401k Plan data: NEWTON WELLESLEY UROLOGY RETIREMENT TRUST plan

NEWTON WELLESLEY UROLOGY RETIREMENT TRUST 401k Plan overview

Plan Name	NEWTON WELLESLEY UROLOGY RETIREMENT TRUST
Plan identification number	001

NEWTON WELLESLEY UROLOGY RETIREMENT TRUST 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
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.
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

NEWTON WELLESLEY UROLOGY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: NEWTON WELLESLEY UROLOGY, P.C.

Employer identification number (EIN): 043126220

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEWTON WELLESLEY UROLOGY RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JEFFREY LAMONT 2023-10-17
001 2022-01-01 JEFFREY LAMONT 2023-02-17
001 2021-01-01 JEFFREY LAMONT 2022-09-20
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 JEFFREY LAMONT 2017-07-12
001 2015-01-01 JEFFREY LAMONT 2016-06-07
001 2015-01-01 JEFFREY LAMONT 2016-06-07
001 2014-01-01 JEFFREY LAMONT 2015-05-13
001 2013-01-01 JEFFREY LAMONT 2014-07-28
001 2012-01-01 JEFFREY LAMONT 2013-07-17
001 2011-01-01 JEFFREY LAMONT 2012-04-26
001 2010-01-01 JEFFREY LAMONT 2011-04-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JEFFREY LAMONT	2023-10-17
001	2022-01-01	JEFFREY LAMONT	2023-02-17
001	2021-01-01	JEFFREY LAMONT	2022-09-20
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	JEFFREY LAMONT	2017-07-12
001	2015-01-01	JEFFREY LAMONT	2016-06-07
001	2015-01-01	JEFFREY LAMONT	2016-06-07
001	2014-01-01	JEFFREY LAMONT	2015-05-13
001	2013-01-01	JEFFREY LAMONT	2014-07-28
001	2012-01-01	JEFFREY LAMONT	2013-07-17
001	2011-01-01	JEFFREY LAMONT	2012-04-26
001	2010-01-01	JEFFREY LAMONT	2011-04-19

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Company Name:	NEWTON WELLESLEY UROLOGY, P.C.
Employer identification number (EIN):	043126220
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)