401k Plan data: WALTER M. DANLEY, P.C. RETIREMENT PLAN plan

WALTER M. DANLEY, P.C. RETIREMENT PLAN 401k Plan overview

Plan Name	WALTER M. DANLEY, P.C. RETIREMENT PLAN
Plan identification number	002

WALTER M. DANLEY, P.C. 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
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

WALTER M. DANLEY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: WALTER M. DANLEY, P.C.

Employer identification number (EIN): 860702849

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTER M. DANLEY, P.C. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 ANGELA JEE 2017-04-27
002 2015-01-01 ANGELA JEE 2016-08-18
002 2014-01-01 CHARLES WASSON 2015-10-13 CHARLES WASSON 2015-10-13
002 2013-01-01 CHARLES S WASSON 2014-08-21 CHARLES S WASSON 2014-08-21
002 2012-01-01 CHARLES WASSSON 2013-09-23 CHARLES WASSSON 2013-09-23
002 2011-01-01 CHARLES WASSON 2012-09-22 CHARLES WASSON 2012-09-22
002 2010-01-01 CHUCK WASSON 2011-10-14
002 2009-01-01 CHARLES S. WASSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	ANGELA JEE	2017-04-27
002	2015-01-01	ANGELA JEE	2016-08-18
002	2014-01-01	CHARLES WASSON	2015-10-13	CHARLES WASSON	2015-10-13
002	2013-01-01	CHARLES S WASSON	2014-08-21	CHARLES S WASSON	2014-08-21
002	2012-01-01	CHARLES WASSSON	2013-09-23	CHARLES WASSSON	2013-09-23
002	2011-01-01	CHARLES WASSON	2012-09-22	CHARLES WASSON	2012-09-22
002	2010-01-01	CHUCK WASSON	2011-10-14
002	2009-01-01	CHARLES S. WASSON

Plan Statistics for WALTER M. DANLEY, P.C. RETIREMENT PLAN

401k plan membership statisitcs for WALTER M. DANLEY, P.C. RETIREMENT PLAN

Measure Date Value
2009: WALTER M. DANLEY, P.C. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2009: WALTER M. DANLEY, P.C. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	6

Form 5500 Responses for WALTER M. DANLEY, P.C. RETIREMENT PLAN

2009: WALTER M. DANLEY, P.C. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WALTER M. DANLEY, P.C.
Employer identification number (EIN):	860702849
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers