401k Plan data: ACADEMIC INTERNAL MEDICINE ASSOCIATES, PLC 401(K) PLAN plan

ACADEMIC INTERNAL MEDICINE ASSOCIATES, PLC 401(K) PLAN 401k Plan overview

Plan Name	ACADEMIC INTERNAL MEDICINE ASSOCIATES, PLC 401(K) PLAN
Plan identification number	001

ACADEMIC INTERNAL MEDICINE ASSOCIATES, PLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ACADEMIC INTERNAL MEDICINE ASSOCIATES, PLC has sponsored the creation of one or more 401k plans.

Company Name: ACADEMIC INTERNAL MEDICINE ASSOCIATES, PLC

Employer identification number (EIN): 383422418

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACADEMIC INTERNAL MEDICINE ASSOCIATES, PLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LEWIS ROSENBAUM 2024-05-10 LEWIS ROSENBAUM 2024-05-10
001 2022-01-01 CAROL SUE MARTIN 2023-08-22 CAROL SUE MARTIN 2023-08-22
001 2021-01-01 CAROL SUE MARTIN 2022-10-11 CAROL SUE MARTIN 2022-10-11
001 2020-01-01 CAROL SUE MARTIN 2021-10-05 CAROL SUE MARTIN 2021-10-05
001 2019-01-01 CAROL SUE MARTIN 2020-08-31 CAROL SUE MARTIN 2020-08-31
001 2018-01-01 CAROL MARTIN 2019-05-30 CAROL MARTIN 2019-05-30
001 2017-01-01 CAROL SUE MARTIN 2018-07-10 CAROL SUE MARTIN 2018-07-10
001 2016-01-01 CAROL MARTIN 2017-09-25 CAROL MARTIN 2017-09-25
001 2015-01-01 LEWIS ROSENBAUM 2016-10-13 LEWIS ROSENBAUM 2016-10-13
001 2014-01-01 CAROL SUE MARTIN 2015-06-23 CAROL SUE MARTIN 2015-06-23
001 2013-01-01 CAROL SUE MARTIN 2014-07-21 CAROL SUE MARTIN 2014-07-21
001 2012-01-01 CAROL SUE MARTIN 2013-06-21 CAROL SUE MARTIN 2013-06-21
001 2011-01-01 LEWIS ROSENBAUM 2012-07-19 LEWIS ROSENBAUM 2012-07-19
001 2010-01-01 LEWIS ROSENBAUM 2011-09-23 LEWIS ROSENBAUM 2011-09-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LEWIS ROSENBAUM	2024-05-10	LEWIS ROSENBAUM	2024-05-10
001	2022-01-01	CAROL SUE MARTIN	2023-08-22	CAROL SUE MARTIN	2023-08-22
001	2021-01-01	CAROL SUE MARTIN	2022-10-11	CAROL SUE MARTIN	2022-10-11
001	2020-01-01	CAROL SUE MARTIN	2021-10-05	CAROL SUE MARTIN	2021-10-05
001	2019-01-01	CAROL SUE MARTIN	2020-08-31	CAROL SUE MARTIN	2020-08-31
001	2018-01-01	CAROL MARTIN	2019-05-30	CAROL MARTIN	2019-05-30
001	2017-01-01	CAROL SUE MARTIN	2018-07-10	CAROL SUE MARTIN	2018-07-10
001	2016-01-01	CAROL MARTIN	2017-09-25	CAROL MARTIN	2017-09-25
001	2015-01-01	LEWIS ROSENBAUM	2016-10-13	LEWIS ROSENBAUM	2016-10-13
001	2014-01-01	CAROL SUE MARTIN	2015-06-23	CAROL SUE MARTIN	2015-06-23
001	2013-01-01	CAROL SUE MARTIN	2014-07-21	CAROL SUE MARTIN	2014-07-21
001	2012-01-01	CAROL SUE MARTIN	2013-06-21	CAROL SUE MARTIN	2013-06-21
001	2011-01-01	LEWIS ROSENBAUM	2012-07-19	LEWIS ROSENBAUM	2012-07-19
001	2010-01-01	LEWIS ROSENBAUM	2011-09-23	LEWIS ROSENBAUM	2011-09-23

Potentially related plans

ACADEMIC INTERNAL MEDICINE SPECIALISTS 401(K) PLAN [EIN = 205485614]

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Company Name:	ACADEMIC INTERNAL MEDICINE ASSOCIATES, PLC
Employer identification number (EIN):	383422418
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)