401k Plan data: TRI-FOCUS WEALTH MANAGEMENT GROUP, INC. 401(K) PSP plan

TRI-FOCUS WEALTH MANAGEMENT GROUP, INC. 401(K) PSP 401k Plan overview

Plan Name	TRI-FOCUS WEALTH MANAGEMENT GROUP, INC. 401(K) PSP
Plan identification number	001

TRI-FOCUS WEALTH MANAGEMENT GROUP, INC. 401(K) PSP 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.
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

TRI-FOCUS WEALTH MANAGEMENT GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: TRI-FOCUS WEALTH MANAGEMENT GROUP, INC.

Employer identification number (EIN): 371498724

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI-FOCUS WEALTH MANAGEMENT GROUP, INC. 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 WILLIAM GRAY III 2014-12-01
001 2013-01-01 WILLIAM GRAY III 2014-06-02
001 2012-01-01 WILLIAM GRAY III 2013-05-31
001 2011-01-01 WILLIAM GRAY III 2012-05-01
001 2010-01-01 WILLIAM GRAY III 2011-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2014-01-01	WILLIAM GRAY III	2014-12-01
001	2013-01-01	WILLIAM GRAY III	2014-06-02
001	2012-01-01	WILLIAM GRAY III	2013-05-31
001	2011-01-01	WILLIAM GRAY III	2012-05-01
001	2010-01-01	WILLIAM GRAY III	2011-09-26

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	TRI-FOCUS WEALTH MANAGEMENT GROUP, INC.
Employer identification number (EIN):	371498724
NAIC Classification:	523900