401k Plan data: STOKES & HUBBELL CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN plan

STOKES & HUBBELL CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STOKES & HUBBELL CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

STOKES & HUBBELL CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING 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.
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

STOKES & HUBBELL CAPITAL MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name: STOKES & HUBBELL CAPITAL MANAGEMENT

Employer identification number (EIN): 472056983

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STOKES & HUBBELL CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 GREGORY STOKES 2020-08-28
001 2018-01-01 GREGORY STOKES 2019-09-23
001 2017-01-01 GREGORY STOKES 2018-08-23
001 2016-01-01 GREGORY STOKES 2017-05-30
001 2015-01-01 GREGORY STOKES 2016-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	GREGORY STOKES	2020-08-28
001	2018-01-01	GREGORY STOKES	2019-09-23
001	2017-01-01	GREGORY STOKES	2018-08-23
001	2016-01-01	GREGORY STOKES	2017-05-30
001	2015-01-01	GREGORY STOKES	2016-10-12

Potentially related plans

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Company Name:	STOKES & HUBBELL CAPITAL MANAGEMENT
Employer identification number (EIN):	472056983
NAIC Classification:	523900