401k Plan data: PAZ DENTAL RETIREMENT PLAN plan

PAZ DENTAL RETIREMENT PLAN 401k Plan overview

Plan Name	PAZ DENTAL RETIREMENT PLAN
Plan identification number	001

PAZ DENTAL 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.
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

H. JERRY PAZ, DDS has sponsored the creation of one or more 401k plans.

Company Name: H. JERRY PAZ, DDS

Employer identification number (EIN): 020781121

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAZ DENTAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BARBARA PAZ 2024-09-04
001 2022-01-01 BARBARA PAZ 2023-09-08
001 2020-01-01 BARBARA PAZ 2021-06-08
001 2019-01-01 BARBARA A. PAZ 2020-10-09 BARBARA A PAZ 2020-10-09
001 2017-01-01 BARBARA A PAZ 2018-07-18
001 2016-01-01 BARBARA PAZ 2017-09-28 BARBARA PAZ 2017-09-28
001 2015-01-01 BARBARA PAZ 2017-09-28 BARBARA PAZ 2017-09-28
001 2014-01-01 BARBARA PAZ 2015-08-10 BARBARA PAZ 2015-08-10
001 2013-01-01 BARBARA PAZ 2014-10-15 BARBARA PAZ 2014-10-15
001 2012-01-01 BARBARA PAZ 2013-07-30
001 2011-01-01 BARBARA PAZ 2012-10-15 BARBARA PAZ 2012-10-15
001 2010-01-01 BARBARA PAZ 2011-10-17 BARBARA PAZ 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BARBARA PAZ	2024-09-04
001	2022-01-01	BARBARA PAZ	2023-09-08
001	2020-01-01	BARBARA PAZ	2021-06-08
001	2019-01-01	BARBARA A. PAZ	2020-10-09	BARBARA A PAZ	2020-10-09
001	2017-01-01	BARBARA A PAZ	2018-07-18
001	2016-01-01	BARBARA PAZ	2017-09-28	BARBARA PAZ	2017-09-28
001	2015-01-01	BARBARA PAZ	2017-09-28	BARBARA PAZ	2017-09-28
001	2014-01-01	BARBARA PAZ	2015-08-10	BARBARA PAZ	2015-08-10
001	2013-01-01	BARBARA PAZ	2014-10-15	BARBARA PAZ	2014-10-15
001	2012-01-01	BARBARA PAZ	2013-07-30
001	2011-01-01	BARBARA PAZ	2012-10-15	BARBARA PAZ	2012-10-15
001	2010-01-01	BARBARA PAZ	2011-10-17	BARBARA PAZ	2011-10-17

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Company Name:	H. JERRY PAZ, DDS
Employer identification number (EIN):	020781121
NAIC Classification:	621210
NAIC Description:	Offices of Dentists