401k Plan data: PHOENIX ENGINEERING RETIREMENT PLAN plan

PHOENIX ENGINEERING RETIREMENT PLAN 401k Plan overview

Plan Name	PHOENIX ENGINEERING RETIREMENT PLAN
Plan identification number	002

PHOENIX ENGINEERING 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.
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

INVERNESS, INC. has sponsored the creation of one or more 401k plans.

Company Name: INVERNESS, INC.

Employer identification number (EIN): 841419376

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX ENGINEERING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 TIM OR KATHY MARCINKO 2017-10-11 TIM OR KATHY MARCINKO 2017-10-11
002 2015-01-01 TIM OR KATHY MARCINKO 2016-10-04 TIM OR KATHY MARCINKO 2016-10-04
002 2014-01-01 TIM OR KATHY MARCINKO 2015-10-05 TIM OR KATHY MARCINKO 2015-10-05
002 2013-01-01 TIM OR KATHY MARCINKO 2014-07-22 TIM OR KATHY MARCINKO 2014-07-22
002 2012-01-01 TIM OR KATHY MARCINKO 2013-10-07 TIM OR KATHY MARCINKO 2013-10-07
002 2011-01-01 TIM OR KATHY MARCINKO 2012-10-12 TIM OR KATHY MARCINKO 2012-10-12
002 2010-01-01 TIM OR KATHY MARCINKO 2011-10-03 TIM OR KATHY MARCINKO 2011-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	TIM OR KATHY MARCINKO	2017-10-11	TIM OR KATHY MARCINKO	2017-10-11
002	2015-01-01	TIM OR KATHY MARCINKO	2016-10-04	TIM OR KATHY MARCINKO	2016-10-04
002	2014-01-01	TIM OR KATHY MARCINKO	2015-10-05	TIM OR KATHY MARCINKO	2015-10-05
002	2013-01-01	TIM OR KATHY MARCINKO	2014-07-22	TIM OR KATHY MARCINKO	2014-07-22
002	2012-01-01	TIM OR KATHY MARCINKO	2013-10-07	TIM OR KATHY MARCINKO	2013-10-07
002	2011-01-01	TIM OR KATHY MARCINKO	2012-10-12	TIM OR KATHY MARCINKO	2012-10-12
002	2010-01-01	TIM OR KATHY MARCINKO	2011-10-03	TIM OR KATHY MARCINKO	2011-10-03

Potentially related plans

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Company Name:	INVERNESS, INC.
Employer identification number (EIN):	841419376
NAIC Classification:	541330
NAIC Description:	Engineering Services