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SAN MATEO SPINE CENTER PROFIT SHARING PLAN 401k Plan overview

Plan NameSAN MATEO SPINE CENTER PROFIT SHARING PLAN
Plan identification number 002

SAN MATEO SPINE CENTER PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SAN MATEO SPINE CENTER has sponsored the creation of one or more 401k plans.

Company Name:SAN MATEO SPINE CENTER
Employer identification number (EIN):711048256
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN MATEO SPINE CENTER PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01YUNG CHEN2023-08-22 YUNG CHEN2023-08-22
0022021-01-01YUNG CHEN2022-07-26 YUNG CHEN2022-07-26
0022020-01-01YUNG CHEN2021-10-08 YUNG CHEN2021-10-08
0022019-01-01YUNG CHEN2020-10-07 YUNG CHEN2020-10-07
0022018-01-01YUNG CHEN2019-05-15
0022017-01-01YUNG CHEN2018-07-26 YUNG CHEN2018-07-26
0022016-01-01YUNG CHEN2017-08-14 YUNG CHEN2017-08-14
0022015-01-01YUNG CHEN2016-07-18 EMILY CHEN2016-07-18
0022014-01-01EMILY CHEN2015-07-29 EMILY CHEN2015-07-29
0022013-01-01EMILY FANG2014-07-15 EMILY FANG2014-07-15
0022012-01-01YUNG CHEN2013-07-23 YUNG CHEN2013-07-23

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