401k Plan data: THE ENDOCRINE CLINIC, P.C. 401K PROFIT SHARING PLAN AND TRUST plan

THE ENDOCRINE CLINIC, P.C. 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	THE ENDOCRINE CLINIC, P.C. 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	002

THE ENDOCRINE CLINIC, P.C. 401K PROFIT SHARING PLAN AND TRUST 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.
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.
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

ENDOCRINE CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ENDOCRINE CLINIC, P.C.

Employer identification number (EIN): 931179047

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ENDOCRINE CLINIC, P.C. 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DIANE M KARL 2024-09-29
002 2022-01-01 DIANE M KARL 2023-09-22
002 2021-01-01 DIANE M KARL 2022-09-18
002 2020-01-01 DIANE M KARL 2021-09-07
002 2019-01-01 DIANE M KARL 2020-07-07
002 2018-01-01 DIANE M KARL 2019-07-03
002 2017-01-01 DIANE M KARL 2018-05-23
002 2016-01-01 DIANE M KARL 2017-10-04
002 2015-01-01 DIANE M KARL 2016-07-27
002 2014-01-01 DIANE M KARL 2015-07-22
002 2013-01-01 DIANE M KARL 2014-08-28
002 2012-01-01 DIANE M KARL 2013-07-11
002 2011-01-01 DIANE M KARL 2012-02-23
002 2010-01-01 DIANE KARL 2011-05-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	DIANE M KARL	2024-09-29
002	2022-01-01	DIANE M KARL	2023-09-22
002	2021-01-01	DIANE M KARL	2022-09-18
002	2020-01-01	DIANE M KARL	2021-09-07
002	2019-01-01	DIANE M KARL	2020-07-07
002	2018-01-01	DIANE M KARL	2019-07-03
002	2017-01-01	DIANE M KARL	2018-05-23
002	2016-01-01	DIANE M KARL	2017-10-04
002	2015-01-01	DIANE M KARL	2016-07-27
002	2014-01-01	DIANE M KARL	2015-07-22
002	2013-01-01	DIANE M KARL	2014-08-28
002	2012-01-01	DIANE M KARL	2013-07-11
002	2011-01-01	DIANE M KARL	2012-02-23
002	2010-01-01	DIANE KARL	2011-05-23

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Company Name:	ENDOCRINE CLINIC, P.C.
Employer identification number (EIN):	931179047
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)