401k Plan data: SUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN plan

SUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN 401k Plan overview

Plan Name	SUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN
Plan identification number	002

SUMMIT FINANCIAL CONSULTANTS, INC. 401(K) 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.
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

SUMMIT FINANCIAL CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SUMMIT FINANCIAL CONSULTANTS, INC.

Employer identification number (EIN): 954020872

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about SUMMIT FINANCIAL CONSULTANTS, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1995-05-23

Company Identification Number: 1924756

Legal Registered Office Address: 35 E GRASSY SPRAIN ROAD / 406
Westchester
YONKERS
United States of America (USA)
10710

More information about SUMMIT FINANCIAL CONSULTANTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT FINANCIAL CONSULTANTS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 NEIL ELMOUCHI 2017-09-28
002 2015-01-01 NEIL ELMOUCHI 2016-07-01

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Company Name:	SUMMIT FINANCIAL CONSULTANTS, INC.
Employer identification number (EIN):	954020872
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1995-05-23
Company Identification Number:	1924756
Legal Registered Office Address:	35 E GRASSY SPRAIN ROAD / 406 Westchester YONKERS United States of America (USA) 10710

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	NEIL ELMOUCHI	2017-09-28
002	2015-01-01	NEIL ELMOUCHI	2016-07-01