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DAVID M STIEBER MD FACC INC 401(K) PLAN 401k Plan overview

Plan NameDAVID M STIEBER MD FACC INC 401(K) PLAN
Plan identification number 001

DAVID M STIEBER MD FACC INC 401(K) 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.
  • 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.
  • 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.

401k Sponsoring company profile

DAVID M. STIEBER, MD, FACC, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVID M. STIEBER, MD, FACC, INC.
Employer identification number (EIN):900511703
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID M STIEBER MD FACC INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID STIEBER2024-09-09 DAVID STIEBER2024-09-09
0012022-01-01DAVID STIEBER2023-10-03
0012021-01-01DAVID STIEBER2022-07-05
0012020-01-01DAVID STIEBER2021-09-01
0012019-01-01DAVID STIEBER2020-08-31 DAVID STIEBER2020-08-31
0012018-01-01DAVID STIEBER2019-09-23
0012017-01-01DAVID STIEBER2018-09-21
0012017-01-01DAVID STIEBER2018-09-14 DAVID STIEBER2018-09-14
0012016-01-01DAVID STIEBER2017-09-27
0012015-01-01DAVID STIEBER2016-09-19 DAVID STIEBER2016-09-19
0012014-01-01DAVID STIEBER2015-10-01 DAVID STIEBER2015-10-01
0012013-01-01
0012012-01-01DAVID STIEBER2013-07-03

Financial Data on DAVID M STIEBER MD FACC INC 401(K) PLAN

Measure Date Value
2025 : DAVID M STIEBER MD FACC INC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-250
Total liabilities as of the end of the plan year2025-09-250
Total liabilities as of the beginning of the plan year2025-09-250
Total expenses incurred by plan in this plan year2025-09-2528958
Net assets as of the end of the plan year2025-09-2527065
Total assets as of the beginning of the plan year2025-09-2555480
Value of plan covered by a fidelity bond2025-09-2540000
Participant contributions to plan in this plan year2025-09-250
Other expenses paid from plan in this plan year2025-09-250
Other contributions to plan in this plan year2025-09-250
Other income to plan in this plan year2025-09-25543
Plan net income in this plan year2025-09-25-28415
Net assets as of the end of the plan year2025-09-2527065
Net assets as of the beginning of the plan year2025-09-2555480
Employer contributions to plan in this plan year2025-09-250
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2513
2024 : DAVID M STIEBER MD FACC INC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-090
Total liabilities as of the end of the plan year2024-09-090
Total liabilities as of the beginning of the plan year2024-09-090
Total expenses incurred by plan in this plan year2024-09-09370390
Net assets as of the end of the plan year2024-09-0955480
Total assets as of the beginning of the plan year2024-09-09375687
Value of plan covered by a fidelity bond2024-09-0940000
Participant contributions to plan in this plan year2024-09-090
Other expenses paid from plan in this plan year2024-09-090
Other contributions to plan in this plan year2024-09-090
Other income to plan in this plan year2024-09-0950183
Plan net income in this plan year2024-09-09-320207
Net assets as of the end of the plan year2024-09-0955480
Net assets as of the beginning of the plan year2024-09-09375687
Employer contributions to plan in this plan year2024-09-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-091932

Potentially related plans

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