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JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING 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.
  • 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.
  • 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

JEFFERSON ANESTHESIOLOGIST SER has sponsored the creation of one or more 401k plans.

Company Name:JEFFERSON ANESTHESIOLOGIST SER
Employer identification number (EIN):161431831
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01IVAN MONTALVO-OTANO
0012023-01-01
0012023-01-01IVAN MONTALVO-OTANO
0012022-01-01SELINA TOWLES2023-05-04
0012021-01-01
0012021-01-01IVAN MONTALVO-OTANO
0012020-01-01
0012019-01-01IVAN MONTALVO2020-07-23
0012018-01-01IVAN MONTALVO-OTANO
0012017-01-01IVAN MONTALVO
0012016-01-01IVAN MONTALVO-OTANO, MD2017-06-26
0012015-01-01IVAN MONTALVO-OTANO, MD2016-07-06
0012014-01-01IVAN MONTALVO-OTANO, MD2015-07-07
0012013-01-01IVAN MONTALVO-OTANO, MD2014-04-25
0012012-01-01IVAN MONTALVO-OTANO, MD2013-07-17
0012011-01-01EDWIN URF, MD2012-09-13
0012010-01-01EDWIN URF, MD2011-10-03

Financial Data on JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$2,482,625
Expenses. Total of all expenses incurred2023-12-31$1,027,058
Benefits paid (including direct rollovers)2023-12-31$1,004,009
Total plan assets at end of year2023-12-31$11,683,550
Total plan assets at beginning of year2023-12-31$10,227,983
Value of fidelity bond covering the plan2023-12-31$700,000
Total contributions received or receivable from participants2023-12-31$263,357
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$5,066
Other income received2023-12-31$1,781,088
Net income (gross income less expenses)2023-12-31$1,455,567
Net plan assets at end of year (total assets less liabilities)2023-12-31$11,683,550
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$10,227,983
Assets. Value of participant loans2023-12-31$3,962
Total contributions received or receivable from employer(s)2023-12-31$433,114
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$23,049
2021 : JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,949,117
Expenses. Total of all expenses incurred2021-12-31$61,405
Benefits paid (including direct rollovers)2021-12-31$30,107
Total plan assets at end of year2021-12-31$12,158,291
Total plan assets at beginning of year2021-12-31$10,270,579
Value of fidelity bond covering the plan2021-12-31$700,000
Total contributions received or receivable from participants2021-12-31$283,730
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,198,483
Net income (gross income less expenses)2021-12-31$1,887,712
Net plan assets at end of year (total assets less liabilities)2021-12-31$12,158,291
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$10,270,579
Assets. Value of participant loans2021-12-31$23,008
Total contributions received or receivable from employer(s)2021-12-31$466,904
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$31,298
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,293,731
Expenses. Total of all expenses incurred2020-12-31$446,099
Benefits paid (including direct rollovers)2020-12-31$419,449
Total plan assets at end of year2020-12-31$10,270,579
Total plan assets at beginning of year2020-12-31$8,422,947
Value of fidelity bond covering the plan2020-12-31$700,000
Total contributions received or receivable from participants2020-12-31$291,211
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,535,551
Net income (gross income less expenses)2020-12-31$1,847,632
Net plan assets at end of year (total assets less liabilities)2020-12-31$10,270,579
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,422,947
Assets. Value of participant loans2020-12-31$801
Total contributions received or receivable from employer(s)2020-12-31$466,969
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$26,650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2018 : JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$225,852
Expenses. Total of all expenses incurred2018-12-31$98,429
Benefits paid (including direct rollovers)2018-12-31$80,235
Total plan assets at end of year2018-12-31$6,610,975
Total plan assets at beginning of year2018-12-31$6,483,552
Value of fidelity bond covering the plan2018-12-31$700,000
Total contributions received or receivable from participants2018-12-31$227,727
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$52,203
Other income received2018-12-31$-506,482
Net income (gross income less expenses)2018-12-31$127,423
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,610,975
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,483,552
Assets. Value of participant loans2018-12-31$1,752
Total contributions received or receivable from employer(s)2018-12-31$452,404
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$18,194
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$870,646
Expenses. Total of all expenses incurred2017-12-31$65,224
Benefits paid (including direct rollovers)2017-12-31$62,009
Total plan assets at end of year2017-12-31$6,483,552
Total plan assets at beginning of year2017-12-31$5,678,130
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$220,022
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$650,624
Net income (gross income less expenses)2017-12-31$805,422
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,483,552
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,678,130
Assets. Value of participant loans2017-12-31$2,175
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,215
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0

Form 5500 Responses for JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN

2023: JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2021: JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2018: JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEFFERSON ANESTHESIOLOGIST SERVICES, PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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