401k Plan data: DRAKE & COMPANY OF MADISON, INC. PROFIT SHARING & 401K PLAN plan

DRAKE & COMPANY OF MADISON, INC. PROFIT SHARING & 401K PLAN 401k Plan overview

Plan Name	DRAKE & COMPANY OF MADISON, INC. PROFIT SHARING & 401K PLAN
Plan identification number	001

DRAKE & COMPANY OF MADISON, INC. PROFIT SHARING & 401K PLAN 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.

401k Sponsoring company profile

DRAKE & COMPANY OF MADISON, INC. has sponsored the creation of one or more 401k plans.

Company Name: DRAKE & COMPANY OF MADISON, INC.

Employer identification number (EIN): 391335117

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRAKE & COMPANY OF MADISON, INC. PROFIT SHARING & 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 LEANNE STARR 2024-05-01
001 2021-10-01 LEANNE STARR 2023-01-30
001 2020-10-01 LEANNE STARR 2021-11-10
001 2019-10-01 LEANNE STARR 2021-02-05
001 2018-10-01 LEANNE STARR 2019-11-27
001 2017-10-01 LEANNE STARR 2018-11-14
001 2016-10-01 LEANNE STARR 2018-01-12
001 2015-10-01 LEANNE STARR 2016-12-15
001 2014-10-01 LEANNE STARR 2016-04-04
001 2013-10-01 LEANNE STARR 2014-12-16
001 2012-10-01 LEANNE STARR 2014-02-05
001 2011-10-01 LEANNE STARR 2013-03-25
001 2010-10-01 LEANNE STARR 2011-12-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-10-01	LEANNE STARR	2024-05-01
001	2021-10-01	LEANNE STARR	2023-01-30
001	2020-10-01	LEANNE STARR	2021-11-10
001	2019-10-01	LEANNE STARR	2021-02-05
001	2018-10-01	LEANNE STARR	2019-11-27
001	2017-10-01	LEANNE STARR	2018-11-14
001	2016-10-01	LEANNE STARR	2018-01-12
001	2015-10-01	LEANNE STARR	2016-12-15
001	2014-10-01	LEANNE STARR	2016-04-04
001	2013-10-01	LEANNE STARR	2014-12-16
001	2012-10-01	LEANNE STARR	2014-02-05
001	2011-10-01	LEANNE STARR	2013-03-25
001	2010-10-01	LEANNE STARR	2011-12-29

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Company Name:	DRAKE & COMPANY OF MADISON, INC.
Employer identification number (EIN):	391335117
NAIC Classification:	561300