401k Plan data: JOHN CASE, PC 401(K) PLAN plan

JOHN CASE, PC 401(K) PLAN 401k Plan overview

Plan Name	JOHN CASE, PC 401(K) PLAN
Plan identification number	001

JOHN CASE, PC 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JOHN CASE, PC has sponsored the creation of one or more 401k plans.

Company Name: JOHN CASE, PC

Employer identification number (EIN): 841434750

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN CASE, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JUDITH M CASE 2017-06-12
001 2015-01-01 JUDITH CASE 2016-09-07
001 2014-01-01 JUDITH CASE 2015-05-14
001 2013-01-01 JUDITH CASE 2014-08-06
001 2012-01-01 JUDITH CASE 2013-10-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	JUDITH M CASE	2017-06-12
001	2015-01-01	JUDITH CASE	2016-09-07
001	2014-01-01	JUDITH CASE	2015-05-14
001	2013-01-01	JUDITH CASE	2014-08-06
001	2012-01-01	JUDITH CASE	2013-10-09

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Company Name:	JOHN CASE, PC
Employer identification number (EIN):	841434750
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers