401k Plan data: ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION PROFIT SHARING & 401(K) PLAN plan

ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan Name	ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION PROFIT SHARING & 401(K) PLAN
Plan identification number	001

ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION PROFIT SHARING & 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).
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION

Employer identification number (EIN): 680262859

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ANTHONY LIZANO 2024-07-29
001 2022-01-01 ANTHONY LIZANO 2023-05-16
001 2021-01-01 ANTHONY LIZANO 2022-06-14
001 2020-01-01 ANTHONY LIZANO 2021-09-29
001 2019-01-01 ANTHONY LIZANO 2020-10-01
001 2018-01-01 ANTHONY LIZANO 2019-09-26
001 2017-01-01 ANTHONY LIZANO 2018-10-01 ANTHONY LIZANO 2018-10-01
001 2016-01-01 ANTHONY LIZANO 2017-02-28
001 2014-01-01 ANTHONY LIZANO 2015-05-06
001 2013-01-01 ANTHONY LIZANO 2014-10-13
001 2012-01-01 ANTHONY LIZANO 2013-04-09
001 2011-01-01 ANTHONY LIZANO 2012-07-20
001 2010-01-01 ANTHONY LIZANO 2011-05-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ANTHONY LIZANO	2024-07-29
001	2022-01-01	ANTHONY LIZANO	2023-05-16
001	2021-01-01	ANTHONY LIZANO	2022-06-14
001	2020-01-01	ANTHONY LIZANO	2021-09-29
001	2019-01-01	ANTHONY LIZANO	2020-10-01
001	2018-01-01	ANTHONY LIZANO	2019-09-26
001	2017-01-01	ANTHONY LIZANO	2018-10-01	ANTHONY LIZANO	2018-10-01
001	2016-01-01	ANTHONY LIZANO	2017-02-28
001	2014-01-01	ANTHONY LIZANO	2015-05-06
001	2013-01-01	ANTHONY LIZANO	2014-10-13
001	2012-01-01	ANTHONY LIZANO	2013-04-09
001	2011-01-01	ANTHONY LIZANO	2012-07-20
001	2010-01-01	ANTHONY LIZANO	2011-05-02

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Company Name:	ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION
Employer identification number (EIN):	680262859
NAIC Classification:	621210
NAIC Description:	Offices of Dentists