401k Plan data: PACKER THOMAS RETIREMENT PLAN plan

PACKER THOMAS RETIREMENT PLAN 401k Plan overview

Plan Name	PACKER THOMAS RETIREMENT PLAN
Plan identification number	001

PACKER THOMAS RETIREMENT 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.
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

PACKER THOMAS & CO. has sponsored the creation of one or more 401k plans.

Company Name: PACKER THOMAS & CO.

Employer identification number (EIN): 341667340

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACKER THOMAS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 RICHARD SCHAFER 2024-06-27
001 2021-10-01 RICHARD SCHAFER 2023-07-11
001 2020-10-01 RICHARD SCHAFER 2022-06-16
001 2019-10-01 RICHARD SCHAFER 2021-06-15
001 2018-10-01 RICHARD SCHAFER 2020-07-08
001 2017-10-01 RICHARD SCHAFER 2019-07-03
001 2016-10-01 RICHARD SCHAFER 2018-07-05
001 2015-10-01 RICHARD SCHAFER 2017-07-12
001 2014-10-01 RICHARD SCHAFER 2016-07-11
001 2013-10-01 RICHARD A. SCHAFER 2015-07-02
001 2012-10-01 JOHN DONCHESS 2014-02-13
001 2011-10-01 JOHN DONCHESS 2013-05-30
001 2010-10-01 JOHN DONCHESS 2012-04-24 JOHN DONCHESS 2012-04-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-10-01	RICHARD SCHAFER	2024-06-27
001	2021-10-01	RICHARD SCHAFER	2023-07-11
001	2020-10-01	RICHARD SCHAFER	2022-06-16
001	2019-10-01	RICHARD SCHAFER	2021-06-15
001	2018-10-01	RICHARD SCHAFER	2020-07-08
001	2017-10-01	RICHARD SCHAFER	2019-07-03
001	2016-10-01	RICHARD SCHAFER	2018-07-05
001	2015-10-01	RICHARD SCHAFER	2017-07-12
001	2014-10-01	RICHARD SCHAFER	2016-07-11
001	2013-10-01	RICHARD A. SCHAFER	2015-07-02
001	2012-10-01	JOHN DONCHESS	2014-02-13
001	2011-10-01	JOHN DONCHESS	2013-05-30
001	2010-10-01	JOHN DONCHESS	2012-04-24	JOHN DONCHESS	2012-04-24

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Company Name:	PACKER THOMAS & CO.
Employer identification number (EIN):	341667340
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants