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401k Sponsoring company profile

JEFFREY CARTER, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY CARTER, M.D., INC.
Employer identification number (EIN):770431583
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

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

USA Location Address
21 UPPER RAGSDALE DRIVE, SUITE 100
MONTEREY
CA
93940
Date first seen: 2007-01-01
Date last seen: 2025-06-30
401k Sponsor USA Address
21 UPPER RAGSDALE DRIVE, SUITE 100
MONTEREY
CA
93940
Date first seen: 2007-01-01
Date last seen: 2025-07-09

JEFFREY CARTER, M.D., INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001JEFFREY CARTER, M.D., INC. CASH BALANCE PENSION PLAN2011-01-01 2003-01-01
002JEFFREY D. CARTER, M.D., INC. 401(K) PROFIT SHARING PLAN2013-01-01 2007-01-01

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
2018-09-14Employer Contributions $ 73,164
2018-09-14Employee Contributions $ 73,164
2017-08-17Employer Contributions $ 90,491
2017-08-17Employee Contributions $ 90,491
2016-08-25Employer Contributions $ 7,601
2016-08-25Employee Contributions $ 7,601
2015-09-10Employer Contributions $ 83,251
2015-09-10Employee Contributions $ 83,251
2014-09-09Employer Contributions $ 114,603
2014-09-09Employee Contributions $ 114,603
2013-08-28Employer Contributions $ 127,080
2013-08-28Employee Contributions $ 127,080
2012-07-10Employer Contributions $ 30,000
2012-07-10Employee Contributions $ 30,000
2012-07-02Employer Contributions $ 30,000
2012-07-02Employee Contributions $ 30,000
2012-06-27Employer Contributions $ 30,000
2012-06-27Employee Contributions $ 30,000
2011-05-20Employer Contributions $ 30,000
2011-05-20Employee Contributions $ 30,000
2011-05-12Employer Contributions $ 30,000
2011-05-12Employee Contributions $ 30,000
2011-04-01Employer Contributions $ 30,000
2011-04-01Employee Contributions $ 30,000

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