401k Plan data: OTTO UHRIK, PC 401(K) PROFIT SHARING PLAN plan

OTTO UHRIK, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	OTTO UHRIK, PC 401(K) PROFIT SHARING PLAN
Plan identification number	001

OTTO UHRIK, PC 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.
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

OTTO UHRIK, PC has sponsored the creation of one or more 401k plans.

Company Name: OTTO UHRIK, PC

Employer identification number (EIN): 861035662

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OTTO UHRIK, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 OTTO UHRIK 2017-10-02
001 2015-01-01 OTTO UHRIK 2016-07-28
001 2014-01-01 HEATHER SPENCER 2015-06-04
001 2013-01-01 HEATHER TOENNIS 2014-07-16
001 2012-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA 2013-10-14
001 2011-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA 2012-10-15
001 2010-01-01 ALAN GOLD, CPA 2011-09-08
001 2008-01-01 ALAN GOLD, CPA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	OTTO UHRIK	2017-10-02
001	2015-01-01	OTTO UHRIK	2016-07-28
001	2014-01-01	HEATHER SPENCER	2015-06-04
001	2013-01-01	HEATHER TOENNIS	2014-07-16
001	2012-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA	2013-10-14
001	2011-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA	2012-10-15
001	2010-01-01	ALAN GOLD, CPA	2011-09-08
001	2008-01-01	ALAN GOLD, CPA

Plan Statistics for OTTO UHRIK, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for OTTO UHRIK, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2008: OTTO UHRIK, PC 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 3
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 3
Number of participants with account balances 2008-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2008: OTTO UHRIK, PC 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	3
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	3
Number of participants with account balances	2008-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Form 5500 Responses for OTTO UHRIK, PC 401(K) PROFIT SHARING PLAN

2008: OTTO UHRIK, PC 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OTTO UHRIK, PC
Employer identification number (EIN):	861035662
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)