401k Plan data: H. A. FOLSOM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

H. A. FOLSOM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	H. A. FOLSOM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	003

H. A. FOLSOM & ASSOCIATES, INC. 401(K) PROFIT SHARING 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

H.A. FOLSOM & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: H.A. FOLSOM & ASSOCIATES, INC.

Employer identification number (EIN): 870283327

NAIC Classification: 423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H. A. FOLSOM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 NILI CHEN 2024-10-14
003 2021-12-01 GEOFF WHITEHEAD 2023-06-22
003 2020-12-01 GEOFF WHITEHEAD 2022-06-22
003 2019-12-01 GEOFF WHITEHEAD 2021-03-26
003 2018-12-01 MARK FOLSOM 2020-03-23
003 2017-12-01 MARK FOLSOM 2019-03-27
003 2016-12-01 MARK FOLSOM 2018-09-04
003 2015-12-01 MARK FOLSOM 2017-08-03
003 2014-12-01 MARK FOLSOM 2016-01-15
003 2013-12-01 MARK FOLSOM 2015-06-29
003 2012-12-01 MICHAEL MARSTON 2014-02-06
003 2011-12-01 MICHAEL MARSTON 2013-01-02
003 2010-12-01 MICHAEL F. MARSTON 2011-12-21 MICHAEL F. MARSTON 2011-12-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	NILI CHEN	2024-10-14
003	2021-12-01	GEOFF WHITEHEAD	2023-06-22
003	2020-12-01	GEOFF WHITEHEAD	2022-06-22
003	2019-12-01	GEOFF WHITEHEAD	2021-03-26
003	2018-12-01	MARK FOLSOM	2020-03-23
003	2017-12-01	MARK FOLSOM	2019-03-27
003	2016-12-01	MARK FOLSOM	2018-09-04
003	2015-12-01	MARK FOLSOM	2017-08-03
003	2014-12-01	MARK FOLSOM	2016-01-15
003	2013-12-01	MARK FOLSOM	2015-06-29
003	2012-12-01	MICHAEL MARSTON	2014-02-06
003	2011-12-01	MICHAEL MARSTON	2013-01-02
003	2010-12-01	MICHAEL F. MARSTON	2011-12-21	MICHAEL F. MARSTON	2011-12-21

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Company Name:	H.A. FOLSOM & ASSOCIATES, INC.
Employer identification number (EIN):	870283327
NAIC Classification:	423800