401k Plan data: SUMMIT INVESTMENT GROUP 401(K) PLAN plan

SUMMIT INVESTMENT GROUP 401(K) PLAN 401k Plan overview

Plan Name	SUMMIT INVESTMENT GROUP 401(K) PLAN
Plan identification number	001

SUMMIT INVESTMENT GROUP 401(K) 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.
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

JANE TERRY FINANCIAL ASSOCIATES, INC. DBA has sponsored the creation of one or more 401k plans.

Company Name: JANE TERRY FINANCIAL ASSOCIATES, INC. DBA

Employer identification number (EIN): 300468912

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT INVESTMENT GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JANE TERRY 2018-09-26 JANE TERRY 2018-09-26
001 2016-01-01 JANE TERRY 2017-05-17 VENESSA CHAVEZ 2017-05-17
001 2015-01-01 JANE TERRY 2016-08-02 JANE TERRY 2016-08-02
001 2013-04-01 JANE TERRY 2014-07-01 JANE TERRY 2014-07-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	JANE TERRY	2018-09-26	JANE TERRY	2018-09-26
001	2016-01-01	JANE TERRY	2017-05-17	VENESSA CHAVEZ	2017-05-17
001	2015-01-01	JANE TERRY	2016-08-02	JANE TERRY	2016-08-02
001	2013-04-01	JANE TERRY	2014-07-01	JANE TERRY	2014-07-01

Potentially related plans

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Company Name:	JANE TERRY FINANCIAL ASSOCIATES, INC. DBA
Employer identification number (EIN):	300468912
NAIC Classification:	523900