401k Plan data: LEE N. SHELDON, D.M.D., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST plan

LEE N. SHELDON, D.M.D., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	LEE N. SHELDON, D.M.D., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Plan identification number	001

LEE N. SHELDON, D.M.D., P.A. EMPLOYEES' 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
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

LEE N. SHELDON, D.M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: LEE N. SHELDON, D.M.D., P.A.

Employer identification number (EIN): 592026172

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE N. SHELDON, D.M.D., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 LEE N. SHELDON, PRESIDENT 2015-04-22
001 2013-01-01 LEE N. SHELDON, PRESIDENT 2014-09-05
001 2012-01-01 LEE N. SHELDON, PRESIDENT 2013-08-27
001 2011-01-01 LEE N. SHELDON, PRESIDENT 2012-08-30
001 2010-01-01 LEE N. SHELDON, PRESIDENT 2011-06-10

Potentially related plans

LEE N. WIGGINS, D.D.S. 401(K) PROFIT SHARING PLAN [EIN = 680024169]

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Company Name:	LEE N. SHELDON, D.M.D., P.A.
Employer identification number (EIN):	592026172
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	LEE N. SHELDON, PRESIDENT	2015-04-22
001	2013-01-01	LEE N. SHELDON, PRESIDENT	2014-09-05
001	2012-01-01	LEE N. SHELDON, PRESIDENT	2013-08-27
001	2011-01-01	LEE N. SHELDON, PRESIDENT	2012-08-30
001	2010-01-01	LEE N. SHELDON, PRESIDENT	2011-06-10