401k Plan data: THE ACCUMULATOR 401(K) PLAN plan

THE ACCUMULATOR 401(K) PLAN 401k Plan overview

Plan Name	THE ACCUMULATOR 401(K) PLAN
Plan identification number	001

THE ACCUMULATOR 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

CARPENTER SECURITY INTEGRATORS PALM BEACH, LLC DBA CSI PALM BEACH has sponsored the creation of one or more 401k plans.

Company Name: CARPENTER SECURITY INTEGRATORS PALM BEACH, LLC DBA CSI PALM BEACH

Employer identification number (EIN): 202639762

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ACCUMULATOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 MELANIE WILLIAMSON 2018-05-18 GERALD J. MACDONALD 2018-05-18
001 2017-01-01 MELANIE WILLIAMSON 2018-05-18 GERALD J. MACDONALD 2018-05-18
001 2016-01-01 MELANIE WILLIAMSON 2017-07-07 GERALD J. MACDONALD 2017-07-07
001 2015-01-01 MELANIE WILLIAMSON 2016-07-26 GERALD J. MACDONALD 2016-07-26
001 2014-01-01 MELANIE WILLIAMSON 2015-06-18 GERALD J. MACDONALD 2015-06-18
001 2013-01-01 MELANIE WILLIAMSON 2014-07-25 GERALD J. MACDONALD 2014-07-25
001 2012-01-01 MELANIE WILLIAMSON 2013-07-22 GERALD J. MACDONALD 2013-07-22
001 2011-01-01 RICK SEYMOUR 2012-04-12
001 2010-01-01 GERALD MACDONALD 2011-06-27 GERALD MACDONALD 2011-06-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	MELANIE WILLIAMSON	2018-05-18	GERALD J. MACDONALD	2018-05-18
001	2017-01-01	MELANIE WILLIAMSON	2018-05-18	GERALD J. MACDONALD	2018-05-18
001	2016-01-01	MELANIE WILLIAMSON	2017-07-07	GERALD J. MACDONALD	2017-07-07
001	2015-01-01	MELANIE WILLIAMSON	2016-07-26	GERALD J. MACDONALD	2016-07-26
001	2014-01-01	MELANIE WILLIAMSON	2015-06-18	GERALD J. MACDONALD	2015-06-18
001	2013-01-01	MELANIE WILLIAMSON	2014-07-25	GERALD J. MACDONALD	2014-07-25
001	2012-01-01	MELANIE WILLIAMSON	2013-07-22	GERALD J. MACDONALD	2013-07-22
001	2011-01-01	RICK SEYMOUR	2012-04-12
001	2010-01-01	GERALD MACDONALD	2011-06-27	GERALD MACDONALD	2011-06-27

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Company Name:	CARPENTER SECURITY INTEGRATORS PALM BEACH, LLC DBA CSI PALM BEACH
Employer identification number (EIN):	202639762
NAIC Classification:	238900