401k Plan data: BETSY JACOBSON ASSOCIATES 401K PROFIT SHARING PLAN plan

BETSY JACOBSON ASSOCIATES 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	BETSY JACOBSON ASSOCIATES 401K PROFIT SHARING PLAN
Plan identification number	002

BETSY JACOBSON ASSOCIATES 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

BETSY JACOBSON ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: BETSY JACOBSON ASSOCIATES

Employer identification number (EIN): 330121158

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETSY JACOBSON ASSOCIATES 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 FRANK MARIO 2020-10-14 FRANK MARIO 2020-10-14
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01 FRANK J MARIO 2016-10-17
002 2014-01-01 BRANDEE FREEMAN 2015-10-15
002 2013-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	FRANK MARIO	2020-10-14	FRANK MARIO	2020-10-14
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01	FRANK J MARIO	2016-10-17
002	2014-01-01	BRANDEE FREEMAN	2015-10-15
002	2013-01-01

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Company Name:	BETSY JACOBSON ASSOCIATES
Employer identification number (EIN):	330121158
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners