401k Plan data: JERRY M. ROSENBERG, D.M.D. SAVINGS PROFIT SHARING PLAN plan

JERRY M. ROSENBERG, D.M.D. SAVINGS PROFIT SHARING PLAN 401k Plan overview

Plan Name	JERRY M. ROSENBERG, D.M.D. SAVINGS PROFIT SHARING PLAN
Plan identification number	001

JERRY M. ROSENBERG, D.M.D. SAVINGS 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.
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.
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.

401k Sponsoring company profile

JERRY M. ROSENBERG, DMD has sponsored the creation of one or more 401k plans.

Company Name: JERRY M. ROSENBERG, DMD

Employer identification number (EIN): 222616605

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JERRY M. ROSENBERG, D.M.D. SAVINGS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 VICKIE ROSENBERG 2021-03-29
001 2019-01-01 VICKIE ROSENBERG 2020-09-29
001 2018-01-01 JERRY ROSENBERG 2019-10-03
001 2017-01-01 JERRY ROSENBERG 2018-09-19
001 2016-01-01 JERRY ROSENBERG 2017-10-03
001 2015-01-01 JERRY ROSENBERG 2016-10-06
001 2014-01-01 JERRY ROSENBERG 2015-10-12
001 2013-01-01 JERRY ROSENBERG 2014-09-23
001 2012-01-01 JERRY ROSENBERG 2013-09-23
001 2011-01-01 JERRY ROSENBERG 2012-09-25
001 2010-01-01 JERRY M. ROSENBERG 2011-10-14 JERRY M. ROSENBERG 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	VICKIE ROSENBERG	2021-03-29
001	2019-01-01	VICKIE ROSENBERG	2020-09-29
001	2018-01-01	JERRY ROSENBERG	2019-10-03
001	2017-01-01	JERRY ROSENBERG	2018-09-19
001	2016-01-01	JERRY ROSENBERG	2017-10-03
001	2015-01-01	JERRY ROSENBERG	2016-10-06
001	2014-01-01	JERRY ROSENBERG	2015-10-12
001	2013-01-01	JERRY ROSENBERG	2014-09-23
001	2012-01-01	JERRY ROSENBERG	2013-09-23
001	2011-01-01	JERRY ROSENBERG	2012-09-25
001	2010-01-01	JERRY M. ROSENBERG	2011-10-14	JERRY M. ROSENBERG	2011-10-14

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Company Name:	JERRY M. ROSENBERG, DMD
Employer identification number (EIN):	222616605
NAIC Classification:	621210
NAIC Description:	Offices of Dentists