401k Plan data: R CRAIG CLARK, PC CASH BALANCE ACCOUNT plan

R CRAIG CLARK, PC CASH BALANCE ACCOUNT 401k Plan overview

Plan Name	R CRAIG CLARK, PC CASH BALANCE ACCOUNT
Plan identification number	002

R CRAIG CLARK, PC CASH BALANCE ACCOUNT Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

R. CRAIG CLARK, PC has sponsored the creation of one or more 401k plans.

Company Name: R. CRAIG CLARK, PC

Employer identification number (EIN): 208213649

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R CRAIG CLARK, PC CASH BALANCE ACCOUNT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 GARY BERMAN 2015-10-15 R CRAIG CLARK 2015-10-15
002 2013-01-01 GARY BERMAN 2014-10-14
002 2012-01-01 GARY BERMAN 2013-10-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	GARY BERMAN	2015-10-15	R CRAIG CLARK	2015-10-15
002	2013-01-01	GARY BERMAN	2014-10-14
002	2012-01-01	GARY BERMAN	2013-10-09

Potentially related plans

R CRAIG WILBURN, CLU 401K PROFIT SHARING PLAN [EIN = 751782912]

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Company Name:	R. CRAIG CLARK, PC
Employer identification number (EIN):	208213649
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers