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CAPITAL PLANNING, LLC 401(K) PLAN 401k Plan overview

Plan NameCAPITAL PLANNING, LLC 401(K) PLAN
Plan identification number 001

CAPITAL PLANNING, LLC 401(K) PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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, LLC has sponsored the creation of one or more 401k plans.

Company Name:CAPITAL PLANNING, LLC
Employer identification number (EIN):464134688
NAIC Classification:523900

Additional information about CAPITAL PLANNING, LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2013-10-21
Company Identification Number: 603342511
Legal Registered Office Address: 10900 NE 4TH ST STE 2300

BELLEVUE
United States of America (USA)
980045882

More information about CAPITAL PLANNING, LLC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES KELLEY2024-07-15
0012022-01-01JAMES KELLEY2023-06-14
0012021-01-01JAMES KELLEY2022-09-08
0012020-01-01JAMES KELLEY2021-07-06
0012019-01-01JAMES KELLEY2020-06-30
0012018-01-01JAMES KELLEY2019-05-31
0012017-01-01JAMES KELLEY2018-06-15
0012016-01-01JAMES KELLEY2017-07-10
0012015-09-01JAMES KELLEY2017-07-10
0012015-09-01JAMES KELLEY2016-08-11

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