401k Plan data: FERNANDO M LOPEZ-IVERN MD INC 401 K PROFIT SHARING PLAN TRUST plan

FERNANDO M LOPEZ-IVERN MD INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	FERNANDO M LOPEZ-IVERN MD INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

FERNANDO M LOPEZ-IVERN MD INC 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.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FERNANDO M LOPEZ-IVERN MD INC has sponsored the creation of one or more 401k plans.

Company Name: FERNANDO M LOPEZ-IVERN MD INC

Employer identification number (EIN): 592215935

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FERNANDO M LOPEZ-IVERN MD INC 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 FERNANDO LOPEZ-IVERN 2024-04-08
001 2022-01-01 FERNANDO LOPEZ-IVERN 2023-05-03
001 2021-01-01 FERNANDO MIGUEL LOPEZ-IVERN 2022-05-13
001 2020-01-01 FERNANDO MIGUEL LOPEZ-IVERN 2021-05-13
001 2019-01-01 KATIA 2020-07-20
001 2018-01-01 FERNANDO LOPEZ-IVERN 2019-06-20
001 2017-01-01 FERNANDO M LOPEZ-IVERN 2018-07-23
001 2016-01-01 KATIA KAEPPEL 2017-07-05
001 2015-01-01 KATIA KAEPPEL 2016-06-13
001 2014-01-01 KATIA KAEPPEL 2015-07-02
001 2013-01-01 TERRILL LYTTLE 2014-07-03
001 2012-01-01 FERNANDO M LOPEZ-IVERN MD INC 2013-07-29
001 2011-01-01 FERNANDO M LOPEZ-IVERN MD INC 2012-07-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	FERNANDO LOPEZ-IVERN	2024-04-08
001	2022-01-01	FERNANDO LOPEZ-IVERN	2023-05-03
001	2021-01-01	FERNANDO MIGUEL LOPEZ-IVERN	2022-05-13
001	2020-01-01	FERNANDO MIGUEL LOPEZ-IVERN	2021-05-13
001	2019-01-01	KATIA	2020-07-20
001	2018-01-01	FERNANDO LOPEZ-IVERN	2019-06-20
001	2017-01-01	FERNANDO M LOPEZ-IVERN	2018-07-23
001	2016-01-01	KATIA KAEPPEL	2017-07-05
001	2015-01-01	KATIA KAEPPEL	2016-06-13
001	2014-01-01	KATIA KAEPPEL	2015-07-02
001	2013-01-01	TERRILL LYTTLE	2014-07-03
001	2012-01-01	FERNANDO M LOPEZ-IVERN MD INC	2013-07-29
001	2011-01-01	FERNANDO M LOPEZ-IVERN MD INC	2012-07-09

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Company Name:	FERNANDO M LOPEZ-IVERN MD INC
Employer identification number (EIN):	592215935
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)