401k Plan data: LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST plan

LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST 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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

LISA KAUFMAN MD & ALLEN GREENL has sponsored the creation of one or more 401k plans.

Company Name: LISA KAUFMAN MD & ALLEN GREENL

Employer identification number (EIN): 521748601

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ALLEN T. GREENLEE 2024-04-19
001 2022-01-01 ALLEN T. GREENLEE 2023-04-25
001 2021-01-01 ALLEN T. GREENLEE 2022-04-05
001 2020-01-01 ALLEN GREENLEE 2021-04-12
001 2019-01-01 ALLEN T. GREENLEE 2020-04-16
001 2018-01-01 ALLEN T. GREENLEE 2019-06-02
001 2017-01-01 ALLEN T. GREENLEE 2018-04-30
001 2016-01-01 ALLEN T. GREENLEE 2017-06-14
001 2015-01-01 ALLEN T. GREENLEE 2016-06-23
001 2014-01-01 ALLEN T. GREENLEE 2015-06-18
001 2013-01-01 ALLEN GREENLEE 2014-06-11
001 2012-01-01 LISA KAUFMAN MD ALLEN GREENL 2013-05-31
001 2011-01-01 LISA KAUFMAN MD ALLEN GREENL 2012-05-22
001 2010-01-01 LISA KAUFMAN MD 2011-06-14
001 2009-01-01 LISA KAUFMAN MD
001 2009-01-01 LISA KAUFMAN MD
001 2007-10-01 ALLEN GREENLEE
001 2006-10-01 ALLEN GREENLEE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ALLEN T. GREENLEE	2024-04-19
001	2022-01-01	ALLEN T. GREENLEE	2023-04-25
001	2021-01-01	ALLEN T. GREENLEE	2022-04-05
001	2020-01-01	ALLEN GREENLEE	2021-04-12
001	2019-01-01	ALLEN T. GREENLEE	2020-04-16
001	2018-01-01	ALLEN T. GREENLEE	2019-06-02
001	2017-01-01	ALLEN T. GREENLEE	2018-04-30
001	2016-01-01	ALLEN T. GREENLEE	2017-06-14
001	2015-01-01	ALLEN T. GREENLEE	2016-06-23
001	2014-01-01	ALLEN T. GREENLEE	2015-06-18
001	2013-01-01	ALLEN GREENLEE	2014-06-11
001	2012-01-01	LISA KAUFMAN MD ALLEN GREENL	2013-05-31
001	2011-01-01	LISA KAUFMAN MD ALLEN GREENL	2012-05-22
001	2010-01-01	LISA KAUFMAN MD	2011-06-14
001	2009-01-01	LISA KAUFMAN MD
001	2009-01-01	LISA KAUFMAN MD
001	2007-10-01	ALLEN GREENLEE
001	2006-10-01	ALLEN GREENLEE

Plan Statistics for LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2009: LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2007: LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST 2007 401k membership
Total participants, beginning-of-year 2007-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2007-10-01 6
Number of retired or separated participants receiving benefits 2007-10-01 0
Number of other retired or separated participants entitled to future benefits 2007-10-01 0
Total of all active and inactive participants 2007-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-10-01 0
Total participants 2007-10-01 6
Number of participants with account balances 2007-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-10-01 0
Number of employers contributing to the scheme 2007-10-01 1
2006: LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST 2006 401k membership
Total participants, beginning-of-year 2006-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2006-10-01 6
Number of retired or separated participants receiving benefits 2006-10-01 0
Number of other retired or separated participants entitled to future benefits 2006-10-01 0
Total of all active and inactive participants 2006-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-10-01 0
Total participants 2006-10-01 6
Number of participants with account balances 2006-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-10-01 0
Number of employers contributing to the scheme 2006-10-01 1

Measure	Date	Value
2009: LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2007: LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST 2007 401k membership
Total participants, beginning-of-year	2007-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2007-10-01	6
Number of retired or separated participants receiving benefits	2007-10-01	0
Number of other retired or separated participants entitled to future benefits	2007-10-01	0
Total of all active and inactive participants	2007-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-10-01	0
Total participants	2007-10-01	6
Number of participants with account balances	2007-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-10-01	0
Number of employers contributing to the scheme	2007-10-01	1
2006: LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST 2006 401k membership
Total participants, beginning-of-year	2006-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2006-10-01	6
Number of retired or separated participants receiving benefits	2006-10-01	0
Number of other retired or separated participants entitled to future benefits	2006-10-01	0
Total of all active and inactive participants	2006-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-10-01	0
Total participants	2006-10-01	6
Number of participants with account balances	2006-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-10-01	0
Number of employers contributing to the scheme	2006-10-01	1

Form 5500 Responses for LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST

2009: LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST 2007 form 5500 responses
2007-10-01	Type of plan entity	Single employer plan
2007-10-01	Submission has been amended	No
2007-10-01	This submission is the final filing	No
2007-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-10-01	Plan is a collectively bargained plan	No
2007-10-01	Plan funding arrangement – Trust	Yes
2007-10-01	Plan benefit arrangement - Trust	Yes
2006: LISA KAUFMAN MD ALLEN GREENL 401 K PROFIT SHARING PLAN TRUST 2006 form 5500 responses
2006-10-01	Type of plan entity	Single employer plan
2006-10-01	Submission has been amended	No
2006-10-01	This submission is the final filing	No
2006-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-10-01	Plan is a collectively bargained plan	No
2006-10-01	Plan funding arrangement – Trust	Yes
2006-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LISA KAUFMAN MD & ALLEN GREENL
Employer identification number (EIN):	521748601
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners