401k Plan data: STRATEGIC ACCOUNT MANAGEMENT ASSOCIATION, INC. 401K PLAN plan

STRATEGIC ACCOUNT MANAGEMENT ASSOCIATION, INC. 401K PLAN 401k Plan overview

Plan Name	STRATEGIC ACCOUNT MANAGEMENT ASSOCIATION, INC. 401K PLAN
Plan identification number	001

STRATEGIC ACCOUNT MANAGEMENT ASSOCIATION, INC. 401K 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

STRATEGIC ACCOUNT MANAGEMENT ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: STRATEGIC ACCOUNT MANAGEMENT ASSOCIATION, INC.

Employer identification number (EIN): 132558593

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC ACCOUNT MANAGEMENT ASSOCIATION, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 FRANCINE SCHWARTZ 2023-10-13
001 2021-01-01 DENISE FREIER 2022-10-14
001 2021-01-01 FRANCINE SCHWARTZ 2023-10-13
001 2020-01-01 DENISE FREIER 2021-10-06
001 2019-01-01 DENISE FREIER 2020-10-14
001 2019-01-01 DENISE FREIER 2021-10-06
001 2018-01-01 DENISE FREIER 2019-10-11
001 2018-01-01 DENISE FREIER 2020-06-22
001 2017-01-01 BERNARD QUANCARD 2018-10-11
001 2017-01-01 DENISE FREIER 2020-06-22
001 2017-01-01 DENISE FREIER 2019-10-11
001 2016-01-01 BERNARD QUANCARD 2017-10-14
001 2016-01-01 DENISE FREIER 2019-10-11
001 2015-01-01 BERNARD QUANCARD 2016-07-29
001 2014-01-01 BERNARD QUANCARD 2015-07-02
001 2013-01-01 BERNARD QUANCARD 2014-07-18
001 2012-01-01 BERNARD QUANCARD 2013-10-08
001 2011-01-01 BERNARD QUANCARD 2012-06-01
001 2010-01-01 BERNARD QUANCARD 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	FRANCINE SCHWARTZ	2023-10-13
001	2021-01-01	DENISE FREIER	2022-10-14
001	2021-01-01	FRANCINE SCHWARTZ	2023-10-13
001	2020-01-01	DENISE FREIER	2021-10-06
001	2019-01-01	DENISE FREIER	2020-10-14
001	2019-01-01	DENISE FREIER	2021-10-06
001	2018-01-01	DENISE FREIER	2019-10-11
001	2018-01-01	DENISE FREIER	2020-06-22
001	2017-01-01	BERNARD QUANCARD	2018-10-11
001	2017-01-01	DENISE FREIER	2020-06-22
001	2017-01-01	DENISE FREIER	2019-10-11
001	2016-01-01	BERNARD QUANCARD	2017-10-14
001	2016-01-01	DENISE FREIER	2019-10-11
001	2015-01-01	BERNARD QUANCARD	2016-07-29
001	2014-01-01	BERNARD QUANCARD	2015-07-02
001	2013-01-01	BERNARD QUANCARD	2014-07-18
001	2012-01-01	BERNARD QUANCARD	2013-10-08
001	2011-01-01	BERNARD QUANCARD	2012-06-01
001	2010-01-01	BERNARD QUANCARD	2011-10-14

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Company Name:	STRATEGIC ACCOUNT MANAGEMENT ASSOCIATION, INC.
Employer identification number (EIN):	132558593
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations