401k Plan data: THE OAKLEAF GROUP, LLC 401K PLAN plan

THE OAKLEAF GROUP, LLC 401K PLAN 401k Plan overview

Plan Name	THE OAKLEAF GROUP, LLC 401K PLAN
Plan identification number	001

THE OAKLEAF GROUP, LLC 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

THE OAKLEAF GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE OAKLEAF GROUP, LLC

Employer identification number (EIN): 260363678

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about THE OAKLEAF GROUP, LLC

Jurisdiction of Incorporation: Maryland Secretary of State

Incorporation Date:

Company Identification Number: Z14438592

More information about THE OAKLEAF GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OAKLEAF GROUP, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 MARVETT NELSON 2020-06-09
001 2018-01-01 MARVETT.NELSON@THEOAKLEAFGROUP.COM 2019-10-07
001 2017-01-01 MICHAEL KOLLAR 2018-07-25
001 2016-01-01 MICHAEL KOLLAR 2017-07-24
001 2015-01-01 NATASHA AUKHERT 2016-07-25
001 2014-01-01 NATASHA AUKHERT 2015-07-30
001 2013-01-01 NATASHA AUKHERT 2014-06-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	MARVETT NELSON	2020-06-09
001	2018-01-01	MARVETT.NELSON@THEOAKLEAFGROUP.COM	2019-10-07
001	2017-01-01	MICHAEL KOLLAR	2018-07-25
001	2016-01-01	MICHAEL KOLLAR	2017-07-24
001	2015-01-01	NATASHA AUKHERT	2016-07-25
001	2014-01-01	NATASHA AUKHERT	2015-07-30
001	2013-01-01	NATASHA AUKHERT	2014-06-27

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Company Name:	THE OAKLEAF GROUP, LLC
Employer identification number (EIN):	260363678
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Maryland Secretary of State
Incorporation Date:
Company Identification Number:	Z14438592