401k Plan data: PATEK & ASSOCIATES EMPLOYEES 401(K) SAVINGS PLAN plan

PATEK & ASSOCIATES EMPLOYEES 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	PATEK & ASSOCIATES EMPLOYEES 401(K) SAVINGS PLAN
Plan identification number	001

PATEK & ASSOCIATES EMPLOYEES 401(K) SAVINGS 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
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.
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

STANLEY F. PATEK D/B/A PATEK & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: STANLEY F. PATEK D/B/A PATEK & ASSOCIATES

Employer identification number (EIN): 363740607

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATEK & ASSOCIATES EMPLOYEES 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 KEITH BORN 2019-10-09
001 2017-01-01 KEITH BORN 2018-10-11
001 2016-01-01 STANLEY PATEK 2017-10-16
001 2015-01-01 STANLEY PATEK 2016-10-14
001 2014-01-01 STANLEY PATEK 2015-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	KEITH BORN	2019-10-09
001	2017-01-01	KEITH BORN	2018-10-11
001	2016-01-01	STANLEY PATEK	2017-10-16
001	2015-01-01	STANLEY PATEK	2016-10-14
001	2014-01-01	STANLEY PATEK	2015-10-15

Potentially related plans

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Company Name:	STANLEY F. PATEK D/B/A PATEK & ASSOCIATES
Employer identification number (EIN):	363740607
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants