401k Plan data: JASON R. MARGULIES CASH BALANCE PLAN plan

JASON R. MARGULIES CASH BALANCE PLAN 401k Plan overview

Plan Name	JASON R. MARGULIES CASH BALANCE PLAN
Plan identification number	002

JASON R. MARGULIES CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Profit-sharing
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

JASON R MARGULIES ESQ, PLLC has sponsored the creation of one or more 401k plans.

Company Name: JASON R MARGULIES ESQ, PLLC

Employer identification number (EIN): 471131194

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JASON R. MARGULIES CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 DAVID SOUTHWELL 2020-09-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	DAVID SOUTHWELL	2020-09-17

Potentially related plans

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Company Name:	JASON R MARGULIES ESQ, PLLC
Employer identification number (EIN):	471131194
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers