401k Plan data: JACOB CHUN MD PA 401 K PROFIT SHARING PLAN TRUST plan

JACOB CHUN MD PA 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	JACOB CHUN MD PA 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

JACOB CHUN MD PA 401 K PROFIT SHARING PLAN TRUST 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

JACOB CHUN MD has sponsored the creation of one or more 401k plans.

Company Name: JACOB CHUN MD

Employer identification number (EIN): 272161544

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACOB CHUN MD PA 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JACOB CHUN 2024-06-22
001 2022-01-01 JACOB CHUN 2023-06-16
001 2021-01-01 JACOB CHUN 2022-06-29
001 2020-01-01 JACOB CHUN 2021-07-07
001 2019-01-01 JACOB CHUN 2020-05-26
001 2018-01-01 JACOB CHUN 2019-07-09
001 2017-01-01 JACOB CHUN 2018-06-28
001 2016-01-01 JACOB CHUN 2017-07-26
001 2015-01-01 JACOB CHUN 2016-07-14
001 2014-01-01 JACOB CHUN 2015-07-02
001 2013-01-01 JACOB CHUN 2014-06-26
001 2012-01-01 JACOB CHUN MD 2013-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JACOB CHUN	2024-06-22
001	2022-01-01	JACOB CHUN	2023-06-16
001	2021-01-01	JACOB CHUN	2022-06-29
001	2020-01-01	JACOB CHUN	2021-07-07
001	2019-01-01	JACOB CHUN	2020-05-26
001	2018-01-01	JACOB CHUN	2019-07-09
001	2017-01-01	JACOB CHUN	2018-06-28
001	2016-01-01	JACOB CHUN	2017-07-26
001	2015-01-01	JACOB CHUN	2016-07-14
001	2014-01-01	JACOB CHUN	2015-07-02
001	2013-01-01	JACOB CHUN	2014-06-26
001	2012-01-01	JACOB CHUN MD	2013-07-25

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Company Name:	JACOB CHUN MD
Employer identification number (EIN):	272161544
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)