401k Plan data: ROBERT A. BECKER AND ASSOCIATES, INC. 401(K) RETI plan

ROBERT A. BECKER AND ASSOCIATES, INC. 401(K) RETI 401k Plan overview

Plan Name	ROBERT A. BECKER AND ASSOCIATES, INC. 401(K) RETI
Plan identification number	004

ROBERT A. BECKER AND ASSOCIATES, INC. 401(K) RETI 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).
Target benefit plan
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

BECKER AND ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BECKER AND ASSOCIATES, INC.

Employer identification number (EIN): 362702087

NAIC Classification: 424700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT A. BECKER AND ASSOCIATES, INC. 401(K) RETI

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 MICHAEL R KRAMER 2024-05-22
004 2022-01-01 DOUGLAS J KERKMAN 2023-05-22 DOUGLAS J KERKMAN 2023-05-22
004 2021-01-01 DOUGLAS J KERKMAN 2022-06-22 DOUGLAS J KERKMAN 2022-06-22
004 2020-01-01 DOUGLAS KERKMAN 2021-06-18
004 2019-01-01 DOUGLAS J KERKMAN 2020-06-11
004 2018-01-01 DOUG KERKMAN 2019-04-05
004 2017-01-01 DOUG KERKMAN 2018-05-02
004 2016-01-01 DOUG KERKMAN 2017-05-04
004 2015-01-01
004 2014-01-01 DOUGLAS J. KERKMAN 2015-05-06
004 2013-01-01 FRANK HARRISON 2014-07-25
004 2012-01-01 DOUGLAS J. KERKMAN 2013-03-28
004 2011-01-01 DOUGLAS J. KERKMAN 2013-01-16
004 2010-01-01 DOUGLAS KERKMAN 2011-04-07 DOUGLAS KERKMAN 2011-04-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01	MICHAEL R KRAMER	2024-05-22
004	2022-01-01	DOUGLAS J KERKMAN	2023-05-22	DOUGLAS J KERKMAN	2023-05-22
004	2021-01-01	DOUGLAS J KERKMAN	2022-06-22	DOUGLAS J KERKMAN	2022-06-22
004	2020-01-01	DOUGLAS KERKMAN	2021-06-18
004	2019-01-01	DOUGLAS J KERKMAN	2020-06-11
004	2018-01-01	DOUG KERKMAN	2019-04-05
004	2017-01-01	DOUG KERKMAN	2018-05-02
004	2016-01-01	DOUG KERKMAN	2017-05-04
004	2015-01-01
004	2014-01-01	DOUGLAS J. KERKMAN	2015-05-06
004	2013-01-01	FRANK HARRISON	2014-07-25
004	2012-01-01	DOUGLAS J. KERKMAN	2013-03-28
004	2011-01-01	DOUGLAS J. KERKMAN	2013-01-16
004	2010-01-01	DOUGLAS KERKMAN	2011-04-07	DOUGLAS KERKMAN	2011-04-07

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Company Name:	BECKER AND ASSOCIATES, INC.
Employer identification number (EIN):	362702087
NAIC Classification:	424700