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| Company Name: | LORNA M. BARTE, M.D., AND ASSOCIATES |
| Employer identification number (EIN): | 204469087 |
| NAIC Classification: | 621330 |
| NAIC Description: | Offices of Mental Health Practitioners (except Physicians) |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2023-12-31 | |||||
| Date | Description |
|---|---|
| 2022-09-20 | 204469087 Change of plan name detected from LORNA M. BARTE, M.D., AND ASSOCIATES SOLO 401(K) PLAN to LORNA M. BARTE, M.D., AND ASSOCIATES RETIREMENT PLAN for plan ID 002 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | LORNA M. BARTE, M.D., AND ASSOCIATES DEFINED BENEFIT PLAN | 2015-01-01 | 2006-01-01 |
| 002 | LORNA M. BARTE, M.D., AND ASSOCIATES RETIREMENT PLAN | 2013-01-01 | 2006-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-09-08 | Employer Contributions | $ 74,587 |
| 2023-09-08 | Employee Contributions | $ 74,587 |
| 2022-09-09 | Employer Contributions | $ 90,000 |
| 2022-09-09 | Employee Contributions | $ 90,000 |
| 2020-08-12 | Employer Contributions | $ 10,000 |
| 2020-08-12 | Employee Contributions | $ 10,000 |
| 2018-08-16 | Employer Contributions | $ 13,700 |
| 2018-08-16 | Employee Contributions | $ 13,700 |
| 2017-08-27 | Employer Contributions | $ 60,000 |
| 2017-08-27 | Employee Contributions | $ 60,000 |
| 2013-08-22 | Employer Contributions | $ 3,500 |
| 2013-08-22 | Employee Contributions | $ 3,500 |
| 2012-07-10 | Employer Contributions | $ 22,500 |
| 2012-07-10 | Employee Contributions | $ 22,500 |
| 2011-02-23 | Employer Contributions | $ 20,012 |
| 2011-02-23 | Employee Contributions | $ 20,012 |
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