401k Plan data: THE CAREY FIRM LLC 401K PLAN plan

THE CAREY FIRM LLC 401K PLAN 401k Plan overview

Plan Name	THE CAREY FIRM LLC 401K PLAN
Plan identification number	001

THE CAREY FIRM LLC 401K 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.
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

THE CAREY FIRM LLC has sponsored the creation of one or more 401k plans.

Company Name: THE CAREY FIRM LLC

Employer identification number (EIN): 204474643

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about THE CAREY FIRM LLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2006-03-24

Company Identification Number: 3339276

Legal Registered Office Address: 1730 GRAND ISLAND BLVD
Erie
GRAND ISLAND
United States of America (USA)
14072

More information about THE CAREY FIRM LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CAREY FIRM LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 SHAWN CAREY 2013-04-26
001 2012-01-01 SHAWN CAREY 2013-04-19
001 2011-01-01 SHAWN CAREY 2012-06-28
001 2010-01-01 SHAWN CAREY 2011-08-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	SHAWN CAREY	2013-04-26
001	2012-01-01	SHAWN CAREY	2013-04-19
001	2011-01-01	SHAWN CAREY	2012-06-28
001	2010-01-01	SHAWN CAREY	2011-08-18

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Company Name:	THE CAREY FIRM LLC
Employer identification number (EIN):	204474643
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2006-03-24
Company Identification Number:	3339276
Legal Registered Office Address:	1730 GRAND ISLAND BLVD Erie GRAND ISLAND United States of America (USA) 14072