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GRAVES-GILBERT CLINIC CASH BALANCE PLAN 401k Plan overview

Plan NameGRAVES-GILBERT CLINIC CASH BALANCE PLAN
Plan identification number 005

GRAVES-GILBERT CLINIC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

GILBERT, BARBEE, MOORE & MCILVOY, P.S.C. has sponsored the creation of one or more 401k plans.

Company Name:GILBERT, BARBEE, MOORE & MCILVOY, P.S.C.
Employer identification number (EIN):610700826
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAVES-GILBERT CLINIC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01STEVEN SINCLAIR2024-10-11
0052022-01-01STEVEN SINCLAIR2023-10-12
0052021-01-01STEVEN SINCLAIR2022-10-11

Financial Data on GRAVES-GILBERT CLINIC CASH BALANCE PLAN

Measure Date Value
2025 : GRAVES-GILBERT CLINIC CASH BALANCE PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-150
Total liabilities as of the beginning of the plan year2025-09-150
Total expenses incurred by plan in this plan year2025-09-151395041
Net assets as of the end of the plan year2025-09-157507737
Total assets as of the beginning of the plan year2025-09-156576857
Value of plan covered by a fidelity bond2025-09-15500000
Other expenses paid from plan in this plan year2025-09-1510807
Other income to plan in this plan year2025-09-15252030
Plan net income in this plan year2025-09-15930880
Net assets as of the end of the plan year2025-09-157507737
Net assets as of the beginning of the plan year2025-09-156576857
Employer contributions to plan in this plan year2025-09-152073891
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1548159
2024 : GRAVES-GILBERT CLINIC CASH BALANCE PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-11854929
Net assets as of the end of the plan year2024-10-116576857
Total assets as of the beginning of the plan year2024-10-114705785
Value of plan covered by a fidelity bond2024-10-11500000
Other expenses paid from plan in this plan year2024-10-1111058
Other income to plan in this plan year2024-10-11271594
Plan net income in this plan year2024-10-111871072
Net assets as of the end of the plan year2024-10-116576857
Net assets as of the beginning of the plan year2024-10-114705785
Employer contributions to plan in this plan year2024-10-112454407
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1190460

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