401k Plan data: STEVENSON & ASSOCIATES, LLC SAFE HARBOR 401K PLAN plan

STEVENSON & ASSOCIATES, LLC SAFE HARBOR 401K PLAN 401k Plan overview

Plan Name	STEVENSON & ASSOCIATES, LLC SAFE HARBOR 401K PLAN
Plan identification number	001

STEVENSON & ASSOCIATES, LLC SAFE HARBOR 401K 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.
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.
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

STEVENSON & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: STEVENSON & ASSOCIATES, LLC

Employer identification number (EIN): 470836877

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Additional information about STEVENSON & ASSOCIATES, LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2004-09-22

Company Identification Number: 602431225

Legal Registered Office Address: 4893 76TH ST SW STE E 901

MUKILTEO
United States of America (USA)
982750000

More information about STEVENSON & ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVENSON & ASSOCIATES, LLC SAFE HARBOR 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01
001 2013-01-01
001 2012-01-01 DIANE STEVENSON 2013-03-08 DIANE STEVENSON 2013-03-08
001 2011-01-01 DIANE STEVENSON 2012-03-05 DIANE STEVENSON 2012-03-05
001 2010-01-01 DIANE STEVENSON 2011-01-31 DIANE STEVENSON 2011-01-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01
001	2013-01-01
001	2012-01-01	DIANE STEVENSON	2013-03-08	DIANE STEVENSON	2013-03-08
001	2011-01-01	DIANE STEVENSON	2012-03-05	DIANE STEVENSON	2012-03-05
001	2010-01-01	DIANE STEVENSON	2011-01-31	DIANE STEVENSON	2011-01-31

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Company Name:	STEVENSON & ASSOCIATES, LLC
Employer identification number (EIN):	470836877
NAIC Classification:	541219
NAIC Description:	Other Accounting Services

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2004-09-22
Company Identification Number:	602431225
Legal Registered Office Address:	4893 76TH ST SW STE E 901 MUKILTEO United States of America (USA) 982750000