401k Plan data: LEONE & WENNING 401(K) plan

LEONE & WENNING 401(K) 401k Plan overview

Plan Name	LEONE & WENNING 401(K)
Plan identification number	001

LEONE & WENNING 401(K) 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

LEONE & WENNING, LLC has sponsored the creation of one or more 401k plans.

Company Name: LEONE & WENNING, LLC

Employer identification number (EIN): 061738268

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEONE & WENNING 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SHIRLEY HORNER 2024-07-11
001 2022-01-01 SHIRLEY HORNER 2023-08-28
001 2021-01-01 NICK RICE 2022-08-22
001 2020-01-01 JILL LEONE 2021-06-01
001 2019-01-01 JILL LEONE 2020-07-30
001 2018-01-01 JILL LEONE 2019-06-27
001 2017-01-01 JILL LEONE 2018-10-11
001 2016-01-01 JILL LEONE 2017-06-06
001 2015-01-01 JILL LEONE 2016-10-11
001 2014-01-01 JILL LEONE 2015-06-26
001 2013-01-01 JILL LEONE 2014-07-14
001 2012-01-01 JILL LEONE 2013-07-17
001 2011-01-01 JILL LEONE 2012-06-14
001 2010-01-01 CHARLES F. LEONE, D.M.D. 2011-09-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	SHIRLEY HORNER	2024-07-11
001	2022-01-01	SHIRLEY HORNER	2023-08-28
001	2021-01-01	NICK RICE	2022-08-22
001	2020-01-01	JILL LEONE	2021-06-01
001	2019-01-01	JILL LEONE	2020-07-30
001	2018-01-01	JILL LEONE	2019-06-27
001	2017-01-01	JILL LEONE	2018-10-11
001	2016-01-01	JILL LEONE	2017-06-06
001	2015-01-01	JILL LEONE	2016-10-11
001	2014-01-01	JILL LEONE	2015-06-26
001	2013-01-01	JILL LEONE	2014-07-14
001	2012-01-01	JILL LEONE	2013-07-17
001	2011-01-01	JILL LEONE	2012-06-14
001	2010-01-01	CHARLES F. LEONE, D.M.D.	2011-09-12

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Company Name:	LEONE & WENNING, LLC
Employer identification number (EIN):	061738268
NAIC Classification:	621210
NAIC Description:	Offices of Dentists