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JOHN G. UTTER 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN G. UTTER 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN G. UTTER 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

EXECUTIVE BENEFIT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:EXECUTIVE BENEFIT SERVICES, INC.
Employer identification number (EIN):421365561
NAIC Classification:524290

Additional information about EXECUTIVE BENEFIT SERVICES, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1991-09-04
Company Identification Number: 152650
Legal Registered Office Address: 3226 CENTER POINT RD NE #203

CEDAR RAPIDS
United States of America (USA)
52402

More information about EXECUTIVE BENEFIT SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN G. UTTER 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VALERIE SIECHERT2024-05-02 VALERIE SIECHERT2024-05-02
0012022-01-01VALERIE SIECHERT2023-05-17 VALERIE SIECHERT2023-05-17
0012021-01-01JOHN UTTER2022-05-09 JOHN UTTER2022-05-09
0012020-01-01JOHN UTTER2021-04-28 JOHN UTTER2021-04-28
0012019-01-01JOHN UTTER2020-04-22 JOHN UTTER2020-04-22
0012018-01-01JOHN UTTER2019-06-21 JOHN UTTER2019-06-21
0012017-01-01JOHN UTTER2018-05-16 JOHN UTTER2018-05-16
0012016-01-01JOHN UTTER2017-09-12 JOHN UTTER2017-09-12
0012015-01-01JOHN UTTER2016-08-04
0012014-01-01JOHN UTTER2015-04-14
0012013-01-01JOHN UTTER2014-06-24
0012012-01-01JOHN UTTER2013-07-01
0012011-01-01JOHN UTTER2012-08-07
0012010-01-01JOHN UTTER2011-08-29

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