401k Plan data: JWM & ASSOCIATES 401K PLAN plan

JWM & ASSOCIATES 401K PLAN 401k Plan overview

Plan Name	JWM & ASSOCIATES 401K PLAN
Plan identification number	001

JWM & ASSOCIATES 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

JWM & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: JWM & ASSOCIATES

Employer identification number (EIN): 222847125

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JWM & ASSOCIATES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 JOHN W MILLER 2019-07-29 JOHN W. MILLER 2019-07-29
001 2017-01-01 JOHN W MILLER 2018-09-25 JOHN W. MILLER 2018-09-25
001 2016-01-01 JOHN W MILLER 2017-07-26 JOHN W. MILLER 2017-07-26
001 2015-01-01 JOHN W MILLER 2016-07-26 JOHN W. MILLER 2016-07-26
001 2014-01-01 JOHN W MILLER 2015-10-14 JOHN W. MILLER 2015-10-14
001 2013-01-01 JOHN W. MILLER 2014-03-03 JOHN W. MILLER 2014-03-03
001 2012-01-01 JOHN W. MILLER 2013-10-09 JOHN W. MILLER 2013-10-09
001 2011-01-01 JOHN W. MILLER 2012-10-01 JOHN W. MILLER 2012-10-01
001 2010-01-01 JOHN W. MILLER 2011-10-14 JOHN W. MILLER 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	JOHN W MILLER	2019-07-29	JOHN W. MILLER	2019-07-29
001	2017-01-01	JOHN W MILLER	2018-09-25	JOHN W. MILLER	2018-09-25
001	2016-01-01	JOHN W MILLER	2017-07-26	JOHN W. MILLER	2017-07-26
001	2015-01-01	JOHN W MILLER	2016-07-26	JOHN W. MILLER	2016-07-26
001	2014-01-01	JOHN W MILLER	2015-10-14	JOHN W. MILLER	2015-10-14
001	2013-01-01	JOHN W. MILLER	2014-03-03	JOHN W. MILLER	2014-03-03
001	2012-01-01	JOHN W. MILLER	2013-10-09	JOHN W. MILLER	2013-10-09
001	2011-01-01	JOHN W. MILLER	2012-10-01	JOHN W. MILLER	2012-10-01
001	2010-01-01	JOHN W. MILLER	2011-10-14	JOHN W. MILLER	2011-10-14

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Company Name:	JWM & ASSOCIATES
Employer identification number (EIN):	222847125
NAIC Classification:	523900