401k Plan data: COMMONWEALTH FINANCIAL PARTNERS, LC 401(K) PROFIT SHARING PLAN plan

COMMONWEALTH FINANCIAL PARTNERS, LC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	COMMONWEALTH FINANCIAL PARTNERS, LC 401(K) PROFIT SHARING PLAN
Plan identification number	001

COMMONWEALTH FINANCIAL PARTNERS, LC 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
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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

COMMONWEALTH FINANCIAL PARTNERS, LC has sponsored the creation of one or more 401k plans.

Company Name: COMMONWEALTH FINANCIAL PARTNERS, LC

Employer identification number (EIN): 541962377

NAIC Classification: 523900

Additional information about COMMONWEALTH FINANCIAL PARTNERS, LC

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1999-05-06

Company Identification Number: S037814

Legal Registered Office Address: 222 CENTRAL PARK AVE STE 1100

VIRGINIA BEACH
United States of America (USA)
23462

More information about COMMONWEALTH FINANCIAL PARTNERS, LC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMONWEALTH FINANCIAL PARTNERS, LC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 ROBERT P. BURKE 2015-08-14
001 2013-01-01 ROBERT P. BURKE 2014-10-06
001 2012-01-01 ROBERT P. BURKE 2013-10-01
001 2011-01-01 ROBERT P. BURKE 2012-10-08
001 2010-01-01 ROBERT P. BURKE 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ROBERT P. BURKE	2015-08-14
001	2013-01-01	ROBERT P. BURKE	2014-10-06
001	2012-01-01	ROBERT P. BURKE	2013-10-01
001	2011-01-01	ROBERT P. BURKE	2012-10-08
001	2010-01-01	ROBERT P. BURKE	2011-10-14

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Company Name:	COMMONWEALTH FINANCIAL PARTNERS, LC
Employer identification number (EIN):	541962377
NAIC Classification:	523900

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1999-05-06
Company Identification Number:	S037814
Legal Registered Office Address:	222 CENTRAL PARK AVE STE 1100 VIRGINIA BEACH United States of America (USA) 23462