401k Plan data: STUART D. KATCHIS M.D., P.C. 401(K) PROFIT SHARIN PLAN plan

STUART D. KATCHIS M.D., P.C. 401(K) PROFIT SHARIN PLAN 401k Plan overview

Plan Name	STUART D. KATCHIS M.D., P.C. 401(K) PROFIT SHARIN PLAN
Plan identification number	001

STUART D. KATCHIS M.D., P.C. 401(K) PROFIT SHARIN 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

STUART D. KATCHIS, M.D.,P.C. has sponsored the creation of one or more 401k plans.

Company Name: STUART D. KATCHIS, M.D.,P.C.

Employer identification number (EIN): 133833217

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STUART D. KATCHIS M.D., P.C. 401(K) PROFIT SHARIN PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KYLE STEVENS 2024-09-17
001 2022-01-01 KYLE STEVENS 2023-09-15
001 2021-01-01 KYLE STEVENS 2022-09-19
001 2020-01-01 KYLE STEVENS 2021-09-30
001 2019-01-01 KYLE STEVENS 2020-10-06
001 2018-01-01 KYLE STEVENS 2019-10-07
001 2017-01-01 KYLE STEVENS 2018-10-11
001 2016-01-01 KYLE STEVENS 2017-10-13
001 2015-01-01 STUART KATCHIS MD 2016-10-04
001 2014-01-01 STUART KATCHIS MD 2015-10-05
001 2013-01-01 STUART KATCHIS MD 2014-10-14
001 2012-01-01 STUART KATCHIS MD 2013-10-03
001 2011-01-01 STUART KATCHIS MD 2012-09-28
001 2010-01-01 STUART KATCHIS MD 2011-09-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	KYLE STEVENS	2024-09-17
001	2022-01-01	KYLE STEVENS	2023-09-15
001	2021-01-01	KYLE STEVENS	2022-09-19
001	2020-01-01	KYLE STEVENS	2021-09-30
001	2019-01-01	KYLE STEVENS	2020-10-06
001	2018-01-01	KYLE STEVENS	2019-10-07
001	2017-01-01	KYLE STEVENS	2018-10-11
001	2016-01-01	KYLE STEVENS	2017-10-13
001	2015-01-01	STUART KATCHIS MD	2016-10-04
001	2014-01-01	STUART KATCHIS MD	2015-10-05
001	2013-01-01	STUART KATCHIS MD	2014-10-14
001	2012-01-01	STUART KATCHIS MD	2013-10-03
001	2011-01-01	STUART KATCHIS MD	2012-09-28
001	2010-01-01	STUART KATCHIS MD	2011-09-30

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Company Name:	STUART D. KATCHIS, M.D.,P.C.
Employer identification number (EIN):	133833217
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)