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APPLETON PARTNERS LLP 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameAPPLETON PARTNERS LLP 401K PROFIT SHARING PLAN
Plan identification number 001

APPLETON PARTNERS LLP 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

APPLETON PARTNERS LLP has sponsored the creation of one or more 401k plans.

Company Name:APPLETON PARTNERS LLP
Employer identification number (EIN):473467658
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPLETON PARTNERS LLP 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KENNETH MINEAU2024-10-07
0012022-01-01
0012021-01-01SHARON CRAWLEY2022-06-13 KEN MINEAU2022-06-30
0012020-01-01SHARON CRAWLEY2021-06-08 SHARON CRAWLEY2021-06-08
0012019-01-01SHARON CRAWLEY2020-07-09 KEN MINEAU2020-07-10
0012018-01-01SHARON CRAWLEY2019-08-14 MARC APPLETON2019-08-14
0012017-01-01SHARON CRAWLEY2018-07-12 MARC APPLETON2018-07-12
0012016-01-01SHARON CRAWLEY2017-07-28 MARC APPLETON2017-07-26
0012015-01-01SHARON CAMPBELL2016-08-17 MARC APPLETON2016-08-17

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