401k Plan data: SOUTHWEST FAMILY PHYSICIANS 401K RETIREMENT PLAN plan

SOUTHWEST FAMILY PHYSICIANS 401K RETIREMENT PLAN 401k Plan overview

Plan Name	SOUTHWEST FAMILY PHYSICIANS 401K RETIREMENT PLAN
Plan identification number	001

SOUTHWEST FAMILY PHYSICIANS 401K RETIREMENT 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
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.

401k Sponsoring company profile

CYNTHIA GULICK, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CYNTHIA GULICK, P.C.

Employer identification number (EIN): 931206728

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

Additional information about CYNTHIA GULICK, P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1996-05-16

Company Identification Number: 51521285

Legal Registered Office Address: 4248 GALEWOOD STREET

LAKE OSWEGO
United States of America (USA)
97035

More information about CYNTHIA GULICK, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST FAMILY PHYSICIANS 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ERISA FIDUCIARY SERVICES, INC 2024-06-26
001 2022-01-01 ERISA FIDUCIARY SERVICES INC 2023-05-12
001 2021-01-01 ERISSA FIDUCIARY SERVICES INC 2022-05-18
001 2020-01-01 EDWARD ROJAS 2021-07-19
001 2019-01-01 STEVEN NORD 2020-04-11
001 2018-01-01 STEVEN P NORD 2019-07-24
001 2011-01-01 CYNTHIA GULICK 2012-10-11
001 2010-01-01 MICHAEL GEORGE 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ERISA FIDUCIARY SERVICES, INC	2024-06-26
001	2022-01-01	ERISA FIDUCIARY SERVICES INC	2023-05-12
001	2021-01-01	ERISSA FIDUCIARY SERVICES INC	2022-05-18
001	2020-01-01	EDWARD ROJAS	2021-07-19
001	2019-01-01	STEVEN NORD	2020-04-11
001	2018-01-01	STEVEN P NORD	2019-07-24
001	2011-01-01	CYNTHIA GULICK	2012-10-11
001	2010-01-01	MICHAEL GEORGE	2011-10-17

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Company Name:	CYNTHIA GULICK, P.C.
Employer identification number (EIN):	931206728
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1996-05-16
Company Identification Number:	51521285
Legal Registered Office Address:	4248 GALEWOOD STREET LAKE OSWEGO United States of America (USA) 97035