DAVID M. SIEGEL & ASSOCIATES, LLC 401(K) PLAN 401k Plan overview

DAVID M. SIEGEL & ASSOCIATES, LLC 401(K) PLAN Benefits

401k Sponsoring company profile

Company Name:	DAVID M. SIEGEL & ASSOCIATES, LL
Employer identification number (EIN):	463991641
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DAVID SIEGEL	2024-05-24
001	2022-01-01	DAVID SIEGEL	2023-05-26
001	2021-01-01	DAVID SIEGEL	2022-05-23
001	2020-01-01	DAVID SIEGEL	2021-06-01
001	2019-01-01	DSIEGEL30361	2020-06-15
001	2019-01-01	DAVID SIEGEL	2020-06-30
001	2018-01-01	DAVID SIEGEL	2019-05-22
001	2017-01-01	DAVID SIEGEL	2018-05-24
001	2016-01-01	DAVID SIEGEL	2017-05-26
001	2015-01-01	DAVID SIEGEL	2016-05-24
001	2014-01-01	DAVID SIEGEL	2015-06-11
001	2013-01-01	DAVID SIEGEL	2014-07-09

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• DAVID M. COOK, LLC PROFIT SHARING PLAN [EIN = 311683759]
• DAVID M. ROLSTEN, DDS, INC. PROFIT SHARING PLAN [EIN = 341556132]
• DAVID M. LARSON, M.D. PROFIT SHARING PLAN [EIN = 860554464]
• DAVID M. PINHEIRO INSURANCE AGENCY, INC. 401(K) PLAN & TRUST [EIN = 271094495]
• DAVID M. LEE, PC 401(K) PROFIT SHARING PLAN [EIN = 760305853]
• DAVID M. SHIPPER, DMD & HOWARD J. VOGEL, DDS, LLP CASH BALANCE PLAN [EIN = 134093981]
• DAVID M. LEE, PC CASH BALANCE PLAN [EIN = 760305853]
• DAVID M. PILLERS, P.C. 401(K) SAVINGS PLAN [EIN = 061721211]
• DAVID M. ORSO, LLC CASH BALANCE PLAN [EIN = 274526296]
• DAVID M. DONNELLY DDS A SOLE PROPRIETORSHIP PROFIT SHARING PLAN [EIN = 953855606]
• DAVID M. FREITAG 401(K) PLAN [EIN = 364364113]
• DAVID M. HIROSE & ASSOCIATES, LLC 401(K) PLAN [EIN = 454139208]
• DAVID M. PETERSON PC CASH BALANCE PLAN [EIN = 133978911]
• DAVID M. GRIFFITH DENTAL LLC 401(K) PROFIT SHARING PLAN [EIN = 461555144]
• DAVID M. KAO MD PC DEFINED BENEFIT PENSION PLAN AND TRUST [EIN = 262317510]
• DAVID M. AMRON, M.D., INC. PROFIT SHARING PLAN [EIN = 201247536]
• DAVID M. AMRON, M.D., INC. DEFINED BENEFIT PENSION PLAN [EIN = 201247536]
• DAVID M. SALVAY, M.D., INC. 401(K) P/S PLAN [EIN = 814782554]
• DAVID M. AMRON, M.D., INC. 401(K) PLAN [EIN = 201247536]
• DAVID M. PINHEIRO INSURANCE AGENCY, INC. CASH BALANCE PLAN & TRUST [EIN = 271094495]

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