401k Plan data: PERSPECTIVES OF TROY RETIREMENT PLAN plan

PERSPECTIVES OF TROY RETIREMENT PLAN 401k Plan overview

Plan Name	PERSPECTIVES OF TROY RETIREMENT PLAN
Plan identification number	001

PERSPECTIVES OF TROY RETIREMENT 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.
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

PERSPECTIVES OF TROY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: PERSPECTIVES OF TROY, P.C.

Employer identification number (EIN): 382592367

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSPECTIVES OF TROY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 BRAD L SIMS 2022-08-12
001 2020-01-01 VENUS SALAK 2021-08-13
001 2019-01-01 VENUS SALAK 2020-09-02
001 2018-01-01 JEFF SCALES 2021-07-29
001 2017-01-01
001 2016-01-01 HARRY BROOMFIELD, JR. 2017-04-24
001 2015-01-01 HARRY BROOMFIELD, JR. 2016-07-19
001 2014-01-01 HARRY BROOMFIELD 2015-09-08
001 2013-01-01 HARRY BROOMFIELD JR. 2014-04-15
001 2012-01-01 HARRY BROOMFIELD 2013-05-24
001 2011-01-01 CANDY GILBERT 2012-05-24
001 2010-01-01 CANDY GILBERT 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	BRAD L SIMS	2022-08-12
001	2020-01-01	VENUS SALAK	2021-08-13
001	2019-01-01	VENUS SALAK	2020-09-02
001	2018-01-01	JEFF SCALES	2021-07-29
001	2017-01-01
001	2016-01-01	HARRY BROOMFIELD, JR.	2017-04-24
001	2015-01-01	HARRY BROOMFIELD, JR.	2016-07-19
001	2014-01-01	HARRY BROOMFIELD	2015-09-08
001	2013-01-01	HARRY BROOMFIELD JR.	2014-04-15
001	2012-01-01	HARRY BROOMFIELD	2013-05-24
001	2011-01-01	CANDY GILBERT	2012-05-24
001	2010-01-01	CANDY GILBERT	2011-07-18

Financial Data on PERSPECTIVES OF TROY RETIREMENT PLAN

Measure	Date	Value
2022 : PERSPECTIVES OF TROY RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-08-12	-631484
Total expenses incurred by plan in this plan year	2022-08-12	25799
Net assets as of the end of the plan year	2022-08-12	0
Total assets as of the beginning of the plan year	2022-08-12	197718
Value of plan covered by a fidelity bond	2022-08-12	20000
Participant contributions to plan in this plan year	2022-08-12	227189
Other contributions to plan in this plan year	2022-08-12	156094
Other income to plan in this plan year	2022-08-12	54463
Plan net income in this plan year	2022-08-12	433766
Net assets as of the end of the plan year	2022-08-12	0
Net assets as of the beginning of the plan year	2022-08-12	197718
Employer contributions to plan in this plan year	2022-08-12	21819
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-12	2391

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Company Name:	PERSPECTIVES OF TROY, P.C.
Employer identification number (EIN):	382592367
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists