401k Plan data: CASTLE MARKETING GROUP PENSION PLAN plan

CASTLE MARKETING GROUP PENSION PLAN 401k Plan overview

Plan Name	CASTLE MARKETING GROUP PENSION PLAN
Plan identification number	003

CASTLE MARKETING GROUP PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

CASTLE, CLIFFE & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: CASTLE, CLIFFE & ASSOCIATES, LLC

Employer identification number (EIN): 311599105

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about CASTLE, CLIFFE & ASSOCIATES, LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1998-04-09

Company Identification Number: LL14269

Legal Registered Office Address: 255 E FIFTH ST #1900
-
CINCINNATI
United States of America (USA)
45202

More information about CASTLE, CLIFFE & ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASTLE MARKETING GROUP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2010-01-01 STEVEN CASTLE 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2010-01-01	STEVEN CASTLE	2011-10-14

Potentially related plans

CASTLE MARKETING, INC. DEFINED BENEFIT PLAN AND TRUST [EIN = 465648069]

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Company Name:	CASTLE, CLIFFE & ASSOCIATES, LLC
Employer identification number (EIN):	311599105
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1998-04-09
Company Identification Number:	LL14269
Legal Registered Office Address:	255 E FIFTH ST #1900 - CINCINNATI United States of America (USA) 45202