401k Plan data: JOHN ROBERTSON DDS PROFIT SHARING PLAN plan

JOHN ROBERTSON DDS PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN ROBERTSON DDS PROFIT SHARING PLAN
Plan identification number	001

JOHN ROBERTSON DDS 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.
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.
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

JOHN ROBERTSON DDS has sponsored the creation of one or more 401k plans.

Company Name: JOHN ROBERTSON DDS

Employer identification number (EIN): 232628831

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN ROBERTSON DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 JOHN ROBERTSON 2019-05-10
001 2017-01-01 JOHN ROBERTSON 2018-06-12
001 2016-01-01 JOHN ROBERTSON 2017-05-18
001 2015-01-01 JOHN ROBERTSON 2016-04-08
001 2014-01-01 JOHN ROBERTSON 2015-04-02
001 2013-01-01 JOHN ROBERTSON 2014-04-25
001 2012-01-01 JOHN ROBERTSON 2013-06-26
001 2011-01-01 JOHN ROBERTSON 2012-04-23
001 2010-01-01 JOHN ROBERTSON 2011-05-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	JOHN ROBERTSON	2019-05-10
001	2017-01-01	JOHN ROBERTSON	2018-06-12
001	2016-01-01	JOHN ROBERTSON	2017-05-18
001	2015-01-01	JOHN ROBERTSON	2016-04-08
001	2014-01-01	JOHN ROBERTSON	2015-04-02
001	2013-01-01	JOHN ROBERTSON	2014-04-25
001	2012-01-01	JOHN ROBERTSON	2013-06-26
001	2011-01-01	JOHN ROBERTSON	2012-04-23
001	2010-01-01	JOHN ROBERTSON	2011-05-16

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Company Name:	JOHN ROBERTSON DDS
Employer identification number (EIN):	232628831
NAIC Classification:	621210
NAIC Description:	Offices of Dentists