401k Plan data: DRS. WARREN & HARDEE, P.A. 401(K) PROFIT SHARING PLAN plan

DRS. WARREN & HARDEE, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DRS. WARREN & HARDEE, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	001

DRS. WARREN & HARDEE, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

DRS. WARREN & HARDEE, P.A. has sponsored the creation of one or more 401k plans.

Company Name: DRS. WARREN & HARDEE, P.A.

Employer identification number (EIN): 561899759

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRS. WARREN & HARDEE, P.A. 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 BERT WARREN 2024-10-02
001 2022-01-01 BERT WARREN 2023-09-21
001 2021-01-01 BERT WARREN 2022-10-07
001 2020-01-01 BERT WARREN JR. 2021-09-02
001 2019-01-01 BERT WARREN JR. 2020-09-28
001 2018-01-01 BERT WARREN JR. 2019-09-03
001 2017-01-01 BERT WARREN JR. 2018-07-30
001 2016-01-01 BERT WARREN JR. 2017-09-17
001 2015-01-01 BERT WARREN JR. 2016-10-03
001 2014-01-01 BERT WARREN JR. 2015-10-03
001 2013-01-01 BERT WARREN JR. 2014-09-23
001 2012-01-01 BERT B. WARREN, DDS 2013-09-24
001 2011-01-01 BERT B. WARREN 2012-06-27
001 2010-01-01 CARA FOTHERGILL 2011-06-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	BERT WARREN	2024-10-02
001	2022-01-01	BERT WARREN	2023-09-21
001	2021-01-01	BERT WARREN	2022-10-07
001	2020-01-01	BERT WARREN JR.	2021-09-02
001	2019-01-01	BERT WARREN JR.	2020-09-28
001	2018-01-01	BERT WARREN JR.	2019-09-03
001	2017-01-01	BERT WARREN JR.	2018-07-30
001	2016-01-01	BERT WARREN JR.	2017-09-17
001	2015-01-01	BERT WARREN JR.	2016-10-03
001	2014-01-01	BERT WARREN JR.	2015-10-03
001	2013-01-01	BERT WARREN JR.	2014-09-23
001	2012-01-01	BERT B. WARREN, DDS	2013-09-24
001	2011-01-01	BERT B. WARREN	2012-06-27
001	2010-01-01	CARA FOTHERGILL	2011-06-16

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Company Name:	DRS. WARREN & HARDEE, P.A.
Employer identification number (EIN):	561899759
NAIC Classification:	621210
NAIC Description:	Offices of Dentists