401k Plan data: UPWALL DESIGN RETIREMENT PLAN plan

UPWALL DESIGN RETIREMENT PLAN 401k Plan overview

Plan Name	UPWALL DESIGN RETIREMENT PLAN
Plan identification number	001

UPWALL DESIGN 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

MICHAEL D. UPWALL PC has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL D. UPWALL PC

Employer identification number (EIN): 460515220

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPWALL DESIGN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TAMMY TAYLOR 2024-10-10
001 2022-01-01 TAMMY TAYLOR 2023-07-14
001 2021-01-01 TAMMY TAYLOR 2022-05-25
001 2020-01-01
001 2019-01-01
001 2018-01-01 TAMMY TAYLOR 2019-10-09
001 2017-01-01 JENNIFER HOLMSTEAD 2018-10-15
001 2016-01-01 TAMMY TAYLOR 2017-10-10
001 2015-01-01 TAMMY TAYLOR 2016-10-10
001 2014-01-01 TAMMY TAYLOR 2015-10-07
001 2013-01-01 MICHAEL D. UPWALL 2014-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	TAMMY TAYLOR	2024-10-10
001	2022-01-01	TAMMY TAYLOR	2023-07-14
001	2021-01-01	TAMMY TAYLOR	2022-05-25
001	2020-01-01
001	2019-01-01
001	2018-01-01	TAMMY TAYLOR	2019-10-09
001	2017-01-01	JENNIFER HOLMSTEAD	2018-10-15
001	2016-01-01	TAMMY TAYLOR	2017-10-10
001	2015-01-01	TAMMY TAYLOR	2016-10-10
001	2014-01-01	TAMMY TAYLOR	2015-10-07
001	2013-01-01	MICHAEL D. UPWALL	2014-09-15

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Company Name:	MICHAEL D. UPWALL PC
Employer identification number (EIN):	460515220
NAIC Classification:	236110