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EAR, NOSE & THROAT INSTITUTE OF MI, PLLC SMITH BARNEY PROFIT SHARING PLAN 401k Plan overview

Plan NameEAR, NOSE & THROAT INSTITUTE OF MI, PLLC SMITH BARNEY PROFIT SHARING PLAN
Plan identification number 001

EAR, NOSE & THROAT INSTITUTE OF MI, PLLC SMITH BARNEY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

EAR, NOSE & THROAT INSTITUTE OF MI, PLLC has sponsored the creation of one or more 401k plans.

Company Name:EAR, NOSE & THROAT INSTITUTE OF MI, PLLC
Employer identification number (EIN):383473787
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAR, NOSE & THROAT INSTITUTE OF MI, PLLC SMITH BARNEY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK UZANSKY2024-09-30
0012022-01-01MARK UZANSKY2023-09-26
0012021-01-01MARK UZANSKY2022-09-29
0012020-01-01MARK UZANSKY2021-06-17 MARK UZANSKY2021-06-17
0012019-01-01MARK UZANSKY2020-10-10
0012018-01-01MARK UZANSKY2019-10-08
0012017-01-01MARK UZANSKY2018-10-10
0012016-01-01MARK UZANSKY2017-09-26
0012015-01-01MARK UZANSKY2016-10-07 MARK UZANSKY2016-10-07
0012014-01-01MARK UZANSKY2015-10-02
0012013-01-01MARK UZANSKY2014-09-30
0012012-01-01MARK UZANSKY2013-10-15
0012011-01-01MARK UZANSKY2012-10-01
0012010-01-01MARK UZANSKY2011-10-14

Financial Data on EAR, NOSE & THROAT INSTITUTE OF MI, PLLC SMITH BARNEY PROFIT SHARING PLAN

Measure Date Value
2025 : EAR, NOSE & THROAT INSTITUTE OF MI, PLLC SMITH BARNEY PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-30150
Net assets as of the end of the plan year2025-09-307505553
Total assets as of the beginning of the plan year2025-09-305712993
Other income to plan in this plan year2025-09-301698194
Plan net income in this plan year2025-09-301792560
Net assets as of the end of the plan year2025-09-307505553
Net assets as of the beginning of the plan year2025-09-305712993
Employer contributions to plan in this plan year2025-09-3094516
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-30150
2024 : EAR, NOSE & THROAT INSTITUTE OF MI, PLLC SMITH BARNEY PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-01150
Net assets as of the end of the plan year2024-10-015712993
Total assets as of the beginning of the plan year2024-10-014156965
Value of plan covered by a fidelity bond2024-10-01200000
Other income to plan in this plan year2024-10-011472558
Plan net income in this plan year2024-10-011556028
Net assets as of the end of the plan year2024-10-015712993
Net assets as of the beginning of the plan year2024-10-014156965
Employer contributions to plan in this plan year2024-10-0183620
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-01150
2022 : EAR, NOSE & THROAT INSTITUTE OF MI, PLLC SMITH BARNEY PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-29150
Net assets as of the end of the plan year2022-09-295119471
Total assets as of the beginning of the plan year2022-09-294045598
Value of plan covered by a fidelity bond2022-09-29200000
Other income to plan in this plan year2022-09-29999337
Plan net income in this plan year2022-09-291073873
Net assets as of the end of the plan year2022-09-295119471
Net assets as of the beginning of the plan year2022-09-294045598
Employer contributions to plan in this plan year2022-09-2974686
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-29150

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