401k Plan data: TSFS RETIREMENT PLAN plan

TSFS RETIREMENT PLAN 401k Plan overview

Plan Name	TSFS RETIREMENT PLAN
Plan identification number	001

TSFS RETIREMENT 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.
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

THE SUMMIT FINANCIAL STRATEGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE SUMMIT FINANCIAL STRATEGIES, INC.

Employer identification number (EIN): 202552020

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Additional information about THE SUMMIT FINANCIAL STRATEGIES, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2005-03-17

Company Identification Number: 27615293

Legal Registered Office Address: 1905 NW 169TH PL SUITE 201

BEAVERTON
United States of America (USA)
97006

More information about THE SUMMIT FINANCIAL STRATEGIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TSFS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRETT LANGER 2024-07-29
001 2022-01-01 BRETT LANGER 2023-04-03
001 2021-01-01 BRETT LANGER 2022-09-26
001 2020-01-01 BRETT LANGER 2021-03-29
001 2019-01-01 BRETT LANGER 2020-04-22
001 2018-01-01 BRETT LANGER 2019-04-11
001 2017-01-01 SHELBY BODEN 2018-05-10
001 2016-01-01 SHELBY BODEN 2017-05-12
001 2015-01-01 SHELBY BODEN 2016-05-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	BRETT LANGER	2024-07-29
001	2022-01-01	BRETT LANGER	2023-04-03
001	2021-01-01	BRETT LANGER	2022-09-26
001	2020-01-01	BRETT LANGER	2021-03-29
001	2019-01-01	BRETT LANGER	2020-04-22
001	2018-01-01	BRETT LANGER	2019-04-11
001	2017-01-01	SHELBY BODEN	2018-05-10
001	2016-01-01	SHELBY BODEN	2017-05-12
001	2015-01-01	SHELBY BODEN	2016-05-25

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Company Name:	THE SUMMIT FINANCIAL STRATEGIES, INC.
Employer identification number (EIN):	202552020
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2005-03-17
Company Identification Number:	27615293
Legal Registered Office Address:	1905 NW 169TH PL SUITE 201 BEAVERTON United States of America (USA) 97006