401k Plan data: DR. JASON SORENSEN, DDS 401(K) P/S PLAN plan

DR. JASON SORENSEN, DDS 401(K) P/S PLAN 401k Plan overview

Plan Name	DR. JASON SORENSEN, DDS 401(K) P/S PLAN
Plan identification number	002

DR. JASON SORENSEN, DDS 401(K) P/S 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.
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.
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

DR. JASON SORENSEN, DDS has sponsored the creation of one or more 401k plans.

Company Name: DR. JASON SORENSEN, DDS

Employer identification number (EIN): 611433293

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. JASON SORENSEN, DDS 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JASON SORENSEN 2024-07-18
002 2022-01-01 JASON SORENSEN 2023-06-29
002 2022-01-01 JASON SORENSEN 2023-11-06
002 2021-01-01 JASON SORENSEN 2022-07-18
002 2020-01-01 JASON SORENSEN 2021-06-17
002 2019-01-01 JASON SORENSEN 2020-07-09
002 2018-01-01 CAMIE SORENSEN 2019-03-06
002 2017-01-01 JASON SORENSEN 2018-06-01
002 2016-01-01 JASON SORENSEN 2017-07-13
002 2015-01-01 JASON SORENSEN 2016-08-19
002 2014-01-01 CAMIE SORENSEN 2015-09-18
002 2013-01-01 JASON SORENSEN 2014-09-16
002 2012-01-01 JASON SORENSEN 2013-06-20
002 2011-01-01 JASON SORENSEN 2012-06-18
002 2010-01-01 JASON SORENSEN 2011-04-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	JASON SORENSEN	2024-07-18
002	2022-01-01	JASON SORENSEN	2023-06-29
002	2022-01-01	JASON SORENSEN	2023-11-06
002	2021-01-01	JASON SORENSEN	2022-07-18
002	2020-01-01	JASON SORENSEN	2021-06-17
002	2019-01-01	JASON SORENSEN	2020-07-09
002	2018-01-01	CAMIE SORENSEN	2019-03-06
002	2017-01-01	JASON SORENSEN	2018-06-01
002	2016-01-01	JASON SORENSEN	2017-07-13
002	2015-01-01	JASON SORENSEN	2016-08-19
002	2014-01-01	CAMIE SORENSEN	2015-09-18
002	2013-01-01	JASON SORENSEN	2014-09-16
002	2012-01-01	JASON SORENSEN	2013-06-20
002	2011-01-01	JASON SORENSEN	2012-06-18
002	2010-01-01	JASON SORENSEN	2011-04-15

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Company Name:	DR. JASON SORENSEN, DDS
Employer identification number (EIN):	611433293
NAIC Classification:	621210
NAIC Description:	Offices of Dentists