?>
Logo

ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN
Plan identification number 001

ROCKWOOD MEDICAL CLINIC, P.A. 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

ALEX GUEVARA, JR., D.O. has sponsored the creation of one or more 401k plans.

Company Name:ALEX GUEVARA, JR., D.O.
Employer identification number (EIN):752953962
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALEX GUEVARA,JR.2024-08-12 ALEX GUEVRA,JR.2024-08-12
0012022-01-01ALEX GUEVARA,JR.2023-08-07
0012021-01-01DR. ALEX GUEVARA, JR D.O.2022-10-11
0012020-01-01DR. ALEX GUEVARA, JR D.O.2021-10-01
0012019-01-01DR. ALEX GUEVARA, JR D.O.2020-10-07
0012018-01-01DR. ALEX GUEVARA, JR D.O.2019-04-18
0012017-01-01DR. ALEX GUEVARA, JR D.O.2018-07-25
0012016-01-01ALEX GUEVARA JR
0012015-01-01ALEX GUEVARA JR
0012014-01-01ALEX GUEVARA JR
0012013-01-01ALEX GUEVARA JR
0012012-01-01ALEX GUEVARA JR
0012011-01-01ALEX GUEVARA JR
0012010-01-01ALEX GUEVARA JR
0012009-01-01ALEX GUEVARA JR

Plan Statistics for ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN

Measure Date Value
2025: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-1229
Total number of particpants at end of year2025-09-1227
Number of Participants With Account Balances2025-09-1227
2024: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-1228
Total number of particpants at end of year2024-08-1229
Number of Participants With Account Balances2024-08-1229
2022: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-1124
Total number of particpants at end of year2022-10-1122
Number of Participants With Account Balances2022-10-1122
2016: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-0114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0116
Number of participants with account balances2016-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115
Number of participants with account balances2015-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0115
Number of participants with account balances2014-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0116
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0119
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0116
Number of participants with account balances2012-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0116
Number of participants with account balances2011-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0121
Total number of active participants reported on line 7a of the Form 55002010-01-0118
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0119
Number of participants with account balances2010-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0119
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN

Measure Date Value
2025 : ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-1220862
Net assets as of the end of the plan year2025-09-125668079
Total assets as of the beginning of the plan year2025-09-124834612
Value of plan covered by a fidelity bond2025-09-12500000
Other income to plan in this plan year2025-09-12696891
Plan net income in this plan year2025-09-12833467
Net assets as of the end of the plan year2025-09-125668079
Net assets as of the beginning of the plan year2025-09-124834612
Employer contributions to plan in this plan year2025-09-12157438
2024 : ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-120
Net assets as of the end of the plan year2024-08-124834612
Total assets as of the beginning of the plan year2024-08-123905133
Value of plan covered by a fidelity bond2024-08-12410000
Other income to plan in this plan year2024-08-12684957
Plan net income in this plan year2024-08-12929479
Net assets as of the end of the plan year2024-08-124834612
Net assets as of the beginning of the plan year2024-08-123905133
Employer contributions to plan in this plan year2024-08-12244522
2022 : ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-113810
Net assets as of the end of the plan year2022-10-114388170
Total assets as of the beginning of the plan year2022-10-113731610
Value of plan covered by a fidelity bond2022-10-11410000
Other income to plan in this plan year2022-10-11537360
Plan net income in this plan year2022-10-11656560
Net assets as of the end of the plan year2022-10-114388170
Net assets as of the beginning of the plan year2022-10-113731610
Employer contributions to plan in this plan year2022-10-11123010
2016 : ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total income from all sources2016-12-31$309,558
Expenses. Total of all expenses incurred2016-12-31$14,315
Total plan assets at end of year2016-12-31$2,241,152
Total plan assets at beginning of year2016-12-31$1,945,909
Value of fidelity bond covering the plan2016-12-31$225,000
Other income received2016-12-31$220,212
Net income (gross income less expenses)2016-12-31$295,243
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,241,152
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,945,909
Total contributions received or receivable from employer(s)2016-12-31$89,346
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$14,315
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-90,753
Expenses. Total of all expenses incurred2015-12-31$52,695
Benefits paid (including direct rollovers)2015-12-31$41,792
Total plan assets at end of year2015-12-31$1,945,909
Total plan assets at beginning of year2015-12-31$2,089,357
Value of fidelity bond covering the plan2015-12-31$208,936
Expenses. Other expenses not covered elsewhere2015-12-31$10,903
Other income received2015-12-31$-173,852
Net income (gross income less expenses)2015-12-31$-143,448
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,945,909
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,089,357
Total contributions received or receivable from employer(s)2015-12-31$83,099
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$194,284
Expenses. Total of all expenses incurred2014-12-31$10,153
Total plan assets at end of year2014-12-31$2,089,357
Total plan assets at beginning of year2014-12-31$1,905,226
Value of fidelity bond covering the plan2014-12-31$150,000
Expenses. Other expenses not covered elsewhere2014-12-31$10,153
Other income received2014-12-31$116,948
Net income (gross income less expenses)2014-12-31$184,131
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,089,357
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,905,226
Total contributions received or receivable from employer(s)2014-12-31$77,336
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$244,468
Expenses. Total of all expenses incurred2013-12-31$43,532
Benefits paid (including direct rollovers)2013-12-31$34,424
Total plan assets at end of year2013-12-31$1,905,226
Total plan assets at beginning of year2013-12-31$1,704,290
Value of fidelity bond covering the plan2013-12-31$150,000
Expenses. Other expenses not covered elsewhere2013-12-31$9,108
Other income received2013-12-31$171,019
Net income (gross income less expenses)2013-12-31$200,936
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,905,226
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,704,290
Total contributions received or receivable from employer(s)2013-12-31$73,449
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$237,245
Expenses. Total of all expenses incurred2012-12-31$7,852
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,704,290
Total plan assets at beginning of year2012-12-31$1,474,897
Value of fidelity bond covering the plan2012-12-31$150,000
Expenses. Other expenses not covered elsewhere2012-12-31$7,852
Other income received2012-12-31$171,717
Net income (gross income less expenses)2012-12-31$229,393
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,704,290
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,474,897
Total contributions received or receivable from employer(s)2012-12-31$65,528
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$58,872
Expenses. Total of all expenses incurred2011-12-31$31,394
Benefits paid (including direct rollovers)2011-12-31$12,551
Total plan assets at end of year2011-12-31$1,474,897
Total plan assets at beginning of year2011-12-31$1,447,419
Value of fidelity bond covering the plan2011-12-31$110,000
Expenses. Other expenses not covered elsewhere2011-12-31$18,843
Other income received2011-12-31$-8,522
Net income (gross income less expenses)2011-12-31$27,478
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,474,897
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,447,419
Total contributions received or receivable from employer(s)2011-12-31$67,394
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$167,133
Expenses. Total of all expenses incurred2010-12-31$8,175
Benefits paid (including direct rollovers)2010-12-31$2,275
Total plan assets at end of year2010-12-31$1,447,419
Total plan assets at beginning of year2010-12-31$1,288,461
Value of fidelity bond covering the plan2010-12-31$110,000
Expenses. Other expenses not covered elsewhere2010-12-31$5,900
Other income received2010-12-31$96,312
Net income (gross income less expenses)2010-12-31$158,958
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,447,419
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,288,461
Total contributions received or receivable from employer(s)2010-12-31$70,821
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN

2016: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROCKWOOD MEDICAL CLINIC, P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3