401k Plan data: JAMES PATTERSON, D.D.S. DEFINED CONTRIBUTION PLAN & TRUST plan

JAMES PATTERSON, D.D.S. DEFINED CONTRIBUTION PLAN & TRUST 401k Plan overview

Plan Name	JAMES PATTERSON, D.D.S. DEFINED CONTRIBUTION PLAN & TRUST
Plan identification number	003

JAMES PATTERSON, D.D.S. DEFINED CONTRIBUTION PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
Profit-sharing
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JAMES PATTERSON, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: JAMES PATTERSON, D.D.S.

Employer identification number (EIN): 943158104

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES PATTERSON, D.D.S. DEFINED CONTRIBUTION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 MATTHEW HANSEN 2020-08-12 MATTHEW HANSEN 2020-08-12
003 2018-01-01 MATTHEW HANSEN 2019-10-11 MATTHEW HANSEN 2019-10-11
003 2017-01-01 MATTHEW HANSEN 2018-10-04
003 2016-01-01 JAMES PATTERSON 2017-10-13
003 2015-01-01 JAMES PATTERSON 2016-10-12 JAMES PATTERSON 2016-10-12
003 2014-01-01 JAMES PATTERSON 2015-10-13 JAMES PATTERSON 2015-10-13
003 2013-01-01 JAMES PATTERSON 2014-10-06 JAMES PATTERSON 2014-10-06
003 2012-01-01 JAMES PATTERSON 2013-09-30 JAMES PATTERSON 2013-09-30
003 2011-01-01 JAMES PATTERSON 2012-10-02
003 2010-01-01 JAMES PATTERSON 2011-10-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01	MATTHEW HANSEN	2020-08-12	MATTHEW HANSEN	2020-08-12
003	2018-01-01	MATTHEW HANSEN	2019-10-11	MATTHEW HANSEN	2019-10-11
003	2017-01-01	MATTHEW HANSEN	2018-10-04
003	2016-01-01	JAMES PATTERSON	2017-10-13
003	2015-01-01	JAMES PATTERSON	2016-10-12	JAMES PATTERSON	2016-10-12
003	2014-01-01	JAMES PATTERSON	2015-10-13	JAMES PATTERSON	2015-10-13
003	2013-01-01	JAMES PATTERSON	2014-10-06	JAMES PATTERSON	2014-10-06
003	2012-01-01	JAMES PATTERSON	2013-09-30	JAMES PATTERSON	2013-09-30
003	2011-01-01	JAMES PATTERSON	2012-10-02
003	2010-01-01	JAMES PATTERSON	2011-10-02

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Company Name:	JAMES PATTERSON, D.D.S.
Employer identification number (EIN):	943158104
NAIC Classification:	621210
NAIC Description:	Offices of Dentists