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DAVID CARL JONES INVESTMENTS, LLC 401(K) PLAN 401k Plan overview

Plan NameDAVID CARL JONES INVESTMENTS, LLC 401(K) PLAN
Plan identification number 001

DAVID CARL JONES INVESTMENTS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • 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

DAVID CARL JONES INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:DAVID CARL JONES INVESTMENTS, LLC
Employer identification number (EIN):721603609
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID CARL JONES INVESTMENTS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01DAVID JONES2018-02-08 DAVID JONES2018-02-08
0012016-01-01DAVID JONES2017-10-09 DAVID JONES2017-10-09
0012015-01-01DAVID JONES2016-06-10 DAVID JONES2016-06-10
0012014-01-01DAVID JONES2015-09-04 DAVID JONES2015-09-04
0012013-01-01
0012012-01-01KIM DANG - AS PRACTITIONER2013-05-04

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