401k Plan data: DONNA L. MEDREA, A SOLE PROPRIETORSHIP 401(K) PROFIT SHARING PLAN & TRUST plan

DONNA L. MEDREA, A SOLE PROPRIETORSHIP 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	DONNA L. MEDREA, A SOLE PROPRIETORSHIP 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	002

DONNA L. MEDREA, A SOLE PROPRIETORSHIP 401(K) PROFIT SHARING PLAN & TRUST 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
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.

401k Sponsoring company profile

DONNA L. MEDREA, A SOLE PROPRIETORSHIP has sponsored the creation of one or more 401k plans.

Company Name: DONNA L. MEDREA, A SOLE PROPRIETORSHIP

Employer identification number (EIN): 202157061

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONNA L. MEDREA, A SOLE PROPRIETORSHIP 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DONNA L. MEDREA 2024-09-23 DONNA L. MEDREA 2024-09-23
002 2022-01-01 DONNA L. MEDREA 2023-09-22 DONNA L. MEDREA 2023-09-22
002 2021-01-01 DONNA L. MEDREA 2022-09-08 DONNA L. MEDREA 2022-09-08
002 2020-01-01 DONNA L. MEDREA 2021-09-30 DONNA L. MEDREA 2021-09-30
002 2019-01-01 DONNA L. MEDREA 2020-10-14 DONNA L. MEDREA 2020-10-14
002 2018-01-01 DONNA L. MEDREA 2019-09-20 DONNA L. MEDREA 2019-09-20
002 2017-01-01 DONNA L. MEDREA 2018-10-03 DONNA L. MEDREA 2018-10-03
002 2016-01-01 DONNA L. MEDREA 2017-10-02 DONNA L. MEDREA 2017-10-02
002 2015-01-01 DONNA L. MEDREA 2016-10-06 DONNA L. MEDREA 2016-10-06
002 2014-01-01 DONNA L. MEDREA 2015-09-21 DONNA L. MEDREA 2015-09-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	DONNA L. MEDREA	2024-09-23	DONNA L. MEDREA	2024-09-23
002	2022-01-01	DONNA L. MEDREA	2023-09-22	DONNA L. MEDREA	2023-09-22
002	2021-01-01	DONNA L. MEDREA	2022-09-08	DONNA L. MEDREA	2022-09-08
002	2020-01-01	DONNA L. MEDREA	2021-09-30	DONNA L. MEDREA	2021-09-30
002	2019-01-01	DONNA L. MEDREA	2020-10-14	DONNA L. MEDREA	2020-10-14
002	2018-01-01	DONNA L. MEDREA	2019-09-20	DONNA L. MEDREA	2019-09-20
002	2017-01-01	DONNA L. MEDREA	2018-10-03	DONNA L. MEDREA	2018-10-03
002	2016-01-01	DONNA L. MEDREA	2017-10-02	DONNA L. MEDREA	2017-10-02
002	2015-01-01	DONNA L. MEDREA	2016-10-06	DONNA L. MEDREA	2016-10-06
002	2014-01-01	DONNA L. MEDREA	2015-09-21	DONNA L. MEDREA	2015-09-21

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Company Name:	DONNA L. MEDREA, A SOLE PROPRIETORSHIP
Employer identification number (EIN):	202157061
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers