401k Plan data: ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN plan

ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.

Employer identification number (EIN): 953222413

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 STELLA POULOS 2015-10-15
002 2013-01-01 STELLA POULOS 2014-08-02
002 2012-01-01 STELLA POULOS 2013-08-02 STELLA POULOS 2013-08-02
002 2011-01-01 STELLA POULOS 2012-09-17 STELLA POULOS 2012-09-17
002 2010-01-01 STELLA POULOS 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	STELLA POULOS	2015-10-15
002	2013-01-01	STELLA POULOS	2014-08-02
002	2012-01-01	STELLA POULOS	2013-08-02	STELLA POULOS	2013-08-02
002	2011-01-01	STELLA POULOS	2012-09-17	STELLA POULOS	2012-09-17
002	2010-01-01	STELLA POULOS	2011-10-14

Potentially related plans

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Company Name:	ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.
Employer identification number (EIN):	953222413
NAIC Classification:	523900