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STONE RIDGE MEDICAL GROUP, S.C. 401(K) PLAN 401k Plan overview

Plan NameSTONE RIDGE MEDICAL GROUP, S.C. 401(K) PLAN
Plan identification number 001

STONE RIDGE MEDICAL GROUP, S.C. 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

STONE RIDGE MEDICAL GROUP SC has sponsored the creation of one or more 401k plans.

Company Name:STONE RIDGE MEDICAL GROUP SC
Employer identification number (EIN):263319030
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STONE RIDGE MEDICAL GROUP, S.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES PETRE2024-06-12
0012022-01-01JAMES PETRE2023-08-29
0012021-01-01JAMES PETRE2022-07-14
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ANNE PETRE2015-10-09
0012013-01-01ANNE PETRE2014-10-08
0012012-01-01AMANDA SKAHILL2013-08-29
0012011-01-01AMANDA SKAHILL2012-07-27
0012010-01-01AMANDA SKAHILL
0012009-01-01AMANDA SKAHILL

Plan Statistics for STONE RIDGE MEDICAL GROUP, S.C. 401(K) PLAN

401k plan membership statisitcs for STONE RIDGE MEDICAL GROUP, S.C. 401(K) PLAN

Measure Date Value
2010: STONE RIDGE MEDICAL GROUP, S.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0115
Total number of active participants reported on line 7a of the Form 55002010-01-0115
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0115
Number of participants with account balances2010-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: STONE RIDGE MEDICAL GROUP, S.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0115
Number of participants with account balances2009-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STONE RIDGE MEDICAL GROUP, S.C. 401(K) PLAN

Measure Date Value
2010 : STONE RIDGE MEDICAL GROUP, S.C. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$259,579
Expenses. Total of all expenses incurred2010-12-31$19,021
Benefits paid (including direct rollovers)2010-12-31$9,311
Total plan assets at end of year2010-12-31$846,599
Total plan assets at beginning of year2010-12-31$606,041
Total contributions received or receivable from participants2010-12-31$81,993
Contributions received from other sources (not participants or employers)2010-12-31$34,684
Other income received2010-12-31$107,856
Net income (gross income less expenses)2010-12-31$240,558
Net plan assets at end of year (total assets less liabilities)2010-12-31$846,599
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$606,041
Assets. Value of participant loans2010-12-31$2,064
Total contributions received or receivable from employer(s)2010-12-31$35,046
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,710

Form 5500 Responses for STONE RIDGE MEDICAL GROUP, S.C. 401(K) PLAN

2010: STONE RIDGE MEDICAL GROUP, S.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STONE RIDGE MEDICAL GROUP, S.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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