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BRIAN K TRACY ARCHITECTS, LLC 401 K PL 401k Plan overview

Plan NameBRIAN K TRACY ARCHITECTS, LLC 401 K PL
Plan identification number 001

BRIAN K TRACY ARCHITECTS, LLC 401 K PL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BRIAN K TRACY ARCHITECTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:BRIAN K TRACY ARCHITECTS, LLC
Employer identification number (EIN):233055488
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN K TRACY ARCHITECTS, LLC 401 K PL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRIAN TRACY2024-07-22
0012022-01-01BRIAN TRACY2023-07-31
0012021-01-01BRIAN TRACY2022-07-28
0012020-01-01BRIAN TRACY2021-06-28
0012019-01-01BRIAN TRACY2020-06-02
0012018-01-01BRIAN TRACY2019-04-29
0012017-01-01BRIAN TRACY2018-06-15
0012016-01-01BRIAN TRACY2017-07-18
0012015-01-01BRIAN TRACY2016-07-19
0012014-01-01BRIAN TRACY2015-09-28
0012013-01-01BRIAN TRACY2015-10-14
0012012-01-01JOHN MCGOVERN2013-09-25
0012011-01-01JOHN MCGOVERN2012-10-11
0012010-01-01JOHN E MCGOVERN CPA MST2011-10-13

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