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SLO OP CLIMBING RETIREMENT TRUST 401k Plan overview

Plan NameSLO OP CLIMBING RETIREMENT TRUST
Plan identification number 001

SLO OP CLIMBING RETIREMENT TRUST Benefits

401k Plan TypeDefined 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.
  • 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

SLO OP CLIMBING has sponsored the creation of one or more 401k plans.

Company Name:SLO OP CLIMBING
Employer identification number (EIN):204766238
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SLO OP CLIMBING RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01KRISTIN HOROWITZ2018-08-21
0012017-01-01KRISTIN HOROWITZ2022-12-19
0012016-01-01KRISTIN HOROWITZ2017-07-09
0012015-01-01KRISTIN HOROWITZ2016-07-25
0012014-01-01KRISTIN HOROWITZ2015-07-27 KRISTIN HOROWITZ2015-07-27
0012013-01-01KRISTIN HOROWITZ2014-09-27 KRISTIN HOROWITZ2014-09-27

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