from employer(s)	2008-12-31	$74,535

Form 5500 Responses for DISTEFANO MEDICAL GROUP 401K PROFIT SHARING PLAN

2008: DISTEFANO MEDICAL GROUP 401K PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PHQ738
Policy instance	1

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Company Name:	DISTEFANO MEDICAL GROUP
Employer identification number (EIN):	042928264
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	MARK S. DISTEFANO, SR.	2013-06-26
002	2011-01-01	MARK S. DISTEFANO, SR.	2012-10-12
002	2010-01-01	MARK S. DISTEFANO, SR.	2011-09-21
002	2008-01-01	MARK S. DISTEFANO, SR.