| Plan Name | CATHERINE D CARRETERO MD PC 401K |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CATHERINE D CARRETERO MD PC |
| Employer identification number (EIN): | 260855302 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | CATHERINE CARRETERO | 2024-12-06 | ||
| 001 | 2018-01-01 | CATHERINE CARRETERO | 2019-10-11 | ||
| 001 | 2017-01-01 | CATHERINE CARRETERO | 2018-12-17 | ||
| 001 | 2017-01-01 | CATHERINE CARRETERO | 2019-01-06 | ||
| 001 | 2017-01-01 | CATHERINE CARRETERO | 2018-11-08 | ||
| 001 | 2016-07-01 | CATHERINE CARRETERO | 2019-01-07 | ||
| 001 | 2016-07-01 | CATHERINE CARRETERO | 2018-12-17 |
| Measure | Date | Value |
|---|---|---|
| 2024 : CATHERINE D CARRETERO MD PC 401K 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-12-06 | 0 |
| Net assets as of the end of the plan year | 2024-12-06 | 371099 |
| Total assets as of the beginning of the plan year | 2024-12-06 | 287571 |
| Value of plan covered by a fidelity bond | 2024-12-06 | 29000 |
| Participant contributions to plan in this plan year | 2024-12-06 | 22875 |
| Value of participant loans at end of plan year | 2024-12-06 | 16898 |
| Other income to plan in this plan year | 2024-12-06 | 51869 |
| Plan net income in this plan year | 2024-12-06 | 83528 |
| Net assets as of the end of the plan year | 2024-12-06 | 371099 |
| Net assets as of the beginning of the plan year | 2024-12-06 | 287571 |
| Employer contributions to plan in this plan year | 2024-12-06 | 8784 |