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401k Sponsoring company profile

JEFFREY T. BORTZ, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY T. BORTZ, M.D., INC.
Employer identification number (EIN):680299684
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
50 PALMETTO DUNES LANE
ALAMO
CA
94507
Date first seen: 2007-07-01
Date last seen: 2024-06-30
USA Location Address
106 LA CASA VIA, SUITE 270
WALNUT CREEK
CA
945983015
Date first seen: 2011-10-17
Date last seen: 2012-10-14
USA Location Address
355 LENNON LANE, SUITE 255
WALNUT CREEK
CA
94598
Date first seen: 2007-01-01
Date last seen: 2024-08-31

JEFFREY T. BORTZ, M.D., INC. 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001JEFFREY T. BORTZ, M.D., INC. PROFIT SHARING 401(K) PLAN2015-01-01 1996-04-01
002JEFFREY T. BORTZ, M.D., INC. DEFINED BENEFIT PLAN2012-01-01 2008-01-01

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
2017-03-20Employer Contributions $ 250,000
2017-03-20Employee Contributions $ 250,000
2016-12-20Employer Contributions $ 250,000
2016-12-20Employee Contributions $ 250,000
2016-12-16Employer Contributions $ 100,000
2016-12-16Employee Contributions $ 100,000
2016-03-15Employer Contributions $ 150,000
2016-03-15Employee Contributions $ 150,000
2015-09-15Employer Contributions $ 150,000
2015-09-15Employee Contributions $ 150,000
2014-03-17Employer Contributions $ 120,000
2014-03-17Employee Contributions $ 120,000
2013-04-29Employer Contributions $ 70,000
2013-04-29Employee Contributions $ 70,000
2012-03-15Employer Contributions $ 70,000
2012-03-15Employee Contributions $ 70,000
2011-03-15Employer Contributions $ 66,900
2011-03-15Employee Contributions $ 66,900

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