401k Plan data: OSCAR H JERKINS MD PA 401K PLAN plan

OSCAR H JERKINS MD PA 401K PLAN 401k Plan overview

Plan Name	OSCAR H JERKINS MD PA 401K PLAN
Plan identification number	001

OSCAR H JERKINS MD PA 401K PLAN 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.
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

OSCAR H JERKINS MD PA has sponsored the creation of one or more 401k plans.

Company Name: OSCAR H JERKINS MD PA

Employer identification number (EIN): 593685783

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSCAR H JERKINS MD PA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 SUSAN JERKINS 2020-01-07
001 2018-01-01 SUSAN JERKINS 2019-07-31
001 2017-01-01 SUSAN JERKINS 2018-07-30 SUSAN JERKINS 2018-07-30
001 2016-01-01 SUSAN JERKINS 2017-07-05 SUSAN JERKINS 2017-07-05
001 2015-01-01 SUSAN JERKINS 2016-07-19 SUSAN JERKINS 2016-07-19
001 2014-01-01 SUSAN JERKINS 2015-07-17 SUSAN JERKINS 2015-07-17
001 2013-01-01 SUSAN JERKINS 2014-05-23 SUSAN JERKINS 2014-05-23
001 2012-01-01 SUSAN JERKINS 2013-07-26 SUSAN JERKINS 2013-07-26
001 2011-01-01 SUSAN JERKINS 2012-03-29 OSCAR H JERKINS, MD, PA 2012-03-29
001 2010-01-01 SUSAN JERKINS 2011-07-12 SUSAN JERKINS 2011-07-12
001 2005-01-01 OSCAR JERKINS 2010-03-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	SUSAN JERKINS	2020-01-07
001	2018-01-01	SUSAN JERKINS	2019-07-31
001	2017-01-01	SUSAN JERKINS	2018-07-30	SUSAN JERKINS	2018-07-30
001	2016-01-01	SUSAN JERKINS	2017-07-05	SUSAN JERKINS	2017-07-05
001	2015-01-01	SUSAN JERKINS	2016-07-19	SUSAN JERKINS	2016-07-19
001	2014-01-01	SUSAN JERKINS	2015-07-17	SUSAN JERKINS	2015-07-17
001	2013-01-01	SUSAN JERKINS	2014-05-23	SUSAN JERKINS	2014-05-23
001	2012-01-01	SUSAN JERKINS	2013-07-26	SUSAN JERKINS	2013-07-26
001	2011-01-01	SUSAN JERKINS	2012-03-29	OSCAR H JERKINS, MD, PA	2012-03-29
001	2010-01-01	SUSAN JERKINS	2011-07-12	SUSAN JERKINS	2011-07-12
001	2005-01-01			OSCAR JERKINS	2010-03-16

Plan Statistics for OSCAR H JERKINS MD PA 401K PLAN

401k plan membership statisitcs for OSCAR H JERKINS MD PA 401K PLAN

Measure Date Value
2005: OSCAR H JERKINS MD PA 401K PLAN 2005 401k membership
Total participants, beginning-of-year 2005-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 5
Number of retired or separated participants receiving benefits 2005-01-01 0
Number of other retired or separated participants entitled to future benefits 2005-01-01 1
Total of all active and inactive participants 2005-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-01-01 0
Total participants 2005-01-01 6
Number of participants with account balances 2005-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-01-01 0

Measure	Date	Value
2005: OSCAR H JERKINS MD PA 401K PLAN 2005 401k membership
Total participants, beginning-of-year	2005-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	5
Number of retired or separated participants receiving benefits	2005-01-01	0
Number of other retired or separated participants entitled to future benefits	2005-01-01	1
Total of all active and inactive participants	2005-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-01-01	0
Total participants	2005-01-01	6
Number of participants with account balances	2005-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-01-01	0

Form 5500 Responses for OSCAR H JERKINS MD PA 401K PLAN

2005: OSCAR H JERKINS MD PA 401K PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Trust	Yes
2005-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	OSCAR H JERKINS MD PA
Employer identification number (EIN):	593685783
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)