401k Plan data: DALEY & ASSOCIATES, INC. 401K PROFIT SHARING PLAN plan

DALEY & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	DALEY & ASSOCIATES, INC. 401K PROFIT SHARING PLAN
Plan identification number	001

DALEY & ASSOCIATES, INC. 401K PROFIT SHARING 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
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.
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

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

Company Name: DALEY & ASSOCIATES, INC.

Employer identification number (EIN): 953608291

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Additional information about DALEY & ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2003-10-08

Company Identification Number: P03000111209

Legal Registered Office Address: 2988 KENSINGTON TRACE

TARPON SPRINGS

34688

More information about DALEY & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALEY & ASSOCIATES, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-11-01
001 2021-11-01
001 2020-11-01
001 2019-11-01 WILLIAM DALEY 2021-07-13
001 2018-11-01 WILLIAM DALEY 2020-07-02
001 2017-11-01 WILLIAM DALEY 2019-05-13
001 2016-11-01 WILLIAM DALEY 2018-05-03
001 2015-11-01 WILLIAM DALEY 2017-04-29
001 2014-11-01 WILLIAM DALEY 2016-04-11
001 2013-11-01 WILLIAM DALEY 2015-06-03
001 2012-11-01 WILLIAM DALEY 2014-06-05
001 2011-11-01 WILLIAM DALEY 2013-06-26
001 2010-11-01 WILLIAM DALEY 2012-05-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-11-01
001	2021-11-01
001	2020-11-01
001	2019-11-01	WILLIAM DALEY	2021-07-13
001	2018-11-01	WILLIAM DALEY	2020-07-02
001	2017-11-01	WILLIAM DALEY	2019-05-13
001	2016-11-01	WILLIAM DALEY	2018-05-03
001	2015-11-01	WILLIAM DALEY	2017-04-29
001	2014-11-01	WILLIAM DALEY	2016-04-11
001	2013-11-01	WILLIAM DALEY	2015-06-03
001	2012-11-01	WILLIAM DALEY	2014-06-05
001	2011-11-01	WILLIAM DALEY	2013-06-26
001	2010-11-01	WILLIAM DALEY	2012-05-01

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Company Name:	DALEY & ASSOCIATES, INC.
Employer identification number (EIN):	953608291
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2003-10-08
Company Identification Number:	P03000111209
Legal Registered Office Address:	2988 KENSINGTON TRACE TARPON SPRINGS 34688