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KAPPA KAPPA PSI & TAU BETA SIGMA 401(K) PLAN 401k Plan overview

Plan NameKAPPA KAPPA PSI & TAU BETA SIGMA 401(K) PLAN
Plan identification number 001

KAPPA KAPPA PSI & TAU BETA SIGMA 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

TAU BETA SIGMA has sponsored the creation of one or more 401k plans.

Company Name:TAU BETA SIGMA
Employer identification number (EIN):730593479
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAPPA KAPPA PSI & TAU BETA SIGMA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-06-01KATHY WEBSTER2024-08-20
0012022-06-01STEVEN NELSON2024-01-03
0012021-06-01STEVEN NELSON2022-11-18
0012020-06-01STEVEN NELSON2021-06-22
0012019-06-01STEVEN NELSON2021-01-05
0012019-06-01STEVEN NELSON2021-01-05
0012018-06-01STEVEN NELSON2019-10-25
0012017-06-01STEVEN NELSON2018-08-03
0012016-06-01STEVEN NELSON2017-08-08
0012015-06-01STEVEN NELSON2016-11-03

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