401k Plan data: PENN WEALTH PLANNING, LLC 401(K) & PSP plan

PENN WEALTH PLANNING, LLC 401(K) & PSP 401k Plan overview

Plan Name	PENN WEALTH PLANNING, LLC 401(K) & PSP
Plan identification number	001

PENN WEALTH PLANNING, LLC 401(K) & PSP 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan covering Self-Employed individuals.
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

PENN WEALTH PLANNING, LLC has sponsored the creation of one or more 401k plans.

Company Name: PENN WEALTH PLANNING, LLC

Employer identification number (EIN): 141846242

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENN WEALTH PLANNING, LLC 401(K) & PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CHRISTOPHER KELLY 2024-07-10
001 2022-01-01 PATRICK TRAUGER 2023-06-21
001 2021-01-01 FRANK POLICARE 2022-09-14
001 2020-01-01 FRANK POLICARE 2021-07-16 FRANK POLICARE 2021-07-16
001 2019-01-01 FRANK POLICARE 2020-07-31
001 2018-01-01 FRANK POLICARE 2019-09-19
001 2017-01-01 FRANK POLICARE 2018-09-10 FRANK POLICARE 2018-09-10
001 2016-01-01 FRANK POLICARE 2017-07-19
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DIANE HEBERT 2013-04-17
001 2011-01-01 DIANE HEBERT 2012-08-15
001 2010-01-01 STEPHEN OMALLEY 2011-09-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CHRISTOPHER KELLY	2024-07-10
001	2022-01-01	PATRICK TRAUGER	2023-06-21
001	2021-01-01	FRANK POLICARE	2022-09-14
001	2020-01-01	FRANK POLICARE	2021-07-16	FRANK POLICARE	2021-07-16
001	2019-01-01	FRANK POLICARE	2020-07-31
001	2018-01-01	FRANK POLICARE	2019-09-19
001	2017-01-01	FRANK POLICARE	2018-09-10	FRANK POLICARE	2018-09-10
001	2016-01-01	FRANK POLICARE	2017-07-19
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	DIANE HEBERT	2013-04-17
001	2011-01-01	DIANE HEBERT	2012-08-15
001	2010-01-01	STEPHEN OMALLEY	2011-09-12

Potentially related plans

PENN WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN [EIN = 460805636]

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Company Name:	PENN WEALTH PLANNING, LLC
Employer identification number (EIN):	141846242
NAIC Classification:	523900