401k Plan data: PERRY FAMILY PRACTICE 401K PLAN plan

PERRY FAMILY PRACTICE 401K PLAN 401k Plan overview

Plan Name	PERRY FAMILY PRACTICE 401K PLAN
Plan identification number	001

PERRY FAMILY PRACTICE 401K 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

PERRY FAMILY PRACTICE has sponsored the creation of one or more 401k plans.

Company Name: PERRY FAMILY PRACTICE

Employer identification number (EIN): 272024434

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERRY FAMILY PRACTICE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TARA EVANS 2023-10-30
001 2022-01-01 AARON VELIE 2023-06-14
001 2021-01-01 TARA EVANS 2022-07-15
001 2020-01-01 PHIL TISUE 2021-07-23
001 2019-01-01 PHIL TISUE 2020-07-27
001 2018-01-01 AARON VELIE 2019-10-21
001 2018-01-01 AARON VELIE 2019-10-31
001 2017-01-01 AARON VELIE 2018-08-16
001 2016-01-01 AARON VELIE 2017-06-20
001 2015-01-01 AARON VELIE 2016-10-12
001 2014-01-01 AARON VELIE 2015-10-06
001 2013-01-01 AARON VELIE 2014-10-07
001 2012-01-01 AARON VELIE 2013-08-12
001 2011-01-01 AARON VELIE 2013-08-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	TARA EVANS	2023-10-30
001	2022-01-01	AARON VELIE	2023-06-14
001	2021-01-01	TARA EVANS	2022-07-15
001	2020-01-01	PHIL TISUE	2021-07-23
001	2019-01-01	PHIL TISUE	2020-07-27
001	2018-01-01	AARON VELIE	2019-10-21
001	2018-01-01	AARON VELIE	2019-10-31
001	2017-01-01	AARON VELIE	2018-08-16
001	2016-01-01	AARON VELIE	2017-06-20
001	2015-01-01	AARON VELIE	2016-10-12
001	2014-01-01	AARON VELIE	2015-10-06
001	2013-01-01	AARON VELIE	2014-10-07
001	2012-01-01	AARON VELIE	2013-08-12
001	2011-01-01	AARON VELIE	2013-08-12

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Company Name:	PERRY FAMILY PRACTICE
Employer identification number (EIN):	272024434
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)