401k Plan data: JAMES M ZEFRAN DDS 401(K) PLAN plan

JAMES M ZEFRAN DDS 401(K) PLAN 401k Plan overview

Plan Name	JAMES M ZEFRAN DDS 401(K) PLAN
Plan identification number	001

JAMES M ZEFRAN DDS 401(K) PLAN 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.
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

JAMES M ZEFRAN DDS has sponsored the creation of one or more 401k plans.

Company Name: JAMES M ZEFRAN DDS

Employer identification number (EIN): 264421831

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES M ZEFRAN DDS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAMES M ZEFRAN 2024-07-15
001 2022-01-01 JAMES M ZEFRAN 2023-07-14
001 2021-01-01 JAMES M ZEFRAN 2022-07-19
001 2020-01-01 JAMES M ZEFRAN 2021-07-13
001 2019-01-01 JAMES M ZEFRAN 2020-06-19
001 2018-01-01 JAMES M ZEFRAN 2019-06-20
001 2017-01-01 JAMES M ZEFRAN 2018-07-23
001 2016-01-01 JAMES M ZEFRAN 2017-11-09
001 2015-01-01 JAMES M ZEFRAN 2016-06-14 JAMES M ZEFRAN 2016-06-14
001 2014-01-01 JAMES M ZEFRAN 2015-07-08 JAMES M ZEFRAN 2015-07-08
001 2013-01-01 JAMES M ZEFRAN 2014-06-02 JAMES M ZEFRAN 2014-06-02
001 2012-01-01 JAMES M ZEFRAN 2013-06-06 JAMES M ZEFRAN 2013-06-06
001 2011-01-01 JAMES M ZEFRAN 2012-06-15 JAMES M ZEFRAN 2012-06-15
001 2010-01-01 JAMES M ZEFRAN 2011-06-29 JAMES M ZEFRAN 2011-06-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JAMES M ZEFRAN	2024-07-15
001	2022-01-01	JAMES M ZEFRAN	2023-07-14
001	2021-01-01	JAMES M ZEFRAN	2022-07-19
001	2020-01-01	JAMES M ZEFRAN	2021-07-13
001	2019-01-01	JAMES M ZEFRAN	2020-06-19
001	2018-01-01	JAMES M ZEFRAN	2019-06-20
001	2017-01-01	JAMES M ZEFRAN	2018-07-23
001	2016-01-01	JAMES M ZEFRAN	2017-11-09
001	2015-01-01	JAMES M ZEFRAN	2016-06-14	JAMES M ZEFRAN	2016-06-14
001	2014-01-01	JAMES M ZEFRAN	2015-07-08	JAMES M ZEFRAN	2015-07-08
001	2013-01-01	JAMES M ZEFRAN	2014-06-02	JAMES M ZEFRAN	2014-06-02
001	2012-01-01	JAMES M ZEFRAN	2013-06-06	JAMES M ZEFRAN	2013-06-06
001	2011-01-01	JAMES M ZEFRAN	2012-06-15	JAMES M ZEFRAN	2012-06-15
001	2010-01-01	JAMES M ZEFRAN	2011-06-29	JAMES M ZEFRAN	2011-06-29

Potentially related plans

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Company Name:	JAMES M ZEFRAN DDS
Employer identification number (EIN):	264421831
NAIC Classification:	621210
NAIC Description:	Offices of Dentists