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DR. CAROLYN WONG SSB KEOGH PS CUSTODIAN 401k Plan overview

Plan NameDR. CAROLYN WONG SSB KEOGH PS CUSTODIAN
Plan identification number 003

DR. CAROLYN WONG SSB KEOGH PS CUSTODIAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

DR. CAROLYN WONG has sponsored the creation of one or more 401k plans.

Company Name:DR. CAROLYN WONG
Employer identification number (EIN):954138216
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. CAROLYN WONG SSB KEOGH PS CUSTODIAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01TERESA URANGA2017-10-06
0032015-01-01TERESA URANGA2016-10-17
0032014-01-01TERESA URANGA2015-10-16

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