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JOSEPH A. SHEPPE, M.D. P.A., PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJOSEPH A. SHEPPE, M.D. P.A., PROFIT SHARING PLAN AND TRUST
Plan identification number 001

JOSEPH A. SHEPPE, M.D. P.A., PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JOSEPH A. SHEPPE, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH A. SHEPPE, M.D., P.A.
Employer identification number (EIN):571089885
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH A. SHEPPE, M.D. P.A., PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01JOSEPH SHEPPE2021-01-16 JOSEPH SHEPPE2021-01-16
0012019-01-01JOSEPH SHEPPE2020-03-12 JOSEPH SHEPPE2020-03-12
0012018-01-01JOSEPH SHEPPE2019-04-06 JOSEPH SHEPPE2019-04-06
0012017-01-01JOSEPH SHEPPE2018-03-20 JOSEPH SHEPPE2018-03-20
0012016-01-01JOSEPH SHEPPE2017-03-23 JOSEPH SHEPPE2017-03-23
0012015-01-01JOSEPH SHEPPE2016-02-17 JOSEPH SHEPPE2016-02-17
0012014-01-01JOSEPH SHEPPE2015-02-15 JOSEPH SHEPPE2015-02-15
0012013-01-01JOSEPH SHEPPE2014-01-22 JOSEPH SHEPPE2014-01-22
0012012-01-01JOSEPH SHEPPE2013-02-18 JOSEPH SHEPPE2013-02-18
0012011-01-01JOSEPH SHEPPE2012-02-28 JOSEPH SHEPPE2012-02-28
0012010-01-01JOSEPH SHEPPE2011-03-16 JOSEPH SHEPPE2011-03-16

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