401k Plan data: DR JOANNA DELEO PC 401 K PROFIT SHARING PLAN TRUST plan

DR JOANNA DELEO PC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	DR JOANNA DELEO PC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

DR JOANNA DELEO PC 401 K PROFIT SHARING PLAN TRUST 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.
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

DR JOANNA DELEO PC has sponsored the creation of one or more 401k plans.

Company Name: DR JOANNA DELEO PC

Employer identification number (EIN): 251814050

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR JOANNA DELEO PC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 BECKI LOWRY 2017-07-06
001 2015-01-01 JOANNA M DELEO 2016-10-10
001 2014-01-01 JOANNA M DELEO 2015-06-11
001 2013-01-01 REBECCA LOWRY 2014-05-29
001 2012-01-01 DR JOANNA DELEO PC 2013-06-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	BECKI LOWRY	2017-07-06
001	2015-01-01	JOANNA M DELEO	2016-10-10
001	2014-01-01	JOANNA M DELEO	2015-06-11
001	2013-01-01	REBECCA LOWRY	2014-05-29
001	2012-01-01	DR JOANNA DELEO PC	2013-06-10

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Company Name:	DR JOANNA DELEO PC
Employer identification number (EIN):	251814050
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)