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DAVID G. SHULMAN, M.D., P.A. 401(K) PLAN 401k Plan overview

Plan NameDAVID G. SHULMAN, M.D., P.A. 401(K) PLAN
Plan identification number 001

DAVID G. SHULMAN, M.D., P.A. 401(K) PLAN 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.
  • 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.
  • 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

DAVID G. SHULMAN, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVID G. SHULMAN, M.D., P.A.
Employer identification number (EIN):742644624
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about DAVID G. SHULMAN, M.D., P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1992-09-04
Company Identification Number: 0081401203
Legal Registered Office Address: 1100 NW LOOP 410 STE 700

SAN ANTONIO
United States of America (USA)
78213

More information about DAVID G. SHULMAN, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID G. SHULMAN, M.D., P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01MICHELLE MONTES2022-01-31
0012020-01-01MICHELLE MONTES2021-07-26
0012019-01-01MICHELLE MONTES2020-07-16
0012018-01-01DAVID SHULMAN2019-10-08 DAVID SHULMAN2019-10-08
0012017-01-01DAVID SHULMAN2018-05-29 DAVID SHULMAN2018-05-29
0012016-01-01DAVID SHULMAN2017-10-06 DAVID SHULMAN2017-10-06
0012015-01-01DAVID SHULMAN2016-06-14 DAVID SHULMAN2016-06-14
0012014-01-01DAVID SHULMAN2015-11-24 DAVID SHULMAN2015-11-24
0012014-01-01DAVID G. SHULMAN,M.D.,P.A.2015-10-09 DAVID G. SHULMAN,M.D.,P.A.2015-10-09
0012013-01-01DAVID SHULMAN2014-10-10 DAVID SHULMAN2014-10-10
0012012-01-01DAVID G. SHULMAN, M.D.2013-07-30 DAVID G. SHULMAN, M.D.2013-07-30
0012011-01-01DAVID SHULMAN2012-05-15
0012010-01-01DAVID SHULMAN2011-05-02
0012007-01-01 DAVID SHULMAN2010-04-30

Plan Statistics for DAVID G. SHULMAN, M.D., P.A. 401(K) PLAN

401k plan membership statisitcs for DAVID G. SHULMAN, M.D., P.A. 401(K) PLAN

Measure Date Value
2007: DAVID G. SHULMAN, M.D., P.A. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0113
Total number of active participants reported on line 7a of the Form 55002007-01-0113
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-011
Total of all active and inactive participants2007-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0114
Number of participants with account balances2007-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Form 5500 Responses for DAVID G. SHULMAN, M.D., P.A. 401(K) PLAN

2007: DAVID G. SHULMAN, M.D., P.A. 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

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