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OFFICE OF THE STANDING CH. 12 & 13 TRUSTEE WESTERN DISTRICT OF WISCONSIN EMPLOYEE RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameOFFICE OF THE STANDING CH. 12 & 13 TRUSTEE WESTERN DISTRICT OF WISCONSIN EMPLOYEE RETIREMENT PLAN & TRUST
Plan identification number 002

OFFICE OF THE STANDING CH. 12 & 13 TRUSTEE WESTERN DISTRICT OF WISCONSIN EMPLOYEE RETIREMENT 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

WILLIAM A CHATTERTON, CH 12 & 13 TRUSTEESHIP has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM A CHATTERTON, CH 12 & 13 TRUSTEESHIP
Employer identification number (EIN):396640166
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OFFICE OF THE STANDING CH. 12 & 13 TRUSTEE WESTERN DISTRICT OF WISCONSIN EMPLOYEE RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-03-01MARK HARRING2023-09-12
0022021-03-01MARK HARRING2022-07-29
0022020-03-01MARK HARRING2021-09-10
0022019-03-01MARK HARRING2020-10-01
0022018-03-01MARK HARRING2019-10-08
0022017-03-01MARK HARRING2018-07-20
0022016-03-01MARK HARRING2017-06-26
0022015-03-01MARK HARRING2016-06-28
0022015-03-01MARK HARRING2016-06-27
0022014-03-01MARK HARRING2015-12-03
0022013-03-01MARK HARRING2014-09-30

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