401k Plan data: STEVEN KOCHERZAT ADVEST, INC STANDARDIZED PROFIT SHARING PLAN plan

STEVEN KOCHERZAT ADVEST, INC STANDARDIZED PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEVEN KOCHERZAT ADVEST, INC STANDARDIZED PROFIT SHARING PLAN
Plan identification number	001

STEVEN KOCHERZAT ADVEST, INC STANDARDIZED PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

STEVEN KOCHERZAT has sponsored the creation of one or more 401k plans.

Company Name: STEVEN KOCHERZAT

Employer identification number (EIN): 251481591

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN KOCHERZAT ADVEST, INC STANDARDIZED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 STEVEN KOCHERZAT 2023-07-20
001 2021-01-01 STEVEN KOCHERZAT 2022-07-18 STEVEN KOCHERZAT 2022-07-18
001 2020-01-01 STEVEN KOCHERZAT 2021-07-28 STEVEN KOCHERZAT 2021-07-28
001 2019-01-01 STEVEN KOCHERZAT 2020-07-28 STEVEN KOCHERZAT 2020-07-28
001 2018-01-01 STEVEN KOCHERZAT 2019-07-08
001 2017-01-01 STEVEN KOCHERZAT 2018-07-11 STEVEN KOCHERZAT 2018-07-11
001 2016-01-01 STEVEN KOCHERZAT 2017-07-03
001 2015-01-01 STEVEN KOCHERZAT 2016-06-29
001 2014-01-01 STEVEN KOCHERZAT 2015-06-22
001 2013-01-01 STEVEN KOCHERZAT 2014-07-21
001 2012-01-01 STEVEN KOCHERZAT 2013-07-17
001 2011-01-01 STEVEN KOCHERZAT 2012-07-12
001 2010-01-01 STEVEN KOCHERZAT 2011-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	STEVEN KOCHERZAT	2023-07-20
001	2021-01-01	STEVEN KOCHERZAT	2022-07-18	STEVEN KOCHERZAT	2022-07-18
001	2020-01-01	STEVEN KOCHERZAT	2021-07-28	STEVEN KOCHERZAT	2021-07-28
001	2019-01-01	STEVEN KOCHERZAT	2020-07-28	STEVEN KOCHERZAT	2020-07-28
001	2018-01-01	STEVEN KOCHERZAT	2019-07-08
001	2017-01-01	STEVEN KOCHERZAT	2018-07-11	STEVEN KOCHERZAT	2018-07-11
001	2016-01-01	STEVEN KOCHERZAT	2017-07-03
001	2015-01-01	STEVEN KOCHERZAT	2016-06-29
001	2014-01-01	STEVEN KOCHERZAT	2015-06-22
001	2013-01-01	STEVEN KOCHERZAT	2014-07-21
001	2012-01-01	STEVEN KOCHERZAT	2013-07-17
001	2011-01-01	STEVEN KOCHERZAT	2012-07-12
001	2010-01-01	STEVEN KOCHERZAT	2011-07-14

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Company Name:	STEVEN KOCHERZAT
Employer identification number (EIN):	251481591
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers