DAVID J. PALENCIA, M.D. DEFINED BENEFIT PLAN 401k Plan overview

DAVID J. PALENCIA, M.D. DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	DAVID J. PALENCIA, M.D.
Employer identification number (EIN):	134525582
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LOUIS A. LONETTO	2024-10-11
001	2022-01-01	LOUIS A. LONETTO	2023-10-08
001	2021-01-01	LOUIS A. LONETTO	2022-10-03
001	2020-01-01	LOUIS A. LONETTO	2021-09-22
001	2019-01-01	LOUIS A. LONETTO	2020-10-14
001	2018-01-01	LOUIS LONETTO	2019-10-13
001	2017-01-01	LOUIS A. LONETTO	2018-10-14
001	2016-01-01	LOUIS A. LONETTO	2018-01-30
001	2016-01-01	LOUIS A. LONETTO	2018-01-30
001	2015-01-01	LOUIS A. LONETTO	2016-10-16
001	2014-01-01	LOUIS A. LONETTO	2015-10-15

Plan Statistics for DAVID J. PALENCIA, M.D. DEFINED BENEFIT PLAN

Measure	Date	Value
2025: DAVID J. PALENCIA, M.D. DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-06	3
Total number of particpants at end of year	2025-10-06	2
2024: DAVID J. PALENCIA, M.D. DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-11	3
Total number of particpants at end of year	2024-10-11	3

Financial Data on DAVID J. PALENCIA, M.D. DEFINED BENEFIT PLAN

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• DAVID J. APPLEBAUM CASH BALANCE PLAN [EIN = 650300000]
• DAVID J. BORCHERS, M.D., P.C. 401(K) PROFIT SHARING PLAN & TRUST [EIN = 841512804]
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• DAVID J. FISHER CPA 401(K) PLAN & TRUST [EIN = 680416775]
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• DAVID J. BORGMEYER DDS, PC MCF BENEFIT PLAN [EIN = 201767678]
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• DAVID J. SCHLACTUS, D.M.D., LLC 401(K) PLAN [EIN = 522221758]
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• DAVID J. SHAW PROFIT SHARING PLAN [EIN = 922880023]
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• DAVID J. GREINER LAW CORPORATION RETIREMENT TRUST [EIN = 873077130]
• DAVID J. KOSEK, DMD, PHD 401(K) PROFIT SHARING PLAN [EIN = 821586948]

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