401k Plan data: THE ESTATE PLANNING TEAM, INC. 401(K) PROFIT SHARING PLAN plan

THE ESTATE PLANNING TEAM, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE ESTATE PLANNING TEAM, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

THE ESTATE PLANNING TEAM, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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 ESTATE PLANNING TEAM has sponsored the creation of one or more 401k plans.

Company Name: THE ESTATE PLANNING TEAM

Employer identification number (EIN): 341824557

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ESTATE PLANNING TEAM, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 DONALD A. THOMPSON 2015-07-30
002 2013-01-01 DONALD A. THOMPSON 2014-10-10
002 2012-01-01 DONALD A. THOMPSON 2013-07-31
002 2011-01-01 DONALD A. THOMPSON 2012-10-11
002 2010-01-01 DONALD A. THOMPSON 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2014-01-01	DONALD A. THOMPSON	2015-07-30
002	2013-01-01	DONALD A. THOMPSON	2014-10-10
002	2012-01-01	DONALD A. THOMPSON	2013-07-31
002	2011-01-01	DONALD A. THOMPSON	2012-10-11
002	2010-01-01	DONALD A. THOMPSON	2011-10-14

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Company Name:	THE ESTATE PLANNING TEAM
Employer identification number (EIN):	341824557
NAIC Classification:	523900