401k Plan data: CBS, WELLFUND, PERFINITI EMPLOYEES SAVINGS TRUST plan

CBS, WELLFUND, PERFINITI EMPLOYEES SAVINGS TRUST 401k Plan overview

Plan Name	CBS, WELLFUND, PERFINITI EMPLOYEES SAVINGS TRUST
Plan identification number	002

CBS, WELLFUND, PERFINITI EMPLOYEES SAVINGS TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

MED-1 SOLUTIONS LLC has sponsored the creation of one or more 401k plans.

Company Name: MED-1 SOLUTIONS LLC

Employer identification number (EIN): 352203830

NAIC Classification: 561440
NAIC Description: Collection Agencies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CBS, WELLFUND, PERFINITI EMPLOYEES SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JESSICA SIMS 2024-07-18
002 2022-01-01 JESSICA SIMS 2023-07-20
002 2021-01-01 JESSICA SIMS 2022-07-11
002 2020-01-01 JESSICA SIMS 2021-10-06 JESSICA SIMS 2021-10-06
002 2019-01-01 ALLIE WINGER 2020-07-08 ALLIE WINGER 2020-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JESSICA SIMS	2024-07-18
002	2022-01-01	JESSICA SIMS	2023-07-20
002	2021-01-01	JESSICA SIMS	2022-07-11
002	2020-01-01	JESSICA SIMS	2021-10-06	JESSICA SIMS	2021-10-06
002	2019-01-01	ALLIE WINGER	2020-07-08	ALLIE WINGER	2020-07-08

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Company Name:	MED-1 SOLUTIONS LLC
Employer identification number (EIN):	352203830
NAIC Classification:	561440
NAIC Description:	Collection Agencies