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KATHERINE L. WILLIAMS, MD 401(K) P/S PLAN & TRUST 401k Plan overview

Plan NameKATHERINE L. WILLIAMS, MD 401(K) P/S PLAN & TRUST
Plan identification number 001

KATHERINE L. WILLIAMS, MD 401(K) P/S PLAN & TRUST Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

KATHERINE L. WILLIAMS, MD has sponsored the creation of one or more 401k plans.

Company Name:KATHERINE L. WILLIAMS, MD
Employer identification number (EIN):721422492
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KATHERINE L. WILLIAMS, MD 401(K) P/S PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHELLE PELL2024-05-28
0012022-01-01MICHELLE PELL2023-08-01
0012021-01-01MICHELLE PELL2022-05-19
0012020-01-01MICHELLE PELL2021-10-25
0012020-01-01MICHELLE PELL2022-01-03
0012019-01-01MICHELLE PELL2020-07-06
0012018-01-01MICHELLE PELL2019-07-30
0012017-01-01MICHELLE PELL2018-06-04
0012016-01-01MICHELLE PELL2018-01-29
0012016-01-01MICHELLE PELL2018-02-27
0012016-01-01MICHELLE PELL2018-02-23
0012015-01-01MICHELLE PELL2018-02-27
0012015-01-01MICHELLE PELL2018-01-29
0012014-01-01KELLY BREWSTER2015-11-24
0012013-01-01LINDSAY LICATA2014-07-10
0012012-01-01LINDSAY LICATA2013-10-01
0012011-01-01LINDSAY LICATA2012-10-08 LINDSAY LICATA2012-10-08
0012010-01-01KATHERINE L. WILLIAMS MD2011-03-24 KATHERINE L. WILLIAMS MD2011-03-24

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