401k Plan data: THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST plan

THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE JEFFREY COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE JEFFREY COMPANY

Employer identification number (EIN): 314218060

NAIC Classification: 523900

Additional information about THE JEFFREY COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1877-07-19

Company Identification Number: 6465

Legal Registered Office Address: 88 EAST BROAD STREET
SUITE 1400
COLUMBUS
United States of America (USA)
43215

More information about THE JEFFREY COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JEFFREY COMPANY 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 KENNETH E BARTLETT 2016-06-17
001 2012-01-01 KENNETH BARTLETT 2013-09-16 KENNETH BARTLETT 2013-09-16
001 2011-01-01 KENNETH BARTLETT 2012-08-23 KENNETH BARTLETT 2012-08-23
001 2010-01-01 KENNETH BARTLETT 2011-06-07 KENNETH BARTLETT 2011-06-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	KENNETH E BARTLETT	2016-06-17
001	2012-01-01	KENNETH BARTLETT	2013-09-16	KENNETH BARTLETT	2013-09-16
001	2011-01-01	KENNETH BARTLETT	2012-08-23	KENNETH BARTLETT	2012-08-23
001	2010-01-01	KENNETH BARTLETT	2011-06-07	KENNETH BARTLETT	2011-06-07

Potentially related plans

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Company Name:	THE JEFFREY COMPANY
Employer identification number (EIN):	314218060
NAIC Classification:	523900

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1877-07-19
Company Identification Number:	6465
Legal Registered Office Address:	88 EAST BROAD STREET SUITE 1400 COLUMBUS United States of America (USA) 43215