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PROFIT SHARING PLAN 401k Plan overview

Plan NamePROFIT SHARING PLAN
Plan identification number 001

PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

REGINALD R. WORTMAN, DO PC has sponsored the creation of one or more 401k plans.

Company Name:REGINALD R. WORTMAN, DO PC
Employer identification number (EIN):382161416
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01CAROL WORTMAN2021-07-28
0012019-01-01REGINALD WORTMAN2020-09-20
0012018-01-01REGINALD WORTMAN2019-06-25
0012017-01-01REGINALD WORTMAN2018-10-03
0012016-01-01REGINALD WORTMAN2017-07-27
0012015-01-01REGINALD WORTMAN2016-10-12
0012014-01-01REGINALD WORTMAN2015-07-21
0012013-01-01REGINALD WORTMAN2014-10-14
0012012-01-01REGINALD WORTMAN2013-07-22
0012011-01-01REGINALD WORTMAN2012-07-16
0012010-01-01REGINALD WORTMAN2011-07-27

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