401k Plan data: CREST FINANCIAL SERVICES 401 (K) PROFIT SHARING PLAN plan

CREST FINANCIAL SERVICES 401 (K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CREST FINANCIAL SERVICES 401 (K) PROFIT SHARING PLAN
Plan identification number	001

CREST FINANCIAL SERVICES 401 (K) PROFIT SHARING PLAN 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.

401k Sponsoring company profile

CREST FINANCIAL SERVICES has sponsored the creation of one or more 401k plans.

Company Name: CREST FINANCIAL SERVICES

Employer identification number (EIN): 770044246

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREST FINANCIAL SERVICES 401 (K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 DAN J OLMSTEAD 2014-07-29
001 2012-01-01 DAN J OLMSTEAD 2013-10-07
001 2011-01-01 J. LAMBERTO DE LA CRUZ 2012-05-02
001 2010-01-01 J. LAMBERTO DE LA CRUZ 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	DAN J OLMSTEAD	2014-07-29
001	2012-01-01	DAN J OLMSTEAD	2013-10-07
001	2011-01-01	J. LAMBERTO DE LA CRUZ	2012-05-02
001	2010-01-01	J. LAMBERTO DE LA CRUZ	2011-10-14

Potentially related plans

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Company Name:	CREST FINANCIAL SERVICES
Employer identification number (EIN):	770044246
NAIC Classification:	523900