401k Plan data: ROBERT A. WERNER, DMD 401K PROFIT SHARING PLAN & TRUST plan

ROBERT A. WERNER, DMD 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	ROBERT A. WERNER, DMD 401K PROFIT SHARING PLAN & TRUST
Plan identification number	003

ROBERT A. WERNER, DMD 401K PROFIT SHARING PLAN & TRUST 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.
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.
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.
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

ROBERT A. WERNER, DMD has sponsored the creation of one or more 401k plans.

Company Name: ROBERT A. WERNER, DMD

Employer identification number (EIN): 141584880

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT A. WERNER, DMD 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 ROBERT A. WERNER 2013-12-19
003 2012-01-01 ROBERT A. WERNER 2013-05-15
003 2011-01-01 ROBERT A. WERNER 2012-05-02
003 2010-01-01 ROBERT A. WERNER 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2013-01-01	ROBERT A. WERNER	2013-12-19
003	2012-01-01	ROBERT A. WERNER	2013-05-15
003	2011-01-01	ROBERT A. WERNER	2012-05-02
003	2010-01-01	ROBERT A. WERNER	2011-07-20

Potentially related plans

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Company Name:	ROBERT A. WERNER, DMD
Employer identification number (EIN):	141584880
NAIC Classification:	621210
NAIC Description:	Offices of Dentists