401k Plan data: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN plan

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 401k Plan overview

Plan Name	BENEFITGUARD RETIREMENT INCOME SECURITY PLAN
Plan identification number	003

BENEFITGUARD RETIREMENT INCOME SECURITY 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
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

STRASBAUGH FINANCIAL ADVISORY, INC. has sponsored the creation of one or more 401k plans.

Company Name: STRASBAUGH FINANCIAL ADVISORY, INC.

Employer identification number (EIN): 900054558

NAIC Classification: 523900

Additional information about STRASBAUGH FINANCIAL ADVISORY, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2002-12-03

Company Identification Number: 20021332774

Legal Registered Office Address: 8580 Scarborough Dr.
Suite 145
Colorado Springs
United States of America (USA)
80920

More information about STRASBAUGH FINANCIAL ADVISORY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 SPENCER BARCLAY 2018-12-21
003 2017-01-01 SPENCER BARCLAY 2018-07-27
003 2016-01-01 SPENCER BARCLAY 2017-07-28
003 2015-01-01 SPENCER BARCLAY 2016-07-25
003 2014-01-01 SPENCER BARCLAY 2015-09-11
003 2013-01-01 SPENCER BARCLAY 2014-07-24
003 2012-01-01 D. TAYLOR WELCH 2013-08-20
003 2011-01-01 D. TAYLOR WELCH 2012-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2018-01-01	SPENCER BARCLAY	2018-12-21
003	2017-01-01	SPENCER BARCLAY	2018-07-27
003	2016-01-01	SPENCER BARCLAY	2017-07-28
003	2015-01-01	SPENCER BARCLAY	2016-07-25
003	2014-01-01	SPENCER BARCLAY	2015-09-11
003	2013-01-01	SPENCER BARCLAY	2014-07-24
003	2012-01-01	D. TAYLOR WELCH	2013-08-20
003	2011-01-01	D. TAYLOR WELCH	2012-10-14

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Company Name:	STRASBAUGH FINANCIAL ADVISORY, INC.
Employer identification number (EIN):	900054558
NAIC Classification:	523900

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2002-12-03
Company Identification Number:	20021332774
Legal Registered Office Address:	8580 Scarborough Dr. Suite 145 Colorado Springs United States of America (USA) 80920