401k Plan data: SOUND VIEW WEALTH ADVISORS RETIREMENT PLAN plan

SOUND VIEW WEALTH ADVISORS RETIREMENT PLAN 401k Plan overview

Plan Name	SOUND VIEW WEALTH ADVISORS RETIREMENT PLAN
Plan identification number	001

SOUND VIEW WEALTH ADVISORS RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

SOUND VIEW WEALTH ADVISORS GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: SOUND VIEW WEALTH ADVISORS GROUP, LLC

Employer identification number (EIN): 833547290

NAIC Classification: 523900

Additional information about SOUND VIEW WEALTH ADVISORS GROUP, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 18036661

More information about SOUND VIEW WEALTH ADVISORS GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUND VIEW WEALTH ADVISORS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 EMERSON HAM 2024-09-25
001 2022-01-01 O. EMERSON HAM, III 2023-09-26 EMERSON HAM 2023-09-26
001 2021-01-01 O. EMERSON HAM, III 2022-08-30
001 2020-01-01 O. EMERSON HAM, III 2021-10-11
001 2019-01-01 O. EMERSON HAM, III 2020-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	EMERSON HAM	2024-09-25
001	2022-01-01	O. EMERSON HAM, III	2023-09-26	EMERSON HAM	2023-09-26
001	2021-01-01	O. EMERSON HAM, III	2022-08-30
001	2020-01-01	O. EMERSON HAM, III	2021-10-11
001	2019-01-01	O. EMERSON HAM, III	2020-07-15

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Company Name:	SOUND VIEW WEALTH ADVISORS GROUP, LLC
Employer identification number (EIN):	833547290
NAIC Classification:	523900

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	18036661