401k Plan data: TRG MANAGEMENT, LLC RETIREMENT PLAN plan

TRG MANAGEMENT, LLC RETIREMENT PLAN 401k Plan overview

Plan Name	TRG MANAGEMENT, LLC RETIREMENT PLAN
Plan identification number	001

TRG MANAGEMENT, LLC RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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.
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

TRG MANAGEMENT COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: TRG MANAGEMENT COMPANY, LLC

Employer identification number (EIN): 841305650

NAIC Classification: 531110
NAIC Description: Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRG MANAGEMENT, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 OATFIELD WHITNEY 2024-07-15
001 2022-01-01 OATFIELD W WHITNEY III 2023-05-22
001 2021-01-01 OATFIELD W WHITNEY III 2022-06-29
001 2020-01-01 OATFIELD W WHITNEY III 2021-06-29 OATFIELD W WHITNEY III 2021-06-29
001 2019-01-01 OATFIELD W WHITNEY III 2020-07-08 OATFIELD W WHITNEY III 2020-07-08
001 2018-01-01 OATFIELD W WHITNEY III 2019-07-19 OATFIELD W WHITNEY III 2019-07-19
001 2017-01-01 OATFIELD W WHITNEY III 2018-06-30 OATFIELD W WHITNEY III 2018-06-30
001 2016-01-01 OATFIELD W WHITNEY III 2017-07-18 OATFIELD W WHITNEY III 2017-07-18
001 2015-01-01 OATFIELD W WHITNEY III 2016-07-12
001 2014-01-01 OATFIELD W WHITNEY III 2015-07-09 OATFIELD W WHITNEY III 2015-07-09
001 2013-01-01 OATFIELD W WHITNEY III 2014-07-09 OATFIELD W WHITNEY III 2014-07-09
001 2012-01-01 OATFIELD W. WHITNEY III 2013-07-15
001 2011-01-01 OATFIELD W. WHITNEY, III 2012-07-09
001 2010-01-01 OATFIELD W WHITNEY III 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	OATFIELD WHITNEY	2024-07-15
001	2022-01-01	OATFIELD W WHITNEY III	2023-05-22
001	2021-01-01	OATFIELD W WHITNEY III	2022-06-29
001	2020-01-01	OATFIELD W WHITNEY III	2021-06-29	OATFIELD W WHITNEY III	2021-06-29
001	2019-01-01	OATFIELD W WHITNEY III	2020-07-08	OATFIELD W WHITNEY III	2020-07-08
001	2018-01-01	OATFIELD W WHITNEY III	2019-07-19	OATFIELD W WHITNEY III	2019-07-19
001	2017-01-01	OATFIELD W WHITNEY III	2018-06-30	OATFIELD W WHITNEY III	2018-06-30
001	2016-01-01	OATFIELD W WHITNEY III	2017-07-18	OATFIELD W WHITNEY III	2017-07-18
001	2015-01-01	OATFIELD W WHITNEY III	2016-07-12
001	2014-01-01	OATFIELD W WHITNEY III	2015-07-09	OATFIELD W WHITNEY III	2015-07-09
001	2013-01-01	OATFIELD W WHITNEY III	2014-07-09	OATFIELD W WHITNEY III	2014-07-09
001	2012-01-01	OATFIELD W. WHITNEY III	2013-07-15
001	2011-01-01	OATFIELD W. WHITNEY, III	2012-07-09
001	2010-01-01	OATFIELD W WHITNEY III	2011-07-20

Potentially related plans

TRG MANAGEMENT, LLC 401(K) PLAN [EIN = 464490815]

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Company Name:	TRG MANAGEMENT COMPANY, LLC
Employer identification number (EIN):	841305650
NAIC Classification:	531110
NAIC Description:	Lessors of Residential Buildings and Dwellings