401k Plan data: LIGHTHOUSE FINANCIAL GROUP, INC 401K PROFIT SHARING PLAN & TRUST plan

LIGHTHOUSE FINANCIAL GROUP, INC 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	LIGHTHOUSE FINANCIAL GROUP, INC 401K PROFIT SHARING PLAN & TRUST
Plan identification number	001

LIGHTHOUSE FINANCIAL GROUP, INC 401K PROFIT SHARING PLAN & TRUST 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.
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

LIGHTHOUSE FINANCIAL GROUP, INC has sponsored the creation of one or more 401k plans.

Company Name: LIGHTHOUSE FINANCIAL GROUP, INC

Employer identification number (EIN): 680537261

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIGHTHOUSE FINANCIAL GROUP, INC 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 JOHN S. GROLEAU 2020-04-20
001 2018-01-01 JOHN GROLEAU 2019-07-22
001 2017-01-01 JOHN GROLEAU 2018-09-06
001 2016-01-01 DINA WEISS 2017-08-09
001 2015-01-01 WENDY DORRIS 2016-06-06
001 2014-01-01 WENDY DORRIS 2015-07-20
001 2013-01-01 WENDY DORRIS 2014-06-18
001 2012-01-01 WENDY DORRIS 2014-07-07
001 2011-01-01 WENDY DORRIS 2012-07-27
001 2010-01-01 LIGHTHOUSE FINANCIAL GROUP, IN 2011-05-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	JOHN S. GROLEAU	2020-04-20
001	2018-01-01	JOHN GROLEAU	2019-07-22
001	2017-01-01	JOHN GROLEAU	2018-09-06
001	2016-01-01	DINA WEISS	2017-08-09
001	2015-01-01	WENDY DORRIS	2016-06-06
001	2014-01-01	WENDY DORRIS	2015-07-20
001	2013-01-01	WENDY DORRIS	2014-06-18
001	2012-01-01	WENDY DORRIS	2014-07-07
001	2011-01-01	WENDY DORRIS	2012-07-27
001	2010-01-01	LIGHTHOUSE FINANCIAL GROUP, IN	2011-05-12

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Company Name:	LIGHTHOUSE FINANCIAL GROUP, INC
Employer identification number (EIN):	680537261
NAIC Classification:	523900