401k Plan data: SAUNDERS AND MATTHEWS, PLLC 401(K) PROFIT SHARING PLAN plan

SAUNDERS AND MATTHEWS, PLLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SAUNDERS AND MATTHEWS, PLLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

SAUNDERS AND MATTHEWS, PLLC 401(K) 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

SAUNDERS AND MATTHEWS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: SAUNDERS AND MATTHEWS, PLLC

Employer identification number (EIN): 203700655

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAUNDERS AND MATTHEWS, PLLC 401(K) 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 JENNIFER PFITZNER 2024-05-30
001 2022-01-01 GREGORY MATTHEWS 2023-07-08
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 GREGORY MATTHEWS 2015-05-08
001 2013-01-01 GREGORY MATTHEWS 2014-04-22
001 2012-01-01 CHARLES T. SAUNDERS 2013-06-17
001 2011-01-01 KIM HEIDEMANN 2012-07-19
001 2010-01-01 KIM HEIDEMANN 2011-08-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JENNIFER PFITZNER	2024-05-30
001	2022-01-01	GREGORY MATTHEWS	2023-07-08
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	GREGORY MATTHEWS	2015-05-08
001	2013-01-01	GREGORY MATTHEWS	2014-04-22
001	2012-01-01	CHARLES T. SAUNDERS	2013-06-17
001	2011-01-01	KIM HEIDEMANN	2012-07-19
001	2010-01-01	KIM HEIDEMANN	2011-08-18

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SAUNDERS AND MATTHEWS, PLLC
Employer identification number (EIN):	203700655
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants