401k Plan data: LEWIS B. OSTERBUR AND ASSOCIATES 401(K) PLAN plan

LEWIS B. OSTERBUR AND ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	LEWIS B. OSTERBUR AND ASSOCIATES 401(K) PLAN
Plan identification number	002

LEWIS B. OSTERBUR AND ASSOCIATES 401(K) 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.
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.
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

LEWIS B. OSTERBUR & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: LEWIS B. OSTERBUR & ASSOCIATES, INC.

Employer identification number (EIN): 371092940

NAIC Classification: 523140
NAIC Description: Commodity Contracts Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEWIS B. OSTERBUR AND ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 OTTO BEN SCHOLL 2024-07-01
002 2022-01-01 OTTO SCHOLL 2023-06-22
002 2021-01-01 OTTO SCHOLL 2022-05-25
002 2020-01-01 OTTO SCHOLL 2021-05-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	OTTO BEN SCHOLL	2024-07-01
002	2022-01-01	OTTO SCHOLL	2023-06-22
002	2021-01-01	OTTO SCHOLL	2022-05-25
002	2020-01-01	OTTO SCHOLL	2021-05-19

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Company Name:	LEWIS B. OSTERBUR & ASSOCIATES, INC.
Employer identification number (EIN):	371092940
NAIC Classification:	523140
NAIC Description:	Commodity Contracts Brokerage