401k Plan data: KURT D. VAN WINKLE, DDS, MSD 401K PLAN plan

KURT D. VAN WINKLE, DDS, MSD 401K PLAN 401k Plan overview

Plan Name	KURT D. VAN WINKLE, DDS, MSD 401K PLAN
Plan identification number	001

KURT D. VAN WINKLE, DDS, MSD 401K 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
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.
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

KURT D. VAN WINKLE, DDS, MSD, PC has sponsored the creation of one or more 401k plans.

Company Name: KURT D. VAN WINKLE, DDS, MSD, PC

Employer identification number (EIN): 472649205

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KURT D. VAN WINKLE, DDS, MSD 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KURT D. VAN WINKLE 2024-06-17 KURT D VAN WINKLE 2024-06-17
001 2022-01-01 KURT D. VAN WINKLE 2023-10-15 KURT D VAN WINKLE 2023-10-15
001 2021-01-01 KURT D. VAN WINKLE 2022-09-15 KURT D VAN WINKLE 2022-09-15
001 2020-01-01 KURT D. VAN WINKLE 2021-09-13 KURT D VAN WINKLE 2021-09-13
001 2019-01-01 KURT D. VAN WINKLE 2020-07-17 KURT VAN WINKLE 2020-07-17
001 2018-01-01 KURT D. VAN WINKLE 2019-07-29
001 2017-01-01 KURT D VAN WINKLE 2018-06-22
001 2016-01-01 KURT D VAN WINKLE 2017-10-01
001 2015-01-01 KURT D VAN WINKLE 2016-08-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KURT D. VAN WINKLE	2024-06-17	KURT D VAN WINKLE	2024-06-17
001	2022-01-01	KURT D. VAN WINKLE	2023-10-15	KURT D VAN WINKLE	2023-10-15
001	2021-01-01	KURT D. VAN WINKLE	2022-09-15	KURT D VAN WINKLE	2022-09-15
001	2020-01-01	KURT D. VAN WINKLE	2021-09-13	KURT D VAN WINKLE	2021-09-13
001	2019-01-01	KURT D. VAN WINKLE	2020-07-17	KURT VAN WINKLE	2020-07-17
001	2018-01-01	KURT D. VAN WINKLE	2019-07-29
001	2017-01-01	KURT D VAN WINKLE	2018-06-22
001	2016-01-01	KURT D VAN WINKLE	2017-10-01
001	2015-01-01	KURT D VAN WINKLE	2016-08-09

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Company Name:	KURT D. VAN WINKLE, DDS, MSD, PC
Employer identification number (EIN):	472649205
NAIC Classification:	621210
NAIC Description:	Offices of Dentists