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CASCO BAY WEALTH ADVISORS 401(K) PLAN 401k Plan overview

Plan NameCASCO BAY WEALTH ADVISORS 401(K) PLAN
Plan identification number 001

CASCO BAY WEALTH ADVISORS 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CASCO BAY WEALTH ADVISORS has sponsored the creation of one or more 401k plans.

Company Name:CASCO BAY WEALTH ADVISORS
Employer identification number (EIN):463214064
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASCO BAY WEALTH ADVISORS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTIAN BISHOP2024-06-25 CHRISTIAN BISHOP2024-06-25
0012022-01-01CHRISTIAN BISHOP2023-07-06 CHRISTIAN BISHOP2023-07-06
0012021-01-01CHRISTIAN BISHOP2022-06-15 CHRISTIAN BISHOP2022-06-15
0012020-01-01CHRISTIAN BISHOP2021-07-15 CHRISTIAN BISHOP2021-07-15
0012019-01-01CHRISTIAN BISHOP2020-07-13 CHRISTIAN BISHOP2020-07-13
0012018-01-01CHRISTIAN BISHOP2019-06-17 CHRISTIAN BISHOP2019-06-17
0012017-01-01CHRISTIAN BISHOP2018-07-27 CHRISTIAN BISHOP2018-07-27
0012016-01-01CHRISTIAN BISHOP2017-07-27 CHRISTIAN BISHOP2017-07-27
0012015-01-01CHRISTIAN BISHOP2016-07-28 CHRISTIAN BISHOP2016-07-28
0012014-01-01CHRISTIAN BISHOP2015-09-16 CHRISTIAN BISHOP2015-09-16
0012013-01-01CHRISTIAN BISHOP2014-06-19 CHRISTIAN BISHOP2014-06-19

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