401k Plan data: H MORTON BERTRAM III MD PA 401 K PROFIT SHARING PLAN TRUST plan

H MORTON BERTRAM III MD PA 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	H MORTON BERTRAM III MD PA 401 K PROFIT SHARING PLAN TRUST
Plan identification number	002

H MORTON BERTRAM III MD PA 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.

401k Sponsoring company profile

H MORTON BERTRAM III MD PA has sponsored the creation of one or more 401k plans.

Company Name: H MORTON BERTRAM III MD PA

Employer identification number (EIN): 593643300

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H MORTON BERTRAM III MD PA 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 H MORTAN BERTRAM 2019-07-18
002 2017-01-01 H MORTON BERTRAM 2018-06-13
002 2016-01-01 H MORTON BERTRAM 2017-06-01
002 2015-01-01 H MORTON BERTRAM 2016-06-28
002 2014-01-01 MARCI CHARLAND 2015-05-18
002 2013-01-01 MARCI CHARLAND 2014-05-27
002 2012-01-01 H MORTON BERTRAM III MD PA 2013-07-25
002 2011-01-01 H MORTON BERTRAM III MD PA 2012-07-25
002 2010-01-01 H.MORTON BERTRAM,III,MD,PA 2011-07-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-01-01	H MORTAN BERTRAM	2019-07-18
002	2017-01-01	H MORTON BERTRAM	2018-06-13
002	2016-01-01	H MORTON BERTRAM	2017-06-01
002	2015-01-01	H MORTON BERTRAM	2016-06-28
002	2014-01-01	MARCI CHARLAND	2015-05-18
002	2013-01-01	MARCI CHARLAND	2014-05-27
002	2012-01-01	H MORTON BERTRAM III MD PA	2013-07-25
002	2011-01-01	H MORTON BERTRAM III MD PA	2012-07-25
002	2010-01-01	H.MORTON BERTRAM,III,MD,PA	2011-07-06

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Company Name:	H MORTON BERTRAM III MD PA
Employer identification number (EIN):	593643300
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)