JAMES ADLEBERG, DPM, PA RETIREMENT INCOME PLAN 401k Plan overview
| Plan Name | JAMES ADLEBERG, DPM, PA RETIREMENT INCOME PLAN |
| Plan identification number | 001 |
JAMES ADLEBERG, DPM, PA RETIREMENT INCOME PLAN Benefits
| 401k Plan Type | Defined 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.
- 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.
|
401k Sponsoring company profile
JAMES ADLEBERG, DPM, PA has sponsored the creation of one or more 401k plans.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan JAMES ADLEBERG, DPM, PA RETIREMENT INCOME PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2023-01-01 | JAMES ADLEBERG, DPM | 2024-10-09 | | |
| 001 | 2022-01-01 | JAMES ADLEBERG, DPM | 2023-06-05 | | |
| 001 | 2021-01-01 | JAMES ADLEBERG, DPM | 2022-09-06 | | |
| 001 | 2020-01-01 | JAMES ADLEBERG, DPM | 2021-09-07 | | |
| 001 | 2019-01-01 | JAMES ADLEBERG, DPM | 2020-08-24 | | |
| 001 | 2018-01-01 | JAMES ADLEBERG, DPM | 2019-07-21 | | |
| 001 | 2017-01-01 | JAMES ADLEBERG, DPM | 2018-09-26 | | |
| 001 | 2016-01-01 | JAMES ADLEBERG, DPM | 2017-05-24 | | |
| 001 | 2015-01-01 | JAMES ADLEBERG, DPM | 2016-06-07 | | |
| 001 | 2014-01-01 | JAMES ADLEBERG, DPM | 2015-09-14 | | |
| 001 | 2013-01-01 | JAMES ADLEBERG, DPM | 2014-09-16 | | |
| 001 | 2012-01-01 | JAMES ADLEBERG, DPM | 2013-10-14 | | |
| 001 | 2011-01-01 | JAMES ADLEBERG, DPM | 2012-08-05 | | |
| 001 | 2009-01-01 | JAMES ADLEBERG | | | |
Plan Statistics for JAMES ADLEBERG, DPM, PA RETIREMENT INCOME PLAN
401k plan membership statisitcs for JAMES ADLEBERG, DPM, PA RETIREMENT INCOME PLAN
| Measure | Date | Value |
|---|
| 2009: JAMES ADLEBERG, DPM, PA RETIREMENT INCOME PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 7 |
Financial Data on JAMES ADLEBERG, DPM, PA RETIREMENT INCOME PLAN
| Measure | Date | Value |
|---|
| 2010 : JAMES ADLEBERG, DPM, PA RETIREMENT INCOME PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $72,901 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $11,304 |
| Total plan assets at end of year | 2010-12-31 | $761,524 |
| Total plan assets at beginning of year | 2010-12-31 | $699,927 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $20,801 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $11,304 |
| Other income received | 2010-12-31 | $9,958 |
| Net income (gross income less expenses) | 2010-12-31 | $61,597 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $761,524 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $699,927 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $42,142 |
Form 5500 Responses for JAMES ADLEBERG, DPM, PA RETIREMENT INCOME PLAN
| 2009: JAMES ADLEBERG, DPM, PA RETIREMENT INCOME PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
Was this data useful?
| If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping | |
| |
| |
|
|
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
