401k Plan data: JEFFREY LU, D.D.S., INC. 401(K) PROFIT SHARING PLAN plan

JEFFREY LU, D.D.S., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JEFFREY LU, D.D.S., INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

JEFFREY LU, D.D.S., INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

JEFFREY LU, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name: JEFFREY LU, D.D.S., INC.

Employer identification number (EIN): 465083742

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY LU, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JEFFREY LU 2024-05-28 JEFFREY LU 2024-05-28
002 2022-01-01 JEFFREY LU 2023-06-30 JEFFREY LU 2023-06-30
002 2021-01-01 JEFFREY LU 2022-10-11 JEFFREY LU 2022-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JEFFREY LU	2024-05-28	JEFFREY LU	2024-05-28
002	2022-01-01	JEFFREY LU	2023-06-30	JEFFREY LU	2023-06-30
002	2021-01-01	JEFFREY LU	2022-10-11	JEFFREY LU	2022-10-11

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Company Name:	JEFFREY LU, D.D.S., INC.
Employer identification number (EIN):	465083742
NAIC Classification:	621210
NAIC Description:	Offices of Dentists