401k Plan data: JEFFREY LEMLER, DDS 401(K) PROFIT SHARING PLAN plan

JEFFREY LEMLER, DDS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JEFFREY LEMLER, DDS 401(K) PROFIT SHARING PLAN
Plan identification number	002

JEFFREY LEMLER, DDS 401(K) PROFIT SHARING 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

JEFFREY LEMLER, DDS has sponsored the creation of one or more 401k plans.

Company Name: JEFFREY LEMLER, DDS

Employer identification number (EIN): 133220071

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY LEMLER, DDS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 STEVEN SCHUMPP PREPARER 2014-06-11
002 2011-01-01 JEFFREY LEMLER 2012-08-02 JEFFREY LEMLER 2012-08-02
002 2010-01-01 JEFFREY R LEMLER 2011-09-06

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Company Name:	JEFFREY LEMLER, DDS
Employer identification number (EIN):	133220071
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	STEVEN SCHUMPP PREPARER	2014-06-11
002	2011-01-01	JEFFREY LEMLER	2012-08-02	JEFFREY LEMLER	2012-08-02
002	2010-01-01	JEFFREY R LEMLER	2011-09-06