401k Plan data: ALAN JAY LIFTIN MEDICAL SERVICES, P.C. PROFIT SHARING PLAN plan

ALAN JAY LIFTIN MEDICAL SERVICES, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALAN JAY LIFTIN MEDICAL SERVICES, P.C. PROFIT SHARING PLAN
Plan identification number	001

ALAN JAY LIFTIN MEDICAL SERVICES, P.C. 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
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ALAN JAY LIFTIN MEDICAL SERVICES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ALAN JAY LIFTIN MEDICAL SERVICES, P.C.

Employer identification number (EIN): 133677966

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALAN JAY LIFTIN MEDICAL SERVICES, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 ALAN JAY LIFTIN, M.D. 2015-05-11
001 2013-01-01 ALAN JAY LIFTIN, M.D. 2014-06-30
001 2012-01-01 ALAN JAY LIFTIN, M.D. 2013-04-03
001 2011-01-01 LYNDA WILKINSON 2012-03-09
001 2010-01-01 LYNDA WILKINSON 2011-06-17
001 2007-01-01 LYNDA WILKINSON

Plan Statistics for ALAN JAY LIFTIN MEDICAL SERVICES, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for ALAN JAY LIFTIN MEDICAL SERVICES, P.C. PROFIT SHARING PLAN

Measure Date Value
2007: ALAN JAY LIFTIN MEDICAL SERVICES, P.C. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 5
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 1
Total of all active and inactive participants 2007-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 6
Number of participants with account balances 2007-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
Number of employers contributing to the scheme 2007-01-01 0

Measure	Date	Value
2007: ALAN JAY LIFTIN MEDICAL SERVICES, P.C. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	5
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	1
Total of all active and inactive participants	2007-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	6
Number of participants with account balances	2007-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
Number of employers contributing to the scheme	2007-01-01	0

Form 5500 Responses for ALAN JAY LIFTIN MEDICAL SERVICES, P.C. PROFIT SHARING PLAN

2007: ALAN JAY LIFTIN MEDICAL SERVICES, P.C. PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ALAN JAY LIFTIN MEDICAL SERVICES, P.C.
Employer identification number (EIN):	133677966
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ALAN JAY LIFTIN, M.D.	2015-05-11
001	2013-01-01	ALAN JAY LIFTIN, M.D.	2014-06-30
001	2012-01-01	ALAN JAY LIFTIN, M.D.	2013-04-03
001	2011-01-01	LYNDA WILKINSON	2012-03-09
001	2010-01-01	LYNDA WILKINSON	2011-06-17
001	2007-01-01	LYNDA WILKINSON