401k Plan data: JOE N. JARRETT, JR., M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST plan

JOE N. JARRETT, JR., M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	JOE N. JARRETT, JR., M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	002

JOE N. JARRETT, JR., M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JOE N. JARRETT, JR., M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: JOE N. JARRETT, JR., M.D., P.A.

Employer identification number (EIN): 570721009

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOE N. JARRETT, JR., M.D., P.A. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01 JOE JARRETT, M.D. 2018-08-08
002 2016-01-01
002 2015-01-01
002 2014-01-01 MARK OWENS 2015-09-08
002 2013-01-01 MARK OWENS 2014-08-29
002 2012-01-01 M. EVANS ON BEHALF OF ADMINISTRATOR 2013-10-04
002 2011-01-01 JOE N. JARRETT, JR. 2012-07-15
002 2010-01-01 JOE N. JARRETT, JR. 2011-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-01-01
002	2017-01-01	JOE JARRETT, M.D.	2018-08-08
002	2016-01-01
002	2015-01-01
002	2014-01-01	MARK OWENS	2015-09-08
002	2013-01-01	MARK OWENS	2014-08-29
002	2012-01-01	M. EVANS ON BEHALF OF ADMINISTRATOR	2013-10-04
002	2011-01-01	JOE N. JARRETT, JR.	2012-07-15
002	2010-01-01	JOE N. JARRETT, JR.	2011-07-14

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Company Name:	JOE N. JARRETT, JR., M.D., P.A.
Employer identification number (EIN):	570721009
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)