401k Plan data: JOSEPH R. LORING & ASSOCIATES, INC. II 401(K) PLAN plan

JOSEPH R. LORING & ASSOCIATES, INC. II 401(K) PLAN 401k Plan overview

Plan Name	JOSEPH R. LORING & ASSOCIATES, INC. II 401(K) PLAN
Plan identification number	002

JOSEPH R. LORING & ASSOCIATES, INC. II 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

LORING CONSULTING ENGINEERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: LORING CONSULTING ENGINEERS, INC.

Employer identification number (EIN): 132649349

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH R. LORING & ASSOCIATES, INC. II 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ONEIL GAYLE 2024-09-24
002 2022-01-01 VINCENT FARESE 2023-10-03
002 2021-01-01 VINCENT FARESE 2022-10-06
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 BARRY MALTZ 2013-09-19 BARRY MALTZ 2013-09-19
002 2011-05-13 BARRY MALTZ 2012-10-01 BARRY MALTZ 2012-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	ONEIL GAYLE	2024-09-24
002	2022-01-01	VINCENT FARESE	2023-10-03
002	2021-01-01	VINCENT FARESE	2022-10-06
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	BARRY MALTZ	2013-09-19	BARRY MALTZ	2013-09-19
002	2011-05-13	BARRY MALTZ	2012-10-01	BARRY MALTZ	2012-10-01

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Company Name:	LORING CONSULTING ENGINEERS, INC.
Employer identification number (EIN):	132649349
NAIC Classification:	541330
NAIC Description:	Engineering Services