401k Plan data: BURNS COMMERCIAL PROPERTIES 401(K) PLAN plan

BURNS COMMERCIAL PROPERTIES 401(K) PLAN 401k Plan overview

Plan Name	BURNS COMMERCIAL PROPERTIES 401(K) PLAN
Plan identification number	002

BURNS COMMERCIAL PROPERTIES 401(K) 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WHATLEY HOLDINGS LLC has sponsored the creation of one or more 401k plans.

Company Name: WHATLEY HOLDINGS LLC

Employer identification number (EIN): 810759038

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Additional information about WHATLEY HOLDINGS LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2015-11-02

Company Identification Number: 0802324386

Legal Registered Office Address: 909 E SOUTHEAST LOOP 323 STE 650

TYLER
United States of America (USA)
75701

More information about WHATLEY HOLDINGS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BURNS COMMERCIAL PROPERTIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MARK WHATLEY 2024-05-13
002 2022-01-01 MARK WHATLEY 2023-07-14
002 2021-01-01 MARK WHATLEY 2022-06-12
002 2020-01-01 MARK WHATLEY 2021-05-04
002 2019-01-01 MARK WHATLEY 2020-07-01
002 2018-01-01 MARK WHATLEY 2019-07-10
002 2017-01-01 MARK WHATLEY 2018-07-12
002 2016-01-01 MARK WHATLEY 2017-07-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	MARK WHATLEY	2024-05-13
002	2022-01-01	MARK WHATLEY	2023-07-14
002	2021-01-01	MARK WHATLEY	2022-06-12
002	2020-01-01	MARK WHATLEY	2021-05-04
002	2019-01-01	MARK WHATLEY	2020-07-01
002	2018-01-01	MARK WHATLEY	2019-07-10
002	2017-01-01	MARK WHATLEY	2018-07-12
002	2016-01-01	MARK WHATLEY	2017-07-06

Potentially related plans

BURNS COMMERCIAL PROPERTIES 401(K) PLAN [EIN = 752143722]

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Company Name:	WHATLEY HOLDINGS LLC
Employer identification number (EIN):	810759038
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2015-11-02
Company Identification Number:	0802324386
Legal Registered Office Address:	909 E SOUTHEAST LOOP 323 STE 650 TYLER United States of America (USA) 75701