401k Plan data: RENE L. LOPEZ-GUERRERO M.D., P.A. 401(K) PLAN plan

RENE L. LOPEZ-GUERRERO M.D., P.A. 401(K) PLAN 401k Plan overview

Plan Name	RENE L. LOPEZ-GUERRERO M.D., P.A. 401(K) PLAN
Plan identification number	003

RENE L. LOPEZ-GUERRERO M.D., P.A. 401(K) PLAN 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.
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

RENE L. LOPEZ-GUERRERO M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: RENE L. LOPEZ-GUERRERO M.D., P.A.

Employer identification number (EIN): 650073528

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RENE L. LOPEZ-GUERRERO M.D., P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 RENE L. LOPEZ-GUERRERO, M.D. 2018-07-12
003 2016-01-01 RENE L. LOPEZ-GUERRERO, M.D. 2018-01-31
003 2015-01-01 RENE L. LOPEZ-GUERRERO, M.D. 2016-08-09
003 2014-01-01 RENE L. LOPEZ-GUERRERO, M.D. 2015-10-14
003 2013-01-01

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Company Name:	RENE L. LOPEZ-GUERRERO M.D., P.A.
Employer identification number (EIN):	650073528
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	RENE L. LOPEZ-GUERRERO, M.D.	2018-07-12
003	2016-01-01	RENE L. LOPEZ-GUERRERO, M.D.	2018-01-31
003	2015-01-01	RENE L. LOPEZ-GUERRERO, M.D.	2016-08-09
003	2014-01-01	RENE L. LOPEZ-GUERRERO, M.D.	2015-10-14
003	2013-01-01