401k Plan data: ROUND TABLE INVESTMENT MANAGEMENT COMPANY plan

ROUND TABLE INVESTMENT MANAGEMENT COMPANY 401k Plan overview

Plan Name	ROUND TABLE INVESTMENT MANAGEMENT COMPANY
Plan identification number	001

ROUND TABLE INVESTMENT MANAGEMENT COMPANY 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.
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

ROUND TABLE INVESTMENT MANAGEMEN has sponsored the creation of one or more 401k plans.

Company Name: ROUND TABLE INVESTMENT MANAGEMEN

Employer identification number (EIN): 208996335

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROUND TABLE INVESTMENT MANAGEMENT COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 PATRIC KLEIN 2019-05-13
001 2015-01-01 PATRIC KLEIN 2016-05-24
001 2014-01-01 PATRIC KLEIN 2015-06-19
001 2013-01-01 PATRIC KLEIN 2014-06-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	PATRIC KLEIN	2019-05-13
001	2015-01-01	PATRIC KLEIN	2016-05-24
001	2014-01-01	PATRIC KLEIN	2015-06-19
001	2013-01-01	PATRIC KLEIN	2014-06-24

Potentially related plans

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Company Name:	ROUND TABLE INVESTMENT MANAGEMEN
Employer identification number (EIN):	208996335
NAIC Classification:	523900