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SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameSAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST
Plan identification number 001

SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined 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).
  • Money purchase (other than target benefit)
  • 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.
  • 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

ROBERT S TAKETA, DDS has sponsored the creation of one or more 401k plans.

Company Name:ROBERT S TAKETA, DDS
Employer identification number (EIN):946431579
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01ROBERT S TAKETA DDS
0012009-01-01ROBERT S TAKETA DDS ROBERT S TAKETA2010-07-06
0012009-01-01ROBERT S TAKETA DDS
0012009-01-01ROBERT S TAKETA DDS

Plan Statistics for SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST

401k plan membership statisitcs for SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST

Measure Date Value
2009: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total of all active and inactive participants2009-01-010
Total participants2009-01-010

Form 5500 Responses for SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST

2009: SAVINGS LEAGUE BASIC RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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