| Plan Name | R.A.N. 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | J. PAUL WIESNER & ASSOCIATES, CHARTERED |
| Employer identification number (EIN): | 880307447 |
| 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 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | DEBBIE MCEVOY | 2018-10-08 | ||
| 001 | 2016-01-01 | DEBBIE MCEVOY | 2017-10-05 | ||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | DEBBIE MCEVOY | 2013-10-04 | ||
| 001 | 2011-01-01 | DEBBIE MCEVOY | 2012-06-28 | ||
| 001 | 2010-01-01 | DEBBIE MCEVOY | 2011-07-08 |
| Measure | Date | Value |
|---|---|---|
| 2024: R.A.N. 401(K) PROFIT SHARING PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-14 | 123 |
| Total number of particpants at end of year | 2024-10-14 | 127 |
| Number of Participants With Account Balances | 2024-10-14 | 127 |
| Measure | Date | Value |
|---|---|---|
| 2024 : R.A.N. 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-14 | 1092069 |
| Net assets as of the end of the plan year | 2024-10-14 | 35325393 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 26086116 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 221005 |
| Value of participant loans at end of plan year | 2024-10-14 | 159116 |
| Other contributions to plan in this plan year | 2024-10-14 | 4797 |
| Other income to plan in this plan year | 2024-10-14 | 9566893 |
| Plan net income in this plan year | 2024-10-14 | 9239277 |
| Net assets as of the end of the plan year | 2024-10-14 | 35325393 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 26086116 |
| Employer contributions to plan in this plan year | 2024-10-14 | 538651 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 280 |