401k Plan data: MARK NELSON, M.D. PROFIT SHARING PLAN AND TRUST plan

MARK NELSON, M.D. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	MARK NELSON, M.D. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

MARK NELSON, M.D. PROFIT SHARING PLAN AND TRUST 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
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.
Plan covering Self-Employed individuals.
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

MARK NELSON, M.D. has sponsored the creation of one or more 401k plans.

Company Name: MARK NELSON, M.D.

Employer identification number (EIN): 742380921

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK NELSON, M.D. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 MARK W. NELSON 2016-12-27 MARK W. NELSON 2016-12-27
001 2015-01-01 MARK W. NELSON 2016-04-19 MARK W. NELSON 2016-04-19
001 2015-01-01 MARK W. NELSON 2016-04-19 MARK W. NELSON 2016-04-19
001 2014-01-01 MARK W. NELSON, M.D. 2015-05-31
001 2013-01-01 MARK W. NELSON, M.D. 2014-03-28
001 2012-01-01 MARK W. NELSON, M.D. 2013-06-10
001 2011-01-01 MARK W. NELSON, M.D. 2012-05-24
001 2010-01-01 MARK W. NELSON, M.D. 2011-05-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	MARK W. NELSON	2016-12-27	MARK W. NELSON	2016-12-27
001	2015-01-01	MARK W. NELSON	2016-04-19	MARK W. NELSON	2016-04-19
001	2015-01-01	MARK W. NELSON	2016-04-19	MARK W. NELSON	2016-04-19
001	2014-01-01	MARK W. NELSON, M.D.	2015-05-31
001	2013-01-01	MARK W. NELSON, M.D.	2014-03-28
001	2012-01-01	MARK W. NELSON, M.D.	2013-06-10
001	2011-01-01	MARK W. NELSON, M.D.	2012-05-24
001	2010-01-01	MARK W. NELSON, M.D.	2011-05-05

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Company Name:	MARK NELSON, M.D.
Employer identification number (EIN):	742380921
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)