401k Plan data: RICHARD CASO, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN AND TRUST plan

RICHARD CASO, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	RICHARD CASO, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN AND TRUST
Plan identification number	002

RICHARD CASO, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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
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

RICHARD CASO, M.D., A MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: RICHARD CASO, M.D., A MEDICAL CORPORATION

Employer identification number (EIN): 953569333

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD CASO, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-07-01
002 2013-07-01 RICHARD CASO, MD 2015-04-06
002 2012-07-01 RICHARD CASO, MD 2014-04-14
002 2011-07-01 RICHARD CASO, MD 2013-04-05
002 2010-07-01 RICHARD CASO, MD 2012-04-11
002 2007-07-01 FRANK CHEN
002 2007-07-01 FRANK CHEN
002 2007-07-01 FRANK CHEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2014-07-01
002	2013-07-01	RICHARD CASO, MD	2015-04-06
002	2012-07-01	RICHARD CASO, MD	2014-04-14
002	2011-07-01	RICHARD CASO, MD	2013-04-05
002	2010-07-01	RICHARD CASO, MD	2012-04-11
002	2007-07-01	FRANK CHEN
002	2007-07-01	FRANK CHEN
002	2007-07-01	FRANK CHEN

Form 5500 Responses for RICHARD CASO, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN AND TRUST

2007: RICHARD CASO, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN AND TRUST 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	Yes
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2007-07-01	Plan funding arrangement – Trust	Yes
2007-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD CASO, M.D., A MEDICAL CORPORATION
Employer identification number (EIN):	953569333
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)