401k Plan data: MARY P. LUPO, M.D. PROFIT SHARING PLAN plan

MARY P. LUPO, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARY P. LUPO, M.D. PROFIT SHARING PLAN
Plan identification number	001

MARY P. LUPO, M.D. 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.
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.
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

LUPO CENTER FOR AESTHETIC & GENERAL DERMATOLOGY, LLC has sponsored the creation of one or more 401k plans.

Company Name: LUPO CENTER FOR AESTHETIC & GENERAL DERMATOLOGY, LLC

Employer identification number (EIN): 721009078

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARY P. LUPO, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARY LUPO 2023-09-30
001 2021-01-01 MARY LUPO 2022-07-21 MARY LUPO 2022-07-21
001 2020-01-01 MARY LUPO 2021-12-20 MARY LUPO 2021-12-20
001 2019-01-01 MARY LUPO 2020-10-13 MARY LUPO 2020-10-13
001 2018-01-01 MARY LUPO 2019-10-11 MARY LUPO 2019-10-11
001 2017-01-01 MARY P LUPO, M.D. 2018-10-05 MARY P LUPO, M.D. 2018-10-05
001 2016-01-01 MARY P LUPO, M.D. 2017-07-28 MARY P LUPO, M.D. 2017-07-28
001 2015-01-01 MARY LUPO 2016-10-03
001 2014-01-01 MARY P LUPO 2015-06-09
001 2013-01-01 MARY P LUPO 2014-10-08
001 2012-01-01 MARY P LUPO 2013-06-06
001 2011-01-01 MARY P LUPO 2012-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MARY LUPO	2023-09-30
001	2021-01-01	MARY LUPO	2022-07-21	MARY LUPO	2022-07-21
001	2020-01-01	MARY LUPO	2021-12-20	MARY LUPO	2021-12-20
001	2019-01-01	MARY LUPO	2020-10-13	MARY LUPO	2020-10-13
001	2018-01-01	MARY LUPO	2019-10-11	MARY LUPO	2019-10-11
001	2017-01-01	MARY P LUPO, M.D.	2018-10-05	MARY P LUPO, M.D.	2018-10-05
001	2016-01-01	MARY P LUPO, M.D.	2017-07-28	MARY P LUPO, M.D.	2017-07-28
001	2015-01-01	MARY LUPO	2016-10-03
001	2014-01-01	MARY P LUPO	2015-06-09
001	2013-01-01	MARY P LUPO	2014-10-08
001	2012-01-01	MARY P LUPO	2013-06-06
001	2011-01-01	MARY P LUPO	2012-07-11

Financial Data on MARY P. LUPO, M.D. PROFIT SHARING PLAN

Measure	Date	Value
2010 : MARY P. LUPO, M.D. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$203,534
Expenses. Total of all expenses incurred	2010-12-31	$12,073
Benefits paid (including direct rollovers)	2010-12-31	$4,902
Total plan assets at end of year	2010-12-31	$1,019,807
Total plan assets at beginning of year	2010-12-31	$828,346
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$145,884
Net income (gross income less expenses)	2010-12-31	$191,461
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,019,807
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$828,346
Total contributions received or receivable from employer(s)	2010-12-31	$57,650
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,171

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

721009078

Policy instance

Insurance contract or identification number	721009078
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,468
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,468
Insurance broker organization code?	3
Insurance broker name	MORGAN KEEGAN INS AGCY OF LA

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Company Name:	LUPO CENTER FOR AESTHETIC & GENERAL DERMATOLOGY, LLC
Employer identification number (EIN):	721009078
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)