401k Plan data: CONNER & LINDAMOOD PC PROFIT SHARING PLAN & TRUST plan

CONNER & LINDAMOOD PC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	CONNER & LINDAMOOD PC PROFIT SHARING PLAN & TRUST
Plan identification number	003

CONNER & LINDAMOOD PC 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
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.
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

CONNER & LINDAMOOD PC has sponsored the creation of one or more 401k plans.

Company Name: CONNER & LINDAMOOD PC

Employer identification number (EIN): 760049779

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNER & LINDAMOOD PC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01
003 2016-01-01 STEVEN P. LINDAMOOD 2017-06-26
003 2015-01-01 STEVEN P. LINDAMOOD 2016-08-18
003 2014-01-01 STEVEN P. LINDAMOOD 2015-10-02
003 2013-01-01
003 2012-01-01 THOMAS R. CONNER 2013-07-25 THOMAS R. CONNER 2013-07-25
003 2011-01-01 THOMAS R. CONNER 2012-07-13 THOMAS R. CONNER 2012-07-13
003 2010-01-01 THOMAS R. CONNER 2011-08-26 THOMAS R. CONNER 2011-08-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2017-01-01
003	2016-01-01	STEVEN P. LINDAMOOD	2017-06-26
003	2015-01-01	STEVEN P. LINDAMOOD	2016-08-18
003	2014-01-01	STEVEN P. LINDAMOOD	2015-10-02
003	2013-01-01
003	2012-01-01	THOMAS R. CONNER	2013-07-25	THOMAS R. CONNER	2013-07-25
003	2011-01-01	THOMAS R. CONNER	2012-07-13	THOMAS R. CONNER	2012-07-13
003	2010-01-01	THOMAS R. CONNER	2011-08-26	THOMAS R. CONNER	2011-08-26

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Company Name:	CONNER & LINDAMOOD PC
Employer identification number (EIN):	760049779
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers