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STEPHEN LUI, M.D., INC. 401(K) PLAN 401k Plan overview

Plan NameSTEPHEN LUI, M.D., INC. 401(K) PLAN
Plan identification number 001

STEPHEN LUI, M.D., INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

STEPHEN LUI, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN LUI, M.D., INC.
Employer identification number (EIN):208317829
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN LUI, M.D., INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01STEPHEN LUI2020-10-09 STEPHEN LUI2020-10-09
0012018-01-01STEPHEN LUI2019-09-26 STEPHEN LUI2019-09-26
0012017-01-01STEPHEN LUI2018-09-28 STEPHEN LUI2018-09-28
0012016-01-01STEPHEN LUI2017-10-02 STEPHEN LUI2017-10-02
0012015-01-01STEPHEN LUI2016-09-20 STEPHEN LUI2016-09-20
0012014-01-01STEPHEN LUI2015-09-18 STEPHEN LUI2015-09-18
0012013-01-01STEPHEN LUI2014-09-05 STEPHEN LUI2014-09-05

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