401k Plan data: STEVEN MORGAN, D.D.S., P.C. RETIREMENT PLAN plan

STEVEN MORGAN, D.D.S., P.C. RETIREMENT PLAN 401k Plan overview

Plan Name	STEVEN MORGAN, D.D.S., P.C. RETIREMENT PLAN
Plan identification number	002

STEVEN MORGAN, D.D.S., P.C. RETIREMENT 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
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

STEVEN MORGAN, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: STEVEN MORGAN, D.D.S., P.C.

Employer identification number (EIN): 133236148

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN MORGAN, D.D.S., P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 STEVEN MORGAN 2017-02-21 STEVEN MORGAN 2017-02-21
002 2015-01-01 STEVEN MORGAN 2016-04-04
002 2014-01-01 STEVEN MORGAN 2015-07-20
002 2013-01-01 STEVEN MORGAN 2014-09-10
002 2012-01-01 STEVEN MORGAN 2013-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	STEVEN MORGAN	2017-02-21	STEVEN MORGAN	2017-02-21
002	2015-01-01	STEVEN MORGAN	2016-04-04
002	2014-01-01	STEVEN MORGAN	2015-07-20
002	2013-01-01	STEVEN MORGAN	2014-09-10
002	2012-01-01	STEVEN MORGAN	2013-07-08

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Company Name:	STEVEN MORGAN, D.D.S., P.C.
Employer identification number (EIN):	133236148
NAIC Classification:	621210
NAIC Description:	Offices of Dentists