401k Plan data: PALMER & ZAVALA, S.C. PROFIT SHARING AND SAVINGS PLAN plan

PALMER & ZAVALA, S.C. PROFIT SHARING AND SAVINGS PLAN 401k Plan overview

Plan Name	PALMER & ZAVALA, S.C. PROFIT SHARING AND SAVINGS PLAN
Plan identification number	001

PALMER & ZAVALA, S.C. PROFIT SHARING AND SAVINGS 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.
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.
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

PALMER & ZAVALA, S.C. has sponsored the creation of one or more 401k plans.

Company Name: PALMER & ZAVALA, S.C.

Employer identification number (EIN): 362879397

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALMER & ZAVALA, S.C. PROFIT SHARING AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 GILBERTO ZAVALA 2024-04-16
001 2021-01-01 GILBERTO ZAVALA 2022-05-04
001 2020-01-01 GILBERTO ZAVALA 2021-05-13
001 2019-01-01 GILBERTO ZAVALA 2020-04-27
001 2018-01-01 GILBERTO ZAVALA 2019-05-08 GILBERTO ZAVALA 2019-05-08
001 2017-01-01 GILBERTO MD ZAVALA 2018-05-15 GILBERTO MD ZAVALA 2018-05-15
001 2016-01-01 GILBERTO ZAVALA 2017-07-17
001 2015-01-01 GILBERTO ZAVALA 2016-04-25 GILBERTO ZAVALA 2016-04-25
001 2014-01-01 GILBERTO ZAVALA 2015-05-20 GILBERTO ZAVALA 2015-05-20
001 2013-08-01 GILBERTO ZAVALA 2014-06-30 GILBERTO ZAVALA 2014-06-30
001 2012-08-01 GILBERTO ZAVALA, M.D. 2014-03-31
001 2011-08-01 GILBERTO ZAVALA, M.D. 2012-10-17 GILBERTO ZAVALA, M.D. 2012-10-17
001 2010-08-01 GILBERTO ZAVALA, M.D. 2011-11-28 GILBERTO ZAVALA, M.D. 2011-11-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	GILBERTO ZAVALA	2024-04-16
001	2021-01-01	GILBERTO ZAVALA	2022-05-04
001	2020-01-01	GILBERTO ZAVALA	2021-05-13
001	2019-01-01	GILBERTO ZAVALA	2020-04-27
001	2018-01-01	GILBERTO ZAVALA	2019-05-08	GILBERTO ZAVALA	2019-05-08
001	2017-01-01	GILBERTO MD ZAVALA	2018-05-15	GILBERTO MD ZAVALA	2018-05-15
001	2016-01-01	GILBERTO ZAVALA	2017-07-17
001	2015-01-01	GILBERTO ZAVALA	2016-04-25	GILBERTO ZAVALA	2016-04-25
001	2014-01-01	GILBERTO ZAVALA	2015-05-20	GILBERTO ZAVALA	2015-05-20
001	2013-08-01	GILBERTO ZAVALA	2014-06-30	GILBERTO ZAVALA	2014-06-30
001	2012-08-01	GILBERTO ZAVALA, M.D.	2014-03-31
001	2011-08-01	GILBERTO ZAVALA, M.D.	2012-10-17	GILBERTO ZAVALA, M.D.	2012-10-17
001	2010-08-01	GILBERTO ZAVALA, M.D.	2011-11-28	GILBERTO ZAVALA, M.D.	2011-11-28

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Company Name:	PALMER & ZAVALA, S.C.
Employer identification number (EIN):	362879397
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)