WILLIAM STRONG ADVISORS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview
Plan Name | WILLIAM STRONG ADVISORS, LLC 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
WILLIAM STRONG ADVISORS, LLC 401(K) PROFIT SHARING 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
- 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.
- 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.
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401k Sponsoring company profile
WILLIAM STRONG ADVISORS, LLC has sponsored the creation of one or more 401k plans.
Additional information about WILLIAM STRONG ADVISORS, LLC
Jurisdiction of Incorporation: | State of Delaware Division of Corporations |
Incorporation Date: | |
Company Identification Number: | 5044222 |
More information about WILLIAM STRONG ADVISORS, LLC
Form 5500 Filing Information
Submission information for form 5500 for 401k plan WILLIAM STRONG ADVISORS, LLC 401(K) PROFIT SHARING PLAN
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2017-01-01 | | | | |
001 | 2016-01-01 | JASON FERNANDEZ | 2017-09-22 | | |
001 | 2015-01-01 | JASON FERNANDEZ | 2016-09-28 | JASON FERNANDEZ | 2016-09-28 |
001 | 2014-01-01 | PHILIP SEITER | 2015-10-02 | PHILIP SEITER | 2015-10-02 |
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