401k Plan data: HYANNIS PORT CAPITAL RETIREMENT PLAN plan

HYANNIS PORT CAPITAL RETIREMENT PLAN 401k Plan overview

Plan Name	HYANNIS PORT CAPITAL RETIREMENT PLAN
Plan identification number	001

HYANNIS PORT CAPITAL RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HYANNIS PORT CAPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: HYANNIS PORT CAPITAL, INC.

Employer identification number (EIN): 010712973

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HYANNIS PORT CAPITAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN WILSON 2024-04-04
001 2022-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JOHN WILSON	2024-04-04
001	2022-01-01

Potentially related plans

HYANNIS PORT RESEARCH RETIREMENT TRUST [EIN = 275306594]

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Company Name:	HYANNIS PORT CAPITAL, INC.
Employer identification number (EIN):	010712973
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing