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KIM C. LUU-TU, CFP 401(K) PLAN 401k Plan overview

Plan NameKIM C. LUU-TU, CFP 401(K) PLAN
Plan identification number 001

KIM C. LUU-TU, CFP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

KIM C. LUU-TU, CFP has sponsored the creation of one or more 401k plans.

Company Name:KIM C. LUU-TU, CFP
Employer identification number (EIN):205987605
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIM C. LUU-TU, CFP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01K.V. ALBERT2017-05-16
0012015-01-01K.V. ALBERT2016-07-11
0012014-01-01K.V. ALBERT2015-07-02
0012013-01-01K.V. ALBERT2014-07-18
0012012-01-01K.V. ALBERT2013-04-11
0012011-01-01KARL ALBERT2012-10-11
0012010-01-01KARL ALBERT2011-07-05

Potentially related plans

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