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JASON R. OBERKFELL DDS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJASON R. OBERKFELL DDS 401(K) PROFIT SHARING PLAN
Plan identification number 001

JASON R. OBERKFELL DDS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • 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

JASON R. OBERKFELL DDS has sponsored the creation of one or more 401k plans.

Company Name:JASON R. OBERKFELL DDS
Employer identification number (EIN):208255270
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JASON R. OBERKFELL DDS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JASON OBERKFELL2024-02-26 JASON OBERKFELL2024-02-26
0012022-01-01JASON OBERKFELL2023-03-28 JASON OBERKFELL2023-03-28
0012021-01-01JASON OBERKFELL2022-05-31 JASON OBERKFELL2022-05-31
0012020-01-01JASON OBERKFELL2021-05-04 JASON OBERKFELL2021-05-04
0012019-01-01JASON OBERKFELL2020-03-11 JASON OBERKFELL2020-03-11
0012018-01-01JASON OBERKFELL2019-07-15 JASON OBERKFELL2019-07-15
0012017-01-01JASON OBERKFELL2018-03-06 JASON OBERKFELL2018-03-06
0012016-01-01JASON OBERKFELL2017-03-07 JASON OBERKFELL2017-03-07
0012013-01-01JASON OBERKFELL2014-04-21 JASON OBERKFELL2014-04-21
0012012-01-01JASON OBERKFELL2013-03-26 JASON OBERKFELL2013-03-26

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