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ANDREW D. WELLNER PLAN 401k Plan overview

Plan NameANDREW D. WELLNER PLAN
Plan identification number 001

ANDREW D. WELLNER PLAN Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.
  • 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

INVESTMENT MANAGEMENT ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:INVESTMENT MANAGEMENT ASSOCIATION, INC.
Employer identification number (EIN):870570698
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDREW D. WELLNER PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01ANDREW WELLNER2020-11-05 ANDREW WELLNER2020-11-05
0012018-01-01ANDREW WELLNER2019-07-26 ANDREW WELLNER2019-07-26
0012017-01-01ANDREW WELLNER2018-10-15 ANDREW WELLNER2018-10-15
0012016-01-01ANDREW WELLNER2017-07-18 ANDREW WELLNER2017-07-18
0012015-01-01JOSH HARDIN2016-07-26 JOSH HARDIN2016-07-26
0012013-01-01ANDREW WELLNER2014-07-22 ANDREW WELLNER2014-07-22
0012012-01-01ANDREW WELLNER2013-07-02 ANDREW WELLNER2013-07-02
0012011-01-01STACY WELLNER2012-07-19 STACY WELLNER2012-07-19

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