401k Plan data: STREAMLINE CXO, LLC RETIREMENT PLAN plan

STREAMLINE CXO, LLC RETIREMENT PLAN 401k Plan overview

Plan Name	STREAMLINE CXO, LLC RETIREMENT PLAN
Plan identification number	002

STREAMLINE CXO, LLC RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

AMERICAN PROCESS MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN PROCESS MANAGEMENT, LLC

Employer identification number (EIN): 474918209

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STREAMLINE CXO, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JOSEPH C. DANIEL, JR. 2024-10-04
002 2022-01-01 JOSEPH C. DANIEL, JR. 2023-10-16
002 2022-01-01 JOSEPH C. DANIEL, JR. 2024-01-05
002 2021-01-01 JOSEPH C. DANIEL, JR. 2022-06-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	JOSEPH C. DANIEL, JR.	2024-10-04
002	2022-01-01	JOSEPH C. DANIEL, JR.	2023-10-16
002	2022-01-01	JOSEPH C. DANIEL, JR.	2024-01-05
002	2021-01-01	JOSEPH C. DANIEL, JR.	2022-06-03

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Company Name:	AMERICAN PROCESS MANAGEMENT, LLC
Employer identification number (EIN):	474918209
NAIC Classification:	541600