401k Plan data: THE SUPREME COUNCIL 401(K) PLAN plan

THE SUPREME COUNCIL 401(K) PLAN 401k Plan overview

Plan Name	THE SUPREME COUNCIL 401(K) PLAN
Plan identification number	003

THE SUPREME COUNCIL 401(K) 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

THE SUPREME COUNCIL, 33, ANCIENT & ACCEPTED SCOTTISH RITE OF has sponsored the creation of one or more 401k plans.

Company Name: THE SUPREME COUNCIL, 33, ANCIENT & ACCEPTED SCOTTISH RITE OF

Employer identification number (EIN): 530152875

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SUPREME COUNCIL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 WILLIAM G. SIZEMORE II 2024-07-25
003 2022-01-01 WILLIAM G. SIZEMORE II 2023-07-28
003 2021-01-01 WILLIAM G. SIZEMORE II 2022-07-28
003 2020-01-01 WILLIAM G. SIZEMORE II 2021-07-15
003 2019-01-01 WILLIAM G. SIZEMORE II 2020-10-05
003 2018-01-01 WILLIAM G. SIZEMORE II 2019-07-30
003 2017-01-01 WILLIAM G. SIZEMORE II 2018-10-09
003 2016-01-01 WILLIAM G. SIZEMORE II 2017-07-18
003 2015-01-01 WILLIAM G. SIZEMORE II 2016-07-13
003 2014-01-01 WILLIAM G. SIZEMORE II 2015-07-23
003 2013-01-01 WILLIAM G. SIZEMORE II 2014-07-14
003 2012-01-01 WILLIAM SIZEMORE 2013-07-30
003 2011-01-01 WILLIAM SIZEMORE 2012-06-26
003 2010-01-01 WILLIAM SIZEMORE 2011-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01	WILLIAM G. SIZEMORE II	2024-07-25
003	2022-01-01	WILLIAM G. SIZEMORE II	2023-07-28
003	2021-01-01	WILLIAM G. SIZEMORE II	2022-07-28
003	2020-01-01	WILLIAM G. SIZEMORE II	2021-07-15
003	2019-01-01	WILLIAM G. SIZEMORE II	2020-10-05
003	2018-01-01	WILLIAM G. SIZEMORE II	2019-07-30
003	2017-01-01	WILLIAM G. SIZEMORE II	2018-10-09
003	2016-01-01	WILLIAM G. SIZEMORE II	2017-07-18
003	2015-01-01	WILLIAM G. SIZEMORE II	2016-07-13
003	2014-01-01	WILLIAM G. SIZEMORE II	2015-07-23
003	2013-01-01	WILLIAM G. SIZEMORE II	2014-07-14
003	2012-01-01	WILLIAM SIZEMORE	2013-07-30
003	2011-01-01	WILLIAM SIZEMORE	2012-06-26
003	2010-01-01	WILLIAM SIZEMORE	2011-07-13

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Company Name:	THE SUPREME COUNCIL, 33, ANCIENT & ACCEPTED SCOTTISH RITE OF
Employer identification number (EIN):	530152875
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations