401k Plan data: MARRS WEALTH MANAGEMENT 401(K) PLAN plan

MARRS WEALTH MANAGEMENT 401(K) PLAN 401k Plan overview

Plan Name	MARRS WEALTH MANAGEMENT 401(K) PLAN
Plan identification number	003

MARRS WEALTH MANAGEMENT 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARRS WEALTH MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: MARRS WEALTH MANAGEMENT, LLC

Employer identification number (EIN): 271254344

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Additional information about MARRS WEALTH MANAGEMENT, LLC

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 2009-11-05

Company Identification Number: 388804

Legal Registered Office Address: 313 5TH ST., STE 101

AMES
United States of America (USA)
50010

More information about MARRS WEALTH MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARRS WEALTH MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01 ANDRA REASON 2022-02-15
003 2020-01-01 ANDRA REASON 2021-09-29
003 2019-01-01 ANDRA L. REASON 2020-04-22 ANDRA L. REASON 2020-04-22
003 2018-01-01 ANDRA L. REASON 2019-05-28 ANDRA L. REASON 2019-05-28
003 2017-01-01 ANDRA L. REASON 2018-05-16 ANDRA L. REASON 2018-05-16
003 2016-01-01 CRAIG T. MARRS 2017-04-26
003 2015-01-01 ANDRA L. REASON 2016-05-19
003 2014-01-01 CRAIG T. MARRS 2015-06-05
003 2013-01-01 CRAIG T. MARRS 2014-06-26
003 2012-01-01 CRAIG T. MARRS 2013-07-23 CRAIG T MARRS 2013-07-23
003 2011-01-01 CRAIG T. MARRS 2012-07-20
003 2010-01-01 CRAIG T. MARRS 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-01-01	ANDRA REASON	2022-02-15
003	2020-01-01	ANDRA REASON	2021-09-29
003	2019-01-01	ANDRA L. REASON	2020-04-22	ANDRA L. REASON	2020-04-22
003	2018-01-01	ANDRA L. REASON	2019-05-28	ANDRA L. REASON	2019-05-28
003	2017-01-01	ANDRA L. REASON	2018-05-16	ANDRA L. REASON	2018-05-16
003	2016-01-01	CRAIG T. MARRS	2017-04-26
003	2015-01-01	ANDRA L. REASON	2016-05-19
003	2014-01-01	CRAIG T. MARRS	2015-06-05
003	2013-01-01	CRAIG T. MARRS	2014-06-26
003	2012-01-01	CRAIG T. MARRS	2013-07-23	CRAIG T MARRS	2013-07-23
003	2011-01-01	CRAIG T. MARRS	2012-07-20
003	2010-01-01	CRAIG T. MARRS	2011-07-26

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Company Name:	MARRS WEALTH MANAGEMENT, LLC
Employer identification number (EIN):	271254344
NAIC Classification:	523120
NAIC Description:	Securities Brokerage

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	2009-11-05
Company Identification Number:	388804
Legal Registered Office Address:	313 5TH ST., STE 101 AMES United States of America (USA) 50010