401k Plan data: CAPITAL PLANNING, INC. 401(K) PLAN plan

CAPITAL PLANNING, INC. 401(K) PLAN 401k Plan overview

Plan Name	CAPITAL PLANNING, INC. 401(K) PLAN
Plan identification number	002

CAPITAL PLANNING, INC. 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

CAPITAL PLANNING, INC. has sponsored the creation of one or more 401k plans.

Company Name: CAPITAL PLANNING, INC.

Employer identification number (EIN): 411401904

NAIC Classification: 525990
NAIC Description: Other Financial Vehicles

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL PLANNING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-04-01 CHRISTINE PHILLIPS 2024-09-26 CHRISTINE PHILLIPS 2024-09-25
002 2022-04-01
002 2021-10-01
002 2020-10-01
002 2019-10-01

Potentially related plans

CAPITAL PLANNING, LLC 401(K) PLAN [EIN = 464134688]

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Company Name:	CAPITAL PLANNING, INC.
Employer identification number (EIN):	411401904
NAIC Classification:	525990
NAIC Description:	Other Financial Vehicles

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-04-01	CHRISTINE PHILLIPS	2024-09-26	CHRISTINE PHILLIPS	2024-09-25
002	2022-04-01
002	2021-10-01
002	2020-10-01
002	2019-10-01