401k Plan data: JEFFREY LEE ROSENBLUM, M.D., P.C. 401K PROFIT SHARING PLAN plan

JEFFREY LEE ROSENBLUM, M.D., P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	JEFFREY LEE ROSENBLUM, M.D., P.C. 401K PROFIT SHARING PLAN
Plan identification number	001

JEFFREY LEE ROSENBLUM, M.D., P.C. 401K 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
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.
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

JEFFREY LEE ROSENBLUM, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JEFFREY LEE ROSENBLUM, M.D., P.C.

Employer identification number (EIN): 232846330

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY LEE ROSENBLUM, M.D., P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 IAN HARING 2015-05-11
001 2013-01-01 IAN HARING 2014-10-13 IAN HARING 2014-10-13
001 2012-01-01 IAN HARING 2013-10-11 IAN HARING 2013-10-11
001 2011-01-01 IAN HARING 2012-08-23 IAN HARING 2012-08-23
001 2010-01-01 IAN HARING 2011-10-17 IAN HARING 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	IAN HARING	2015-05-11
001	2013-01-01	IAN HARING	2014-10-13	IAN HARING	2014-10-13
001	2012-01-01	IAN HARING	2013-10-11	IAN HARING	2013-10-11
001	2011-01-01	IAN HARING	2012-08-23	IAN HARING	2012-08-23
001	2010-01-01	IAN HARING	2011-10-17	IAN HARING	2011-10-17

Potentially related plans

JEFFREY LEE COMPANY 401K PLAN [EIN = 711044053]

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Company Name:	JEFFREY LEE ROSENBLUM, M.D., P.C.
Employer identification number (EIN):	232846330
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)