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JOHN T. CARROLL, M.D. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJOHN T. CARROLL, M.D. PROFIT SHARING PLAN & TRUST
Plan identification number 001

JOHN T. CARROLL, M.D. PROFIT SHARING PLAN & TRUST 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
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JOHN T. CARROLL, M.D. has sponsored the creation of one or more 401k plans.

Company Name:JOHN T. CARROLL, M.D.
Employer identification number (EIN):364206550
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN T. CARROLL, M.D. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEBBIE CARROLL2024-06-07 DEBBIE CARROLL2024-06-07
0012022-01-01DEBBIE CARROLL2023-05-27 DEBBIE CARROLL2023-05-27
0012021-01-01DEBRA CARROLL2022-06-30 DEBRA CARROLL2022-06-30
0012020-01-01DEBRA CARROLL2021-08-16 DEBRA CARROLL2021-08-16
0012019-01-01DEBRA CARROLL2020-09-21 DEBRA CARROLL2020-09-21
0012018-01-01DEBRA CARROLL2019-07-14 DEBRA CARROLL2019-07-14
0012017-01-01DEBRA CARROLL2018-09-28 DEBRA CARROLL2018-09-28
0012016-01-01DEBRA CARROLL2017-07-09 DEBRA CARROLL2017-07-09
0012015-01-01DEBRA CARROLL2016-06-08 DEBRA CARROLL2016-06-08
0012014-01-01DEBRA CARROLL2015-09-11 DEBRA CARROLL2015-09-11

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