401k Plan data: ALAN H. GREENSPAN, M.D. MONEY PURCHASE KEOGH PLAN plan

ALAN H. GREENSPAN, M.D. MONEY PURCHASE KEOGH PLAN 401k Plan overview

Plan Name	ALAN H. GREENSPAN, M.D. MONEY PURCHASE KEOGH PLAN
Plan identification number	002

ALAN H. GREENSPAN, M.D. MONEY PURCHASE KEOGH 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).
Money purchase (other than target benefit)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALAN H. GREENSPAN, M.D. has sponsored the creation of one or more 401k plans.

Company Name: ALAN H. GREENSPAN, M.D.

Employer identification number (EIN): 133306435

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALAN H. GREENSPAN, M.D. MONEY PURCHASE KEOGH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MIRIAM GREENSPAN 2024-09-19
002 2022-01-01 MIRIAM GREENSPAN 2023-10-09
002 2021-01-01 MIRIAM GREENSPAN 2022-09-29
002 2020-01-01 MIRIAM GREENSPAN 2021-08-30
002 2019-01-01 MIRIAM GREENSPAN 2020-10-12
002 2018-01-01 MIRIAM GREENSPAN 2019-10-10
002 2017-01-01 MIRIAM GREENSPAN 2018-06-21
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 ALAN GREENSPAN 2013-08-01 ALAN GREENSPAN 2013-08-01
002 2011-01-01 ALAN GREENSPAN 2012-09-18 ALAN GREENSPAN 2012-09-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MIRIAM GREENSPAN	2024-09-19
002	2022-01-01	MIRIAM GREENSPAN	2023-10-09
002	2021-01-01	MIRIAM GREENSPAN	2022-09-29
002	2020-01-01	MIRIAM GREENSPAN	2021-08-30
002	2019-01-01	MIRIAM GREENSPAN	2020-10-12
002	2018-01-01	MIRIAM GREENSPAN	2019-10-10
002	2017-01-01	MIRIAM GREENSPAN	2018-06-21
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	ALAN GREENSPAN	2013-08-01	ALAN GREENSPAN	2013-08-01
002	2011-01-01	ALAN GREENSPAN	2012-09-18	ALAN GREENSPAN	2012-09-18

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Company Name:	ALAN H. GREENSPAN, M.D.
Employer identification number (EIN):	133306435
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners