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CENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameCENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

CENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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

CENTER FOR TAX AND BUDGET has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR TAX AND BUDGET
Employer identification number (EIN):364327041
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TRACY SCHONBERGER2024-04-29
0012022-01-01TRACY SCHONBERGER2023-05-23
0012021-01-01TRACY ANN SCHONBERGER2022-04-05
0012020-01-01TRACY SCHONBERGER2021-05-17
0012019-01-01TRACY SCHONBERGER2020-05-21
0012018-01-01TRACY A SCHONBERGER2019-03-21
0012017-01-01TRACY SCHONBERGER2018-05-29
0012016-01-01TRACY SCHONBERGER2017-05-23
0012015-01-01TRACY SCHONBERGER2016-06-16
0012014-01-01TRACY A. SCHONBERGER2015-05-20
0012013-01-01TRACY SCHONBERGER2014-05-06
0012012-01-01CENTER FOR TAX AND BUDGET2013-06-19
0012011-01-01CENTER FOR TAX AND BUDGET2012-05-16
0012010-01-01CENTER FOR TAX AND BUDGET2011-05-04

Potentially related plans

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