401k Plan data: ROSS & ASSOCIATES 401(K) PLAN plan

ROSS & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	ROSS & ASSOCIATES 401(K) PLAN
Plan identification number	001

ROSS & ASSOCIATES 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STRATHMORE MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: STRATHMORE MANAGEMENT, INC.

Employer identification number (EIN): 464891187

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSS & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ANDREW PHILLIPPI 2024-06-11
001 2022-01-01 STEPHEN ROSS 2023-09-28
001 2021-01-01 STEPHEN ROSS 2022-09-28
001 2020-01-01 STEPHEN ROSS 2021-09-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ANDREW PHILLIPPI	2024-06-11
001	2022-01-01	STEPHEN ROSS	2023-09-28
001	2021-01-01	STEPHEN ROSS	2022-09-28
001	2020-01-01	STEPHEN ROSS	2021-09-30

Potentially related plans

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Company Name:	STRATHMORE MANAGEMENT, INC.
Employer identification number (EIN):	464891187
NAIC Classification:	523900