401k Plan data: DR. MATTHEW BERVEN 401(K) PLAN plan

DR. MATTHEW BERVEN 401(K) PLAN 401k Plan overview

Plan Name	DR. MATTHEW BERVEN 401(K) PLAN
Plan identification number	002

DR. MATTHEW BERVEN 401(K) PLAN 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
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

DR. MATTHEW BERVEN, INC. has sponsored the creation of one or more 401k plans.

Company Name: DR. MATTHEW BERVEN, INC.

Employer identification number (EIN): 721573994

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. MATTHEW BERVEN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 MATTHEW BERVEN 2015-12-29 MATTHEW BERVEN 2015-12-29
002 2014-01-01 MATTHEW BERVEN 2015-08-06 MATTHEW BERVEN 2015-08-06
002 2013-01-01 MATTHEW BERVEN 2014-10-07 MATTHEW BERVEN 2014-10-07
002 2012-01-01 MATTHEW BERVEN 2013-10-14 MATTHEW BERVEN 2013-10-14
002 2011-01-01 MATTHEW E. BERVEN 2012-10-11 MATTHEW E. BERVEN 2012-10-11
002 2010-01-01 MATTHEW BERVEN 2011-10-12 MATTHEW BERVEN 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	MATTHEW BERVEN	2015-12-29	MATTHEW BERVEN	2015-12-29
002	2014-01-01	MATTHEW BERVEN	2015-08-06	MATTHEW BERVEN	2015-08-06
002	2013-01-01	MATTHEW BERVEN	2014-10-07	MATTHEW BERVEN	2014-10-07
002	2012-01-01	MATTHEW BERVEN	2013-10-14	MATTHEW BERVEN	2013-10-14
002	2011-01-01	MATTHEW E. BERVEN	2012-10-11	MATTHEW E. BERVEN	2012-10-11
002	2010-01-01	MATTHEW BERVEN	2011-10-12	MATTHEW BERVEN	2011-10-12

Potentially related plans

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Company Name:	DR. MATTHEW BERVEN, INC.
Employer identification number (EIN):	721573994
NAIC Classification:	621210
NAIC Description:	Offices of Dentists