401k Plan data: ROBERT B ANDERSON CFP SELF-EMPLOYED 401(K) PROFIT SHARING PLAN plan

ROBERT B ANDERSON CFP SELF-EMPLOYED 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT B ANDERSON CFP SELF-EMPLOYED 401(K) PROFIT SHARING PLAN
Plan identification number	002

ROBERT B ANDERSON CFP SELF-EMPLOYED 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 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

ROBERT B ANDERSON CFP has sponsored the creation of one or more 401k plans.

Company Name: ROBERT B ANDERSON CFP

Employer identification number (EIN): 680125181

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT B ANDERSON CFP SELF-EMPLOYED 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 ROBERT B ANDERSON 2013-05-15 ROBERT B ANDERSON 2013-05-15
002 2011-01-01 PENSION FILERS 2012-05-22
002 2010-01-01 PENSION FILERS 2011-05-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	ROBERT B ANDERSON	2013-05-15	ROBERT B ANDERSON	2013-05-15
002	2011-01-01	PENSION FILERS	2012-05-22
002	2010-01-01	PENSION FILERS	2011-05-10

Potentially related plans

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Company Name:	ROBERT B ANDERSON CFP
Employer identification number (EIN):	680125181
NAIC Classification:	523900