401k Plan data: JOEL M.A. SHUGAR, M.D. & PETER BERNARD, M.D., P.C. RETIREMENT TRUST plan

JOEL M.A. SHUGAR, M.D. & PETER BERNARD, M.D., P.C. RETIREMENT TRUST 401k Plan overview

Plan Name	JOEL M.A. SHUGAR, M.D. & PETER BERNARD, M.D., P.C. RETIREMENT TRUST
Plan identification number	002

JOEL M.A. SHUGAR, M.D. & PETER BERNARD, M.D., P.C. 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

JOEL M.A. SHUGAR, M.D. & PETER BERNARD, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JOEL M.A. SHUGAR, M.D. & PETER BERNARD, M.D., P.C.

Employer identification number (EIN): 133109220

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOEL M.A. SHUGAR, M.D. & PETER BERNARD, M.D., P.C. RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 JOEL M.A. SHUGAR, M.D. 2018-04-02
002 2016-01-01 JOEL M.A. SHUGAR, M.D. 2017-04-14
002 2015-01-01 JOEL M.A. SHUGAR, M.D. 2016-05-01
002 2014-01-01 JOEL M.A. SHUGAR, M.D. 2015-04-14
002 2013-01-01 JOEL M.A. SHUGAR, M.D. 2014-05-10
002 2012-01-01 JOEL M.A. SHUGAR, M.D. 2013-05-20
002 2011-01-01 JOEL M.A. SHUGAR, M.D. 2012-08-15
002 2010-01-01 JOEL M.A. SHUGAR, M.D. 2011-06-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01	JOEL M.A. SHUGAR, M.D.	2018-04-02
002	2016-01-01	JOEL M.A. SHUGAR, M.D.	2017-04-14
002	2015-01-01	JOEL M.A. SHUGAR, M.D.	2016-05-01
002	2014-01-01	JOEL M.A. SHUGAR, M.D.	2015-04-14
002	2013-01-01	JOEL M.A. SHUGAR, M.D.	2014-05-10
002	2012-01-01	JOEL M.A. SHUGAR, M.D.	2013-05-20
002	2011-01-01	JOEL M.A. SHUGAR, M.D.	2012-08-15
002	2010-01-01	JOEL M.A. SHUGAR, M.D.	2011-06-06

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Company Name:	JOEL M.A. SHUGAR, M.D. & PETER BERNARD, M.D., P.C.
Employer identification number (EIN):	133109220
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)