401k Plan data: OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 401(K) PLAN plan

OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 401(K) PLAN 401k Plan overview

Plan Name	OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 401(K) PLAN
Plan identification number	002

OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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 provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.

401k Sponsoring company profile

THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS has sponsored the creation of one or more 401k plans.

Company Name: THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Employer identification number (EIN): 314378053

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1903-06-05

Company Identification Number: 29231

Legal Registered Office Address: 535 METRO PL ,S
-
DUBLIN
United States of America (USA)
43017

More information about THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 SARA HEIM 2024-07-10
002 2022-01-01 SARA HEIM 2023-07-24
002 2021-01-01 SARA HEIM 2022-07-20
002 2020-01-01 SARA HEIM 2021-07-20
002 2019-01-01 SARA HEIM 2020-06-17
002 2018-01-01 SCOTT D. WILEY 2019-10-11 SCOTT D. WILEY 2019-10-11
002 2017-01-01 SCOTT D. WILEY 2018-09-14 SCOTT D. WILEY 2018-09-14
002 2016-01-01 SCOTT D. WILEY 2017-07-11 SCOTT D. WILEY 2017-07-11
002 2015-01-01 SCOTT D. WILEY 2016-05-18 SCOTT D. WILEY 2016-05-18
002 2014-01-01 SCOTT D. WILEY 2015-07-01 SCOTT D. WILEY 2015-07-01
002 2013-01-01 SCOTT D. WILEY 2014-07-14 SCOTT D. WILEY 2014-07-14
002 2012-01-01 SCOTT D. WILEY 2013-07-29 SCOTT D. WILEY 2013-07-29
002 2011-01-01 J. CLARKE PRICE 2012-07-16 J. CLARKE PRICE 2012-07-16
002 2010-01-01 J. CLARKE PRICE 2011-05-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	SARA HEIM	2024-07-10
002	2022-01-01	SARA HEIM	2023-07-24
002	2021-01-01	SARA HEIM	2022-07-20
002	2020-01-01	SARA HEIM	2021-07-20
002	2019-01-01	SARA HEIM	2020-06-17
002	2018-01-01	SCOTT D. WILEY	2019-10-11	SCOTT D. WILEY	2019-10-11
002	2017-01-01	SCOTT D. WILEY	2018-09-14	SCOTT D. WILEY	2018-09-14
002	2016-01-01	SCOTT D. WILEY	2017-07-11	SCOTT D. WILEY	2017-07-11
002	2015-01-01	SCOTT D. WILEY	2016-05-18	SCOTT D. WILEY	2016-05-18
002	2014-01-01	SCOTT D. WILEY	2015-07-01	SCOTT D. WILEY	2015-07-01
002	2013-01-01	SCOTT D. WILEY	2014-07-14	SCOTT D. WILEY	2014-07-14
002	2012-01-01	SCOTT D. WILEY	2013-07-29	SCOTT D. WILEY	2013-07-29
002	2011-01-01	J. CLARKE PRICE	2012-07-16	J. CLARKE PRICE	2012-07-16
002	2010-01-01	J. CLARKE PRICE	2011-05-18

Potentially related plans

OHIO SOCIETY OF PROFESSIONAL ENGINEERS 401(K) PROFIT SHARING PLAN [EIN = 314350044]

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Company Name:	THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
Employer identification number (EIN):	314378053
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1903-06-05
Company Identification Number:	29231
Legal Registered Office Address:	535 METRO PL ,S - DUBLIN United States of America (USA) 43017