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401k Sponsoring company profile

BARRY ROTMAN, MD INC. has sponsored the creation of one or more 401k plans.

Company Name:BARRY ROTMAN, MD INC.
Employer identification number (EIN):208613875
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

The following addresses have been detected on the 401k submissions:

USA Location Address
675 YGNACIO VALLEY RD., SUITE A-102
WALNUT CREEK
CA
94596
Date first seen: 2009-01-01
Date last seen: 2024-08-31
USA Location Address
1535 TREAT BLVD
WALNUT CREEK
CA
94598
Date first seen: 2007-01-01
Date last seen: 2024-10-08

Plan Sponsor Events

BARRY ROTMAN, MD INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001BARRY ROTMAN, MD INC. RETIREMENT TRUST2013-01-01 2010-10-01
002BARRY L. ROTMAN, M.D., INC. CASH BALANCE PLAN2019-01-01 2019-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-09-12Employer Contributions $ 97,069
2023-09-12Employee Contributions $ 97,069
2022-08-11Employer Contributions $ 300,000
2022-08-11Employee Contributions $ 300,000
2020-08-25Employer Contributions $ 89,846
2020-08-25Employee Contributions $ 89,846

Potentially Related 401k Schemes

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