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DOUGLAS MILOSAVLJEVIC, MD, SC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDOUGLAS MILOSAVLJEVIC, MD, SC 401(K) PROFIT SHARING PLAN
Plan identification number 001

DOUGLAS MILOSAVLJEVIC, MD, SC 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DOUGLAS MILOSAVLJEVIC, M.D., S.C. has sponsored the creation of one or more 401k plans.

Company Name:DOUGLAS MILOSAVLJEVIC, M.D., S.C.
Employer identification number (EIN):200687521
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOUGLAS MILOSAVLJEVIC, MD, SC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DOUGLAS MILOSAVLJEVIC2024-10-04
0012022-01-01DOUGLAS MILOSAVLJEVIC2023-10-03
0012021-01-01DOUGLAS MILOSAVLJEVIC2022-09-19
0012020-01-01DOUGLAS MILOSAVLJEVIC2021-10-09
0012019-01-01
0012018-01-01DOUGLAS MILOSAVLJEVIC
0012017-01-01DOUGLAS MILOSAVLJEVIC
0012016-01-01DOUGLAS MILOSAVLJEVIC

Financial Data on DOUGLAS MILOSAVLJEVIC, MD, SC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : DOUGLAS MILOSAVLJEVIC, MD, SC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-24493
Net assets as of the end of the plan year2025-09-24398967
Total assets as of the beginning of the plan year2025-09-24310916
Value of plan covered by a fidelity bond2025-09-24500000
Participant contributions to plan in this plan year2025-09-2435874
Value of participant loans at end of plan year2025-09-2448176
Other contributions to plan in this plan year2025-09-24720
Other income to plan in this plan year2025-09-2431594
Plan net income in this plan year2025-09-2488051
Net assets as of the end of the plan year2025-09-24398967
Net assets as of the beginning of the plan year2025-09-24310916
Employer contributions to plan in this plan year2025-09-2420356
Fees paid to broker by Benefit Provider2025-09-24766
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-24493
2024 : DOUGLAS MILOSAVLJEVIC, MD, SC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-048191
Net assets as of the end of the plan year2024-10-04310916
Total assets as of the beginning of the plan year2024-10-04268881
Value of plan covered by a fidelity bond2024-10-04106294
Participant contributions to plan in this plan year2024-10-042399
Other income to plan in this plan year2024-10-0437987
Plan net income in this plan year2024-10-0442035
Net assets as of the end of the plan year2024-10-04310916
Net assets as of the beginning of the plan year2024-10-04268881
Employer contributions to plan in this plan year2024-10-049840
Fees paid to broker by Benefit Provider2024-10-04690
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-04240
2019 : DOUGLAS MILOSAVLJEVIC, MD, SC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$62,855
Expenses. Total of all expenses incurred2019-12-31$16
Total plan assets at end of year2019-12-31$193,991
Total plan assets at beginning of year2019-12-31$131,152
Value of fidelity bond covering the plan2019-12-31$13,116
Total contributions received or receivable from participants2019-12-31$28,681
Other income received2019-12-31$25,788
Net income (gross income less expenses)2019-12-31$62,839
Net plan assets at end of year (total assets less liabilities)2019-12-31$193,991
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$131,152
Total contributions received or receivable from employer(s)2019-12-31$8,386
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$16
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : DOUGLAS MILOSAVLJEVIC, MD, SC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$25,761
Expenses. Total of all expenses incurred2018-12-31$14
Total plan assets at end of year2018-12-31$131,152
Total plan assets at beginning of year2018-12-31$105,405
Value of fidelity bond covering the plan2018-12-31$10,541
Total contributions received or receivable from participants2018-12-31$27,090
Other income received2018-12-31$-8,383
Net income (gross income less expenses)2018-12-31$25,747
Net plan assets at end of year (total assets less liabilities)2018-12-31$131,152
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$105,405
Total contributions received or receivable from employer(s)2018-12-31$7,054
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$14
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DOUGLAS MILOSAVLJEVIC, MD, SC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$59,248
Expenses. Total of all expenses incurred2017-12-31$5
Total plan assets at end of year2017-12-31$105,405
Total plan assets at beginning of year2017-12-31$46,162
Value of fidelity bond covering the plan2017-12-31$10,000
Total contributions received or receivable from participants2017-12-31$28,170
Other income received2017-12-31$8,072
Net income (gross income less expenses)2017-12-31$59,243
Net plan assets at end of year (total assets less liabilities)2017-12-31$105,405
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$46,162
Total contributions received or receivable from employer(s)2017-12-31$23,006
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DOUGLAS MILOSAVLJEVIC, MD, SC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$46,162
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$46,162
Total plan assets at beginning of year2016-12-31$0
Total contributions received or receivable from participants2016-12-31$24,698
Other income received2016-12-31$554
Net income (gross income less expenses)2016-12-31$46,162
Net plan assets at end of year (total assets less liabilities)2016-12-31$46,162
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$20,910
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for DOUGLAS MILOSAVLJEVIC, MD, SC 401(K) PROFIT SHARING PLAN

2019: DOUGLAS MILOSAVLJEVIC, MD, SC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DOUGLAS MILOSAVLJEVIC, MD, SC 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DOUGLAS MILOSAVLJEVIC, MD, SC 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DOUGLAS MILOSAVLJEVIC, MD, SC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816636
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816636
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number816636
Policy instance 1

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