401k Plan data: STRATEGIC ADVISORS, LLC 401(K)PROFIT SHARING PLAN plan

STRATEGIC ADVISORS, LLC 401(K)PROFIT SHARING PLAN 401k Plan overview

Plan Name	STRATEGIC ADVISORS, LLC 401(K)PROFIT SHARING PLAN
Plan identification number	004

STRATEGIC ADVISORS, LLC 401(K)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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 ADVISORS LLC has sponsored the creation of one or more 401k plans.

Company Name: STRATEGIC ADVISORS LLC

Employer identification number (EIN): 134087611

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC ADVISORS, LLC 401(K)PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 LAWRENCE E. MAY 2024-09-04
004 2022-01-01 LAWRENCE E. MAY 2023-08-02
004 2021-01-01 LAWRENCE E. MAY 2022-06-06
004 2020-01-01 LAWRENCE E. MAY 2021-07-01
004 2019-01-01 LAWRENCE E. MAY 2020-07-29
004 2018-01-01 LARRY MAY 2019-06-19
004 2017-01-01 LARRY MAY 2018-08-16
004 2016-01-01 LARRY MAY 2017-05-26
004 2015-10-01 LARRY MAY 2016-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-01-01	LAWRENCE E. MAY	2024-09-04
004	2022-01-01	LAWRENCE E. MAY	2023-08-02
004	2021-01-01	LAWRENCE E. MAY	2022-06-06
004	2020-01-01	LAWRENCE E. MAY	2021-07-01
004	2019-01-01	LAWRENCE E. MAY	2020-07-29
004	2018-01-01	LARRY MAY	2019-06-19
004	2017-01-01	LARRY MAY	2018-08-16
004	2016-01-01	LARRY MAY	2017-05-26
004	2015-10-01	LARRY MAY	2016-07-11

Potentially related plans

STRATEGIC ADVISORS, INC. 401K PROFIT SHARING PLAN [EIN = 300002637]

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Company Name:	STRATEGIC ADVISORS LLC
Employer identification number (EIN):	134087611
NAIC Classification:	523120
NAIC Description:	Securities Brokerage