401k Plan data: TERRY W. EGERT, D.D.S., PC PROFIT SHARING PLAN plan

TERRY W. EGERT, D.D.S., PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	TERRY W. EGERT, D.D.S., PC PROFIT SHARING PLAN
Plan identification number	001

TERRY W. EGERT, D.D.S., PC PROFIT SHARING 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
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.
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

TERRY W. EGERT, D.D.S., PC has sponsored the creation of one or more 401k plans.

Company Name: TERRY W. EGERT, D.D.S., PC

Employer identification number (EIN): 840884593

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TERRY W. EGERT, D.D.S., PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01 TERRY W. EGERT 2018-07-20
001 2016-01-01 TERRY W. EGERT 2017-03-26
001 2015-01-01 TERRY W. EGERT 2016-05-13
001 2014-01-01 TERRY W. EGERT 2015-07-24
001 2013-01-01 TERRY W. EGERT 2014-05-14
001 2012-01-01 TERRY W. EGERT 2013-05-20
001 2011-01-01 TERRY W. EGERT 2012-09-21
001 2010-01-01 TERRY W. EGERT 2011-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01
001	2017-01-01	TERRY W. EGERT	2018-07-20
001	2016-01-01	TERRY W. EGERT	2017-03-26
001	2015-01-01	TERRY W. EGERT	2016-05-13
001	2014-01-01	TERRY W. EGERT	2015-07-24
001	2013-01-01	TERRY W. EGERT	2014-05-14
001	2012-01-01	TERRY W. EGERT	2013-05-20
001	2011-01-01	TERRY W. EGERT	2012-09-21
001	2010-01-01	TERRY W. EGERT	2011-07-11

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Company Name:	TERRY W. EGERT, D.D.S., PC
Employer identification number (EIN):	840884593
NAIC Classification:	621210
NAIC Description:	Offices of Dentists