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WASHINGTON INSTITUTE FOR FINANCIAL SECURIT 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameWASHINGTON INSTITUTE FOR FINANCIAL SECURIT 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

WASHINGTON INSTITUTE FOR FINANCIAL SECURIT 401(K) PROFIT SHARING PLAN & TRUST 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.
  • 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

WASHINGTON INSTITUTE FOR FINANCIAL SECURITY has sponsored the creation of one or more 401k plans.

Company Name:WASHINGTON INSTITUTE FOR FINANCIAL SECURITY
Employer identification number (EIN):800919097
NAIC Classification:541600

Additional information about WASHINGTON INSTITUTE FOR FINANCIAL SECURITY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2013-03-25
Company Identification Number: 603288300
Legal Registered Office Address: 219 1ST AVE S STE 300

SEATTLE
United States of America (USA)
981043413

More information about WASHINGTON INSTITUTE FOR FINANCIAL SECURITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASHINGTON INSTITUTE FOR FINANCIAL SECURIT 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01EVAN MCCULLEY2017-10-25
0012015-01-01EVAN MCCULLEY2017-10-25
0012014-01-01ALLISA LEBEUF2015-06-22

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