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FELTON & FELTON, A.C. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameFELTON & FELTON, A.C. PROFIT SHARING 401(K) PLAN
Plan identification number 001

FELTON & FELTON, A.C. PROFIT SHARING 401(K) PLAN Benefits

401k Plan TypeDefined 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

FELTON CPA, A.C. has sponsored the creation of one or more 401k plans.

Company Name:FELTON CPA, A.C.
Employer identification number (EIN):550723540
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FELTON & FELTON, A.C. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PATRICK J FELTON2024-06-26 PATRICK J FELTON2024-06-26
0012022-01-01PATRICK J FELTON2023-02-16 PATRICK J FELTON2023-02-16
0012021-01-01PATRICK FELTON2022-09-05 PATRICK FELTON2022-09-05
0012020-01-01PATRICK FELTON2021-05-01 PATRICK FELTON2021-05-01
0012019-01-01PATRICK FELTON2020-03-05 PATRICK FELTON2020-03-05
0012018-01-01PATRICK FELTON2019-09-11 PATRICK FELTON2019-09-11
0012017-01-01PATRICK FELTON2018-09-21 PATRICK FELTON2018-09-21
0012016-01-01PATRICK FELTON2017-09-26 PATRICK FELTON2017-09-26
0012015-01-01PATRICK FELTON2016-09-23 PATRICK FELTON2016-09-23
0012014-01-01PATRICK FELTON2015-09-17 PATRICK FELTON2015-09-17
0012013-01-01PATRICK FELTON2014-10-06 PATRICK FELTON2014-10-06
0012012-01-01JACK FELTON2013-10-11 JACK FELTON2013-10-11

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