401k Plan data: CARL M. WAHLSTROM, JR., M.D. LIMITED 401(K) PLAN plan

CARL M. WAHLSTROM, JR., M.D. LIMITED 401(K) PLAN 401k Plan overview

Plan Name	CARL M. WAHLSTROM, JR., M.D. LIMITED 401(K) PLAN
Plan identification number	001

CARL M. WAHLSTROM, JR., M.D. LIMITED 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

CARL M. WAHLSTROM, JR., M.D. LIMITED has sponsored the creation of one or more 401k plans.

Company Name: CARL M. WAHLSTROM, JR., M.D. LIMITED

Employer identification number (EIN): 200548504

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARL M. WAHLSTROM, JR., M.D. LIMITED 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CARL WAHLSTROM 2024-09-19 CARL WAHLSTROM 2024-09-19
001 2022-01-01 CARL WAHLSTROM 2023-10-05 CARL WAHLSTROM 2023-10-05
001 2021-01-01 CARL WAHLSTROM 2022-10-17 CARL WAHLSTROM 2022-10-17
001 2020-01-01 CARL WAHLSTROM 2021-09-27 CARL WAHLSTROM 2021-09-27
001 2019-01-01 CARL WAHLSTROM 2020-10-08 CARL WAHLSTROM 2020-10-08
001 2018-01-01 CARL WAHLSTROM 2019-10-03 CARL WAHLSTROM 2019-10-03
001 2017-01-01 CARL WAHLSTROM 2018-10-03 CARL WAHLSTROM 2018-10-03
001 2016-01-01 CARL WAHLSTROM 2017-09-21 CARL WAHLSTROM 2017-09-21
001 2015-01-01 CARL WAHLSTROM 2016-10-03 CARL WAHLSTROM 2016-10-03
001 2014-01-01 CARL WAHLSTROM 2015-09-29 CARL WAHLSTROM 2015-09-29
001 2013-01-01 CARL WAHLSTROM 2014-10-01 CARL WAHLSTROM 2014-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CARL WAHLSTROM	2024-09-19	CARL WAHLSTROM	2024-09-19
001	2022-01-01	CARL WAHLSTROM	2023-10-05	CARL WAHLSTROM	2023-10-05
001	2021-01-01	CARL WAHLSTROM	2022-10-17	CARL WAHLSTROM	2022-10-17
001	2020-01-01	CARL WAHLSTROM	2021-09-27	CARL WAHLSTROM	2021-09-27
001	2019-01-01	CARL WAHLSTROM	2020-10-08	CARL WAHLSTROM	2020-10-08
001	2018-01-01	CARL WAHLSTROM	2019-10-03	CARL WAHLSTROM	2019-10-03
001	2017-01-01	CARL WAHLSTROM	2018-10-03	CARL WAHLSTROM	2018-10-03
001	2016-01-01	CARL WAHLSTROM	2017-09-21	CARL WAHLSTROM	2017-09-21
001	2015-01-01	CARL WAHLSTROM	2016-10-03	CARL WAHLSTROM	2016-10-03
001	2014-01-01	CARL WAHLSTROM	2015-09-29	CARL WAHLSTROM	2015-09-29
001	2013-01-01	CARL WAHLSTROM	2014-10-01	CARL WAHLSTROM	2014-10-01

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Company Name:	CARL M. WAHLSTROM, JR., M.D. LIMITED
Employer identification number (EIN):	200548504
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists