401k Plan data: DONNA J. HAGBERG, MD, LLC 401(K) PROFIT SHARING PLAN plan

DONNA J. HAGBERG, MD, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DONNA J. HAGBERG, MD, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

DONNA J. HAGBERG, MD, LLC 401(K) PROFIT SHARING 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
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.
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

DONNA J. HAGBERG, MD, LLC has sponsored the creation of one or more 401k plans.

Company Name: DONNA J. HAGBERG, MD, LLC

Employer identification number (EIN): 202890038

NAIC Classification: 621410
NAIC Description: Family Planning Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONNA J. HAGBERG, MD, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DONNA J HAGBERG 2024-10-10
001 2022-01-01 DONNA J HAGBERG 2023-10-10
001 2021-01-01 DONNA J HAGBERG 2022-08-05
001 2012-01-01 DONNA J. HAGBERG 2013-10-07 DONNA J. HAGBERG 2013-10-07
001 2011-01-01 DONNA J. HAGBERG 2012-10-04 DONNA J. HAGBERG 2012-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DONNA J HAGBERG	2024-10-10
001	2022-01-01	DONNA J HAGBERG	2023-10-10
001	2021-01-01	DONNA J HAGBERG	2022-08-05
001	2012-01-01	DONNA J. HAGBERG	2013-10-07	DONNA J. HAGBERG	2013-10-07
001	2011-01-01	DONNA J. HAGBERG	2012-10-04	DONNA J. HAGBERG	2012-10-04

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Company Name:	DONNA J. HAGBERG, MD, LLC
Employer identification number (EIN):	202890038
NAIC Classification:	621410
NAIC Description:	Family Planning Centers