401k Plan data: SOUND MIND INVESTING 401(K) PLAN plan

SOUND MIND INVESTING 401(K) PLAN 401k Plan overview

Plan Name	SOUND MIND INVESTING 401(K) PLAN
Plan identification number	001

SOUND MIND INVESTING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

SOUND MIND INVESTING, LLC has sponsored the creation of one or more 401k plans.

Company Name: SOUND MIND INVESTING, LLC

Employer identification number (EIN): 311540799

NAIC Classification: 511190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUND MIND INVESTING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MARK BILLER 2024-05-22
001 2022-01-01 MARK BILLER 2023-04-18
001 2021-01-01 MARK BILLER 2022-06-21
001 2020-01-01 MARK BILLER 2021-06-04
001 2019-01-01 MARK BILLER 2020-04-07
001 2018-01-01 MARK BILLER 2019-05-03
001 2017-01-01 MARK BILLER 2018-05-16
001 2016-01-01 MARK BILLER 2017-05-10
001 2015-01-01 MARK BILLER 2016-04-12
001 2014-01-01 MARK BILLER 2015-04-29
001 2013-01-01 MARK BILLER 2015-04-29
001 2012-01-01 MARK BILLER 2013-03-28
001 2011-01-01 MARK BILLER 2012-02-10
001 2010-01-01 MARK BILLER 2011-02-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MARK BILLER	2024-05-22
001	2022-01-01	MARK BILLER	2023-04-18
001	2021-01-01	MARK BILLER	2022-06-21
001	2020-01-01	MARK BILLER	2021-06-04
001	2019-01-01	MARK BILLER	2020-04-07
001	2018-01-01	MARK BILLER	2019-05-03
001	2017-01-01	MARK BILLER	2018-05-16
001	2016-01-01	MARK BILLER	2017-05-10
001	2015-01-01	MARK BILLER	2016-04-12
001	2014-01-01	MARK BILLER	2015-04-29
001	2013-01-01	MARK BILLER	2015-04-29
001	2012-01-01	MARK BILLER	2013-03-28
001	2011-01-01	MARK BILLER	2012-02-10
001	2010-01-01	MARK BILLER	2011-02-07

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Company Name:	SOUND MIND INVESTING, LLC
Employer identification number (EIN):	311540799
NAIC Classification:	511190