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MARK A. CONGDON CFS, INC 401(K) 401k Plan overview

Plan NameMARK A. CONGDON CFS, INC 401(K)
Plan identification number 001

MARK A. CONGDON CFS, INC 401(K) Benefits

401k Plan TypeDefined 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

MARK A. CONGDON CFS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARK A. CONGDON CFS, INC.
Employer identification number (EIN):161554557
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK A. CONGDON CFS, INC 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL CONGDON2024-09-12
0012022-01-01MICHAEL CONGDON2023-05-22 MICHAEL CONGDON2023-05-22
0012021-01-01MICHAEL R CONGDON2022-10-06 MICHAEL R CONGDON2022-10-06
0012021-01-01MICHAEL R CONGDON2022-09-13 MARK CONGDON2022-09-13
0012020-01-01MICHAEL CONGDON2021-05-04 MICHAEL CONGDON2021-05-04
0012019-01-01CARRIE SIGLER2020-05-05
0012018-01-01CARRIE SIGLER2019-05-23 CARRIE SIGLER2019-05-23
0012017-01-01MARK CONGDON2018-05-18 MARK CONGDON2018-05-18
0012016-01-01MARK CONGDON2017-05-03 MARK CONGDON2017-05-03
0012015-01-01MARK CONGDON2016-07-12 MARK CONGDON2016-07-12
0012014-01-01MARK CONGDON2015-07-21 MARK CONGDON2015-07-21
0012014-01-01MARK CONGDON2015-06-16 MARK CONGDON2015-06-16
0012013-01-01MARK CONGDON2014-07-10 MARK CONGDON2014-07-10
0012012-01-01CARRIE SIGLER2013-06-03
0012011-01-01MARK A. CONGDON2012-06-21
0012010-01-01MARK A CONGDON2011-06-13 MARK A CONGDON2011-06-13

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