401k Plan data: CAROL A. AGRIA, CPA 401(K) PLAN plan

CAROL A. AGRIA, CPA 401(K) PLAN 401k Plan overview

Plan Name	CAROL A. AGRIA, CPA 401(K) PLAN
Plan identification number	001

CAROL A. AGRIA, CPA 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

CAROL A. AGRIA, CPA SUNSET SHORES FISCAL INTERMEDIARY has sponsored the creation of one or more 401k plans.

Company Name: CAROL A. AGRIA, CPA SUNSET SHORES FISCAL INTERMEDIARY

Employer identification number (EIN): 061176690

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROL A. AGRIA, CPA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 CAROL AGRIA 2019-07-08 CAROL AGRIA 2019-07-08
001 2017-01-01 CAROL AGRIA 2018-07-12 CAROL AGRIA 2018-07-12
001 2016-01-01 CAROL AGRIA 2017-07-10 CAROL AGRIA 2017-07-10
001 2015-01-01
001 2014-01-01 CAROL AGRIA 2015-07-20
001 2013-01-01 CAROL AGRIA 2014-06-26
001 2012-01-01 CAROL AGRIA 2013-05-23
001 2011-01-01 CAROL AGRIA 2012-06-05
001 2010-01-01 CAROL AGRIA 2011-05-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	CAROL AGRIA	2019-07-08	CAROL AGRIA	2019-07-08
001	2017-01-01	CAROL AGRIA	2018-07-12	CAROL AGRIA	2018-07-12
001	2016-01-01	CAROL AGRIA	2017-07-10	CAROL AGRIA	2017-07-10
001	2015-01-01
001	2014-01-01	CAROL AGRIA	2015-07-20
001	2013-01-01	CAROL AGRIA	2014-06-26
001	2012-01-01	CAROL AGRIA	2013-05-23
001	2011-01-01	CAROL AGRIA	2012-06-05
001	2010-01-01	CAROL AGRIA	2011-05-10

Potentially related plans

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See full terms and conditions

Company Name:	CAROL A. AGRIA, CPA SUNSET SHORES FISCAL INTERMEDIARY
Employer identification number (EIN):	061176690
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants