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401k Sponsoring company profile

SOVI JOSEPH, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:SOVI JOSEPH, M.D., P.A.
Employer identification number (EIN):205641739
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SOVI JOSEPH, M.D., P.A.

Jurisdiction of Incorporation:
Incorporation Date:
Company Identification Number:

More information about SOVI JOSEPH, M.D., P.A.

The following addresses have been detected on the 401k submissions:

USA Mailing Address
3440 TAMIAMI TRL UNIT 1
PORT CHARLOTTE
FL
339528134
Date first seen: 2010-10-15
Date last seen: 2018-10-15
USA Location Address
3440 TAMIAMI TRL UNIT 1
PORT CHARLOTTE
FL
339528134
Date first seen: 2012-10-16
Date last seen: 2024-02-15

SOVI JOSEPH, M.D., P.A. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001SOVI JOSEPH, M.D., P.A. 401(K) PLAN2015-01-01 2008-01-01
002SOVI JOSEPH, M.D., P.A. CASH BALANCE PENSION PLAN AND TRUST2015-01-01 2008-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution Number of participants/employees Average contribution per participant
2023-09-11Employer Contributions $ 65,954
2023-09-11Employee Contributions $ 65,954
2017-12-31Employer Contributions $ 72 3 $ 24
2017-12-31Employee Contributions $ 72 3 $ 24
2017-11-13Employer Contributions $ 71 3 $ 24
2017-11-13Employee Contributions $ 71 3 $ 24
2017-11-05Employer Contributions $ 1,711 3 $ 570
2017-11-05Employee Contributions $ 1,711 3 $ 570
2017-10-13Employer Contributions $ 72 3 $ 24
2017-10-13Employee Contributions $ 72 3 $ 24
2017-10-02Employer Contributions $ 1,916 3 $ 639
2017-10-02Employee Contributions $ 1,916 3 $ 639
2017-09-28Employer Contributions $ 746,822 3 $ 248,941
2017-09-28Employee Contributions $ 746,822 3 $ 248,941
2017-09-17Employer Contributions $ 1,700 3 $ 567
2017-09-17Employee Contributions $ 1,700 3 $ 567
2017-09-13Employer Contributions $ 71 3 $ 24
2017-09-13Employee Contributions $ 71 3 $ 24
2017-08-13Employer Contributions $ 72 3 $ 24
2017-08-13Employee Contributions $ 72 3 $ 24
2017-07-13Employer Contributions $ 71 3 $ 24
2017-07-13Employee Contributions $ 71 3 $ 24
2017-07-02Employer Contributions $ 1,917 3 $ 639
2017-07-02Employee Contributions $ 1,917 3 $ 639
2017-06-13Employer Contributions $ 72 3 $ 24
2017-06-13Employee Contributions $ 72 3 $ 24
2017-05-13Employer Contributions $ 71 3 $ 24
2017-05-13Employee Contributions $ 71 3 $ 24
2017-04-13Employer Contributions $ 72 3 $ 24
2017-04-13Employee Contributions $ 72 3 $ 24
2017-04-02Employer Contributions $ 1,916 3 $ 639
2017-04-02Employee Contributions $ 1,916 3 $ 639
2017-03-13Employer Contributions $ 71 3 $ 24
2017-03-13Employee Contributions $ 71 3 $ 24
2017-02-13Employer Contributions $ 72 3 $ 24
2017-02-13Employee Contributions $ 72 3 $ 24
2017-01-13Employer Contributions $ 71 3 $ 24
2017-01-13Employee Contributions $ 71 3 $ 24
2017-01-02Employer Contributions $ 1,917 3 $ 639
2017-01-02Employee Contributions $ 1,917 3 $ 639
2016-11-28Employer Contributions $ 1,657 4 $ 414
2016-11-28Employee Contributions $ 1,657 4 $ 414
2016-09-15Employer Contributions $ 181,034 4 $ 45,259
2016-09-15Employee Contributions $ 181,034 4 $ 45,259
2015-09-14Employer Contributions $ 143,201 3 $ 47,734
2015-09-14Employee Contributions $ 143,201 3 $ 47,734
2014-12-29Employer Contributions $ 1,881 3 $ 627
2014-12-29Employee Contributions $ 1,881 3 $ 627
2014-12-15Employer Contributions $ 3,456 3 $ 1,152
2014-12-15Employee Contributions $ 3,456 3 $ 1,152
2014-12-01Employer Contributions $ 1,462 3 $ 487
2014-12-01Employee Contributions $ 1,462 3 $ 487
2014-09-10Employer Contributions $ 103,079 3 $ 34,360
2014-09-10Employee Contributions $ 103,079 3 $ 34,360
2013-12-02Employer Contributions $ 1,221 2 $ 611
2013-12-02Employee Contributions $ 1,221 2 $ 611
2013-09-14Employer Contributions $ 230,000 2 $ 115,000
2013-09-14Employee Contributions $ 230,000 2 $ 115,000
2013-01-22Employer Contributions $ 50,000 2 $ 25,000
2013-01-22Employee Contributions $ 50,000 2 $ 25,000
2012-09-13Employer Contributions $ 255,727 3 $ 85,242
2012-09-13Employee Contributions $ 255,727 3 $ 85,242
2011-09-14Employer Contributions $ 144,212 2 $ 72,106
2011-09-14Employee Contributions $ 144,212 2 $ 72,106

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