401k Plan data: JACKSON SQUARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN plan

JACKSON SQUARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JACKSON SQUARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	003

JACKSON SQUARE PARTNERS, LLC 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.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JACKSON SQUARE PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: JACKSON SQUARE PARTNERS, LLC

Employer identification number (EIN): 800945254

NAIC Classification: 523900

Additional information about JACKSON SQUARE PARTNERS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5380993

More information about JACKSON SQUARE PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACKSON SQUARE PARTNERS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 NICOLE ENGLISH 2024-09-27
003 2022-01-01 VAN TRAN 2023-08-22
003 2021-01-01 VAN TRAN 2022-07-12
003 2020-01-01 VAN TRAN 2021-07-23
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01

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Company Name:	JACKSON SQUARE PARTNERS, LLC
Employer identification number (EIN):	800945254
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5380993

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01	NICOLE ENGLISH	2024-09-27
003	2022-01-01	VAN TRAN	2023-08-22
003	2021-01-01	VAN TRAN	2022-07-12
003	2020-01-01	VAN TRAN	2021-07-23
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01