401k Plan data: THE ACCUMULATOR 401(K) PLAN plan

THE ACCUMULATOR 401(K) PLAN 401k Plan overview

Plan Name	THE ACCUMULATOR 401(K) PLAN
Plan identification number	001

THE ACCUMULATOR 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.
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

DRS. ETHEREDGE & SCHRY DENTAL has sponsored the creation of one or more 401k plans.

Company Name: DRS. ETHEREDGE & SCHRY DENTAL

Employer identification number (EIN): 650743522

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ACCUMULATOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 MELANIE WILLIAMSON 2019-05-30 DR. CHARLES ETHEREDGE 2019-05-30
001 2017-01-01 MELANIE WILLIAMSON 2018-05-30 DR. CHARLES ETHEREDGE 2018-05-30
001 2016-01-01 MELANIE WILLIAMSON 2017-10-10 DR. ROBERT SCHRY 2017-10-10
001 2015-01-01 MELANIE WILLIAMSON 2016-07-26 DR. ROBERT SCHRY 2016-07-26
001 2014-01-01 MELANIE WILLIAMSON 2015-06-02 DR. ROBERT SCHRY 2015-06-02
001 2013-01-01 MELANIE WILLIAMSON 2014-07-29 DR. ROBERT SCHRY 2014-07-29
001 2012-01-01 MELANIE WILLIAMSON 2013-07-16 DR. ROBERT SCHRY 2013-07-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	MELANIE WILLIAMSON	2019-05-30	DR. CHARLES ETHEREDGE	2019-05-30
001	2017-01-01	MELANIE WILLIAMSON	2018-05-30	DR. CHARLES ETHEREDGE	2018-05-30
001	2016-01-01	MELANIE WILLIAMSON	2017-10-10	DR. ROBERT SCHRY	2017-10-10
001	2015-01-01	MELANIE WILLIAMSON	2016-07-26	DR. ROBERT SCHRY	2016-07-26
001	2014-01-01	MELANIE WILLIAMSON	2015-06-02	DR. ROBERT SCHRY	2015-06-02
001	2013-01-01	MELANIE WILLIAMSON	2014-07-29	DR. ROBERT SCHRY	2014-07-29
001	2012-01-01	MELANIE WILLIAMSON	2013-07-16	DR. ROBERT SCHRY	2013-07-16

Potentially related plans

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Company Name:	DRS. ETHEREDGE & SCHRY DENTAL
Employer identification number (EIN):	650743522
NAIC Classification:	621210
NAIC Description:	Offices of Dentists