401k Plan data: JWM & ASSOCIATES, INC. PROFIT SHARING PLAN plan

JWM & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JWM & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	004

JWM & ASSOCIATES, INC. PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JWM & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JWM & ASSOCIATES, INC.

Employer identification number (EIN): 330051809

NAIC Classification: 541910
NAIC Description: Marketing Research and Public Opinion Polling

Additional information about JWM & ASSOCIATES, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1984-07-20

Company Identification Number: C1313544

Legal Registered Office Address: 15540 Pioneer Ct

Red Bluff
United States of America (USA)
96080

More information about JWM & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JWM & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2021-08-01 DANIEL KRATZ, SR. 2022-06-01
004 2020-08-01 DANIEL KRATZ, SR. 2021-12-14
004 2012-08-01 DANIEL KRATZ 2013-09-23 DANIEL KRATZ 2013-09-23
004 2011-08-01 DANIEL KRATZ 2012-08-30 DANIEL KRATZ 2012-08-30
004 2010-08-01 DANIEL L KRATZ 2011-10-12 DANIEL L KRATZ 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2021-08-01	DANIEL KRATZ, SR.	2022-06-01
004	2020-08-01	DANIEL KRATZ, SR.	2021-12-14
004	2012-08-01	DANIEL KRATZ	2013-09-23	DANIEL KRATZ	2013-09-23
004	2011-08-01	DANIEL KRATZ	2012-08-30	DANIEL KRATZ	2012-08-30
004	2010-08-01	DANIEL L KRATZ	2011-10-12	DANIEL L KRATZ	2011-10-12

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Company Name:	JWM & ASSOCIATES, INC.
Employer identification number (EIN):	330051809
NAIC Classification:	541910
NAIC Description:	Marketing Research and Public Opinion Polling

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1984-07-20
Company Identification Number:	C1313544
Legal Registered Office Address:	15540 Pioneer Ct Red Bluff United States of America (USA) 96080