401k Plan data: MARTIN R. EGRE CPA AND ASSOCIATES PROFIT SHARING PLAN plan

MARTIN R. EGRE CPA AND ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARTIN R. EGRE CPA AND ASSOCIATES PROFIT SHARING PLAN
Plan identification number	001

MARTIN R. EGRE CPA AND ASSOCIATES PROFIT SHARING 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

MARTIN R. EGRE CPA AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: MARTIN R. EGRE CPA AND ASSOCIATES

Employer identification number (EIN): 113520350

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTIN R. EGRE CPA AND ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 GARRY EGRE 2024-05-21 GARRY EGRE 2024-05-21
001 2022-01-01 GARRY EGRE 2023-05-15
001 2021-01-01 GARRY EGRE 2022-05-04
001 2020-01-01 GARRY EGRE 2021-05-20
001 2019-01-01 GARRY EGRE 2020-06-08
001 2018-01-01 GARRY EGRE 2019-06-21
001 2017-01-01 GARRY EGRE 2018-04-11
001 2016-01-01 GARRY EGRE 2017-06-07
001 2015-01-01 GARRY EGRE 2016-07-20
001 2014-01-01 GARRY EGRE 2015-07-10
001 2013-01-01 GARRY EGRE 2014-07-24
001 2012-01-01 GARRY EGRE 2013-07-24
001 2011-01-01 GARRY EGRE 2012-06-25
001 2010-01-01 GARRY EGRE 2011-05-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	GARRY EGRE	2024-05-21	GARRY EGRE	2024-05-21
001	2022-01-01	GARRY EGRE	2023-05-15
001	2021-01-01	GARRY EGRE	2022-05-04
001	2020-01-01	GARRY EGRE	2021-05-20
001	2019-01-01	GARRY EGRE	2020-06-08
001	2018-01-01	GARRY EGRE	2019-06-21
001	2017-01-01	GARRY EGRE	2018-04-11
001	2016-01-01	GARRY EGRE	2017-06-07
001	2015-01-01	GARRY EGRE	2016-07-20
001	2014-01-01	GARRY EGRE	2015-07-10
001	2013-01-01	GARRY EGRE	2014-07-24
001	2012-01-01	GARRY EGRE	2013-07-24
001	2011-01-01	GARRY EGRE	2012-06-25
001	2010-01-01	GARRY EGRE	2011-05-25

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Company Name:	MARTIN R. EGRE CPA AND ASSOCIATES
Employer identification number (EIN):	113520350
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants